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AXA SA Earnings Calls
| Release date | Aug 01, 2025 |
| EPS estimate | $2.33 |
| EPS actual | $2.39 |
| EPS Surprise | 2.58% |
| Revenue estimate | 60.09B |
| Revenue actual | 75.687B |
| Revenue Surprise | 25.96% |
| Release date | Apr 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 27, 2025 |
| EPS estimate | $1.78 |
| EPS actual | $1.82 |
| EPS Surprise | 2.25% |
| Revenue estimate | 36.136B |
| Revenue actual | 46.111B |
| Revenue Surprise | 27.61% |
| Release date | Oct 30, 2024 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | 24.69B |
| Revenue actual | - |
Last 4 Quarters for AXA SA
Below you can see how AXAHF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 30, 2024 |
| Price on release | $37.60 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Oct 24, 2024 | $38.33 |
| Oct 25, 2024 | $37.88 |
| Oct 28, 2024 | $37.36 |
| Oct 29, 2024 | $38.19 |
| Oct 30, 2024 | $37.60 |
| Oct 31, 2024 | $37.60 |
| Nov 01, 2024 | $37.60 |
| Nov 04, 2024 | $37.60 |
| Nov 05, 2024 | $37.60 |
| 4 days before | -1.90% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -1.90% |
| Release date | Feb 27, 2025 |
| Price on release | $39.44 |
| EPS estimate | $1.78 |
| EPS actual | $1.82 |
| EPS surprise | 2.25% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $39.01 |
| Feb 24, 2025 | $38.59 |
| Feb 25, 2025 | $39.19 |
| Feb 26, 2025 | $39.77 |
| Feb 27, 2025 | $39.44 |
| Feb 28, 2025 | $38.78 |
| Mar 03, 2025 | $38.78 |
| Mar 04, 2025 | $40.50 |
| Mar 05, 2025 | $40.50 |
| 4 days before | 1.10% |
| 4 days after | 2.69% |
| On release day | -1.67% |
| Change in period | 3.82% |
| Release date | Apr 23, 2025 |
| Price on release | $45.80 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 16, 2025 | $42.26 |
| Apr 17, 2025 | $45.28 |
| Apr 21, 2025 | $44.07 |
| Apr 22, 2025 | $45.80 |
| Apr 23, 2025 | $45.80 |
| Apr 24, 2025 | $46.54 |
| Apr 25, 2025 | $46.54 |
| Apr 28, 2025 | $46.90 |
| Apr 29, 2025 | $46.98 |
| 4 days before | 8.38% |
| 4 days after | 2.58% |
| On release day | 0% |
| Change in period | 11.17% |
| Release date | Aug 01, 2025 |
| Price on release | $46.00 |
| EPS estimate | $2.33 |
| EPS actual | $2.39 |
| EPS surprise | 2.58% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $48.95 |
| Jul 29, 2025 | $48.95 |
| Jul 30, 2025 | $49.64 |
| Jul 31, 2025 | $49.64 |
| Aug 01, 2025 | $46.00 |
| Aug 04, 2025 | $46.97 |
| Aug 05, 2025 | $47.06 |
| Aug 06, 2025 | $47.06 |
| Aug 07, 2025 | $48.27 |
| 4 days before | -6.03% |
| 4 days after | 4.93% |
| On release day | 2.11% |
| Change in period | -1.39% |
AXA SA Earnings Call Transcript Summary of Q2 2025
AXA delivered a strong first half 2025, driven by broad-based organic growth across P&C, Life & Health and Health, with group revenues up 7% to over EUR 64bn and underlying earnings up 6% to EUR 4.5bn. Underlying EPS rose 8% (at the top end of plan targets). P&C grew ~6–7% (combined ratio ~90%), Life premiums +9% (unit-linked/protection momentum) and Health +6% with net inflows improving. The group signed the acquisition of a 51% stake in Prima (Italian direct insurer) to strengthen scale in motor/direct channels, while completing the disposal of AXA IM to refocus on insurance. Management highlighted heavy investment in data/AI and distribution expansion (agents, salaried salesforce and partnerships) as growth levers. Capital generation remains robust: Solvency II ratio ~220% (CFO noted capital generation of ~15 points per half-year, with provisions for dividends/buybacks), and AXA remains opportunistic on M&A but focused on organic growth and discipline on valuation. Management flagged a modest net income timing effect from mark-to-market on FX (dollar) but characterized underlying profitability and balance sheet strength as solid.
