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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mark Hughes | Truist Securities | 28 questions · 0% challenging |
| Charles Lederer | BMO Capital Markets | 14 questions · 21% challenging |
| Jeff Schmitt | William Blair | 12 questions · 17% challenging |
| Thomas McJoynt-Griffith | KBW | 11 questions · 0% challenging |
| John Barnidge | Piper Sandler | 7 questions · 0% challenging |
| Dan Lakpano | Dowling & Partners | 4 questions · 0% challenging |
| James Chmiel | Piper Sandler | 2 questions · 0% challenging |
| Brian Meredith | UBS | 2 questions · 50% challenging |
| Bob Huang | Morgan Stanley | 2 questions · 0% challenging |
| Jim Koehne | Morgan Stanley | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Truist Securities | 1 analyst | 28 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 14 questions · 21% challenging |
| KBW | 2 analysts | 13 questions · 0% challenging |
| William Blair | 1 analyst | 12 questions · 17% challenging |
| Piper Sandler | 2 analysts | 9 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 4 questions · 0% challenging |
| Dowling & Partners | 1 analyst | 4 questions · 0% challenging |
| UBS | 1 analyst | 2 questions · 50% challenging |
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Assurant delivered its strongest first quarter on record, with total revenue up 11% and adjusted EBITDA up 6% and adjusted EPS up 9%, both excluding reportable catastrophes. Global Lifestyle led the quarter with adjusted EBITDA up 20%, split between 18% growth in Connected Living on client expansion and the T-Mobile/U.S. Cellular subscriber migration, and 23% growth in Global Automotive (9% excluding a $10 million real estate gain) as prior rate actions and claims process changes improved loss experience. Global Housing underlying results were level year-over-year, held back by $94 million less favorable prior year reserve development, though the 2026 cat reinsurance placement came in at roughly $180 million versus $200 million in 2025. Management raised the full-year outlook to low single-digit growth in adjusted EBITDA and EPS excluding cats, lifted the Lifestyle growth outlook to approximately 10%, and took the buyback range to the high end at $300 million to $350 million.
Margin | Competitive Dynamics | Revenue Growth | Cost Pressure | Demand | Product Launch | Capex Investment | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 1 | 2 | 2 | |||
| 2025Q1 | 2 | 1 | 3 | 3 | 1 | 1 | ||
| 2025Q2 | 4 | 2 | 1 | 3 | 2 | |||
| 2025Q3 | 3 | 3 | 4 | 2 | 3 | 2 | 2 | 2 |
| 2025Q4 | 6 | 4 | 8 | 2 | 2 | 3 | 3 | 4 |
| 2026Q1 | 3 | 6 | 4 | 2 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 2 | 2 | 4 | 3 | 6 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 4 | 6 |
| Revenue Growth | 1 | 1 | 4 | 8 | 4 | |
| Cost Pressure | 2 | 3 | 3 | 2 | 2 | 2 |
| Demand | 2 | 3 | 2 | 3 | 2 | 1 |
| Product Launch | 1 | 2 | 3 | 2 | ||
| Capex Investment | 1 | 2 | 3 | 1 | ||
| Innovation & R&D | 2 | 4 | 1 |
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q1 in brief
Assurant delivered its strongest first quarter on record, with total revenue up 11% and adjusted EBITDA up 6% and adjusted EPS up 9%, both excluding reportable catastrophes.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +11.3% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Assurant (AIZ), FY2026 Q1: 8/10. Scores: Assurant’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AIZ daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin |
|---|---|---|---|---|---|
| FY2024 Q4 | $3.10B | +4.1% | $3.87 | +13.2% | 6.5% |
| FY2025 Q1 | $3.07B | +6.7% | $2.83 | -36.7% | 4.8% |
| FY2025 Q2 | $3.16B | +8.0% | $4.56 | +27.4% | 7.4% |
| FY2025 Q3 | $3.23B | +8.9% | $5.17 | +102.7% | 8.2% |
| FY2025 Q4 | $3.35B | +7.9% | $4.49 | +16.0% | 6.7% |
| FY2026 Q1Selected | $3.42B | +11.3% | $5.46 | +92.9% | 8.0% |
| FY2026 Q2 | $3.45B | +9.4% | $5.95 | +30.5% | 8.6% |
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).
What AIZ 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.
“the launch of our new long-term relationship with Compass International Holdings spanning 6 U.S. real estate brands continues to progress well.”
Assurant's new home-warranty partnership with Compass International Holdings across six U.S. real estate brands is ramping, a distribution win for its Home Warranty business.
“We've launched programs internationally with clients like Telstra.”
Assurant launched international device-protection programs with Australian carrier Telstra, expanding its global carrier footprint.
“we have clients like Best Buy and Lowe's where we do a tremendous amount of appliance and all the related services in the home”
Assurant serves Lowe's with appliance and related in-home service programs, underscoring an established retail warranty relationship.
“we also have our financial services business performing well with the addition of Chase and other marquee clients.”
Assurant added Chase (JPMorgan) as a financial-services client, contributing to growth in that segment.
“the recent launch of our partnership with Best Buy”
Assurant recently launched an extended-service-contract partnership with Best Buy, adding a new retail protection channel.
“And then with AT&T, we do a lot of work around the supply chain, historically, a big trade-in partner for us.”
Assurant provides supply-chain and trade-in services to AT&T, indicating an established device-lifecycle relationship with the carrier.
“This collaboration represents our third prepaid brand with Verizon, and further strengthens our footprint with this major carrier.”
Assurant launched Straight Talk Protect, its third prepaid protection brand with Verizon, deepening a growing partnership across Verizon's prepaid portfolio.
“we recently expanded our partnership with Xfinity Mobile through a new rate plan that includes lifetime device protection for phones, tablets and watches, and includes a benefit that allows customers to receive a phone upgrade anytime.”
Assurant expanded its device-protection partnership with Comcast's Xfinity Mobile via a new bundled rate plan, a positive sign for Xfinity Mobile's subscriber offering.
“including T-Mobile's conversion of U.S. Cellular to Assurant.”
U.S. Cellular's mobile subscriber base was converted to Assurant following its acquisition by T-Mobile, reflecting the wind-down of U.S. Cellular as a standalone carrier.
“we deepened our relationship following T-Mobile's acquisition of U.S. Cellular, successfully migrating another large in-force mobile subscriber base and contributing to an increase in our total devices protected that now stands at nearly 69 million devices globally.”
Assurant deepened its device-protection partnership with T-Mobile and migrated the U.S. Cellular in-force base onto its platform, a positive read on T-Mobile's post-acquisition integration and Assurant's carrier entanglement.