NYSE$CB

Chubb Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Chubb reported fourth quarter earnings with strong premiums written and a solid combined ratio.

Chubb reported a strong fourth quarter with net income of $2.58 billion and core operating income of $2.45 billion. Global P&C net premiums written increased by 6.7%, and the P&C combined ratio was 85.7%.

  • Net income and core operating income were $2.58 billion and $2.45 billion, respectively.
  • Global P&C net premiums written increased by 6.7%, with commercial insurance up 6.4% and consumer insurance up 7.5%.
  • P&C underwriting income was $1.58 billion, with a combined ratio of 85.7%.
  • Life Insurance net premiums written were $1.56 billion, up 8.5% in constant dollars.

Headline financials

Total Revenue

$10.5B

Previous: $10.1B+3.5%
EPS (adj)

$6.02

Previous: $5.54+8.7%
P&C Combined Ratio

85.7%

Previous: 85.5%+0.2%
P&C Underwriting Income

$1.58B

Previous: $1.52B+3.8%
CA Combined Ratio ex-CAT

82.2%

No prior period
CA Underwriting Income ex-CAT

$1.97B

No prior period
Life Segment Income

$270M

Previous: $263M+2.7%
Pre-Tax Investment Income

$1.56B

No prior period
Adjusted Investment Income

$1.69B

No prior period
Annualized ROE

15.9%

No prior period
Core Operating ROTE

22.0%

No prior period
Core Operating ROE

14.3%

No prior period
Pre-Tax CAT Losses

$607M

No prior period
Favorable PPD

$213M

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

$2.58B

Previous: $3.29B-21.7%
Operating Income

$2.45B

Previous: $1.52B+61.6%

Revenue & EPS history

Chubb · Revenue · Quarterly

$10.5B

Q4 2024+3.5%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Chubb · $4.66B total across 2 segments · Q3 2023

  • Overseas General
    $3.21B+21.4%
  • Life Insurance
    $1.45B+14.1%

Forward guidance

Chubb is optimistic about 2025, expecting double-digit growth in operating earnings and EPS, driven by P&C underwriting, investment income, and life income.

Tailwinds

  • Overall market conditions are quite favorable.
  • Good growth opportunity for over 80% of global P&C business, commercial and consumer, as well as life business.
  • Very good momentum entering ’25.
  • Optimistic about the year ahead, both top- and bottom-line.
  • Confident in ability to continue growing operating earnings and EPS at a double-digit rate.

Headwinds

  • California wildfire disaster with an estimated cost of $1.5 billion net pre-tax is a first quarter 2025 event.
  • CAT losses
  • Foreign currency movement
  • No specific negative items were mentioned other than the wildfire disaster.
  • No specific negative items were mentioned other than the wildfire disaster.

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 Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.2%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+7.9%

Q4 2019

Best reaction

-7.3%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.7%-1.4%-0.4%
Q4 2025+5.1%+4.1%+4.7%
Q3 2025+2.7%+4.6%+10.8%
Q2 2025+1.0%+0.5%+2.7%
Q1 2025-2.2%-2.8%-1.5%
Q4 2024+1.3%+0.6%+4.9%
Q3 2024-2.2%-4.3%+0.1%
Q2 2024-0.8%+3.1%+4.1%
Q1 2024-3.4%-2.4%+4.6%
Q4 2023+0.9%+1.6%+3.7%
Q3 2023+4.4%+1.0%+9.8%
Q2 2023+2.7%+2.7%+0.3%
Q1 2023-1.1%+0.5%-5.0%
Q4 2022-5.6%-7.2%-7.8%
Q3 2022+0.4%+5.5%+5.3%
Q2 2022-0.1%+0.8%+5.5%
Q1 2022+1.6%-0.4%+0.2%
Q4 2021+5.2%+4.7%+4.4%
Q3 2021+1.2%+3.9%+1.2%
Q2 2021-1.3%+0.4%+9.6%
Q1 2021-1.2%+3.3%+2.0%
Q4 2020+4.9%+9.8%+12.1%
Q3 2020+1.1%+3.1%+21.1%
Q2 2020-0.3%-3.9%-3.5%
Q1 2020-7.3%-9.3%-1.4%
Q4 2019+7.9%+6.2%-5.4%
Q3 2019+3.5%+1.5%+2.6%
Q2 2019+2.6%+3.5%+5.0%
Q1 2019+0.4%+1.0%+1.5%
Q4 2018-3.0%-2.7%-0.9%
Q3 2018-1.7%-2.9%+4.1%
Q2 2018+1.3%+2.9%-0.5%
Q1 2018-0.7%-0.7%-3.5%
Q4 2017+1.3%-0.6%-9.3%
Q3 2017-0.9%-2.2%-3.4%
Q2 2017-2.0%-1.0%-2.8%
Q1 2017+1.6%+0.3%+4.4%
Q4 2016-2.5%-0.3%+5.1%
Q3 2016+3.9%+4.3%+3.6%
Q2 2016-0.6%-2.1%-1.5%
Q1 2016+3.6%
Q4 2015+0.1%
Q3 2015+3.7%
Q2 2015-0.1%
Q1 2015+0.6%
Q4 2014-1.2%
Q3 2014+1.0%
Q2 2014-0.9%
Q1 2014+0.1%
Q4 2013-0.2%
Q3 2013-0.2%
Q2 2013+0.5%
Q1 2013-0.7%
Q4 2012+2.0%
Q3 2012-0.5%
Q2 2012+1.7%
Q1 2012+1.4%
Q4 2011-0.7%
Q3 2011+0.3%
Q2 2011-5.5%
Q1 2011+0.8%
Q4 2010+1.0%
Q3 2010-2.7%
Q2 2010+0.9%
Q1 2010+1.8%
Q1 2009+1.8%
Q4 2007-0.7%
Q4 2009-0.7%
Q3 2008+2.0%
Q3 2009+2.0%
Q2 2008-1.3%
Q4 2008-1.3%
Q2 2009-1.3%

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