NYSE$RLI

Rli Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

RLI Corp. reported strong Q4 2023 results, driven by premium growth and underwriting profit.

RLI Corp. reported a strong fourth quarter in 2023, with net earnings of $114.6 million ($2.49 per share) compared to $97.8 million ($2.13 per share) in Q4 2022. Operating earnings were $71.1 million ($1.54 per share), slightly up from $70.5 million ($1.53 per share) in the same period last year. The company achieved an underwriting income of $59.8 million with a combined ratio of 82.7.

  • Underwriting income reached $59.8 million, with a combined ratio of 82.7.
  • Gross premiums written increased by 13%.
  • Favorable development in prior years' loss reserves resulted in a $12.5 million net increase in underwriting income.
  • A special dividend of $2.00 per share was declared, returning $91.3 million to shareholders.

Headline financials

Total Revenue

$331M

Previous: $298M+10.9%
EPS (adj)

$1.54

Previous: $1.53+0.7%
Combined Ratio

82.7%

Previous: 82.1%+0.7%
Capital Expenditures

$462K

Previous: $1.46M-68.3%
Net Income

$115M

Previous: $97.8M+17.1%
Operating Income

$71.1M

Previous: $70.5M+0.9%
Gross Profit

$434M

Previous: $361M+20.2%

Revenue & EPS history

Rli · Revenue · Quarterly

$331M

Q4 2023+10.9%vs Q4 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Rli · $322M total across 3 segments · Q2 2023

  • Casualty
    $187M
  • Property
    $102M
  • Surety
    $33.4M

Forward guidance

RLI Corp. did not provide specific forward guidance in the Q4 2023 earnings report. The focus was primarily on reviewing the results of the past quarter and year.

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 2023

Historical avgQ4 2023

+0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+2.6%

Avg return

30 days after

48%

33 / 69 earnings

Positive

+14.2%

Q2 2020

Best reaction

-13.6%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.1%-8.7%-8.1%
Q4 2025-3.0%-2.9%+3.1%
Q3 2025+2.6%+2.8%+7.4%
Q2 2025-1.0%+0.7%-0.8%
Q1 2025-3.7%-5.1%-4.1%
Q4 2024-8.1%-6.6%-4.5%
Q3 2024-2.4%-4.7%+8.0%
Q2 2024+3.1%+5.4%+7.4%
Q1 2024+4.0%+2.8%+5.3%
Q4 2023-4.6%-5.0%+0.4%
Q3 2023+3.2%-1.7%+3.7%
Q2 2023-2.0%-1.8%-5.3%
Q1 2023+11.6%+9.5%-2.4%
Q4 2022-1.7%-2.1%-0.9%
Q3 2022-0.5%+8.1%+15.5%
Q2 2022+1.6%-0.6%+4.4%
Q1 2022+7.2%+4.0%+5.7%
Q4 2021-0.2%+1.6%-1.1%
Q3 2021+2.2%+4.1%+5.6%
Q2 2021-2.6%+0.0%+3.3%
Q1 2021-0.8%-0.5%-6.4%
Q4 2020-3.3%-4.5%+2.0%
Q3 2020+11.0%+8.4%+22.0%
Q2 2020+14.2%+8.6%+11.3%
Q1 2020-13.6%-16.5%-6.6%
Q4 2019-1.1%+1.2%-2.5%
Q3 2019+5.7%+8.3%+7.2%
Q2 2019+2.7%+0.5%+4.9%
Q1 2019+6.4%+6.9%+14.4%
Q4 2018-3.3%-4.1%+4.7%
Q3 2018-3.4%-4.8%+1.2%
Q2 2018+2.2%+6.3%+12.9%
Q1 2018+0.2%-0.4%+4.9%
Q4 2017+4.8%+6.5%+1.1%
Q3 2017+3.5%+0.3%+2.5%
Q2 2017+5.1%+5.5%-0.1%
Q1 2017-9.1%-3.9%-7.0%
Q4 2016+2.3%-0.2%-1.3%
Q3 2016-12.0%-14.9%-7.4%
Q2 2016+0.7%+0.6%+1.5%
Q1 2016-4.8%
Q4 2015+6.2%
Q3 2015+4.8%
Q2 2015+6.5%
Q1 2015-3.4%
Q4 2014-0.4%
Q3 2014-0.5%
Q2 2014-2.1%
Q1 2014+1.2%
Q4 2013-3.1%
Q3 2013+4.0%
Q2 2013+1.8%
Q1 2013-3.4%
Q4 2012+0.9%
Q3 2012+3.7%
Q2 2012-0.3%
Q1 2012+1.0%
Q4 2011-1.6%
Q3 2011-4.8%
Q2 2011-5.6%
Q1 2010+0.5%
Q1 2011+0.7%
Q4 2008+1.1%
Q4 2010+1.1%
Q3 2010-0.2%
Q3 2009-0.2%
Q2 2010-2.7%
Q4 2009-2.7%
Q2 2009-2.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro