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    GNW
    Earnings call· Dec 2025(Q4 FY25)

    GENWORTH FINANCIAL Q4 FY25 earnings call GNW

    Feb 24, 2026 Source

    Executive summary

    Genworth Financial Q4 FY25 — Strong Enact Performance Fuels Share Repurchases and CareScout Growth

    Genworth Financial delivered strong Q4 FY25 results, largely propelled by its Enact mortgage insurance segment, which funded significant share repurchases and strategic investments in the CareScout platform. While the Closed Block experienced expected losses, particularly in LTC, the company is actively managing these liabilities through in-force actions and leveraging CareScout for long-term growth and market redefinition in aging care. The focus remains on disciplined capital allocation and advancing CareScout's integrated service and insurance offerings.

    Highlights

    5
    • Enact contributed $146 million to Genworth's adjusted operating income in Q4 FY25 and $558 million for FY25.

    • Repurchased $245 million of shares in FY25, including $94 million in Q4 FY25, reducing shares outstanding by 24% since May 2022.

    • CareScout Quality Network matches reached 3,255 in FY25, exceeding the updated target of 3,000.

    • Secured $209 million in gross incremental LTC premium approvals for FY25, with an average increase of 38%.

    • Holding company cash interest coverage ratio on debt service remained strong at approximately 8x.

    Concerns

    5
    • Closed Block reported an adjusted operating loss of $114 million in Q4 FY25 and $317 million for FY25, primarily driven by LTC.

    • LTC adjusted operating loss was $159 million in Q4 FY25 due to a liability remeasurement loss and unfavorable assumption updates.

    • Unfavorable LTC A/E of $124 million pretax in Q4 FY25 was driven by higher claims and lower terminations in capped cohorts.

    • GLIC's consolidated risk-based capital ratio decreased to 300% at year-end 2025 from 306% at year-end 2024.

    • AXA litigation appeal hearing set for July 21-23, 2026, with a decision expected 3-6 months after, introducing continued uncertainty for potential $750 million recovery.

    Guidance & targets

    7
    CategoryTargetConfidence
    Enact Capital Return to Genworth
    $405 million
    high materiality
    High
    Share Repurchases
    $175 million to $225 million
    high materiality
    Medium
    CareScout Services Matches
    approximately 7,500 matches
    medium materiality
    High
    CareScout Services Revenue
    at least $25 million
    medium materiality
    Medium
    CareScout Services Investment
    $50 million to $55 million
    medium materiality
    High
    CareScout Insurance Incremental Investment
    much lower
    medium materiality
    High
    Closed Block A/E Losses
    could continue to see losses at this level
    medium materiality
    Medium

    Segment performance

    3
    SegmentRevenueYoYQoQMargin
    Enact
    Enact delivered strong performance, significantly contributing to Genworth's adjusted operating income and capital returns. New insurance written increased, and in-force grew, supported by elevated persistency. The PMIERs sufficiency remained robust, enabling substantial capital distribution to Genworth.
    Adjusted operating income to Genworth (FY25): $558 millionNew insurance written (Q4 FY25): $14 billionPrimary insurance in-force (YE25): $273 billionEarned premiums (Q4 FY25): $245 millionLoss ratio (Q4 FY25): 7%Net favorable reserve release (Q4 FY25): $60 million pretaxPMIERs sufficiency ratio (YE25): 162%PMIERs excess capital (YE25): $1.9 billionProceeds to Genworth (Q4 FY25): $127 millionProceeds to Genworth (FY25): $407 millionGenworth's share of Enact's book value (YE25): $4.4 billionGenworth's share of Enact's book value (YE24): $4.1 billion
    $146 million (Q4 FY25 adjusted operating income)
    Closed Block
    The Closed Block experienced an adjusted operating loss, primarily driven by the LTC business due to liability remeasurement and unfavorable assumption updates. Life and Annuities showed some favorable impacts from assumption updates. The segment was resegmented in Q4 FY25 to reflect the cessation of new LTC sales in GLIC and its management as a closed system.
    Adjusted operating loss (FY25): ($317 million)LTC adjusted operating loss (Q4 FY25): ($159 million)LTC adjusted operating loss (FY25): ($326 million)Life adjusted operating income (Q4 FY25): $13 millionLife adjusted operating loss (FY25): ($66 million)Annuities adjusted operating income (Q4 FY25): $32 millionAnnuities adjusted operating income (FY25): $75 millionLTC unfavorable A/E (Q4 FY25): ($124 million) pretaxLTC assumption updates impact (Q4 FY25): ($47 million) pretax unfavorableLife assumption updates impact (Q4 FY25): $15 million pretax favorableAnnuity assumption updates impact (Q4 FY25): $25 million pretax favorableAverage quarterly A/E losses (FY25): $75 millionGLIC consolidated RBC ratio (YE25): 300%GLIC consolidated RBC ratio (YE24): 306%GLIC capital and surplus (YE25): $3.6 billionGLIC cash flow testing margin (YE25): $0.5 billion to $1 billion
    ($114 million) (Q4 FY25 adjusted operating loss)
    Corporate and Other
    Corporate and Other reported losses reflecting continued investment in CareScout and ongoing holding company debt service, partially offset by favorable tax items.
    Adjusted operating loss (FY25): ($97 million)
    ($24 million) (Q4 FY25 adjusted operating loss)

    Operational metrics

    28
    Adjusted Operating Income
    $8 million
    Q4 FY25

    Company-wide adjusted operating income.

