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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lancashire
Lancashire (LRE) investor relations material
Lancashire Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary4 Nov, 2026
Executive summary
Strong underwriting and financial performance through 9M 2026; on track for high-teens full-year RoE and approaching 2027 from a position of strength.
Diversified products and geographies, a robust balance sheet and disciplined cycle management support selective deployment of appetite and capital.
Financial highlights
Insurance revenue increased 0.7% YoY to $1,409.7m, reflecting premiums earned from prior underwriting years.
Gross premiums written were $1,806.0m, down 1.1% YoY and flat on an underlying basis excluding prior-year California wildfire reinstatement premiums.
Investment portfolio return was 0.6% for 9M 2026; investment income contributed 3.3%, offset by Q3 mark-to-market price declines.
Outlook and guidance
FY 2026 guidance remains on track for high-teens RoE; management views the portfolio as well positioned for 2027.
Gross premiums are expected to remain stable on an underlying basis; 2027 is expected to bring more competitive conditions and further softening.
2027 rating guidance will be provided with FY results in March, after January 1 renewals provide a clearer market data point.
Short portfolio duration means higher prevailing yields should benefit investment income in future periods.
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Latest events from Lancashire
- $142M profit, 19.6% ROE, stable revenue, and strong capital amid market softening.LRE
H1 2026 - High teens ROE guidance reaffirmed as insurance revenue rises 2.1% with stable premiums.LREQ1 2026 TU
- Profit after tax was $293.4M with 20.9% ROE and upgraded S&P ratings.LREQ4 2025
- Strong premium growth, $182M special dividend, and strategic expansion highlight performance.LREQ3 2025 TU
- Profit after tax of $109.2 million and upgraded ROE guidance highlight strong H1 2025 performance.LREH1 2025
- Premiums and revenue up, special dividend declared, despite $110–$140m catastrophe losses.LREQ3 2024 TU
- Record profit and 14% ROE, strong growth, low combined ratio, and robust capital position.LREH1 2024
- Premiums up 12.7%, strong capital, and mid-teens ROE expected despite wildfire losses.LREQ1 2025 TU
- 23.4% ROE and $321.3M profit after tax in 2024; 2025 targets mid-teens ROE with strong capital.LREH2 2024
Next Lancashire earnings date
Q4 20265 Mar, 2027
Lancashire
Next Lancashire earnings date
Q4 20265 Mar, 2027
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Frequently asked questions
Lancashire Holdings Limited provides specialty insurance and reinsurance products in London, Bermuda, and Australia. The company operates through five segments: Property and Casualty Reinsurance, Property and Casualty Insurance, Aviation, Energy, and Marine. It offers property direct and facultative; property political risk; property terrorism and political violence; property reinsurance; aviation AV52; aviation consortium; airline hull and liability; satellite insurance; marine, cargo, specie, liability and protection & indemnity insurance, as well as marine reinsurance products.