The earnings call reflects a strong performance for AXIS Capital with record achievements in key financial metrics and insurance segment growth. However, challenges were noted in the reinsurance segment and competitive pressures in property and cyber insurance lines. Overall, the sentiment is positive given the significant highlights outweighing the lowlights.

Company Guidance -

Q3 2025

During the AXIS Capital second quarter 2025 earnings call, the company reported record performance across various metrics. They achieved an annualized operating return on equity of 19% and a record diluted book value per common share of $70.34, representing an 18.6% year-over-year increase. Operating earnings per share reached an all-time high of $3.29, up 12% from the prior year quarter. AXIS generated record second quarter premiums of $2.5 billion, with $732 million in new business, and a combined ratio of 88.9%. Despite industry losses approximating $25 billion from catastrophe events, AXIS managed a market share loss of just over 0.1 points. The Insurance segment delivered a current accident year ex cat combined ratio of 83.2% and an overall combined ratio of 85.3%, with net written premium growth of 8.1%. The Reinsurance segment produced a combined ratio of 92% and underwriting income of $38 million. The company also highlighted growth in new and expanded product offerings, particularly in the U.S. Excess Casualty and Professional lines, while continuing to invest in AI and technology to enhance underwriting efficiency.

Record Performance Metrics

Achieved an annualized operating return on equity of 19%, a record diluted book value per common share of $70.34 (up 18.6% year-over-year), and operating earnings per share of $3.29 (a 12% increase over the prior year quarter).

Insurance Segment Growth

The Insurance segment delivered a strong quarter with a combined ratio of 85.3%, record premium production of $1.9 billion, and net written premium growth of 8.1%.

Strong Investment Income

Recorded investment income of $187 million, benefiting from market yield improvements and operational cash flow.

Operational Enhancements

Investments in AI and technology improved underwriting and claims processes, contributing to operational efficiency and productivity.

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)	2.45 / -	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 2.45.

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