AIG
FY2026 Q1 · Calendar Q2 2026
American International Group, Inc.
AIG delivered a record Q1 FY2026, beating EPS estimates by 11.6% on 18% YoY net premium written growth. Underwriting profitability improved across all segments, with accident-year combined ratios under 90%. Strategic transactions including the Everest portfolio conversion, Convex whole-account quota share, and Amwins SPV contributed to premium growth and profit acceleration. The company is deploying a multi-agent AI underwriting platform in partnership with Palantir and Anthropic across eight lines of business, with measurable efficiency gains. Capital returns of $760 million and an 11% dividend increase underscore balance-sheet confidence, while the planned Corebridge exit in 2026 simplifies the corporate structure. However, revenue of $6.78B missed the $7.03B estimate by 3.6%, and the stock subsequently drifted 6.8% lower after an initial 5.3% post-earnings pop, suggesting the…
EPS surprise+11.6%
Market move+5.3%
