Swiss Re AG (CH:SREN)
:SREN
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.9Last Year’s EPS
3.55Same Quarter Last Year
Moderate Sell
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported solid financial results and margin outperformance across major business units, highlighted by a $1.5 billion Q1 net income, strong combined ratios (P&C Re 79.5%) and above-4% investment returns. Management emphasized disciplined underwriting, portfolio quality, and targeted strategic actions (AI tools, transactional hires, selective M&A) while prudently provisioning ~$400 million for potential inflationary impacts from the Middle East conflict and adding ~$100 million of IBNR. Pricing headwinds (net price -4.4%) and modest volume contraction (-2%) signal a challenging market backdrop, but the strength in earnings, investment returns and capital management plans outweigh these near-term pressures.Company Guidance
Strong Group Profitability
Net income of $1.5 billion in Q1 2026; all business units posted increased earnings, supporting progress toward 2026 financial targets.
P&C Reinsurance Outperformance
P&C Re net income rose 43% to $754 million with a combined ratio of 79.5% (well below the full-year target of <85%); large nat cat losses limited to $133 million (Storm Kristin).
Corporate Solutions Improvement
Corporate Solutions net income increased 26% to $262 million with a combined ratio of 85.1% (against full-year target <91%); underlying growth in international programs and alternative risk solutions.
Life & Health Reinsurance Progress
Life & Health Re net income up 12% to $491 million; business strengthened after portfolio review and on track toward the $1.7 billion full-year net income target.
Product and Talent Investment in Life & Health
Launched AI-enhanced tools Magnum XP and Promise XP adopted across Americas, EMEA and APAC; hired Dean Galligan as Head of Transactions to drive transaction-led growth (e.g., longevity business).
Strong Investment Result
Overall investment result 4.6%, recurring investment result 4.1%, reinvestment yield ~4.3%; one-off real estate gains in Switzerland contributed to Q1 performance.
Disciplined Underwriting and Cycle Management
Maintained underwriting discipline and portfolio quality, defended market position, preserved terms and conditions and avoided writing inadequate business despite intensified competition.
Prudent Capital Management Framework
Clear capital policy: increase dividend payout, sustainable share buybacks when targets met, deploy capital into business only at appropriate returns; small targeted M&A (e.g., QBE credit & surety) aligned with strategy.
CH:SREN 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
CH:SREN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | CHF128.40 | CHF124.30 | -3.19% |
Feb 27, 2026 | CHF124.91 | CHF129.58 | +3.74% |
Nov 14, 2025 | CHF146.60 | CHF138.73 | -5.36% |
Aug 14, 2025 | CHF143.59 | CHF138.64 | -3.45% |
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 Swiss Re AG (CH:SREN) report earnings?
Swiss Re AG (CH:SREN) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Swiss Re AG (CH:SREN) earnings time?
Swiss Re AG (CH:SREN) earnings time is at Aug 06, 2026, Before Open (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 the P/E ratio of Swiss Re AG stock?
The P/E ratio of Swiss Re AG is N/A.
What is CH:SREN EPS forecast?
CH:SREN EPS forecast for the fiscal quarter 2026 (Q2) is 2.9.