The earnings call reflects a positive sentiment with strong growth and performance in the E&S segment, significant underwriting profit, and operational efficiencies. However, there were challenges in the specialty admitted segment with declining premiums and some adverse prior year development.

Company Guidance

During the James River Group's Q2 2025 earnings call, the company provided guidance about its financial performance and strategic initiatives. The company reported an annualized adjusted net operating return on tangible common equity of 14% and $0.23 per share of adjusted net operating income for the second quarter. They achieved a combined ratio of 98.6% for the group, consisting of a 68.1% loss ratio and a 30.5% expense ratio. Furthermore, the E&S segment saw a 3% growth, with gross written premiums surpassing $300 million for the first time in a single quarter. Notably, casualty E&S grew by 4%, and the excess casualty portfolio experienced a 24.2% rate increase. Additionally, the company highlighted a 5.3% increase in tangible common book value per share to $7.49 and a 6% rise in submission volume. James River also discussed strategic moves such as increasing retention on its E&S casualty quota share and expected cost efficiencies from its planned redomicile to the United States, projected to bring a one-time $10-13 million benefit and a $3-6 million ongoing annual benefit.

Strong E&S Business Performance

The E&S segment saw notable growth, with gross written premium increasing by 3% year-over-year and casualty E&S increasing by 4%. This marks the first time E&S gross written premiums surpassed $300 million in a single quarter.

Positive Rate Changes and Submission Growth

Overall casualty rates increased by 14.5%, with excess casualty portfolio rates up over 20% for the quarter. Submission volume grew by 6% during the quarter.

Significant Underwriting Profit

The E&S segment reported an underwriting profit of $11.7 million with a combined ratio of 91.7%, nearly 4 points lower than the prior year quarter.

Operational Efficiency and Cost Management

Corporate expenses declined by $2.4 million sequentially. G&A expenses in the specialty admitted segment reduced by over 20% year-to-date.

New Leadership and Structural Changes

Appointments of new group leaders and restructuring of E&S divisions into 5 primary segments aim to improve agility and accountability.

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

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JRVR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.23 / -	-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 0.23.

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