Assurant, Inc. · AIZ · Next earnings

Assurant, Inc. reports Tuesday, Nov 3, 2026

AIZ reports after market close with consensus EPS at $4.57 and revenue at $3.48B. Last quarter: Assurant Posts Record Q1 2026 as Connected Living Earnings Jump 18%, Guidance Raised

Reports After market close44 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $4.57 Calendar consensus
Consensus revenue $3.48B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session After market close 44 days away

Where AIZ left off: FY2026 Q1

Full report

Assurant Posts Record Q1 2026 as Connected Living Earnings Jump 18%, Guidance Raised

EPS surprise +12.5% Reported $5.95 vs $5.29
Revenue surprise +3.9% Reported $3.42B vs $3.29B
Stock move -0.2% Event window
Subsequent drift +6.4% Up to 20 sessions

Management raised full-year guidance. Lifestyle growth is now expected at approximately 10%, up from the prior outlook. Full-year EBITDA and EPS growth is guided to low-single-digits on a reported basis, or high-single-digits on an underlying basis. The company plans $300-$350 million in share repurchases and continues to evaluate M&A opportunities. Balance sheet liquidity stood at $836 million.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Catastrophe exposure and variability in loss ratios
  • Potential adverse impact from prior-year reserve development adjustments
  • Placement-rate fluctuations in the homeowner loan-placed market
  • Inflationary pressure on auto loss costs and vintage claim frequency
  • Competitive pressure from other protection and warranty providers

Questions analysts left open

  • Sustainability of the 18% Connected Living earnings growth
  • Market share versus Verizon and AT&T and upside potential in post-paid segments
  • Details of cat-reinsurance program and Florida exposure
  • Future loss cost trends in auto vintage policies
  • Placement-rate trends in the homeowner market

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Recent AIZ quarters

All AIZ earnings
-0.2%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.