-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：RNR第一季度运营每股收益为13.75美元，而去年同期运营亏损为1.49美元，显著高于我们此前7.54美元的预期以及11.22美元的市场普遍预期，这主要得益于承保盈利能力的提升。运营收入下降17%至26亿美元，低于我们的预期，主要原因是已赚保费下降近20%。承保业绩显著改善，第一季度承保利润为5.888亿美元，而去年同期亏损7.706亿美元，综合比率从128.3%改善至73.0%。管理层指出，公司将继续“调整承保组合以实现更高回报”，将更多限额投入财产巨灾业务。第一季度净保费收入下降超过22%，至不足27亿美元。 RNR在第一季度回购了价值3.525亿美元的股票，并计划在2025年回购16亿美元，这将使流通股数量减少12.8%。有形账面价值从一年前的每股206.79美元增长至每股263.58美元。按当前股价计算，其有形账面价值约为1.2倍，与同业平均水平0.8倍至1.4倍基本一致。
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