Global insurance provider Chubb Limited (NYSE:CB) will be reporting earnings this Tuesday after market close. Here’s what investors should know.
Chubb beat analysts’ revenue expectations by 2.3% last quarter, reporting revenues of $16.14 billion, up 7.5% year on year. It was a stunning quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.
Is Chubb a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Chubb’s revenue to grow 6.6% year on year to $15.23 billion, in line with the 6.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $6.76 per share.
Chubb Total Revenue
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Chubb has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Chubb’s peers in the insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Hartford delivered year-on-year revenue growth of 6.7%, beating analysts’ expectations by 49.9%, and AXIS Capital reported revenues up 8.9%, topping estimates by 1.8%. Hartford traded up 2% following the results while AXIS Capital’s stock price was unchanged.
Read our full analysis of Hartford’s results here and AXIS Capital’s results here.
The outlook for 2026 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.3% on average over the last month. Chubb is down 1.8% during the same time and is heading into earnings with an average analyst price target of $320.55 (compared to the current share price of $308.98).
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