Munich Re Cuts Revenue Guidance Further But Maintains Profit View -- Update

Dow Jones2025-11-11
 

By Elena Vardon

 

Munich Re further trimmed its insurance-revenue guidance for the year due to the continued impact of currency fluctuations on its top line, but backed its profit view as it reported a third-quarter profit beat on lower major-loss claims.

The German reinsurer on Tuesday posted 2.00 billion euros ($2.31 billion) in net profit for the quarter, which was more than double the 907 million euros it reported a year prior and came in ahead of a 1.93 billion-euro estimate taken from a company-compiled consensus.

The Bavarian group raked in 14.575 billion euros in insurance revenue from insurance contracts issued for the period, marking a 5.9% decrease due to negative currency effects and missing consensus's 15.7 billion-euro figure.

For 2025, Munich Re now expects to make 61 billion euros in insurance revenue, down from its recently downgraded guidance of 62 billion euros, due to premium adjustments, the effects of renewals, and exchange-rate developments which have dented the performance of its reinsurance division.

The company also lowered its combined ratio guidance for its property-and-casualty division, as well as its global specialty insurance segment for 2025 thanks to fewer major-loss expenditures compared with those it booked a year ago due to Hurricane Helene.

"With the excellent performance at [subsidiary] ERGO and a high investment result, we were thus able to more than compensate for a somewhat weaker quarter in life reinsurance, and for currency losses," Chief Financial Officer Christoph Jurecka said. Jurecka is set to replace Chief Executive Joachim Wenning once he retires at the end of the year.

Munich Re still expects to make 6 billion euros in net profit for 2025.

 

Write to Elena Vardon at elena.vardon@wsj.com

 

(END) Dow Jones Newswires

November 11, 2025 02:15 ET (07:15 GMT)

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