Fitch keeps 'deteriorating' call on reinsurance for 2027

Europe's top four reinsurers (Munich Re, Swiss Re, Hannover Re, SCOR) reported record 1H26 profitability (21.5% ROE) despite revenue declines. Fitch warns margins may not last. Nat cat losses were low, and IFRS 17 accounting boosted results. P&C pricing fell 20-25%, with Munich Re cutting volume while others grew selectively. US casualty strategies diverged. L&H earnings rose 12%, but SCOR faced a $488M charge. Investment income improved but is narrowing. Capital remains strong, but revenue pres

Comscore (SCOR) reported Q2 2026 revenue of $79.2M, down 11.3% YoY, with adjusted EBITDA declining 85% to $1.3M. The company divested its Movies business, reducing debt by $40.1M. Full-year revenue guidance was revised to $315M-$325M. Management highlighted cost-cutting measures and strategic shifts to address declining linear TV revenue and invest in growth areas like AI applications.

comScore (NASDAQ:SCOR) reported adjusted EBITDA falling 85% to $1.3 million in Q2, with margin at 1.7% versus 10% a year earlier. Management outlined an “ROI” cost realignment targeting $20 million to $25 million in annual run-rate savings and $7 million to $9 million in one-time costs. For 2026, it expects revenue of $315 million to $325 million and low- to mid-single-digit adjusted EBITDA margin.

COMSCORE, INC. (SCOR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE Comscore Reports Second Quarter 2026 Results Completed Sale of Movies Business Enabling Full Repayment of Senior Debt Announced Transformational ROI Strategy to Realign, Optimize and Grow the Business RESTON, Va., August 12, 2026 – Comscore, Inc

SCOR SE shares rose about 3.5% to 34.58 on Euronext Paris after the company reported Q2 2026 results. SCOR posted net income of EUR 171 million in Q2 and EUR 397 million for the first half, with a property and casualty combined ratio of 79.5%. Morgan Stanley named SCOR a preferred European insurance pick, citing potential capital release from Solvency II changes in Jan 2027.

SCOR SE reported Q2 2026 net income of EUR 171 million (EUR 188 million adjusted), bringing H1 2026 net income to EUR 397 million. P&C combined ratio was 79.5% and L&H insurance service result was EUR 49 million. Investments regular income yield was 3.6%. Solvency ratio was estimated at 220%.