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Sep 30, 2022

Mercury General Q3 2022 Earnings Report

Mercury General reported a net loss for Q3 2022 due to net realized investment losses and increased losses and loss adjustment expenses.

Key Takeaways

Mercury General Corporation reported a net loss of $98.3 million for the third quarter of 2022, compared to a net income of $1.3 million in the same period of 2021. The company's combined ratio deteriorated to 102.8% from 99.0% in the prior year, driven by inflationary pressures and social inflation impacting auto parts, labor, and medical expenses.

Net loss of $98.3 million, or $1.78 per diluted share, compared to net income of $1.3 million, or $0.02 per diluted share, in Q3 2021.

Operating income decreased to $15.6 million from $35.7 million in the prior year.

Combined ratio worsened to 102.8% from 99.0% in Q3 2021, reflecting inflationary pressures and social inflation.

Net premiums earned increased by 6.0% to $996.9 million.

Total Revenue
$900M
Previous year: $932M
-3.4%
EPS
$0.28
Previous year: $0.64
-56.3%
Combined Ratio
102.8%
Previous year: 99%
+3.8%
Catastrophe Losses Net
$19M
Previous year: $25M
-24.0%
Net Investment Income
$44.6M
Previous year: $32.3M
+37.8%
Gross Profit
$832M
Previous year: $852M
-2.4%
Cash and Equivalents
$336M
Previous year: $342M
-1.7%
Total Assets
$6.45B
Previous year: $6.75B
-4.4%

Mercury General

Mercury General

Mercury General Revenue by Segment

Forward Guidance

The Company has filed for rate increases in many states and is taking various non-rate actions to improve profitability.

Positive Outlook

  • Filed for rate increases in many states.
  • Taking various non-rate actions to improve profitability.
  • Focus on managing business in non-California states.
  • Efforts to successfully manage claims organization outside of California.
  • Ability to successfully allocate resources to operations in other states.

Challenges Ahead

  • Changes in the demand for the Company's insurance products.
  • Inflation and general economic conditions, including general market risks associated with the Company's investment portfolio.
  • The accuracy and adequacy of the Company's pricing methodologies.
  • Catastrophes in the markets served by the Company.
  • Uncertainties related to estimates, assumptions and projections generally.

Revenue & Expenses

Visualization of income flow from segment revenue to net income