NYSE$L

Loews Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Loews Corporation reported Q4 2024 revenue of $4.55 billion and net income of $187 million, reflecting a significant decline from Q4 2023 due to a pension settlement charge at CNA and higher catastrophe losses. Boardwalk Pipelines performed well with increased transportation revenue, while Loews Hotels saw reduced earnings due to increased depreciation and interest expenses.

Headline financials

Total Revenue

$3.34B

Previous: $4.26B-21.7%
EPS (adj)

$0.86

Previous: $1.99-56.8%
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

93.1%

No prior period
CNA Underlying CR

91.4%

No prior period
Boardwalk EBITDA

$290M

No prior period
Loews Hotels Adj. EBITDA

$84M

No prior period
Capital Expenditures

-$174M

Previous: $223M-178.0%
Net Income

$187M

Previous: $446M-58.1%

Revenue & EPS history

Loews · Revenue · Quarterly

$3.34B

Q4 2024-21.7%vs Q4 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 Corporation remains focused on long-term value creation through its diversified portfolio. CNA aims to mitigate catastrophe losses, while Boardwalk Pipelines continues to benefit from strong transportation demand. Loews Hotels seeks efficiency improvements to offset higher expenses.

Tailwinds

  • Boardwalk Pipelines saw revenue growth driven by higher transportation rates and completed growth projects.
  • Parent company cash and investments increased to $3.3 billion.
  • Book value per share excluding AOCI increased year-over-year.
  • CNA reported higher net investment income despite losses.
  • Strong dividend contributions from subsidiaries totaling $359 million.

Headwinds

  • CNA's pension settlement charge significantly impacted net income.
  • Higher catastrophe losses affected CNA’s underwriting results.
  • Investment losses weighed on overall financial performance.
  • Loews Hotels earnings decreased due to higher depreciation and interest expenses.
  • Net income declined from Q4 2023, reflecting increased costs and adjustments.

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

+0.2%

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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