NYSE$SPNT

Siriuspoint Ltd · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

SiriusPoint experienced year-over-year improvement in underwriting results and simplified operating platform.

SiriusPoint reported a net loss of $98 million for Q3 2022, with a combined ratio of 107.7%. The company is restructuring its underwriting platform to improve profitability and is making changes to its international branch network.

  • Gross premiums written were $844 million, with 62% from insurance and 38% from reinsurance, reflecting a strategic shift.
  • The combined ratio was 107.7%, resulting in an underwriting loss of $47 million.
  • Catastrophe losses amounted to $115 million, impacting the combined ratio by 18.7 percentage points.
  • The company is restructuring its underwriting platform including closing offices in Hamburg, Miami and Singapore.

Headline financials

Total Revenue

$598M

Previous: $733M-18.4%
EPS (adj)

-$0.61

Previous: -$0.34-79.4%
Combined Ratio

107.7%

Previous: 151.9%-29.1%
Core Combined Ratio

114.5%

No prior period
Annualized ROE

-20.1%

Previous: -7.8%-157.7%
Free Cash Flow

-$94.4M

Previous: -$44M-114.5%
Net Income

-$94.4M

Previous: -$44M-114.5%
Operating Income

$475M

Previous: $615M-22.8%
Gross Profit

$597M

Previous: $732M-18.5%
Cash & Equivalents

$647M

Previous: $701M-7.7%
Total Assets

$11B

Previous: $10.7B+2.6%
Stock-Based Comp

$3.3M

Previous: $7.7M-57.1%

Revenue & EPS history

SiriusPoint · Revenue · Quarterly

$598M

Q3 2022-18.4%vs Q3 2021
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 is focused on becoming a more efficient and profitable underwriting business. The company anticipates further progress as they continue to develop and execute their plans.

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 2022

Historical avgQ3 2022

+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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