Reinsurance Group (RGA) Q2 Earnings and Revenues Lag Estimates

Core Viewpoint - Reinsurance Group (RGA) reported quarterly earnings of $4.72 per share, missing the Zacks Consensus Estimate of $5.58 per share, representing an earnings surprise of -15.41% [1][2] Financial Performance - The company posted revenues of $5.64 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.09%, compared to year-ago revenues of $5.15 billion [2] - Over the last four quarters, RGA has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - RGA shares have lost about 10.8% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current status translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $6.04 on $6.05 billion in revenues, and for the current fiscal year, it is $23.10 on $23.33 billion in revenues [7] - The estimate revisions trend for RGA was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Insurance - Life Insurance industry is currently in the top 10% of the Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can materially impact stock performance [5][8]