Chubb Limited (NYSE:CB ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Karen Beyer - Senior Vice President, Investor Relations Evan Greenberg - Chairman and Chief Executive Officer Peter Enns - Executive Vice President and Chief Financial Officer Conference Call Participants Gregory Peters - Raymond James Michael Zaremski - BMO Capital Markets Brian Meredith - UBS David Motemaden - Evercore ISI Meyer Shields - KBW Alex Scott - Barclays Robert Cox - Goldman Sachs Operator Thank you for standing by. My name is Eric and I will be your conference operator today.
Chubb Limited's Q1 results reflect poor underwriting income and higher catastrophe loss, offset by higher premiums and improved net investment income.
The headline numbers for Chubb (CB) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Chubb (CB) came out with quarterly earnings of $3.68 per share, beating the Zacks Consensus Estimate of $3.26 per share. This compares to earnings of $5.41 per share a year ago.
CB's first-quarter 2025 results will likely reflect improvement in premiums, offset by higher catastrophe losses.
In the most recent trading session, Chubb (CB) closed at $285.07, indicating a +0.09% shift from the previous trading day.
Get a deeper insight into the potential performance of Chubb (CB) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Chubb (CB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Chubb (CB) 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.
Chubb (CB) reachead $301.54 at the closing of the latest trading day, reflecting a +0.05% change compared to its last close.
Chubb's underwriting excellence and global diversification minimize risk, ensuring consistent profitability even during catastrophic years, with a combined ratio consistently better than the industry average. The company's sizable float, primarily invested in fixed income and private markets, benefits from rising interest rates, boosting investment income significantly. CB's current P/E ratio suggests undervaluation, with future earnings poised to grow due to higher investment returns and disciplined underwriting.
The Trump administration's proposed tariffs on some of America's largest trading partners drove many investors away from companies that rely heavily on imports, exports, and other types of cross-border commerce. It also drove them toward tariff-proof companies that wouldn't be significantly affected by those levies.