GREENLIGHT CAPITAL RE, LTD. (GLRE) Earnings History

GREENLIGHT CAPITAL RE, LTD. - Q3 FY2025 Earnings

Filed at: Nov 3, 2025, 3:20 PM EST|Read from source

EXECUTIVE SUMMARY

Greenlight Re reported a strong third quarter with record underwriting income, significantly improving its combined ratio. However, this was offset by a substantial investment loss, leading to a net loss for the quarter.

POSITIVE HIGHLIGHTS

  • •

    Achieved record quarterly underwriting income of $22.3 million, a significant increase from $6.1 million in the prior year.

    positive
  • •

    Combined ratio improved to 86.6% from 95.9% in the prior year, marking the lowest in the Company's history.

    positive
  • •

    Gross premiums written increased 9.5% to $184.4 million in Q3 2025.

    positive
  • •

    Net premiums earned increased 8.9% to $165.4 million in Q3 2025.

    positive
  • •

    Repurchased $2.0 million of shares at an average cost of $12.88 per share.

    neutral

CONCERNS & RISKS

  • •

    Total investment loss of $17.4 million in Q3 2025, compared to investment income of $30.3 million in Q3 2024.

    negative
  • •

    Reported a net loss of $4.4 million in Q3 2025, compared to a net income of $35.2 million in Q3 2024.

    negative
  • •

    Fully diluted book value per share decreased 0.4% to $18.90 from $18.97 at June 30, 2025.

    attention
  • •

    The investment environment remains difficult, with the Solasglas investment portfolio losing 3.2% in Q3 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$165.42M
+8.9%
Prior year: $151.88M
Annual (YTD)
$495.52M
N/A
Prior year: $471.82M
Net Income
Quarterly
$-4.41M
-112.5%
Prior year: $35.24M
Annual (YTD)
$25.55M
N/A
Prior year: $70.23M
EPS (Diluted)
Quarterly
$-0.13
-112.9%
Prior year: $1.01
Annual (YTD)
$0.74
N/A
Prior year: $2.02
Operating Income
Quarterly
$22.30M
+265.1%
Prior year: $6.11M
Annual (YTD)
$22.61M
N/A
Prior year: $9.82M
EPS (Basic)
Quarterly
$-0.13
-112.6%
Prior year: $1.03
Annual (YTD)
$0.75
N/A
Prior year: $2.05

MARGIN ANALYSIS

Net Margin
Current Quarter
-2.7%
Prior Year
23.2%
YoY Change
-2590 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

CEO highlighted the Company's ability to achieve strong margins, supported by robust performance in the underwriting book and favorable catastrophe loss activity.

— GREENLIGHT CAPITAL RE, LTD., Q3 FY2025 2025 Earnings Call

Chairman noted the difficult investment environment and the impact of long and short positions on overall results.

— GREENLIGHT CAPITAL RE, LTD., Q3 FY2025 2025 Earnings Call

The Company's best-ever underwriting result helped offset the weak investment results.

— GREENLIGHT CAPITAL RE, LTD., Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.