Chubb Limited (CB) Earnings Call Transcripts

Chubb Limited's Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, Chubb Limited reported strong financial results, with core operating earnings of $2.8 billion, or $7.26 per share, reflecting a 14.6% increase year-over-year. The company achieved a tangible book value per share growth of 17.1%, signaling robust shareholder value creation. Management maintained a positive outlook, indicating confidence in sustaining double-digit EPS growth despite softening market conditions in certain segments, particularly in commercial property and casualty lines.

Reported metrics

Guidance from management

Management expressed confidence in sustaining double-digit EPS growth despite softening market conditions, indicating that the outlook is not guidance but a directional sense over the longer term.

What management said

Yes. First of all, it's a variation just -- it varies by line of business and so there's some mix involved in there. But in certain areas, we are purposely reinsuring a bit more. You could imagine that in property. You can imagine that in certain areas of fin lines, as we've said before. And of course, we are. And if there's a hungry market at times may rationally makes sense to us to feed the hungry.

Small and middle. Whether technologies -- look, I think that technology, but data and scale and size and breadth of capability that brings you an insight is a competitive advantage. And I think it's a competitive advantage that these things play out over years, and I've said it before, I think it's a -- that's a structural, secular advantage.

What analysts pressed on

Analysts expressed concerns about regulatory changes in Singapore and Hong Kong affecting the Life and Accident & Health segments. There were also inquiries about the impact of competitive pressures on pricing in commercial lines and the potential for future profitability.

Main topics on the call

• Strong Earnings Growth — Chubb reported core operating earnings of $2.8 billion, up 14.6% year-over-year, driven by strong P&C underwriting and investment performance. Management noted, "Our annualized core operating return on tangible equity wa...
• Diversified Growth Across Segments — The company demonstrated diversified growth, with international retail business premiums up almost 12% and life insurance premiums and deposits rising nearly 14.5%. Management highlighted, "The vast majority of our life ...
• Pressure on Commercial Lines Pricing — Management indicated that soft market conditions are spreading, particularly affecting casualty lines, with U.S. casualty loss costs rising at 6% to 12% annually. Evan Greenberg stated, "Pricing in certain areas...is fai...
• Record Investment Income — Chubb achieved adjusted net investment income of $1.88 billion, up more than 11% year-over-year, supported by strong performance in fixed income and alternative asset portfolios. Peter Enns noted, "Adjusted net investmen...

Read the full Chubb Limited transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Chubb Limited earnings call transcripts on record, spanning February 5, 2020 to July 22, 2026. Based on this history, Chubb Limited reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CB

Exchange

NYSE

Country

US

Sector

Financials

Industry

Insurance

Calls on record

28

First call

February 5, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly