SiriusPoint Ltd. provides multi-line reinsurance and insurance products and services worldwide. It operates in four segments: Global P&C Programs, Global Reinsurance, Global ...
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Est. EPS $0.58 · Revenue $757.85M · 3 analysts
Est. EPS $0.61 · Revenue $774.71M · 3 analysts
Est. EPS $2.56 · Revenue $3.11B · 3 analysts
Est. EPS $0.76 · Revenue $848.10M · 1 analysts
EPS $0.45 · Revenue $729.40M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.2B | +22.6% | -3.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $459.6M | +129.9% | -32.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +52.6% | +88.7% | -2.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.9% | +89.4% | -27.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +14.3% | +87.5% | -30.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $102.4M | +37.1% | -119.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.2% | +11.8% | -120.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 27.9% | -15.5% | +4.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.59x | — | -1.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $12.6B | +0.4% | +1.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.65 vs 2.46 | +48.2% | 0.58 vs 0.58 | -0.5% |
| Revenue Surprise | $3.2B vs $3.1B | +5.0% | $744.1M vs $757.8M | -1.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Leonardo Thomas C. | officer: Global Head of A&H | Common Shares | D | 1,702 | $24.18 |
| May 31, 2026 | McKinney James J. | officer: Chief Financial Officer | Common Shares | D | 3,648 | $21.35 |
| May 29, 2026 | Robart Jason | director | Common Shares | A | 5,903 | $23.29 |
| May 29, 2026 | Mahmud Mehdi | director | Common Shares | A | 5,903 | $23.29 |
| May 29, 2026 | Masojada Bronislaw Edmund | director | Common Shares | A | 5,903 | $23.29 |
Operator: Good morning, ladies and gentlemen, and welcome to SiriusPoint's First Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded, and a replay is available through 11:59 p.m. Eastern Time on May 22, 2026. With that, I would like to turn the call over to Liam Blackledge, Investor Relations and Strategy Manager. Please go ahead. Liam Blackledge: Good morning, and thank you for joining us for SiriusPoint's First Quarter 2026 Earnings Call. Last night, we released our earnings press release, Form 10-Q and financial supplement, all available on our website at investors.siriuspt.com, along with the slides that will accompany today's discussion. Joining me on the call are Scott Egan, our Chief Executive Officer; and Jim McKinney, our Chief Financial Officer. Before we begin, I'd like to remind you that today's remarks contain forward-looking statements based on current expectations, and actual results may differ materially. We will also reference certain non-GAAP financial measures, which we believe are useful in evaluating the performance of the business. Reconciliations can be found in the presentation and our SEC filings. Please refer to our earnings release and accompanying materials for a more complete discussion of forward-looking statements and non-GAAP measures. With that, I'll turn the call over to Scott. Scott Egan: Thank you, Liam, and welcome, everyone, to our first quarter 2026 results call. We've started the year with a strong first quarter, continuing to build on our performance momentum. We have delivered strong underwriting profits, disciplined growth and attractive capital returns, and I'm pleased with our delivery. Let me start with our headline results. We delivered a core combined ratio of 88.9%, the lowest we've reported in 6 quarters. We grew our Insurance & Services gross written premiums by 8%. Our operating return on equity of 15.3% puts us at the top end once again of our 12% to 15% across the cycle target range. Our GAAP return on equity was higher at 17.4%, reflecting the closure of the Arcadian sale we announced last year. Our balance sheet is very strong with a BSCR ratio of 242% for the first quarter. We have redeemed $200 million of preference shares and, as of earlier this week, have bought back over $40 million of common shares. We are announcing today that we are increasing our $100 million buyback intention we announced at full year results by the remainder of our existing authorization, which is another $74 million. Our book value per share is up 5%. And finally, our financial strength ratings have been upgraded to A over the past 3 months by S&P, Fitch and AM Best. These results continue to reinforce the progress we're making in building a best-in-class specialty underwriter with a diversified low-volatility portfolio. Turning to some of our headlines in more detail and starting with our top line. There's no question that certain parts of the P&C …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Scott Egan ACMA | Chief Executive Officer & Director | USD 5,690,014 | Male | 1971 | Active |
David Evan Govrin | Group President & Chief Executive Officer of Global Reinsurance and London Market Speciality | USD 1,828,708 | Male | 1964 | Active |
James J. McKinney | Chief Financial Officer & Principal Accounting Officer | USD 1,635,859 | Male | 1980 | Active |
Thomas Clifford Leonardo | Global Head of Accident & Health (A&H) | USD 1,609,092 | Male | 1971 | Active |
Linda Lin | Chief Legal Officer & Corporate Secretary | — | Female | — | Active |
Liam Blackledge | Investor Relations & Strategy Manager | — | — | — | Active |
Nestor Lopez | Chief Information & Technology Officer | — | Male | 1977 | Active |
Karen Caddick | Chief Human Resources Officer | — | Female | 1969 | Active |
Philip Enan | Chief Strategy & Corporate Development Officer | — | Male | — | Active |
Maria Varvatsoulis Tarhanidis | Chief Investment Officer | — | Female | — | Active |
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SiriusPoint NYSE: SPNT reported second-quarter underwriting profitability and book value growth as the specialty insurer continued to shift capital toward insurance lines it views as offering stronger risk-adjusted returns.
SiriusPoint Ltd. (SPNT) Q2 2026 Earnings Call Transcript
SiriusPoint (SPNT) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.66 per share a year ago.
HAMILTON, Bermuda, July 29, 2026 (GLOBE NEWSWIRE) -- SiriusPoint Ltd. (“SiriusPoint” or the “Company”) (NYSE:SPNT), a specialty underwriter, today announced results for its second quarter ended June 30, 2026.
