The earnings call reflects a positive trajectory for the James River Group, with strong performance in key segments and effective expense management contributing to growth and profitability. However, challenges such as the decline in net income and adverse impacts from prior year developments present areas for improvement. The redomicile plan is expected to further enhance operational efficiency and reduce costs.

Company Guidance -

Q3 2025

During the James River Group's Q2 2025 earnings call, CEO Frank D'Orazio discussed the company's notable performance, highlighting an annualized adjusted net operating return on tangible common equity of 14% and adjusted net operating income of $0.23 per share. The E&S segment saw a 3% growth in gross written premiums compared to the prior year, marking the first time surpassing $300 million in a single quarter. Significant growth was also noted in Allied Health (25%) and Energy (12%). The company maintained a combined ratio of 91.7% in the E&S segment, with overall casualty rates up 14.5% in the quarter. James River reduced its quota share retention to keep more underwriting profits, boosting its E&S premium retention closer to 60%. Operational efficiency improved, with a 5.3% increase in tangible common book value per share, and the company anticipates a $10-13 million tax benefit from redomiciling to the U.S. later this year. The call emphasized strategic growth, operational efficiency, and strong broker relationships as key contributors to the company's ongoing success.

Strong Annualized Adjusted Net Operating Return

The company reported an annualized adjusted net operating return on tangible common equity of 14%, aligning with their mid-teens return target.

Increase in Gross Written Premiums

Gross written premium for casualty E&S increased 4% compared to the prior year quarter, with the E&S segment growing 3% over the same period. This marks the first time surpassing $300 million in E&S gross written premiums in a single quarter.

Significant Growth in Specific Segments

There was 25% growth in Allied Health and 12% growth in energy during the quarter, demonstrating strong performance in these areas.

Improved Combined Ratio

The combined ratio in the E&S segment was 91.7%, nearly 4 points lower than the prior year quarter.

Reduction in Segment Expenses

Segment expenses in specialty admitted declined over 20% compared to the same period last year, showcasing effective expense management.

Redomicile Expected to Bring Cost Savings

The planned redomicile to the United States is expected to bring operational efficiencies as well as significant onetime and ongoing cost savings.

James River Group (JRVR) 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 >

JRVR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.24 / -	-0.74	―	―	―
Aug 04, 2025	2025 (Q2)	0.23 / 0.23	0.18	27.78% (+0.05)	―
May 05, 2025	2025 (Q1)	0.27 / 0.17	0.366	-53.83% (-0.20)	―
Mar 03, 2025	2024 (Q4)	-0.46 / -0.99	0.33	-400.00% (-1.32)	―
Nov 11, 2024	2024 (Q3)	0.15 / -0.74	0.48	-254.17% (-1.22)
Aug 05, 2024	2024 (Q2)	0.42 / 0.18	0.545	-66.97% (-0.37)	―
May 08, 2024	2024 (Q1)	0.42 / 0.37	0.56	-34.64% (-0.19)	―
Feb 28, 2024	2023 (Q4)	0.47 / 0.33	0.544	-39.34% (-0.21)	―	―
Nov 07, 2023	2023 (Q3)	0.47 / 0.48	0.41	17.07% (+0.07)	―	―
Aug 07, 2023	2023 (Q2)	0.52 / 0.55	0.52	4.81% (+0.03)	―	―

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

JRVR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$5.52	$5.59	+1.27%
May 05, 2025	$4.90	$4.81	-1.84%
Mar 03, 2025	$4.88	$3.50	-28.28%
Nov 11, 2024	$6.58	$4.93	-25.08%

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 James River Group Holdings Ltd (JRVR) report earnings?

James River Group Holdings Ltd (JRVR) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is James River Group Holdings Ltd (JRVR) earnings time?

James River Group Holdings Ltd (JRVR) earnings time is at Nov 04, 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 JRVR EPS forecast?

JRVR EPS forecast for the fiscal quarter 2025 (Q3) is 0.24.

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