Chubb Ltd ($CB) Q2 2026 Earnings Call
... in our earnings press release and financial supplements now I'd like to introduce our speakers first we have Evan Greenberg ...
Chairman & CEO, Chubb
Search every verified Evan Greenberg interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. In Chubb’s Q2 FY26 earnings call on June 30, 2026, Evan Greenberg reported that the company had “a very strong quarter.” He highlighted growth in the company’s international life insurance business, with premiums and deposits rising nearly 14.5%, and noted that the majority of life exposure is in Asia, with most growth in North Asia (China, Hong Kong, Korea, and Taiwan). Greenberg also stated that premiums in the North America Chubb worksite benefits business were up 14%, and that the life division produced $332 million in pre-tax income, up 9% from the prior year. He described Chubb as an “all-weather firm” and a “consistent compounder of wealth,” expressing confidence in the company’s ability to generate strong growth and operating earnings. During the Q&A session, Greenberg commented on regulatory developments affecting Hong Kong, describing an “overreaction” to government and regulator pronouncements. He said Chubb had no impact from the actions and did not expect an impact going forward, characterizing the measures as aimed at “bad actors” abusing capital flows and investment product rules. When asked about market conditions, Greenberg acknowledged a “sober” view that differs from some competitors’ perspectives, though he did not elaborate on what competitors might see differently.
“Soft market conditions have begun to spread beyond property to more casualty lines particularly ENS. Though though certain classes of large account middle market are growing more competitive, pricing in certain are in numerous areas of casualty are failing to keep pace with loss costs which are hardly benign. Keep in m...”
“I'm aware and mindful of the the chatter um since last night around the one word change we made. It's it's it's really is Kremlin watchers. Um and so let me let me let me take all that wrap it into um and create the right context here. Um look for many quarters um including the first half of this year I'd start with th...”
“We expect to continue generating superior margin and earnings growth and in fact an increase to our return on shareholder equity in the quarter. Record underwriting income on both a published and current accident year xcat basis was supported of course by a quiet cap quarter but more importantly by current underwriting...”
“We will buy back above previous trend as you saw this quarter. We will continue to do that and at the same time we're going to continue to build our invested asset that also contributes to growth of earning power.”
“I've been the CEO of this company for 21 years. We have built a culture, a discipline, and an ability to monitor and survey our discipline and the way we work at an extremely granular level on a real time basis. And culture here means the higher you go, the harder you work. It's an inverted pyramid. And it is a privile...”
“We're trading well as we see it below intrinsic value. And by the way, as you continue to grow earnings and if it's sustainable, then then frankly, your intrinsic value continues to move out. um we will buy back above previous trend as you saw this quarter.”
“We are not going to chase property cat. um unless we really like unless we think it's um it's priced adequately and we're disciplined about priced model um there is no sort of gut feel or I observe one or two quarters where cat activity was light so something has changed oh my god please um and so you know we're discip...”
“We returned 1.5 billion of capital to shareholders including 1.1 billion in purchases and an average price of 56 per share and 380 million in dividends. We ended the period with an all-time high in book value of nearly 74 billion, 93 per share book and tangible book value per share excluding AOCI grew 12.1% and 16.5%.”
“Pricing overall is off 25% in the quarter heading to 30. Um it's you can actually see it's accelerating in a in that trend. It's loss cost to put a point on it loss cost um they're moving at about 4 to 5% in shared and layered property. So you can work out the math there. The capital that is that is rising is finite am...”
“The notion of finding vulnerabilities and we've redefined vulnerabilities the threshold vulnerability has been lowered. What were minor vulnerabilities can now be aggregated in a much more insightful way. Anopic is a code generator so it can read code. So it's it shouldn't be shocking that since it can read code look w...”
“I was approached by our government to put together the program that you have about that we announced to port shifting through the Gof and open up when they think that the risk environment is such that they can support with military convoys that would trans the Gof and that has to occur is to under those and the of our...”
“Our balance sheet, starting with loss reserves, has never been stronger. We estimate that 70 to 80% of our businesses present attractive growth opportunities, and our performance is enduring.”
“We will continue generating superior margin and earnings growth, and in fact, an increase to our return on shareholder equity in the quarter. Our record underwriting income and margin improvements support this outlook.”
“Our international business, particularly in Asia and Latin America, is growing rapidly, with premiums up nearly 7.5% in constant dollars, demonstrating the power of diversification.”
“Our core operating return on tangible equity was 24.5%, an outstanding result that reflects our disciplined approach and diversified portfolio.”
... in our earnings press release and financial supplements now I'd like to introduce our speakers first we have Evan Greenberg ...
Chubb Ltd (CB) — Q2 FY26 Earnings Call Live coverage with Benzinga. Q2 FY26 Results EPS: $7.26 (est. $6.67) — inline Revenue: $12.77B (est. $13.58B) — inline Reported: 2026-07-21 Recent Quarters Q1 FY26 (2026-04-21): EPS $6.82 vs est $6.55 · Rev $11.72B vs est $12.87B Q4 FY25 (2026-02-03): EPS $7.52 vs est $6.69 · Rev $11.31B vs est $12.72B Q3 FY25 (2025-10-21): EPS $7.49 vs est $6.07 · Rev $12.93B vs est $14.12B Q2 FY25 (2025-07-22): EPS $6.14 vs est $5.92 · Rev $12.39B vs est $13.45B About Chubb Ltd ACE acquired Chubb in 2016 and assumed the Chubb name. The combination made the new Chubb…
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