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Markel Corp (MKL)
NYSE:MKL
US Market
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Markel (MKL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 04, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
25.13
Last Year’s EPS
22.86
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive overall sentiment with significant revenue growth, improvements in the insurance segment, and successful strategic initiatives. However, challenges remain in the industrial segment and managing the expense ratio.
Company Guidance
During the Markel Group Third Quarter 2025 Conference Call, significant guidance was provided regarding the company's performance metrics and strategic initiatives. The company reported a consolidated revenue increase of 7% for the quarter and 4% year-to-date, with all segments showing year-over-year growth. A key focus was the improvement in the insurance segment, achieving a 93% combined ratio compared to 97% in the previous period, driven by strategic exits from underperforming lines and leadership changes. The company emphasized its commitment to capital efficiency, highlighted by nearly $13 billion in cumulative operating income over the past five years, and shareholder value, returning approximately $1.9 billion of capital via share repurchases since 2020. The investment portfolio yielded 8.4% on equity investments and 3.5% on fixed income. The company also introduced a revised financial disclosure format to enhance transparency, now reporting results in four segments: insurance, industrial, financial, and consumer and other.
Strong Revenue Growth and Adjusted Operating Income
Consolidated revenues were up 7% for the quarter and 4% year-to-date, with all reportable segments showing year-over-year growth. Adjusted operating income increased by 24% to $621 million compared to the same period last year.
Improvement in Insurance Segment
The insurance segment showed a combined ratio of 93% for the quarter, an improvement from 97% in the previous year, driven by lower catastrophe activity and improved core insurance performance.
Successful Strategic Initiatives
Decisive actions such as exiting underperforming businesses, leadership changes, and organizational restructuring have begun to positively impact the company, evidenced by the improved performance in the insurance segment.
International and Personal Lines Growth
The International division reported a combined ratio of 84% year-to-date, with strong growth in personal lines, general liability, and international lines contributing to a 11% increase in gross written premiums.
Significant Cash Flow Generation
Operating cash flows for the first 9 months were $2.1 billion, supporting share repurchases and liquidity buildup.
Investment Performance
Equity investments yielded 8.4%, and the fixed income book yield was 3.5% with a reinvestment yield of 4.2%.

Markel (MKL) 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

MKL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 04, 2026
2025 (Q4)
25.13 / -
22.863
Oct 29, 2025
2025 (Q3)
24.02 / 25.77
20.6125.04% (+5.16)
Jul 30, 2025
2025 (Q2)
24.97 / 25.52
26.412-3.36% (-0.89)
Apr 30, 2025
2025 (Q1)
16.77 / 23.13
20.6512.00% (+2.48)
Feb 05, 2025
2024 (Q4)
19.00 / 22.86
5.918286.33% (+16.95)
Oct 30, 2024
2024 (Q3)
21.43 / 20.61
16.58524.27% (+4.02)
Jul 31, 2024
2024 (Q2)
22.30 / 26.41
22.8615.54% (+3.55)
May 01, 2024
2024 (Q1)
17.93 / 20.65
16.3526.30% (+4.30)
Jan 31, 2024
2023 (Q4)
20.71 / 5.92
48.479-87.79% (-42.56)
Nov 01, 2023
2023 (Q3)
19.61 / 16.59
3.5373.86% (+13.09)
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

MKL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$1826.32$1938.38+6.14%
Jul 30, 2025
$2006.57$2008.29+0.09%
Apr 30, 2025
$1818.60$1824.53+0.33%
Feb 05, 2025
$1860.14$2059.83+10.74%
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 Markel Corp (MKL) report earnings?
Markel Corp (MKL) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).
    What is Markel Corp (MKL) earnings time?
    Markel Corp (MKL) 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 MKL EPS forecast?
          MKL EPS forecast for the fiscal quarter 2025 (Q4) is 25.13.
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