NYSE$MCY

Mercury General Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Mercury General reported strong Q3 2024 results, marked by significant increases in net premiums earned, net income, and operating income compared to the previous year. The combined ratio also improved, reflecting enhanced underwriting profitability.

Mercury General Corporation reported a strong third quarter for 2024. Net income increased significantly to $230.9 million, and operating income more than doubled. The combined ratio improved to 93.6%.

  • Net premiums earned increased by 21.1% to $1.32 billion.
  • Net income reached $230.9 million, a substantial improvement from a net loss in the same period last year.
  • Operating income rose by 123.4% to $140.4 million.
  • The combined ratio improved by 5 percentage points to 93.6%.

Headline financials

Total Revenue

$1.53B

Previous: $1.07B+43.7%
EPS

$4.17

Previous: $1.14+265.8%
Combined ratio

93.6%

Previous: 98.6%-5.1%
Catastrophe losses net of reinsurance

$39M

Previous: $33M+18.2%
Net premiums written

$1.42B

No prior period
Loss ratio

69.5%

No prior period
Expense ratio

24.0%

No prior period
Net realized investment gains, net of tax

$114M

No prior period
Capital Expenditures

-$12M

Previous: -$7.92M-50.9%
Free Cash Flow

$231M

Previous: -$8.23M+2906.1%
Net Income

$231M

Previous: -$8.23M+2906.1%
Operating Income

-$12.1M

Previous: -$260M+95.3%
Gross Profit

$1.53B

Previous: $1.06B+43.7%

Revenue & EPS history

Mercury General · Revenue · Quarterly

$1.53B

Q3 2024+43.7%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Mercury General · $1.16B total across 3 segments · Q3 2023

  • Net premiums earned
    $1.09B+9.4%
  • Net investment income
    $61M+57.7%
  • Other
    $3.92M+30.7%

Forward guidance

Mercury General expects total catastrophe losses from Hurricane Milton will be $5 million or less, which will be recorded as losses for the fourth quarter of 2024.

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

-0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.0%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+23.8%

Q3 2023

Best reaction

-14.2%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%+1.3%+4.0%
Q4 2025-9.2%-12.9%-9.7%
Q3 2025+2.1%+7.8%+12.8%
Q1 2025-4.0%+2.6%+11.0%
Q4 2024+9.3%+9.4%+14.3%
Q3 2024+5.9%-3.3%+16.2%
Q2 2024+2.3%+0.9%+13.1%
Q1 2024+2.2%+3.0%+5.4%
Q4 2023+6.2%+25.6%+17.6%
Q3 2023+23.8%+20.1%+22.8%
Q2 2023-5.3%-5.1%-11.1%
Q1 2023-3.7%-2.8%-2.3%
Q4 2022-6.2%-0.4%-14.7%
Q3 2022+14.0%+26.8%+24.0%
Q2 2022-14.2%-21.2%-21.3%
Q1 2022+3.4%+1.3%-3.8%
Q4 2021+1.9%+4.9%+0.9%
Q3 2021+2.0%+0.1%-6.3%
Q2 2021-3.1%-1.8%-3.9%
Q1 2021+3.8%+4.8%-2.3%
Q4 2020+1.6%+2.8%+9.6%
Q3 2020-0.3%+1.2%+9.5%
Q2 2020+0.0%+6.2%+6.3%
Q1 2020-6.4%-9.7%+7.2%
Q4 2019+5.6%+5.8%-20.3%
Q3 2019-10.3%-8.9%-7.3%
Q2 2019-7.8%-9.6%-15.6%
Q1 2019+1.3%+6.0%+7.3%
Q4 2018-4.7%+0.7%-5.7%
Q3 2018+20.9%+18.6%+9.1%
Q2 2018+13.6%+15.4%+19.9%
Q1 2018-8.3%-8.3%-2.4%
Q4 2017-13.0%-12.0%-5.3%
Q3 2017-0.1%-1.0%-2.4%
Q2 2017+5.7%+6.1%+1.8%
Q1 2017-7.0%-7.9%-8.9%
Q4 2016-6.3%-9.3%-6.4%
Q3 2016+11.2%+8.7%+15.8%
Q2 2016-3.9%-4.9%-1.9%
Q1 2016-1.0%
Q4 2015+7.5%
Q3 2015-3.5%
Q2 2015-0.9%
Q1 2015-3.5%
Q4 2014-11.8%
Q3 2014+3.9%
Q2 2014+4.4%
Q1 2014+0.8%
Q4 2013-5.2%
Q3 2013-4.6%
Q2 2013-3.2%
Q1 2013+7.7%
Q4 2012-6.4%
Q3 2012+1.3%
Q2 2012-11.3%
Q1 2012+0.0%
Q4 2011-1.2%
Q3 2011+4.2%
Q2 2011-2.8%
Q1 2010-1.4%
Q1 2011+1.0%
Q4 2008-0.1%
Q4 2010-0.1%
Q3 2010+0.1%
Q3 2009+0.1%
Q2 2009-0.4%
Q2 2010-0.4%
Q4 2009-0.4%

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