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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Assurant (AIZ) is 8/10.
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.
Scored from Assurant’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.10B | +4.1% | $3.87 | +13.2% | 8.1% | 6.5% |
| FY2025 Q1 | $3.07B | +6.7% | $2.83 | -36.7% | 6.0% | 4.8% |
| FY2025 Q2 | $3.16B | +8.0% | $4.56 | +27.4% | 9.2% | 7.4% |
| FY2025 Q3 | $3.23B | +8.9% | $5.17 | +102.7% | 10.2% | 8.2% |
| FY2025 Q4 | $3.35B | +7.9% | $4.49 | +16.0% | 8.5% | 6.7% |
| FY2026 Q1 | $3.42B | +11.3% | $5.46 | +92.9% | 9.8% | 8.0% |
| FY2026 Q2 | $3.45B | +9.4% | $5.95 | +30.5% | 11.7% | 8.6% |
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