NYSE$SPNT

Siriuspoint Ltd · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

SiriusPoint reported its seventh consecutive quarter of underwriting profits and a strong net income.

SiriusPoint reported a strong second quarter with net income of $109.9 million. The company achieved its seventh consecutive quarter of positive underwriting income, driven by growth in gross premiums and a focus on target areas such as North America programs, International, and Specialty. The balance sheet was further strengthened, enabling the company to settle Series A Preference shares, repurchase common stock, and increase the share buyback authorization.

  • Reported seventh consecutive quarter of underwriting profits and strong net income at $109.9m.
  • Half year core combined ratio of 92.5%, or 92.8% ex. LPT, representing a 1.0 point improvement versus prior year.
  • Strong growth in the quarter of 22% on gross written premiums for continuing lines business.
  • Headline annualized ROE of 16.7% at half year, with underlying ROE adjusted for MGA actions of 13.0%, tracking within 12-15% medium-term guidance range.

Headline financials

Total Revenue

$743M

Previous: $768M-3.2%
EPS

$0.57

Previous: $0.37+54.1%
Combined Ratio

89.0%

Previous: 81.9%+8.7%
Core Combined Ratio

93.3%

Previous: 87.7%+6.4%
Annualized ROE

17.9%

Previous: 13.0%+37.7%
BVPS ex-AOCI

$14.64

No prior period
Tangible BVPS

$13.42

No prior period
Core Underwriting Income

$36.9M

No prior period
Core Net Services Income

$9.1M

No prior period
Free Cash Flow

$114M

Previous: $70.3M+62.0%
Net Income

$114M

Previous: $70.3M+62.0%
Operating Income

$632M

Previous: $651M-2.9%
Gross Profit

$743M

Previous: $768M-3.3%
Cash & Equivalents

$598M

Previous: $676M-11.5%
Total Assets

$12.8B

Previous: $12.6B+1.1%
Stock-Based Comp

$6.9M

Previous: $5.2M+32.7%

Revenue & EPS history

SiriusPoint · Revenue · Quarterly

$743M

Q2 2024-3.2%vs Q2 2023
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Revenue by segment

SiriusPoint · $257M total across 1 segment · Q3 2023

  • Reinsurance GWP
    $257M

Forward guidance

SiriusPoint has increased its full year 2024 net investment income guidance to $275 million to $285 million, up from $250 million to $265 million.

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

+0.5%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.6%

Avg return

30 days after

67%

38 / 57 earnings

Positive

+10.1%

Q2 2018

Best reaction

-16.0%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.2%-4.7%-7.9%
Q4 2025+6.6%+2.8%-0.9%
Q3 2025+4.0%+6.8%+14.3%
Q1 2025+7.6%+6.0%+5.9%
Q4 2024-0.1%+1.6%+12.4%
Q3 2024-2.6%-5.7%+12.6%
Q2 2024+1.6%-2.1%+4.3%
Q1 2024+0.7%+0.7%+8.6%
Q4 2023-6.1%-3.0%+3.4%
Q3 2023-5.8%+2.3%+5.8%
Q2 2023+7.1%+9.8%+14.8%
Q1 2023-1.2%+3.5%+5.0%
Q4 2022-4.1%+0.9%+2.4%
Q3 2022-16.0%-8.7%+3.6%
Q2 2022+4.8%+7.9%+10.8%
Q1 2022+2.2%+1.9%-8.0%
Q4 2021-6.5%-10.5%-4.1%
Q3 2021-0.9%+2.2%-21.1%
Q2 2021+3.9%+5.4%+1.2%
Q4 2020-3.6%-0.7%-0.5%
Q1 2021-3.6%-0.7%-0.5%
Q3 2020+2.9%+9.2%+21.9%
Q4 2019+0.3%-1.5%-4.5%
Q2 2020+8.2%+8.6%+4.3%
Q1 2020-9.5%-7.2%-4.0%
Q3 2019-3.2%-1.6%-4.0%
Q2 2019+5.8%+3.6%+3.0%
Q1 2019+3.2%+1.6%+11.8%
Q4 2018-4.5%-4.2%-10.3%
Q3 2018+4.7%+1.5%-11.7%
Q2 2018+10.1%+9.3%+8.5%
Q1 2018-3.2%-4.7%-4.7%
Q4 2017-1.1%+2.9%+0.4%
Q3 2017+2.7%-3.0%-7.6%
Q2 2017+2.7%+1.7%-3.1%
Q1 2017+1.7%-0.4%+1.7%
Q4 2016+0.4%+2.5%-2.9%
Q3 2016+6.2%+8.8%+1.3%
Q2 2016+1.0%+1.3%+1.1%
Q1 2016+2.6%
Q4 2015-3.3%
Q3 2015+0.4%
Q2 2015-3.2%
Q1 2015+0.6%
Q4 2014+0.5%
Q3 2014-0.2%
Q2 2014+3.1%
Q1 2013+1.8%
Q1 2014+1.0%
Q1 2012+0.9%
Q2 2013+0.9%
Q4 2013+0.9%
Q4 2011+0.9%
Q2 2012+0.9%
Q3 2012+1.5%
Q3 2013+1.5%
Q4 2012+1.5%

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