AXIS Capital(US:AXS) ZACKS·2025-10-29 23:31Core Insights - Axis Capital reported quarterly earnings of $3.25 per share, exceeding the Zacks Consensus Estimate of $2.72 per share, and showing an increase from $2.71 per share a year ago, resulting in an earnings surprise of +19.49% [1] - The company achieved revenues of $1.64 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.71% and up from $1.58 billion year-over-year [2] Earnings Performance - Over the last four quarters, Axis Capital has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company had a previous quarter earnings expectation of $2.88 per share but reported $3.29, resulting in a surprise of +14.24% [1] Stock Performance and Outlook - Axis Capital shares have increased by approximately 0.5% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the earnings outlook [4][6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.95 on revenues of $1.64 billion, and for the current fiscal year, it is $12.15 on revenues of $6.41 billion [7] Industry Context - The Insurance - Property and Casualty industry, to which Axis Capital belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook for stocks in this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5]