NYSE$L

Loews Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Loews reported a net income of $369 million for Q2 2024, driven by strong results at CNA and Boardwalk.

Loews Corporation reported a net income of $369 million, or $1.67 per share, in the second quarter of 2024. Excluding the prior period’s $36 million gain at Loews Hotels, net income increased 14% year-over-year, driven by CNA and Boardwalk.

  • CNA Financial Corporation’s net income attributable to Loews improved year-over-year due to higher net investment income partially offset by higher catastrophe losses.
  • Boardwalk Pipelines’ results improved year-over-year mainly due to increased revenues from re-contracting at higher rates and recently completed growth projects.
  • Book value per share, excluding AOCI, increased to $85.42 as of June 30, 2024, from $81.92 as of December 31, 2023 due to strong operating results and repurchases of common shares during the year.
  • As of June 30, 2024, the parent company had $3.1 billion of cash and investments and $1.8 billion of debt.

Headline financials

Total Revenue

$4.27B

Previous: $3.93B+8.5%
EPS

$1.67

Previous: $1.58+5.7%
Book Value / Share

$79.49

No prior period
BVPS ex-AOCI

$88.18

No prior period
Shares Outstanding

214.7M

No prior period
CNA Combined Ratio

94.8%

No prior period
CNA Underlying CR

91.6%

No prior period
Boardwalk EBITDA

$240M

No prior period
Loews Hotels Adj. EBITDA

$98M

No prior period
Capital Expenditures

-$318M

Previous: -$299M-6.4%
Free Cash Flow

$51M

Previous: $61M-16.4%
Net Income

$369M

Previous: $360M+2.5%
Operating Income

$982M

Previous: $944M+4.0%
Gross Profit

$1.95B

Previous: $1.75B+11.3%
Cash & Equivalents

$470M

Previous: $463M+1.5%
Total Assets

$81.1B

Previous: $77.3B+4.8%

Revenue & EPS history

Loews · Revenue · Quarterly

$4.27B

Q2 2024+8.5%vs Q2 2023

Revenue by segment

Loews · $3.9B total across 3 segments · Q3 2023

  • CNA Financial
    $3.34B+12.8%
  • Boardwalk Pipelines
    $363M+7.1%
  • Loews Hotels & Co
    $196M+8.9%

Forward guidance

Loews had another good quarter driven by strong results at CNA and Boardwalk. CNA continued to experience profitable growth while Boardwalk capitalized on strong fundamentals in the natural gas pipeline business.

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 Q2 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

49%

33 / 67 earnings

Positive

+9.3%

Q3 2020

Best reaction

-6.2%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.2%-6.5%-7.8%
Q4 2025-0.3%-2.2%-2.2%
Q3 2025-0.1%+3.0%+6.2%
Q1 2025-2.0%+0.3%+0.1%
Q4 2024-1.0%-4.3%-3.2%
Q3 2024-1.1%+4.8%+8.3%
Q2 2024+0.5%-1.7%+1.5%
Q1 2024+1.8%+2.1%-1.9%
Q4 2023-0.3%-0.4%+3.3%
Q3 2023+1.9%+4.7%+9.1%
Q2 2023+1.2%+1.2%-0.2%
Q1 2023+2.5%+1.8%-2.7%
Q4 2022+4.4%+3.4%-2.1%
Q3 2022-2.6%-4.3%+0.3%
Q2 2022-5.0%-5.4%-5.0%
Q1 2022-0.1%+2.5%+3.0%
Q4 2021+0.8%+0.6%-0.4%
Q3 2021+2.4%+2.1%-4.7%
Q2 2021-0.1%+2.4%+3.8%
Q1 2021+3.1%+4.8%+4.6%
Q4 2020+0.6%+1.7%+5.6%
Q3 2020+9.3%+8.7%+22.8%
Q2 2020-2.8%+3.7%+0.5%
Q1 2020-2.6%-1.9%+12.2%
Q4 2019+2.8%+1.8%-25.4%
Q3 2019-3.2%-2.4%+0.0%
Q2 2019-1.8%-2.9%-7.4%
Q1 2019+2.2%+1.3%+2.1%
Q4 2018-3.3%-1.6%+0.5%
Q3 2018+7.0%+7.1%+1.5%
Q2 2018+2.0%+2.8%+1.4%
Q1 2018+1.3%-1.5%-5.7%
Q4 2017+2.9%+7.2%+9.1%
Q3 2017+3.3%+3.5%+5.0%
Q2 2017+1.9%+1.8%-3.4%
Q1 2017+0.9%+0.8%+1.2%
Q4 2016-0.4%-0.3%+1.4%
Q3 2016+3.3%+1.0%+8.8%
Q2 2016-2.8%-0.4%+1.3%
Q1 2016+0.5%
Q4 2015+0.2%
Q3 2015+2.2%
Q2 2015-1.6%
Q1 2015-1.1%
Q4 2014+1.9%
Q3 2014-1.0%
Q2 2014-0.3%
Q1 2014-0.1%
Q4 2013-2.9%
Q3 2013+0.7%
Q2 2013-0.7%
Q1 2013+0.5%
Q4 2012-0.5%
Q3 2012-0.3%
Q2 2012-5.1%
Q1 2012+1.3%
Q4 2011+1.1%
Q3 2011-2.0%
Q2 2011-1.9%
Q1 2011+1.1%
Q4 2009-0.1%
Q4 2010-0.1%
Q3 2010+0.5%
Q2 2010+0.6%
Q1 2010+1.7%
Q2 2009-1.4%
Q2 2008-1.4%

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