The U.S. property/casualty insurance sector posted $11.2B in net underwriting income for H1 2025, driven by premium growth and investment income despite rising catastrophe losses and lower capital gains.

Brighthouse Financial's Q2 earnings missed revenue and EPS estimates, showing challenges in premium growth and book value. Analysts highlight mixed operational and capital performance amid evolving market conditions.

Lincoln National Corporation reported strong Q2 2025 results with a 28% EPS increase and a Risk-Based Capital ratio above 420%, driven by insurance premium growth and solid annuity and Group Protection performance.

Chubb reports a 33% increase in Q2 2025 net income driven by premium growth and strong underwriting results despite catastrophe losses.

Travelers reported Q2 2025 revenue growth of 7.4% with GAAP EPS surpassing estimates by 76.6%. Mixed results reflect strong underwriting and investment income, plus moderate net premiums growth.

Travelers reports a 185% increase in Q2 2025 net income, driven by lower catastrophe losses, improved underwriting results, and premium growth across key insurance segments. Combined ratio improves to 90.3%, with strong return on equity and ongoing capital returns.

The US property/casualty insurance sector posted a $1.1 billion underwriting loss in Q1 2025 driven by California wildfires, impacting combined ratios and net income significantly.

Cincinnati Financial Corporation reports Q1 2025 net loss due to increased catastrophe losses; highlights premium growth and strong investment income amid market challenges.

The Hartford Insurance Group reports strong Q1 2025 earnings with $630M net income, stable capital, and solid insurance segment performance.