AXIS Capital reported strong financial results with record-breaking revenue and significant growth in both the insurance and reinsurance segments. The company's strategic investments in technology and enhancements to operational efficiency are yielding positive results. However, challenges remain in the form of catastrophic losses and competitive pressures in the cyber insurance market. Overall, the positive developments and strong financial performance outweigh the lowlights.

Company Guidance

During the third quarter of 2025, AXIS Capital reported strong financial performance with several key metrics highlighted. The company achieved a 14% year-over-year increase in diluted book value per common share, reaching $73.82. Their operating return on equity was annualized at 18%, and operating earnings per share rose by 20% to $3.25 compared to the prior year. Gross premiums written totaled $2.1 billion, marking a nearly 10% increase over the previous year and representing their highest third quarter ever. The company also reported a combined ratio of 89.4%. Within their insurance segment, AXIS recorded a record third quarter premium production of $1.7 billion, an 11% increase, with new premium written amounting to $570 million. Their insurance segment achieved a current accident year ex-cat combined ratio of 83.3% and record underwriting income of $153 million, up 55% year-over-year. The reinsurance segment saw a 6% premium growth with a combined ratio of 92.2% and underwriting income of $35 million. The company emphasized its strategic focus on premium adequacy and efficient operations, supported by technology investments and third-party capital partnerships.

Record-Breaking Revenue and Growth

AXIS Capital reported a 14% year-over-year increase in diluted book value per common share to $73.82, an 18% annualized operating return on equity, and a 20% increase in operating earnings per share to $3.25. Premiums reached $2.1 billion, the highest for a third quarter, up nearly 10% over the prior year.

Insurance Segment Success

The insurance segment delivered a record third-quarter premium production of $1.7 billion, an 11% increase over the prior period. The segment also achieved a current accident year ex-cat combined ratio of 83.3% and record underwriting income of $153 million, up 55% over the prior year.

Technology and Operational Advancements

AXIS invested significantly in technology, implementing a modern application platform and deploying AI solutions across business units, leading to improved efficiency and decision-making.

Successful Reinsurance Business

The reinsurance segment produced 6% premium growth with a combined ratio of 92% and underwriting income of $35 million. Specialty short-tail lines contributed to 91% of new business premiums.

Axis Capital (AXS) 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

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AXS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 04, 2026	2025 (Q4)	2.94 / -	2.97	―	―	―
Nov 03, 2025	2025 (Q3)	2.94 / 3.25	2.71	19.93% (+0.54)
Jul 29, 2025	2025 (Q2)	2.93 / 3.29	2.93	12.29% (+0.36)	―
Apr 30, 2025	2025 (Q1)	2.67 / 3.17	2.57	23.35% (+0.60)
Jan 29, 2025	2024 (Q4)	2.57 / 2.97	-1.25	337.60% (+4.22)
Oct 30, 2024	2024 (Q3)	2.55 / 2.71	2.34	15.81% (+0.37)
Jul 30, 2024	2024 (Q2)	2.58 / 2.93	2.23	31.39% (+0.70)	―
May 01, 2024	2024 (Q1)	2.40 / 2.57	2.33	10.30% (+0.24)	―
Jan 31, 2024	2023 (Q4)	1.79 / -1.25	1.95	-164.10% (-3.20)	―
Nov 01, 2023	2023 (Q3)	1.98 / 2.34	0.03	7700.00% (+2.31)

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

AXS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 03, 2025	$94.34	$95.98	+1.74%
Jul 29, 2025	$96.68	$93.24	-3.56%
Apr 30, 2025	$95.46	$96.56	+1.15%
Jan 29, 2025	$88.81	$91.55	+3.09%

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 Axis Capital Holdings (AXS) report earnings?

Axis Capital Holdings (AXS) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).

What is Axis Capital Holdings (AXS) earnings time?

Axis Capital Holdings (AXS) earnings time is at Feb 04, 2026, 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 AXS EPS forecast?

AXS EPS forecast for the fiscal quarter 2025 (Q4) is 2.94.

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