Hippo Holdings Inc. (HIPO) Earnings History

Hippo Holdings Inc. - Q4 FY2025 EarningsMet

Filed at: Feb 24, 2026, 6:05 PM EST|Read from source

EXECUTIVE SUMMARY

Hippo Holdings Inc. reported a strong finish to 2025, characterized by significant growth in gross written premium and a substantial improvement in underwriting profitability, leading to positive net and adjusted income for both the quarter and the full year. The company is strategically diversifying its business lines and is confident in achieving its long-term growth and profitability targets.

POSITIVE HIGHLIGHTS

  • •

    Gross Written Premium increased 40% to $288 million in Q4 2025 compared to Q4 2024, driven by strong growth in Casualty and Commercial Multi-Peril lines.

    positive
  • •

    Net Income attributable to Hippo was $6 million in Q4 2025, compared to a net loss in Q4 2024, and $58 million for the full year 2025 compared to a net loss in 2024.

    positive
  • •

    Combined Ratio improved 8 percentage points to 99% in Q4 2025 and 25 percentage points to 113% for the full year 2025, indicating improved underwriting performance.

    positive
  • •

    Book Value per share increased 17% to $16.97 from year-end 2024.

    positive

CONCERNS & RISKS

  • •

    Homeowners line gross written premium decreased 5.3% to $91 million in Q4 2025 and 10.4% to $379 million for the full year 2025.

    attention
  • •

    Net retention decreased to 34% in Q4 2025 from 39% in Q4 2024, and to 38% for the full year 2025 from 42% in 2024.

    attention
  • •

    Expense Ratio increased to 53.5% in Q4 2025 from 49.2% in Q4 2024, primarily due to the home builder network sale and a one-time CAT allowance chargeback in 4Q24.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$120.40M
+18.0%
Prior year: $102.00M
Annual (YTD)
$468.60M
N/A
Prior year: $372.10M
Net Income
Quarterly
$6.00M
-86.4%
Prior year: $44.20M
Annual (YTD)
$57.70M
N/A
Prior year: $-40.50M
EPS (Diluted)
Quarterly
$0.23
-86.5%
Prior year: $1.71
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.24
-86.5%
Prior year: $1.78

MARGIN ANALYSIS

Net Margin
Current Quarter
5.0%
Prior Year
43.3%
YoY Change
-3835 bps

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

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Homeowners
0.0%
N/A
Renters
0.0%
N/A
Commercial Multi-Peril
0.0%
N/A
Casualty
0.0%
N/A
Other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Homeowners
N/A———
Renters
N/A———
Commercial Multi-Peril
N/A———
Casualty
N/A———
Other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Gross Written Premium
1,400,000,000—1,500,000,000
Mid-point: 1,450,000,000
Net Written Premium
500,000,000—540,000,000
Mid-point: 520,000,000
Combined Ratio
103—105
Mid-point: 104
CAT Loss Ratio
13
Adjusted Net Income
45,000,000—55,000,000
Mid-point: 50,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Gain on sale of business
Included in Net Income calculation for full year 2025 ($91 million net gain on sale of Home Builder Distribution Network).
Q4 2024
Gain on sale of business
Included in Net Income calculation for Q4 2024 ($46 million gain on sale of First Connect).
$46,100,000M
Total Impact
$46,100,000M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Closed 2025 with strong momentum, evidenced by 40% gross written premium growth, positive net and adjusted income, and an underwriting profit in the fourth quarter.

— Hippo Holdings Inc., Q4 FY2025 2025 Earnings Call

Excited about Hippo's prospects for increased diversification, strong growth, and continued improvement in profitability in 2026.

— Hippo Holdings Inc., Q4 FY2025 2025 Earnings Call

Progress reflects team's efforts over the last several years, exemplified by the relaunch of our homeowners business outside of builders with select partners.

— Hippo Holdings Inc., Q4 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.

OPERATIONAL METRICS

Net Retention
34
-12.8% YoY
Prior year: 39
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.