RenaissanceRe (RNR) reported $3.13 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 10.3%. EPS of -$1.49 for the same period compares to $12.18 a year ago.
The reported revenue represents a surprise of +7.79% over the Zacks Consensus Estimate of $2.9 billion. With the consensus EPS estimate being -$0.32, the EPS surprise was -365.63%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how RenaissanceRe performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Combined Ratio: 128.3% versus 113.5% estimated by four analysts on average.
- Underwriting Expense Ratio: 27.5% versus the four-analyst average estimate of 30.2%.
- Combined Ratio - Casualty and Specialty: 111.1% versus the four-analyst average estimate of 104.2%.
- Net Claims and Claim Expense Ratio - calendar year: 100.8% versus 83.4% estimated by four analysts on average.
- Underwriting Expense Ratio - Casualty and Specialty: 35% versus 32.4% estimated by four analysts on average.
- Net Claims and Claim Expense Ratio - calendar year - Casualty and Specialty: 76.1% compared to the 71.9% average estimate based on four analysts.
- Revenues- Net investment income: $405.35 million compared to the $428.77 million average estimate based on four analysts. The reported number represents a change of +3.7% year over year.
- Revenues- Net premiums earned: $2.72 billion compared to the $2.47 billion average estimate based on four analysts. The reported number represents a change of +11.3% year over year.
- Revenues- Equity in earnings (losses) of other ventures: $17.83 million versus $9.43 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +26.2% change.
- Net premiums earned- Property: $1.25 billion versus $956.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +33.3% change.
- Net premiums earned- Casualty and Specialty: $1.47 billion versus the three-analyst average estimate of $1.52 billion. The reported number represents a year-over-year change of -2.3%.
- Revenues- Other income (loss): $0.91 million compared to the $2 million average estimate based on two analysts. The reported number represents a change of -1928% year over year.
View all Key Company Metrics for RenaissanceRe here>>>
Shares of RenaissanceRe have returned +1.8% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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RenaissanceRe Holdings Ltd. (RNR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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