American International Group, Inc. · AIG · Next earnings

American International Group, Inc. reports Tuesday, Feb 9, 2027

AIG reports after market close with consensus EPS at $2.10 and revenue at $7.34B. Last quarter: AIG reports Q3 premium growth and disciplined underwriting, with pricing and expense goals still in focus

Reports After market close96 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.10 Calendar consensus
Consensus revenue $7.34B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session After market close 96 days away

Where AIG left off: FY2026 Q3

Full report

AIG reports Q3 premium growth and disciplined underwriting, with pricing and expense goals still in focus

EPS surprise — Reported — vs $1.80
Revenue surprise — Reported — vs $7.42B
Stock move +1.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment is characterized as maintained. The analysis cites a below-30% expense-ratio target by 2027, but notes no formal premium-growth guide for Q4 or 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pricing pressure and intensified competition in North American property and casualty markets.
  • Social inflation and rising U.S. casualty loss costs could pressure margins.
  • Execution against the expense-ratio target and the path to improved ROE remain open questions.
  • AI regulation and the pending Chile acquisition introduce regulatory and execution uncertainty.

Questions analysts left open

  • No formal premium-growth guide for Q4 or 2027 was provided in the analysis.
  • How loss-cost trends and social inflation affect margins.
  • Whether AIG can meet its below-30% expense-ratio target and improve ROE.
  • The scale and pricing of the reinsurance program in a volatile market.

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Recent AIG quarters

All AIG earnings
+1.5%FY2026 Q3-1.5%FY2026 Q2+5.3%FY2026 Q1-3.1%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.