Despite strong growth in premiums and revenue, and strategic initiatives post-sale, the call highlighted significant financial losses and increased expenses, balancing the positive aspects with notable challenges.

Company Guidance -

Q3 2025

During the Ambac Financial Group's second quarter 2025 earnings call, Claude LeBlanc, President and CEO, provided forward-looking guidance, emphasizing strategic initiatives post-sale of the Legacy financial guaranty business. The guidance included plans for an organizational rebrand, a new executive compensation program, expense realignment, and capital management improvements. The company is also investing in data and AI technologies to drive growth. Ambac reported $346 million in premium, up 110% from the prior year, and $54 million in revenue, up 20%. The Insurance Distribution segment saw a 368% increase in Cirrata's premium to $250 million. The organic growth was impacted slightly by industry turbulence, but the company expects stabilization and improvement in the ESL markets. Everspan managed a $96 million gross premium, down 13% from the previous year, focusing on underwriting performance improvements. Ambac aims to reach $80 million to $90 million in adjusted EBITDA by 2028, positioning itself for substantial shareholder value creation.

Significant Premium and Revenue Growth

Operating businesses delivered $346 million of premium, up 110%, and generated $54 million of revenue, up 20% from the prior period last year. Beat continues to accelerate growth, up 26% from Q2 2024.

Cirrata's Impressive Performance

Cirrata generated $250 million in premium for the quarter, up 368%. Two of the six 2024 start-ups achieved profitability within 12 months.

Strategic Initiatives Post-Closing

Plans to launch strategic initiatives such as an organizational rebrand, new executive compensation program, expense realignment, and investment in data and AI technologies post-AAC sale.

Improved Loss Ratio at Everspan

Everspan's loss ratio improved to 67.8% in Q2 2025 from 85.1% in Q2 2024, benefiting from underwriting actions.

Ambac Financial (AMBC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMBC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.20 / -	-0.46	―	―	―
Aug 07, 2025	2025 (Q2)	-0.19 / -0.22	0.18	-222.22% (-0.40)
May 12, 2025	2025 (Q1)	-0.07 / -0.13	0.82	-115.85% (-0.95)
Feb 26, 2025	2024 (Q4)	0.00 / -0.12	0.32	-137.50% (-0.44)
Nov 12, 2024	2024 (Q3)	0.08 / -0.46	2	-123.00% (-2.46)
Aug 05, 2024	2024 (Q2)	0.15 / 0.18	0.07	157.14% (+0.11)
May 06, 2024	2024 (Q1)	0.09 / 0.82	-0.3	373.33% (+1.12)
Feb 27, 2024	2023 (Q4)	-0.02 / 0.32	4.18	-92.34% (-3.86)
Nov 07, 2023	2023 (Q3)	-0.09 / 2.00	7.37	-72.86% (-5.37)
Aug 07, 2023	2023 (Q2)	-0.16 / 0.07	0.28	-75.00% (-0.21)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AMBC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$8.29	$6.94	-16.28%
May 12, 2025	$8.35	$6.70	-19.76%
Feb 26, 2025	$11.66	$10.40	-10.81%
Nov 12, 2024	$11.70	$12.89	+10.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ambac Financial (AMBC) report earnings?

Ambac Financial (AMBC) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Ambac Financial (AMBC) earnings time?

Ambac Financial (AMBC) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AMBC EPS forecast?

AMBC EPS forecast for the fiscal quarter 2025 (Q3) is -0.2.

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