NYSE$HIPO

Hippo Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Hippo Holdings Inc reported net income attributable to the company of $1.3 million for Q2 2025, a significant improvement from the prior year loss.

The company achieved total revenue of $117.3 million in the quarter, driven by growth in net earned premium to $94.0 million. Improved underwriting results led to a net loss ratio of 47% and positive adjusted EBITDA of $11.8 million. Gross written premium grew 16% year-over-year to $298.6 million.

  • Net income attributable to Hippo turned positive at $1.3 million versus a $40.5 million loss in Q2 2024.
  • Gross loss ratio improved to 37% from 58% due to lower catastrophe losses and favorable prior year development.
  • Insurance-as-a-Service segment delivered $10.0 million adjusted operating income on 97% revenue growth.
  • Cash and investments totaled over $604 million with a $50 million surplus note issued to support capital.

Headline financials

Total Revenue

$117M

Previous: $89.6M+30.9%
EPS (adj)

$0.05

Previous: -$1.64+103.0%
Gross Written Premium

$299M

Previous: $258M+15.8%
Net Loss Ratio

47.0%

Previous: 93.0%-49.5%
Gross Loss Ratio

37.0%

No prior period
Capital Expenditures

$0.00

Previous: -$200K+100.0%
Net Income

$1.3M

Previous: -$40.5M+103.2%
Operating Income

$41.6M

Previous: $27.7M+50.2%
Cash & Equivalents

$199M

No prior period
Total Assets

$1.71B

No prior period

Revenue & EPS history

Hippo Holdings · Revenue · Quarterly

$117M

Q2 2025+30.9%vs Q2 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Hippo Holdings · $120M total across 3 segments · Q2 2025

  • Hippo Home Insurance Program
    $60.6M
  • Insurance-as-a-Service
    $48M
  • Services
    $11.7M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.9%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-1.2%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+35.6%

Q3 2023

Best reaction

-22.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.9%-5.9%-10.3%
Q4 2025-5.3%-1.7%-12.3%
Q3 2025+5.5%-6.4%-15.2%
Q1 2025-15.9%-7.2%+13.4%
Q4 2024+2.3%-6.7%-23.3%
Q3 2024-3.3%+10.3%+69.8%
Q2 2024+18.5%+20.0%+15.9%
Q1 2024-0.1%-1.0%-3.9%
Q4 2023+27.6%+27.2%+66.3%
Q3 2023+35.6%+29.7%+23.7%
Q2 2023-22.0%-33.0%-29.3%
Q1 2023+7.1%+4.1%-9.2%
Q4 2022+0.1%-0.5%-2.2%
Q3 2022+4.1%-7.5%-9.4%
Q2 2022+10.9%+5.3%+15.6%
Q1 2022-17.2%-4.1%-26.6%
Q4 2021+1.0%-4.1%-2.6%
Q4 2020+2.0%-2.7%-30.1%
Q3 2021+2.0%-2.7%-30.1%
Q3 2020+2.0%-2.7%-30.1%
Q2 2021-11.8%-20.3%+2.7%
Q1 2021+0.2%+0.6%+0.8%
Q2 2020
Q1 2020

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