Axis Capital (AXS) reported earnings 30 days ago. What's next for the stock?
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AXIS Capital Holdings Limited (NYSE:AXS ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Clifford Henry Gallant - Head of Investor Relations & Corporate Development Peter John Vogt - Interim Principal Accounting Officer, CFO & Executive VP Vincent Christopher Tizzio - President, CEO & Director Conference Call Participants Andrew E. Andersen - Jefferies LLC, Research Division Andrew Scott Kligerman - TD Cowen, Research Division Brian Robert Meredith - UBS Investment Bank, Research Division Charles William Lederer - BMO Capital Markets Equity Research Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division Joshua David Shanker - BofA Securities, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Operator Good day, and welcome to the AXIS Capital Second Quarter 2025 Earnings Conference Call.
AXS' Q2 results reflect improved underwriting income across both segments, higher net premiums earned, offset by higher expenses.
Although the revenue and EPS for Axis Capital (AXS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Axis Capital (AXS) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $2.88 per share. This compares to earnings of $2.93 per share a year ago.
Axsome's valuation is driven by its promising pipeline, with Auvelity as a proven commercial success and Symbravo and AXS-12 showing solid potential. Recent setbacks include the FDA's refusal to file AXS-14 and Sunosi's failure in MDD studies, but ADHD data for Sunosi is encouraging. I estimate $3bn in peak revenues by the mid-2030s, which supports a Buy rating despite management's more ambitious projections.
Axis Capital (AXS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Axis Capital (AXS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AXIS Capital gains from a well-performing specialty insurance, reinsurance, as well as the accident and health portfolio.
Axis Capital (AXS) reported earnings 30 days ago. What's next for the stock?
Let's see how AXS and ACGL fare in terms of some of the key metrics.