NASDAQ$UFCS

United Fire Group Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported net income of $0.76 per diluted share and adjusted operating income of $0.81 per diluted share.

United Fire Group reported strong Q3 2024 results, with the highest levels of net income and adjusted operating income in the past 10 quarters. Net written premiums grew by 23%, driven by core commercial and assumed reinsurance business units. The GAAP combined ratio improved to 98.2%, reflecting ongoing efforts to improve core margins.

  • Net income increased from $6.4 million to $19.7 million.
  • Net investment income increased 49% to $24.5 million.
  • GAAP combined ratio improved 3.8 points to 98.2%.
  • Net premiums written increased 23% to $305.6 million.

Headline financials

Total Revenue

$323M

Previous: $274M+17.9%
EPS

$0.76

Previous: $0.31+145.2%
Combined Ratio

98.2%

Previous: 102.1%-3.8%
Underlying Combined Ratio

93.8%

Previous: 96.0%-2.3%
Underlying Loss Ratio

57.9%

No prior period
Catastrophe Loss Ratio

4.4%

No prior period
Underwriting Expense Ratio

35.9%

No prior period
Net Loss Ratio

62.3%

No prior period
Net Investment Income

$24.5M

Previous: $16.5M+48.6%
Net Written Premium

$306M

No prior period
Net Earned Premium

$300M

No prior period
Capital Expenditures

-$3.09M

Previous: -$2.42M-27.7%
Free Cash Flow

$19.7M

Previous: $6.38M+209.5%
Net Income

$19.7M

Previous: $6.38M+209.5%
Operating Income

-$106M

Previous: -$113M+6.0%
Gross Profit

-$68.7M

Previous: -$80.5M+14.7%
Stock-Based Comp

$1.09M

Previous: $949K+14.5%

Revenue & EPS history

United Fire Group · Revenue · Quarterly

$323M

Q3 2024+17.9%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

United Fire Group · $222M total across 2 segments · Q3 2023

  • Commercial Lines
    $220M+1.7%
  • Personal Lines
    $1.62M+201.3%

Forward guidance

UFG is committed to driving ongoing improvements through the strategic execution of its business plan.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.4%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+27.4%

Q3 2024

Best reaction

-14.6%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.0%+21.7%+13.4%
Q4 2025+7.2%+8.9%+2.0%
Q3 2025+14.7%+17.3%+13.0%
Q1 2025-4.6%-2.4%-0.7%
Q4 2024+2.2%+5.7%+16.2%
Q3 2024+27.4%+25.3%+62.4%
Q2 2024-9.4%-8.1%-1.6%
Q1 2024+1.4%+1.8%-8.8%
Q4 2023+12.0%+9.1%-2.6%
Q3 2023-2.5%-1.2%+5.4%
Q2 2023-3.2%-4.4%-8.5%
Q1 2023-10.1%-10.6%-14.0%
Q4 2022-6.4%+1.0%-7.9%
Q3 2022-4.3%+3.4%+6.9%
Q2 2022-13.8%-9.4%-9.6%
Q1 2022-2.3%-4.7%+4.4%
Q4 2021+26.2%+26.8%+23.7%
Q3 2021-3.9%-2.3%-4.1%
Q2 2021+3.9%+9.5%+3.4%
Q1 2021+7.0%+5.4%+1.3%
Q4 2020-2.6%-4.3%+12.9%
Q3 2020-7.7%+0.7%+12.7%
Q2 2020+4.4%+12.1%-4.7%
Q1 2020-0.9%-1.7%+15.7%
Q4 2019-0.0%-3.4%-31.1%
Q3 2019-4.7%-5.7%-7.6%
Q2 2019-10.2%-11.5%-12.3%
Q1 2019+6.6%+6.2%+9.0%
Q4 2018-8.9%-13.3%-21.3%
Q3 2018-8.3%-9.9%-2.3%
Q2 2018-11.9%-11.5%-9.8%
Q1 2018+3.5%+1.4%+13.7%
Q4 2017+8.0%+10.9%+18.9%
Q3 2017+1.4%+0.1%+0.1%
Q2 2017-1.4%-1.8%-5.6%
Q1 2017-0.9%-1.8%+0.9%
Q4 2016-14.6%-14.3%-10.0%
Q3 2016-3.3%-1.7%+15.2%
Q2 2016-0.3%+1.3%+3.6%
Q1 2016-11.7%
Q4 2015+8.2%
Q3 2015+8.3%
Q2 2015+3.0%
Q1 2015+0.7%
Q4 2014-1.6%
Q3 2014-3.9%
Q2 2014-0.8%
Q1 2014-2.0%
Q4 2013+9.4%
Q3 2013-9.6%
Q2 2013+4.9%
Q1 2013+2.1%
Q4 2012+0.8%
Q3 2012-5.3%
Q2 2012+14.3%
Q1 2011+0.8%
Q1 2012+1.8%
Q4 2009-0.7%
Q4 2011-0.7%
Q4 2010-0.7%
Q3 2010+1.8%
Q3 2011+1.8%
Q2 2011-8.7%
Q2 2010-8.7%
Q1 2010-1.6%

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