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Jun 30, 2020

Mercury General Q2 2020 Earnings Report

Mercury General's financial performance significantly improved, driven by investment gains and a lower combined ratio.

Key Takeaways

Mercury General Corporation reported a substantial increase in net income for the second quarter of 2020, primarily driven by significant net realized investment gains and an improved combined ratio. The company's operating income also saw a considerable rise compared to the same period last year.

Net income increased by 174.1% to $228.2 million, or $4.12 per diluted share, compared to $83.25 million, or $1.50 per diluted share, in Q2 2019.

Operating income rose by 150.6% to $103.1 million, or $1.86 per diluted share, up from $41.1 million, or $0.74 per diluted share, in the prior year.

The combined ratio improved to 88.2% from 98.3% in the second quarter of 2019.

Net premiums earned decreased by 8.6% to $811.9 million, influenced by premium refunds and credits related to reduced driving during the COVID-19 pandemic.

Total Revenue
$1.01B
Previous year: $979M
+2.7%
EPS
$1.86
Previous year: $0.74
+151.4%
Combined Ratio
88.2%
Previous year: 98.3%
-10.3%
Catastrophe Losses Net
$12M
Previous year: $9M
+33.3%
Net Investment Income
$34.2M
Gross Profit
$935M
Previous year: $911M
+2.6%
Cash and Equivalents
$262M
Previous year: $240M
+9.1%
Total Assets
$5.92B
Previous year: $5.72B
+3.5%

Mercury General

Mercury General

Mercury General Revenue by Segment

Forward Guidance

The Company expects third quarter premiums earned and written to be reduced by approximately $22 million as a result of the refunds.

Revenue & Expenses

Visualization of income flow from segment revenue to net income