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Jun 30, 2023

Mercury General Q2 2023 Earnings Report

Mercury General experienced a net loss for Q2 2023, impacted by catastrophe losses, but saw increased net investment income and implemented rate increases.

Key Takeaways

Mercury General Corporation reported a net loss of $41.543 million for the second quarter of 2023, compared to a net loss of $210.681 million in the same period of 2022. The company's combined ratio was 110.1%, and it faced catastrophe losses of $92 million. However, net investment income increased, and the company is implementing rate increases to improve underwriting results.

Mercury General reported a net loss of $41.543 million for Q2 2023.

Catastrophe losses, net of reinsurance, amounted to $92 million.

The combined ratio for Q2 2023 was 110.1%.

Net investment income increased due to higher average yield and invested assets.

Total Revenue
$1.08B
Previous year: $786M
+37.9%
EPS
-$0.47
Previous year: -$0.35
+34.3%
Combined Ratio
110.1%
Previous year: 106.6%
+3.3%
Catastrophe Losses Net
$92M
Previous year: $21M
+338.1%
Net Investment Income
$58.4M
Previous year: $38.6M
+51.3%
Gross Profit
$1.01B
Previous year: $716M
+41.7%
Cash and Equivalents
$358M
Previous year: $290M
+23.4%
Total Assets
$6.69B
Previous year: $6.5B
+2.9%

Mercury General

Mercury General

Mercury General Revenue by Segment

Forward Guidance

Mercury General is implementing rate and non-rate actions to improve underwriting results, but rate increases take time to earn in.

Positive Outlook

  • Rate increases implemented in 2023 for California Personal Auto (14.4%).
  • Rate increases implemented in 2023 for California Homeowners (12.6%).
  • Rate increases implemented in 2023 for California Commercial Auto (13.0%).
  • Rate increases implemented in 2023 for Personal Auto Outside of California (7.6%).
  • Rate increases implemented in 2023 for Homeowners Outside of California (9.7%).

Challenges Ahead

  • Rate increases pending regulatory approval for California Personal Auto (20.8%).
  • Rate increases pending regulatory approval for California Homeowners (7.0%).
  • Rate increases pending regulatory approval for California Commercial Auto (14.9%).
  • Rate increases pending regulatory approval for Personal Auto Outside of California (5.2%).
  • Rate increases pending regulatory approval for Homeowners Outside of California (11.6%).

Revenue & Expenses

Visualization of income flow from segment revenue to net income