    Adjusted Operating Income
    $144 million
    FY25

    Company-wide adjusted operating income.

    Net Income
    $2 million
    Q4 FY25

    Company-wide net income.

    Holding Company Cash and Liquid Assets
    $234 million
    Q4 FY25

    Cash and liquid assets at the end of the quarter.

    Holding Company Cash Excl. Future Obligations
    $127 million
    Q4 FY25

    Cash held for future obligations, excluded for capital allocation purposes.

    Share Repurchases Executed
    $245 million
    FY25

    Total share repurchases in 2025.

    Share Repurchases Executed
    $94 million
    Q4 FY25

    Share repurchases in Q4 2025.

    Share Repurchases Executed
    $38 million
    YTD 2026

    Additional share repurchases in early 2026.

    Total Share Repurchases
    $828 million
    May 2022 - Feb 2026

    Cumulative share repurchases since May 2022.

    Shares Outstanding Reduction
    24%from 511 million to 388 million
    May 2022 - Feb 2026

    Reduction in shares outstanding due to repurchases.

    CareScout Insurance Company Investment
    $85 million
    FY25

    Investment to support regulatory requirements and launch modern funding solutions.

    CareScout Services Working Capital Investment
    $50 million
    FY25

    Investment to scale the platform and expand customer base.

    Holding Company Debt
    $783 million
    Q4 FY25

    Principal debt outstanding at the holding company.

    Debt Principal Retired
    $7 million
    FY25

    Amount of principal debt retired in 2025.

    Cash Interest Coverage Ratio
    8x
    Q4 FY25

    Cash interest coverage ratio on debt service.

    New Investments Yield
    6.5%
    Q4 FY25

    Yield achieved on new investments, including alternatives.

    Alternative Assets Returns
    9%
    FY25

    Returns generated by diversified private equity alternative assets.

    CareScout Quality Network Home Care Providers
    790
    Q4 FY25

    Number of home care providers in the CareScout Quality Network.

    CareScout Matches
    925
    Q4 FY25

    Matches facilitated between LTC policyholders and home care providers in Q4.

    CareScout Matches
    3,2553x increase vs 2024
    FY25

    Total matches facilitated in FY25, exceeding targets.

    LTC Policyholders Electing Benefit Reduction
    61%
    Q4 FY25

    Percentage of policyholders offered a benefit reduction who elected to take one.

    Exposure to 5% Compound Benefit Inflation Option
    <36%down from 57% in 2014
    Q4 FY25

    Reduced exposure to the riskiest LTC policy features.

    Policies with Lifetime Benefits
    11%
    Q4 FY25

    Percentage of policies with lifetime benefits.

    Value Recognized from Benefit Reductions
    $2.3 billion
    FY25

    Increased value recognized in conjunction with annual assumption updates.

    Remaining Value to Achieve from In-Force Rate Actions
    $5 billion
    Q4 FY25

    Remaining value from the MYRAP program.

    CareScout Quality Network Claim Savings
    $1 billion to $1.5 billion
    Long-term

    Expected claim savings and inflation mitigation via provider discounts.

    Statutory Income for U.S. Life Insurance Companies
    $71 million
    FY25

    Estimated pretax statutory income for U.S. life insurance companies.

    Statutory Income for U.S. Life Insurance Companies
    $3 million
    Q4 FY25

    Pretax statutory income for U.S. life insurance companies, including net favorable impact of assumption updates.

    Industry KPIs

    5
    MetricValueDetails
    Capital returns$245 millionUSD
    Net investment incomeBenefited from solid base portfolio performance
    Net premiums written earned$209 millionUSD
    Statutory regulatory capital300%%
    Prior year reserve development$34.5 billionUSD

    Product announcements

    1
    ProductTypeDetails
    Care Assurancelaunch

    Deals & partnerships

    1
    SeniorlyAcquisition of a leading platform with a large network of senior living communities that helps families with care planning and placement.$15 million

    The acquisition of Seniorly was closed in the fourth quarter. Integration is progressing well, and credentialing of major national senior living providers is underway, expected to be complete by the end of 2026.

    Risks & headwinds

    3
    AXA Litigation AppealAppeal hearing July 21-23, 2026; decision expected 3-6 months after.

    Potential recovery of approximately $750 million, subject to exchange rates, if ruling is upheld. No taxes expected on recovery.

    Mitigation: Recoveries are not factored into capital allocation plans but would be deployed in line with priorities: investing in CareScout, returning capital to shareholders, and reducing debt.

    Closed Block LTC Liability Remeasurement and Assumption UpdatesOngoing, with potential for seasonal variations in FY26.

    Adjusted operating loss of $159 million in Q4 FY25, including $124 million pretax unfavorable A/E and $47 million pretax unfavorable assumption updates. FY25 average A/E losses of $75 million per quarter, potentially continuing in FY26.

