Tokio Marine Holdings (TKOMY) Q4 2024 Earnings Report

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Previous Report: Q3 2024

Next Report: Q1 2025

TKOMY Q4 2024 EPS Results

Actual EPS$0.04

Consensus EPS―

Beat/Miss―

One Year Ago EPS$0.04

TKOMY Q4 2024 Revenue Results

Actual Revenue$10.60B

Expected Revenue―

Beat/Miss―

YoY Revenue Growth-8.10%

Earnings Announcement Details

QuarterQ4 2024

Date05/20/2025

TimeBefore Open

Conference CallTuesday, May 20, 2025

TKOMY Upcoming Earnings

Tokio Marine Holdings's next earnings date is estimated for November 19, 2026, based on past reporting schedules.

Q4 2024 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q4 2024 Earnings Slide Deck

No slide deck is available for this earnings event.

Q4 2024 Earnings Call Summary

Q4 2024

Earnings Call Date:May 20, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call presented a strong performance in fiscal 2024 with significant growth in adjusted net income and shareholder returns. However, challenges including decreased life insurance premiums, inflation impacts, and CRE loan issues were noted. The overall outlook for fiscal 2025 remains positive with projected income growth and continued equity sales.

Company Guidance

During the conference call for Tokio Marine's FY 2024 results and FY 2025 forecast, several key financial metrics and guidance points were discussed. The FY 2024 adjusted net income, excluding one-off effects, reached JPY679 billion, reflecting a 14% year-over-year growth, bolstered by the strong performance of international businesses and currency exchange rate impacts. The sales of business-related equities amounted to JPY922 billion, surpassing the initial forecast by JPY10 billion, contributing to an overall adjusted net income, including these gains, of JPY1.215 trillion. For FY 2025, the company projects JPY700 billion in adjusted net income, excluding equity sales gains, indicating a 3% growth over the previous year. The projected dividend per share (DPS) for FY 2024 was revised to JPY172, representing a 40% increase, and is expected to grow by 22% to JPY210 in FY 2025. The company also plans to repurchase JPY220 billion of its own shares in FY 2025. The projected sales of business-related equities for FY 2025 remain at JPY600 billion, consistent with the previous year, and the adjusted net income, including these sales, is expected to reach JPY1.1 trillion. The management emphasized the importance of consistent profit growth and shareholder returns, alongside disciplined capital management and strategic investment opportunities.

Strong Fiscal 2024 Performance

Adjusted net income excluding one-off effects was JPY679.0 billion, showing a 14% year-over-year growth driven by major international businesses and favorable foreign exchange impacts.

Increased Shareholder Return

Dividend per share (DPS) for fiscal year 2024 increased by JPY10 to JPY172, resulting in a 40% growth, with further DPS growth projected at 22% in fiscal 2025.

Significant Equity Sales

Sales of business-related equities amounted to JPY922 billion, exceeding the February forecast by JPY10 billion and achieving 1.5x the initial forecast.

Positive Forecast for Fiscal 2025

Projected adjusted net income for fiscal 2025 is JPY700 billion, with an expected growth rate of 7% when excluding FX factors.

TKOMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 19, 2026	2026 (Q2)	0.05 / -	0.049	―
Aug 12, 2026	2026 (Q1)	0.04 / 0.06	0.11	-47.27% (-0.05)
May 20, 2026	2025 (Q4)	0.05 / 0.02	0.039	-51.28% (-0.02)
Feb 13, 2026	2025 (Q3)	0.04 / 0.05	0.047	4.26% (<+0.01)
Nov 19, 2025	2025 (Q2)	- / 0.05	0.107	-54.21% (-0.06)
Aug 07, 2025	2025 (Q1)	- / 0.11	0.046	139.13% (+0.06)
May 20, 2025	2024 (Q4)	- / 0.04	0.039	0.00% (0.00)
Feb 14, 2025	2024 (Q3)	- / 0.05	0.07	-32.86% (-0.02)
Nov 19, 2024	2024 (Q2)	- / 0.11	0.018	494.44% (+0.09)
Aug 06, 2024	2024 (Q1)	- / 0.05	0.03	53.33% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed