AXIS Capital Holdings Limited (AXS) Q3 2026 Earnings Call Transcript

AXIS Capital Holdings Limited ( AXS ) Q3 2026 Earnings Call October 29, 2026 8:30 AM EDT Company Participants Clifford Gallant - Head of Investor Relations & Corporate Development Vincent Tizzio - President, CEO & Director Matthew Kirk - Chief Financial Officer Conference Call Participants Christopher Golden - Mizuho Securities USA LLC, Research Division Charles Lederer - BMO Capital Markets Equity Research Andrew Kligerman - TD Cowen, Research Division Hristian Getsov - Wells Fargo Securities, LLC, Research Division Andrew Andersen - Jefferies LLC, Research Division Rowland Mayor - RBC Capital Markets, Research Division Joshua Shanker - BofA Securities, Research Division Presentation Operator Good day, and welcome to the AXIS Capital Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

Seeking Alpha • 4 hours ago

AXIS Capital Reports Third Quarter Net Income Available to Common Shareholders of $202 Million, or $2.75 per Diluted Common Share and Operating Income of $229 Million, or $3.12 per Diluted Common Share

For the  third quarter of 2026 , the Company reports: Annualized return on average common equity ("ROACE") of 13.8% and annualized operating ROACE of 15.7% Combined ratio of 94.0% and underwriting income of $134 million Book value per diluted common share of $79.06 For the nine months ended September 30, 2026 , the Company reports: Net income available to common shareholders of $699 million , or $ 9.42 per diluted common share and operating income of $697 million , or $ 9.39 per diluted common share Annualized ROACE and annualized operating ROACE of 16.1% Combined ratio of 92.3% and underwriting income of $464 million Book value per diluted common share, excluding accumulated other comprehensive income (loss) ("AOCI") of $84.33 , an increase of $10.64, or 14.4%, compared to $73.69 at September 30, 2025 PEMBROKE, Bermuda, Oct. 28, 2026 (GLOBE NEWSWIRE) -- AXIS Capital Holdings Limited ("AXIS Capital" or "AXIS" or "the Company") (NYSE: AXS) today announced financial results for the third quarter ended September 30, 2026. Commenting on the third quarter 2026 financial results, Vince Tizzio, President and CEO of AXIS Capital said: "This was a strong quarter for AXIS, as our team leaned into attractive underwriting opportunities while practicing disciplined cycle management in a transitioning market.

GlobeNewsWire • Oct 28, 2026

Axis Capital (AXS) Tops Q3 Earnings and Revenue Estimates

Axis Capital (AXS) came out with quarterly earnings of $3.12 per share, beating the Zacks Consensus Estimate of $2.97 per share. This compares to earnings of $3.25 per share a year ago.

Zacks Investment Research • Oct 29, 2026

Here's What Key Metrics Tell Us About Axis Capital (AXS) Q3 Earnings

The headline numbers for Axis Capital (AXS) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Oct 29, 2026

Analysts Estimate Axis Capital (AXS) to Report a Decline in Earnings: What to Look Out for

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.

Zacks Investment Research • Oct 21, 2026

BCRF Launches $100 Million Venture Program for Breast Cancer: NYSE Content Update

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Oct. 16, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

PRNewsWire • Oct 16, 2026

Axis Capital weighs possible offer for Irish bank PTSB

Dublin-based advisory firm ​Axis Capital said ‌on Friday it is ​considering a ​possible offer for ⁠Permanent TSB ​at €3.20 per ​share in cash, valuing the Irish ​retail lender ​at €1.74 billion ($1.96 billion).

Reuters • Oct 2, 2026

AXIS Capital's Specialty Focus Supports Growth and Shareholder Returns

AXS' specialty focus, disciplined underwriting and rising investment yields support growth, while catastrophe and geopolitical risks remain key considerations.

Zacks Investment Research • Oct 2, 2026

Axis Capital to Release Third Quarter Financial Results on October 28, 2026

PEMBROKE, Bermuda, Oct. 01, 2026 (GLOBE NEWSWIRE) --  AXIS Capital Holdings Limited (“AXIS Capital” or the “Company”) (NYSE: AXS) today announced that it expects to release financial results for the third quarter ended September 30, 2026 on Wednesday, October 28, 2026 after the close of the financial markets.

GlobeNewsWire • Oct 1, 2026

AXS and Malmö Arena Announce New Ticketing Partnership

MALMÖ, Sweden--(BUSINESS WIRE)--AXS, a global leader in ticketing services, and Malmö Arena announced a new partnership that will make AXS the Arena's official ticketing partner.

Business Wire • Oct 1, 2026