AIZ
FY2026 Q1 · Calendar Q2 2026
Assurant, Inc.
Assurant reported its strongest quarter ever in Q1 2026, with adjusted EPS of $5.95 beating consensus by 12.5% and revenue of $3.42B exceeding estimates by 3.9%. Double-digit earnings growth in Connected Living (18%) and Global Automotive (23%) drove the beat, supported by expanding carrier partnerships reaching ~69 million devices and a $20M reduction in catastrophe reinsurance costs. Management raised full-year guidance, citing Lifestyle growth of ~10% and high-single-digit underlying EBITDA/EPS growth. Despite the strong print, the stock initially underperformed the market by 1.6%, though it subsequently drifted 6.4% higher. The analyst consensus target of $288 implies modest upside from the current $282.
EPS surprise+12.5%
Market move-0.2%
