Mar 31

CNA Q1 2025 Earnings Report

CNA reported solid Q1 2025 results with strong premium growth and resilient underwriting despite catastrophe losses.

Key Takeaways

CNA Financial delivered $274M in net income and $281M in core income in Q1 2025. The company posted its eighth consecutive quarter with over $200M in underlying underwriting gains, while growing premiums and managing through elevated catastrophe losses.

Total Revenue
$3.63B
Previous year: $609M
+496.1%
EPS
$1.03
Previous year: $1.3
-20.8%
Gross Written Premiums (P&C ex. captives)
$3.14B
Previous year: $2.94B
+7.0%
Net Written Premiums (P&C ex. captives)
$2.61B
Previous year: $2.39B
+9.0%
Underwriting Gain (P&C)
$40M
Previous year: $126M
-68.3%

CNA

CNA

Forward Guidance

CNA expects continued profitable growth in premiums and strong underwriting fundamentals, while remaining vigilant amid persistent catastrophe risks and social inflation trends.

Positive Outlook

  • Eighth consecutive quarter with ≥$200M underlying underwriting gain
  • Premiums grew 9% YoY excluding captives
  • Strong retention and renewal pricing discipline
  • Improved investment income from fixed income securities

Challenges Ahead

  • Elevated catastrophe activity including California wildfires
  • Unfavorable prior-period development in commercial auto and legacy mass tort claims
  • Combined ratio deterioration due to higher loss trends in some lines
  • Continued pressure in management liability pricing