Markel、Everest和Kemper报告说,2025年的Q4结果好坏参半,Markel超出预期,Everest和Kemper由于损失、撤资和分块问题而落后。 Markel, Everest, and Kemper reported mixed Q4 2025 results, with Markel exceeding expectations, Everest and Kemper falling short due to losses, divestitures, and segment issues.

Markel Group报告,2025年Q4成果强劲,经调整的EPS为37.41美元,远远高于估计数,其驱动因素是业务改进、战略结构调整和有利的储备释放,尽管收入略微错过了预测。 Markel Group reported strong Q4 2025 results with adjusted EPS of $37.41, well above estimates, driven by operational improvements, strategic restructuring, and favorable reserve releases, though revenue slightly missed forecasts. Everest Group未能达标，原因是资产剥离、灾难损失增加以及美国伤亡线减少，导致盈利低于预期。 Everest Group fell short, citing divestitures, elevated catastrophe losses, and reduced U.S. casualty lines, leading to lower-than-expected earnings. Kemper错过了预期,原因是其特殊汽车部分目前存在的问题,特别是加利福尼亚州高索赔严重程度和佛罗里达州监管退款,导致股票下降。 Kemper missed expectations due to ongoing issues in its Specialty Auto segment, particularly high claim severity in California and regulatory refunds in Florida, prompting a stock drop. 投资者正在评估所有三个保险商的差值可持续性、定价趋势以及长期战略转变。 Investors are assessing margin sustainability, pricing trends, and long-term strategic shifts across all three insurers.