10-Q · May 7, 2026
Assurant, Inc. reported strong Q1 2026 results with net income rising 87% to $274.1 million, driven by lower catastrophe losses and improved performance in both the Global Lifestyle and Global Housing segments. The…
Earnings analysis · 10-Q
AIZ earnings analysis
Filed November 5, 2026 · Our reading of the company's report
The latest report
Assurant delivered a strong third quarter, with revenue of $3.529 billion and EPS of $6.15, both above the prior quarter and prior-year quarter. Capital returns continued through 268,048 share repurchases, while $499.5…
Read full summary
Assurant delivered a strong third quarter, with revenue of $3.529 billion and EPS of $6.15, both above the prior quarter and prior-year quarter. Capital returns continued through 268,048 share repurchases, while $499.5 million remained available under the authorization. The supplied 10-Q text contains no new quantitative guidance or material risk-factor revisions, limiting visibility into forward operating assumptions.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $6.15
What stood out
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Revenue and EPS increased sequentially
Reported revenue was $3.529 billion, up from $3.45 billion in 2026 Q2 and $3.23 billion in 2025 Q3. Reported EPS was $6.15, versus $5.95 and $5.17 in those respective periods.
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Continued share repurchases
The company repurchased 268,048 shares during the quarter at an average price of $279.84. The filing states that $499.5 million remained available under the $700.0 million November 2025 authorization as of September 30, 2026.
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Disclosure controls remained effective
Management concluded that disclosure controls were effective as of September 30, 2026, providing reasonable assurance that required information was recorded, processed, summarized and reported timely.
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No material control changes
The filing reported no changes during the quarter that materially affected, or were reasonably likely to materially affect, internal control over financial reporting.
What to watch
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No new risk-factor detail disclosed
The filing does not identify new or revised risk factors; Item 1A refers investors to the 2025 Annual Report and states that additional unidentified or currently immaterial risks may materially harm results, cash flows or financial condition.
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Capital allocated to buybacks
The company had $499.5 million remaining under its repurchase authorization after purchasing 268,048 shares in the quarter. Continued repurchases reduce available liquidity and may compete with other capital uses.
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Executive share-sale plans
The filing discloses planned sales of up to 40,000 shares by the CEO, up to 9,818 shares under the Global Connected Living president's plan, and up to 3,901 shares under the Global Housing president's plan.
Management's outlook
The supplied 10-Q text does not provide quantitative revenue or EPS guidance. The filing refers readers to the 2025 Annual Report for risk factors; prior outlook was disclosed separately in the November 3, 2026 earnings release.
Earlier filings 4
10-K · February 19, 2026
Assurant presents multi-year top-line and segment profitability expansion driven by Global Lifestyle (mobile) and a strong Global Housing lender-placed book. The company highlights $12.35B of net earned premiums, fees…
10-Q · August 8, 2024
Assurant, Inc.'s Q2 2024 results show a 21% increase in net income, rising to $188.7 million, driven notably by improved results in the Global Housing segment. While overall revenue grew to $2.92 billion, up 4% from the…
10-Q · May 9, 2024
Assurant reported revenue of $2,880.1 million and net income of $236.4 million for Q1 2024, up $237.3 million and $122.8 million respectively versus Q1 2023. Results were driven by strong Global Housing performance…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.