Reinsurance Group (RGA) reported $6.77 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 23.4%. EPS of $7.75 for the same period compares to $4.99 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.11 billion, representing a surprise of +10.86%. The company delivered an EPS surprise of +32.16%, with the consensus EPS estimate being $5.86.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Reinsurance Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net premiums- U.S. and Latin America- Financial Solutions: $443 million versus $218.7 million estimated by three analysts on average.
- Net premiums- EMEA Financial Solutions: $263 million versus the three-analyst average estimate of $217.71 million.
- Other Revenues- Asia Pacific Financial Solutions: $12 million compared to the $5.62 million average estimate based on three analysts.
- Other Revenues- Asia Pacific Traditional: $7 million versus the three-analyst average estimate of $3.67 million.
- Other Revenues- Canada Financial Solutions: $1 million versus the three-analyst average estimate of $4.56 million.
- Other Revenues- Corporate and Other: $29 million versus the three-analyst average estimate of $18.92 million.
- Other Revenues- EMEA Financial Solutions: $14 million versus $13.28 million estimated by three analysts on average.
- Net investment income- Asia Pacific Financial Solutions: $288 million versus $252.94 million estimated by three analysts on average.
- Net investment income- Asia Pacific Traditional: $76 million versus $74.41 million estimated by three analysts on average.
- Net investment income: $1.69 billion versus the four-analyst average estimate of $1.49 billion. The reported number represents a year-over-year change of +42.7%.
- Revenues- Net premiums: $4.78 billion versus the four-analyst average estimate of $4.37 billion. The reported number represents a year-over-year change of +15%.
- Revenues- Other revenues: $299 million compared to the $322.79 million average estimate based on four analysts. The reported number represents a change of +103.4% year over year.
View all Key Company Metrics for Reinsurance Group here>>>
Shares of Reinsurance Group have returned +2% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Reinsurance Group of America, Incorporated (RGA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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