Axis Capital Holdings Q2 Earnings: Non-GAAP EPS Beats Estimates, Revenue Falls Short

Axis Capital Holdings reported Q2 Non-GAAP EPS of $3.29, beating expectations by $0.36. However, revenue of $1.63B (+12.4% Y/Y) missed by $10M. Despite the revenue miss, the company's EPS beat expectations, highlighting strong performance in the quarter.

Axis Capital Holdings Limited (AXS) reported its Q2 2025 earnings on July 30, 2025, with a Non-GAAP EPS of $3.29 per share, beating expectations by $0.36. The company's revenue for the quarter was $1.63 billion, which was $10 million short of the FactSet estimate of $1.62 billion [3]. Despite the revenue miss, the EPS beat highlights the company's strong performance in the quarter.

The company's revenue growth was 12.4% year-over-year, but the $10 million shortfall from expectations indicates that there may have been some challenges in meeting forecasted revenue targets. The EPS beat, however, suggests that cost management and operational efficiency played a significant role in the company's performance.

Looking ahead, Axis Capital Holdings is expected to release its full-year 2025 earnings on July 30, 2025, with a consensus estimate for revenue of $6.08 billion and earnings of $10.70 per share [2]. The company's 12-month price targets range from $100.00 to $130.00, with an average target of $113.13, suggesting an upside of 17.50% from the current price of $96.28 [2]. The estimated GF Value for Axis Capital Holdings in one year is $71.46, suggesting a downside of -25.78% from the current price of $96.28 [2].

In summary, Axis Capital Holdings' Q2 2025 earnings report shows a mixed bag of results. While the company beat EPS expectations, it missed revenue targets by a significant margin. The company's strong EPS performance indicates that it may have managed costs effectively, but the revenue miss suggests that there may be areas for improvement in revenue growth. Investors should closely monitor the company's full-year earnings report and any updates on its revenue growth strategies.

References:
[1] https://www.marketscreener.com/news/earnings-flash-axs-axis-capital-holdings-limited-posts-q2-adjusted-eps-3-29-per-share-vs-factse-ce7c5fdeda80ff20
[2] https://finance.yahoo.com/news/expect-axis-capital-holdings-ltd-132701271.html
[3] https://www.marketscreener.com/news/earnings-flash-axs-axis-capital-holdings-limited-reports-q2-revenue-1-63b-vs-factset-est-of-1-ce7c5fdeda80f023
[4] https://seekingalpha.com/news/4473819-axis-capital-holdings-non-gaap-eps-of-3_29-beats-by-0_36-revenue-of-1_63b-misses-by-10m