The earnings call highlighted record performance metrics, strong growth in the insurance segment, and successful technology investments. However, challenges in property insurance, cyber portfolio reshaping, and a cautious stance in reinsurance were noted. The sentiment leans positive due to the outweighing highlights.

Company Guidance -

Q3 2025

During the AXIS Capital Second Quarter 2025 Earnings Conference Call, the company reported a strong quarter with several record-breaking metrics. The annualized operating return on equity was 19%, while the diluted book value per common share reached a record high of $70.34, representing an 18.6% increase year-over-year. Operating earnings per share also hit an all-time high at $3.29, a 12% increase from the previous year's quarter. AXIS achieved record second-quarter premiums of $2.5 billion, with $732 million in new business, and maintained a combined ratio of 88.9%. The Insurance segment alone delivered $1.9 billion in premium production, 6.5% top-line growth, and $641 million in new premiums, with an underwriting income of $152 million. In the Reinsurance segment, a combined ratio of 92% was reported, with $38 million in underwriting income. The company also noted a net income available to common shareholders of $216 million, translating to $2.72 per diluted common share. Overall, AXIS Capital highlighted its robust performance amidst ongoing market uncertainties, attributing success to disciplined underwriting and strategic investment in technology and analytics.

Record Performance Metrics

AXIS delivered an annualized operating return on equity of 19%, record diluted book value per common share of $70.34, up 18.6% year-over-year, and operating earnings per share was an all-time high of $3.29, a 12% increase over the prior year quarter.

Strong Insurance Segment Growth

The Insurance segment reported a record premium production of $1.9 billion, highlighted by 6.5% top-line growth and $641 million in new premiums written. Net written premium grew 8.1% in the quarter.

Positive Reinsurance Segment Results

Reinsurance produced a combined ratio of 92% with underwriting income of $38 million. Specialty short-tail lines contributed 37% of book premiums with attractive returns.

Investment Income Growth

The company reported a strong quarter for investment income at $187 million, benefiting from movements of approximately $2 billion out of cash.

AI and Technology Investments

AXIS advanced the modernization of its underwriting pipeline with AI-powered services, enhancing straight-through processing and underwriting decisioning through third-party data.

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

Daily Earnings Calendar >

AXS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.46 / -	2.71	―	―	―
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)
Aug 01, 2023	2023 (Q2)	1.97 / 2.23	1.74	28.16% (+0.49)	―

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
Jul 29, 2025	$97.13	$93.67	-3.56%
Apr 30, 2025	$95.91	$97.00	+1.14%
Jan 29, 2025	$89.22	$91.98	+3.09%
Oct 30, 2024	$79.73	$77.20	-3.17%

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 Axis Capital Holdings (AXS) report earnings?

Axis Capital Holdings (AXS) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Axis Capital Holdings (AXS) earnings time?

Axis Capital Holdings (AXS) earnings time is at Oct 29, 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 AXS EPS forecast?

AXS EPS forecast for the fiscal quarter 2025 (Q3) is 2.46.

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