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Chubb (CB)
NYSE:CB
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
6.56Last Year’s EPS
3.68Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple record-setting achievements across underwriting, investment income and life businesses, with broad premium growth, strong returns, tangible book value expansion and significant shareholder returns. Management acknowledged key risks — elevated catastrophe losses for the year, competitive pressure in large-account property and softness in certain financial lines segments, plus FX and regulatory risks — but positioned these as manageable relative to the company’s diversified global platform and disciplined underwriting. Overall, the positive operational results, strong capital generation and clear strategic initiatives (digital transformation, targeted investments) materially outweigh the disclosed headwinds.Company Guidance
Record Quarterly and Annual Operating Results
Core operating income for the quarter nearly $3.0B ($7.52/share), up ~22% in operating income and ~25% in EPS year-over-year; full-year core operating income just shy of $10B ($24.79/share), up ~9% in operating income and ~11% in EPS versus prior year.
Outstanding P&C Underwriting Performance
P&C underwriting income for the quarter was $2.2B, up 40% year-over-year with a record-low combined ratio of 81.2%; full-year P&C underwriting income $6.5B, up 11.6% with a record annual combined ratio of 85.7%.
Strong Premium Growth Across Businesses
Total company net premiums grew almost 9% in the quarter; full-year total premiums grew >6.5%. Quarterly P&C premium revenue grew >7.5% (consumer +~12%, commercial +>6%); life premiums up ~17% in the quarter and life full-year premiums up >15%.
Record Investment Income and Expanded Asset Base
Quarterly adjusted net investment income a record $1.81B, up 7.3% year-over-year; full-year adjusted net investment income grew 9% to ~$6.9B. Invested assets increased to ~$169B (from $151B a year ago) and cash & invested assets reported >$171B on the balance sheet.
Tangible Book Value and Shareholder Returns
Per-share tangible book value grew 25.7% for the year. Returned $4.9B of capital to shareholders in 2025 (including $3.4B share repurchases at an average $282.57/share and $1.5B of dividends).
Strong Returns and Operating Cash Flow
Quarter core operating return on tangible equity 23.5% and core operating ROE 15.9%. Adjusted operating cash flow $4.2B for the quarter and $13.9B for the year.
Broad Global Growth — International and Regional Success
International P&C premiums up 10.8% (over 8% in constant dollars); global retail premiums +12.5% (consumer A&H & personal +18.7%). Latin America +14.7% (consumer +~18%); Asia +13% (consumer +25%); North America P&C premiums +>6.5% with agriculture +>45% (profit-sharing related).
Life and Worksite Benefits Momentum
Life division pretax income $322M in the quarter, up just shy of 20%. International life premiums up ~18% in constant dollars; North America worksite benefits premiums up >16.5%.
Favorable Prior-Period Development and Reserve Discipline
Adjusted pretax prior-period development in active companies was favorable $430M in the quarter (64% short-tail, 36% long-tail), supporting underwriting results and combined ratios.
Investments and Rating-Quality Growth
A-rated portfolio increased ~$2.7B sequentially and ~$18.1B year-over-year; public fixed income contributed ~9% growth in investment income and private investments contributed ~$940M (8.5% growth).
CB Earnings History
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
CB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $313.38 | $329.45 | +5.13% |
Oct 21, 2025 | $268.41 | $275.64 | +2.69% |
Jul 22, 2025 | $276.89 | $268.37 | -3.08% |
Apr 22, 2025 | $287.54 | $281.67 | -2.04% |
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 Chubb (CB) report earnings?
Chubb (CB) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Chubb (CB) earnings time?
Chubb (CB) earnings time is at Apr 28, 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 CB EPS forecast?
CB EPS forecast for the fiscal quarter 2026 (Q1) is 6.56.