Assurant, Inc. · AIZ · Next earnings

Assurant, Inc. reports Tuesday, Feb 9, 2027

AIZ reports after market close with consensus EPS at $5.40 and revenue at $3.56B. Last quarter: Assurant raises FY2026 outlook as Lifestyle and Housing earnings grow

Reports After market close96 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $5.40 Calendar consensus
Consensus revenue $3.56B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session After market close 96 days away

Where AIZ left off: FY2026 Q3

Full report

Assurant raises FY2026 outlook as Lifestyle and Housing earnings grow

EPS surprise +29.5% Reported $6.15 vs $4.75
Revenue surprise +1.5% Reported $3.53B vs $3.48B
Stock move +4.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised its full-year outlook to approximately 10% adjusted EBITDA growth and low-double-digit EPS growth, and increased share-repurchase guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition in wireless and device protection, including new market entrants.
  • Uncertainty over the durability of the recent auto premium surge and contribution from partnerships.
  • AI governance, fraud-prevention, and regulatory risks as adoption expands.
  • Loss-cost trends for newer products and future corporate expense levels after technology investment.

Questions analysts left open

  • Whether elevated auto premiums and new partnerships can be sustained.
  • Potential impact of Starlink and other entrants on market dynamics.
  • Governance of AI agents and their effect on margins.
  • Loss-cost trends for newer product lines, including foldable-device coverage.

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Recent AIZ quarters

All AIZ earnings
+4.2%FY2026 Q3+7.2%FY2026 Q2-0.2%FY2026 Q1+1.7%FY2025 Q3

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.