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Axa SA (ADR) Earnings Calls
| Release date | Aug 01, 2025 |
| EPS estimate | $2.33 |
| EPS actual | $2.14 |
| EPS Surprise | -8.15% |
| Revenue estimate | 89.079B |
| Revenue actual | 54.982B |
| Revenue Surprise | -38.28% |
| Release date | Apr 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 27, 2025 |
| EPS estimate | $1.77 |
| EPS actual | $1.81 |
| EPS Surprise | 2.26% |
| Revenue estimate | 36.136B |
| Revenue actual | 46.111B |
| Revenue Surprise | 27.61% |
| Release date | Oct 30, 2024 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Axa SA (ADR)
Below you can see how AXAHY 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 | $37.82 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Oct 24, 2024 | $38.07 |
| Oct 25, 2024 | $37.55 |
| Oct 28, 2024 | $38.23 |
| Oct 29, 2024 | $37.89 |
| Oct 30, 2024 | $37.82 |
| Oct 31, 2024 | $37.45 |
| Nov 01, 2024 | $37.07 |
| Nov 04, 2024 | $37.00 |
| Nov 05, 2024 | $37.59 |
| 4 days before | -0.657% |
| 4 days after | -0.608% |
| On release day | -0.98% |
| Change in period | -1.26% |
| Release date | Feb 27, 2025 |
| Price on release | $39.32 |
| EPS estimate | $1.77 |
| EPS actual | $1.81 |
| EPS surprise | 2.26% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $38.42 |
| Feb 24, 2025 | $38.63 |
| Feb 25, 2025 | $39.59 |
| Feb 26, 2025 | $39.94 |
| Feb 27, 2025 | $39.32 |
| Feb 28, 2025 | $38.70 |
| Mar 03, 2025 | $39.96 |
| Mar 04, 2025 | $40.47 |
| Mar 05, 2025 | $41.63 |
| 4 days before | 2.34% |
| 4 days after | 5.87% |
| On release day | -1.30% |
| Change in period | 8.36% |
| Release date | Apr 23, 2025 |
| Price on release | $45.64 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 16, 2025 | $44.13 |
| Apr 17, 2025 | $44.99 |
| Apr 21, 2025 | $44.74 |
| Apr 22, 2025 | $45.82 |
| Apr 23, 2025 | $45.64 |
| Apr 24, 2025 | $46.06 |
| Apr 25, 2025 | $46.63 |
| Apr 28, 2025 | $46.82 |
| Apr 29, 2025 | $47.68 |
| 4 days before | 3.42% |
| 4 days after | 4.47% |
| On release day | 1.01% |
| Change in period | 8.04% |
| Release date | Aug 01, 2025 |
| Price on release | $45.65 |
| EPS estimate | $2.33 |
| EPS actual | $2.14 |
| EPS surprise | -8.15% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $48.69 |
| Jul 29, 2025 | $49.17 |
| Jul 30, 2025 | $48.70 |
| Jul 31, 2025 | $48.69 |
| Aug 01, 2025 | $45.65 |
| Aug 04, 2025 | $46.36 |
| Aug 05, 2025 | $47.15 |
| Aug 06, 2025 | $47.69 |
| Aug 07, 2025 | $48.50 |
| 4 days before | -6.24% |
| 4 days after | 6.24% |
| On release day | 1.55% |
| Change in period | -0.390% |
Axa SA (ADR) Earnings Call Transcript Summary of Q2 2025
AXA reported a strong first half 2025: revenues +7% to >€64bn and underlying earnings +6% to €4.5bn, with underlying EPS up ~8% (after buybacks and FX effects). Management emphasized continued organic growth under the Unlock the Future plan, supported by disciplined technical execution, productivity gains from data/AI investments, and diversified distribution expansion. P&C grew ~6–7% with a combined ratio ~90% and a nat-cat loss ratio ~3% (below normalized 4.5%). Life & Health grew ~8–9% (unit‑linked/protection strength and improving net new money), with Health also showing good momentum. Reinsurance (AXA XL) grew ~11% and benefited from underwriting discipline; the Group reiterated limited direct ILS underwriting but uses retrocessions/ILS as needed. Balance sheet remains robust: management cited a Solvency II ratio in the low‑to‑220s (management commentary referenced ~220% and later ~228% in the presentation), and capital generation remains strong (~15 solvency points per half). Strategic actions: disposal of AXA IM (effective 1 July with BNPP partnership) to refocus on insurance, opportunistic M&A (Prima Italy acquisition for €500m to materially boost direct motor share in Italy and expand direct channel to ~€4.7bn), ongoing share buybacks and disciplined capital allocation. Management reiterated no broad M&A budget — focus remains on organic growth and targeted, value‑accretive deals.
