American International Group, Inc. · AIG · Next earnings

American International Group, Inc. reports Wednesday, Nov 4, 2026

AIG reports after market close with consensus EPS at $1.80 and revenue at $7.43B. Last quarter: AIG Beats EPS Estimates on 18% Premium Growth, AI Underwriting Gains

Reports After market close45 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.80 Calendar consensus
Consensus revenue $7.43B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where AIG left off: FY2026 Q1

Full report

AIG Beats EPS Estimates on 18% Premium Growth, AI Underwriting Gains

EPS surprise +11.6% Reported $2.11 vs $1.89
Revenue surprise -3.6% Reported $6.78B vs $7.03B
Stock move +5.3% Event window
Subsequent drift -6.8% Up to 20 sessions

Management maintained prior guidance, expressing confidence in sustaining growth and profitability. The company reaffirmed its intention to complete the Corebridge divestiture in 2026, continue share repurchases and dividend growth, and selectively expand in middle-market E&S and commercial lines. No explicit upward or downward revision to forward financial targets was indicated in the available transcript analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued pricing pressure in the U.S. large-account property market
  • Potential loss-ratio degradation if soft market conditions persist
  • GDPR and data-privacy constraints on AI deployment in Europe
  • Market volatility affecting investment income, particularly alternative assets
  • Geopolitical uncertainty in the Middle East and indirect impact on risk exposure

Questions analysts left open

  • Impact of AI adoption on broker fees and broader market dynamics
  • Pricing effects on the Everest portfolio and overall gross premium volumes
  • Mid-market and E&S property market outlook, especially the Lexington segment
  • Plans for deploying excess capital, including M&A and leverage opportunities
  • Potential AI-related expense increases and their effect on ROE

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Recent AIG quarters

All AIG earnings
+5.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.