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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Meyer Shields | KBW | 14 (7%) |
| Mike Zaremski | BMO Capital Markets | 12 (8%) |
| Brian Meredith | UBS | 9 (11%) |
| Alex Scott | Barclays | 7 (14%) |
| Elyse Greenspan | Wells Fargo | 6 (17%) |
| Taylor Scott | Barclays | 4 (0%) |
| Bob Huang | Morgan Stanley | 4 (0%) |
| Rowland Mayor | RBC Capital Markets | 2 (0%) |
| Pablo Singzon | JPMorgan | 2 (0%) |
| Paul Newsome | Piper Sandler | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KBW | 1 | 14 (7%) |
| BMO Capital Markets | 1 | 12 (8%) |
| Barclays | 2 | 11 (9%) |
| UBS | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.17B | -28.1% | $1.50 | +1150.0% | 21.5% | 12.5% |
| FY2025 Q1 | $6.77B | +0.0% | $1.16 | -33.3% | 14.2% | 10.3% |
| FY2025 Q2 | $7.04B | +7.2% | $1.98 | +133.2% | 21.9% | 16.2% |
| FY2025 Q3 |
| Wells Fargo | 1 | 6 (17%) |
| Morgan Stanley | 1 | 4 (0%) |
| Piper Sandler | 2 | 4 (0%) |
| RBC Capital Markets | 1 | 2 (0%) |
| $6.40B |
| -5.2% |
| $0.93 |
| +31.0% |
| 11.2% |
| 8.1% |
| FY2025 Q4 | $6.56B | -8.6% | $1.35 | -10.0% | 10.1% | 11.2% |
| FY2026 Q1 | $6.65B | -1.8% | $1.41 | +21.6% | 14.8% | 11.5% |
| FY2026 Q2 | $7.08B | +0.6% | $1.78 | -10.1% | 19.3% | 13.4% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
AIG posted Q1 adjusted EPS of $2.11 surging 80% year-over-year as general insurance net premiums written increased 18% on a constant dollar basis driven by Everest renewal rights conversion and reinsurance growth. The combined ratio improved 850 basis points to 87.3% while global personal insurance accelerated its turnaround. U.S. large account E&S property faced pricing pressure, though overall portfolio quality continued improving.
Margin | Pricing | Competitive Dynamics | M&A | Capital Allocation | Cloud & AI | Innovation & R&D | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 3 | 1 | 1 | 1 | 1 | 2 |
| 2025Q1 | 4 | 4 | 3 | 1 | 2 | 1 | 1 | 1 |
| 2025Q2 | 4 | 4 | 3 | 1 | 1 | |||
| 2025Q3 | 3 | 2 | 4 | 2 | 1 | 2 | 1 | |
| 2025Q4 | 5 | 2 | 1 | 2 | 2 | 2 | 2 | 1 |
| 2026Q1 | 1 | 4 | 4 | 2 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 4 | 4 | 3 | 5 | 1 |
| Pricing | 2 | 4 | 4 | 2 | 2 | 4 |
| Competitive Dynamics | 3 | 3 | 3 | 1 | 4 | |
| M&A | 1 | 1 | 4 | 2 | 2 | |
| Capital Allocation | 1 | 2 | 1 | 2 | 2 | 1 |
| Cloud & AI | 1 | 1 | 1 | 2 | 3 | |
| Innovation & R&D | 1 | 1 | 2 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 1 | 1 | 1 |
What AIG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Meanwhile, the transition of our retail business to AIG is progressing as planned, and we continue to expect meaningful capital release from this transaction to become visible in the back half of 2026.”
Everest is transitioning (selling the renewal rights of) its commercial retail insurance book to AIG, expanding AIG's primary retail footprint.
“As the AIG CEO noted in their recent earnings call, they are deploying AIP to implement a multi-agentic underwriting and claims solution comprised of purpose-built agents ingesting submissions, evaluating risk, benchmarking pricing, and detecting fraud, all coordinated through the ontology.”
Palantir highlighted AIG deploying its AIP platform for a multi-agentic underwriting and claims solution, a flagship insurance-sector use case.
“Programs benefited from our new special purpose vehicle with Amwins.”
AIG's Programs business grew via a new special-purpose vehicle with wholesale distributor Amwins.
“gave us the option value to assume risk for Convex”
AIG assumed risk via a Convex whole-account quota share, a driver of International Commercial premium growth.
“we've continued to reduce our ownership of Corebridge Financial. At the end of the first quarter, our equity interest in Corebridge was approximately 5.6%.”
AIG cut its Corebridge Financial stake to ~5.6% and plans a full exit in 2026, redeploying proceeds mainly to buybacks.
“As part of a closed evaluation, Anthropic hired a professional claims adjuster to review 100 claims, ranked each as fraudulent or legitimate, and document the reasoning.”
AIG uses Anthropic's Claude models for claims/underwriting; an Anthropic beta test showed Claude matched a professional adjuster's fraud calls 88% of the time.
“Using Palantir's Foundry platform, we expanded our ontology, a digital map of our business that included our underwriting processes, workflows and data relationships.”
AIG built its underwriting ontology on Palantir's Foundry to orchestrate multi-agent AI; positive read-through for Palantir as a core enterprise-AI partner.
“Everybody knows it's a renewal rights deal on business that we really like and complements our own portfolio.”
AIG's renewal-rights deal for Everest's commercial book is converting with strong retention; positive read-through as AIG absorbs the portfolio and hires Everest talent.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AIG American International Group | 6 | -1.8% | |
| ACGL Arch Capital Group | 3 | -5.0% | |
| BRK-B Berkshire Hathaway | 7 | n/a | |
| HIG Hartford (The) | 6 | +6.1% | |
| PFG Principal Financial Group | 7 | -4.5% |