AXIS Capital Holdings Limited (AXS) Earnings Call Transcripts

AXIS Capital Holdings Limited's Latest Earnings Call - June 16, 2026

Accsys Technologies PLC reported strong financial results for the fiscal year ending March 31, 2026, with significant improvements in revenue and profitability. The company achieved a 20% increase in group revenue on a like-for-like basis, reaching EUR 153 million, and adjusted EBITDA surged by 96% to EUR 21.2 million. The gross profit margin remained robust at 30.9%. The company highlighted a 21% increase in global Accoya sales volumes, with North America showing particularly strong performance. Management maintained guidance for FY '27, emphasizing continued focus on innovation and market expansion.

Reported metrics

Guidance from management

Management maintained guidance for FY '27, focusing on innovation, market share gains, and profitability improvements. They are on track to meet Phase I focus targets by March 2027.

What management said

So Accoya Color output was around 80 -- 8,000 cubic meters in FY [indiscernible] compared with the 5,400 cubic meters in FY '25. And the price premium is around 25%, in the U.S. a little bit more. But this is certainly one of the nicest and fastest-growing product ranges we have today.

We are -- well, we do expect the circle to continue to grow we -- if it is going to do exactly the same what we are going to see, but it is certainly one of our fastest-growing rates we have.

What analysts pressed on

Analysts expressed interest in the timeline for new distributor contributions and the impact of convertible loan notes conversion. Concerns were raised about the competitive landscape for the new decking collection and the seasonal profile of Accoya USA's growth.

Main topics on the call

• Revenue Growth — Group revenue increased by 20% on a like-for-like basis, driven by strong demand for Accoya products, particularly in North America. Management stated, 'We significantly increased group revenue by 20% on a like-for-like ...
• Profitability Improvement — Adjusted EBITDA rose by 96% to EUR 21.2 million, with a margin improvement to 11.6%. CEO Jelena Arsic van Os noted, 'Adjusted EBITDA increased by 96% to EUR 21.2 million, and adjusted EBITDA margin improved to 11.6%.'
• North American Market Expansion — Accoya USA achieved a 60% increase in sales volume, highlighting the strategic importance of local manufacturing. Management emphasized, 'Accoya U.S.A. saw 60% like-for-like sales volume growth to 1,853 cubic meters.'
• Operational Efficiency — The company improved its gross profit margin to 30.9% and maintained cost control, contributing to overall profitability. CFO Sameet Vohra stated, 'Gross profit margin increased by 130 basis points on a like-for-like bas...

Read the full AXIS Capital Holdings Limited transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 44 AXIS Capital Holdings Limited earnings call transcripts on record, spanning January 30, 2020 to July 29, 2026. Based on this history, AXIS Capital Holdings Limited reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AXS

Exchange

NYSE

Country

US

Sector

Financials

Industry

Insurance

Calls on record

44

First call

January 30, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly