Assurant, Inc. 5.25% Subordinat · AIZN · Next earnings

Assurant, Inc. 5.25% Subordinat reports Tuesday, Feb 9, 2027

AIZN reports after market close with consensus EPS at $5.40 and revenue at $3.56B. Last quarter: Assurant posts record Q3 as Connected Living drives growth

Reports After market close97 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 97 days away

Where AIZN left off: FY2026 Q3

Full report

Assurant posts record Q3 as Connected Living drives growth

EPS surprise +36.0% Reported $6.46 vs $4.75
Revenue surprise +1.5% Reported $3.53B vs $3.48B
Stock move +0.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised its full-year 2026 outlook: adjusted EBITDA growth of approximately 10% and low-double-digit EPS growth. The supplied analysis does not give a previous numerical guidance baseline for this quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition from wireless entrants and other providers could pressure device-protection market share.
  • Consumer price-shopping may create pricing pressure in service contracts.
  • Automotive and housing loss-cost trends, catastrophe exposure and reserve development remain uncertain.
  • AI agent deployment brings governance and fraud risks.

Questions analysts left open

  • Whether 25% auto premium growth and future partnership contributions are sustainable.
  • Potential market-share effects from Starlink and other wireless entrants.
  • Pricing pressure from consumer comparison-shopping and competition.
  • The pace and effectiveness of AI implementation, including governance.
  • Future loss-cost trends in automotive and housing.

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Recent AIZN quarters

All AIZN earnings
+0.5%FY2026 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.