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Jun 30, 2021

Genworth Q2 2021 Earnings Report

Genworth's financial condition was strengthened and long-term shareholder value was created.

Key Takeaways

Genworth Financial reported a strong second quarter with a net income of $240 million and adjusted operating income of $194 million. The company made significant progress on its strategic objectives, including preparations for an IPO of Enact and debt reduction.

Net income was $240 million, or $0.47 per diluted share, compared to a net loss of $441 million, or $0.86 per diluted share, in the second quarter of 2020.

Adjusted operating income was $194 million, or $0.38 per diluted share, compared to an adjusted operating loss of $23 million, or $0.05 per diluted share, in the second quarter of 2020.

Enact's adjusted operating income was $135 million, driven by favorable loss performance from lower new delinquencies.

Holding company cash and liquid assets totaled $842 million, including $19 million restricted.

Total Revenue
$2.04B
Previous year: $2.14B
-4.5%
EPS
$0.38
Previous year: -$0.04
-1050.0%
Adjusted Operating Income
$194M
Previous year: -$21M
-1023.8%
Cash and Liquid Assets
$842M
Previous year: $554M
+52.0%
Gross Profit
$1.98B
Previous year: $2.14B
-7.6%
Cash and Equivalents
$75.8B
Previous year: $504M
+14940.7%
Total Assets
$101B
Previous year: $104B
-2.9%

Genworth

Genworth

Forward Guidance

Genworth is focused on strengthening its financial position and creating long-term shareholder value through strategic initiatives.

Positive Outlook

  • Continued progress on MYRAP with $49 million incremental annual rate increases approved in the second quarter.
  • Planned IPO of Enact remains a key strategic objective.
  • Redeemed $513 million of outstanding principal amount of senior notes in July 2021.
  • Goal to reduce parent holding company debt to a sustainable level of approximately $1 billion.
  • Company is well-positioned to create value over the long-term.

Challenges Ahead

  • Planned IPO of Enact is subject to market and other conditions.
  • Company is in registration and subject to applicable publicity restrictions, limiting commentary.
  • Parent holding company public debt outstanding is $1.7 billion, in addition to the AXA liability of approximately $345 million.
  • Achieving break-even on an economic basis for the legacy LTC business is a goal that may not be fully realized.
  • Forward-looking statements are subject to inherent uncertainties, risks and changes in circumstances.