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Dec 31, 2020

Genworth Q4 2020 Earnings Report

Genworth reported net income of $267 million and adjusted operating income of $173 million.

Key Takeaways

Genworth Financial reported a strong fourth quarter with net income of $267 million and adjusted operating income of $173 million. The company is focused on executing its contingency plan to raise liquidity and maximize shareholder value, including preparing for a potential IPO of its U.S. MI business.

Genworth reported fourth quarter net income of $267 million, or $0.52 per diluted share.

Adjusted operating income for the fourth quarter was $173 million, or $0.34 per diluted share.

The company is focused on a potential partial initial public offering (IPO) of its U.S. MI business.

Genworth made progress on its MYRAP in 2020, receiving approvals on $344 million of incremental annual premium increases.

Total Revenue
$2.26B
Previous year: $2.04B
+11.0%
EPS
$0.34
Previous year: $0.05
+580.0%
Adjusted Operating Income
$173M
Previous year: $24M
+620.8%
Holding Co. Cash & Liquid Assets
$1.1B
Previous year: $1.5B
-26.5%
Gross Profit
$2.26B
Previous year: $2.04B
+11.0%
Cash and Equivalents
$1.03B
Previous year: $3.26B
-68.4%
Total Assets
$106B
Previous year: $101B
+4.3%

Genworth

Genworth

Forward Guidance

Genworth is focused on its contingency plan to raise liquidity, including a potential IPO of its U.S. MI business. The company is also streamlining its cost structure and managing its U.S. life insurance companies on a standalone basis.

Positive Outlook

  • Potential IPO of the U.S. MI business
  • Streamlining cost structure
  • Paying February debt obligation
  • Strong progress on MYRAP
  • Focus on contingency plan to strengthen financial position

Challenges Ahead

  • Uncertainty in current operating environment
  • Merger agreement with Oceanwide not extended
  • Potential termination of merger agreement
  • Need to re-engage with regulators if Oceanwide secures funding
  • Continued reliance on consolidated statutory capital for U.S. life insurance businesses