    Mitigation: Proactive management through multiyear rate action plan (MYRAP), benefit reductions, CareScout Quality Network, and Live Well | Age Well intervention program. Commitment to manage GLIC as a closed system without injecting new capital.

    GLIC RBC Ratio Decline

    Consolidated risk-based capital ratio decreased to 300% at YE25 from 306% at YE24.

    Mitigation: Primarily due to higher required capital from growing limited partnership portfolio, partially offset by statutory earnings. Management aims to maintain capital discipline and self-sustainability.

    What to watch in Q1 FY26

    5

    AXA Litigation Appeal Outcome

    3-6 months after July 2026 hearing
    CurrentAppeal hearing scheduled for July 21-23, 2026
    TargetCourt of Appeal decision

    Why it matters

    The outcome will determine the potential recovery of approximately $750 million, impacting capital allocation flexibility.

    The hearing on the appeal has now been set for July 21 through 23 of this year, and we expect the Court of Appeal to reach a decision within approximately 3 to 6 months of the hearing. If the ruling is upheld, we expect our total recoveries to be approximately $750 million, subject to exchange rates at the time.

    Q&A highlights

    1

    Why is it important to offer both services and insurance under the CareScout umbrella and invest in both simultaneously?

    Tom McInerney explained that the LTC market is fragmented and expensive. CareScout Services provides advice, assessments, care plans, and access to a cost-efficient network (20% discounts) for the 70 million baby boomers who largely lack LTC insurance. CareScout Insurance targets the children and grandchildren of these boomers, who, after experiencing the difficulties and high costs of navigating care for their parents, will be interested in funding products for their own future needs. Samir Shah added that Genworth's 40 years of experience in supporting aging consumers gives them a unique perspective to help families across both aspects of their needs.

    CareScout is the only LTC competitor that can deliver the full value chain in the LTC ecosystem. First, CareScout services is focused on delivering LTC care advice, providing assessments of LTC care needs, working with families to develop care plans and providing access to the extensive and cost-efficient CareScout Quality Network.

    asked by Christine Jewell · answered by Thomas McInerney

    2 min read6 chapters

    Detailed Narrative

    01

    CareScout's Integrated Growth Strategy

    CareScout is positioned as Genworth's long-term growth engine, aiming to redefine long-term care through an innovative, consumer-focused platform. It combines a services business, which helps families navigate care decisions and find providers, with an insurance product, Care Assurance, offering financial protection. This integrated approach leverages technology and AI for improved customer service, underwriting, and product development, targeting both current care needs and future planning for the aging population.

    02

    CareScout Services Expansion and Seniorly Integration

    CareScout Services made significant progress in 2025, expanding its Quality Network to approximately 790 home care providers across over 1,000 locations, covering 97% of the U.S. population aged 65 and older. The network facilitated 3,255 matches in FY25, exceeding targets. The acquisition of Seniorly in Q4 FY25 for $15 million expanded CareScout's reach into the direct-to-consumer market and added senior living options, with credentialing of major providers expected by the end of 2026.

    03

    Care Assurance Product Launch and Distribution

    CareScout successfully launched Care Assurance, its inaugural stand-alone LTC insurance product, in Q4 FY25, now live in 40 states with 4 more pending approval. This product reestablishes Genworth's presence in the LTC insurance market with a conservative and durable structure. It differentiates through integrated services like access to the Quality Network and care planning. The company plans to broaden distribution channels with worksite and association group offerings later in 2026.

    04

    Closed Block Management and Resegmentation

    Genworth continues to actively manage its self-sustaining Closed Block of LTC, Life, and Annuity businesses, now focused exclusively on existing policyholders. A resegmentation was completed in Q4 FY25 to better align reporting with business management, reflecting the cessation of new LTC sales in GLIC. The company remains committed to managing these entities as a closed system, leveraging existing reserves without injecting new capital, and aims for a high-quality policyholder experience and sustainable risk management.

    05

    In-Force Rate Actions and Risk Mitigation

    The multiyear rate action plan (MYRAP) continues to be a key lever for stabilizing the Closed Block, achieving $34.5 billion in net present value since 2012, including $1 billion from 2025 approvals. These actions, combined with benefit reduction options, have significantly reduced exposure to risky LTC policy features, such as 5% compound benefit inflation options (down to <36% from 57% in 2014) and lifetime benefits (down to 11%). The CareScout Quality Network and Live Well | Age Well program are also expected to deliver claim savings and mitigate inflation risk.

    06

    Annual Assumption Reviews and Statutory Results

    Genworth completed its annual assumption reviews for the Closed Block in Q4 FY25, with assumptions holding up in aggregate. The updates resulted in a net unfavorable impact of $6 million after tax to GAAP adjusted operating loss, primarily from LTC due to updated healthy life and near-term cost of care inflation assumptions, partially offset by favorable claim termination experience. GLIC's consolidated risk-based capital ratio was 300% at year-end 2025, with capital and surplus of $3.6 billion.

    AI-generated summary of the company’s earnings call. Not investment advice.