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Jun 30
RenaissanceRe Q2 2025 Earnings Report
RenaissanceRe reported strong Q2 2025 earnings with significant net income and a robust return on equity.
Key Takeaways
RenaissanceRe posted $826.5 million in net income and $594.6 million in operating income for Q2 2025. The company delivered a 33.7% annualized return on equity, supported by strong underwriting results in the Property segment and solid investment gains.
Net income available to common shareholders reached $826.5 million with EPS of $17.20:contentReference[oaicite:0]{index=0}
Operating income was $594.6 million with operating EPS of $12.29:contentReference[oaicite:1]{index=1}
Combined ratio improved to 75.1%, with Property segment achieving a remarkable 27.4% ratio:contentReference[oaicite:2]{index=2}
Book value per common share rose to $212.15, up 8.1% sequentially:contentReference[oaicite:3]{index=3}
RenaissanceRe
RenaissanceRe
RenaissanceRe Revenue by Segment
Revenue by Segment
Property Revenue
CapyFin.comCasualty & Specialty Revenue
CapyFin.com Forward Guidance
RenaissanceRe expects continued strong underwriting and investment performance, supported by favorable market conditions and catastrophe opportunities.
Positive Outlook
- Attractive catastrophe reinsurance opportunities with strong pricing
- Solid investment income driven by higher yields and market gains
- Continued favorable prior-year loss development
- Robust capital position supporting share repurchases
- Healthy demand for property catastrophe reinsurance
Challenges Ahead
- Casualty and Specialty combined ratio remains elevated above 100%
- Potential pressure on pricing in casualty lines
- Exposure to large catastrophe losses in H2 2025
- Bermuda corporate income tax impacting earnings
- Macroeconomic uncertainty and geopolitical risks could affect investment performance