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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. |
|---|---|---|
| Tom Gallagher | Evercore ISI | 14 questions · 36% challenging |
| Suneet Kamath | Jefferies | 14 questions · 29% challenging |
| Wes Carmichael | Wells Fargo | 14 questions · 14% challenging |
| Joel Hurwitz | Dowling & Partners | 12 questions · 8% challenging |
| Ryan Krueger | KBW | 12 questions · 0% challenging |
| Jimmy Bhullar | JPMorgan | 8 questions · 25% challenging |
| Alex Scott | Barclays | 6 questions · 0% challenging |
| Wilma Burdis | Raymond James | 6 questions · 0% challenging |
| Elyse Greenspan | Wells Fargo | 4 questions · 25% challenging |
| Pablo Singzon | JPMorgan | 3 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. |
|---|---|---|
| Wells Fargo | 3 analysts | 20 questions · 15% challenging |
| Evercore ISI | 1 analyst | 14 questions · 36% challenging |
| Jefferies | 1 analyst | 14 questions · 29% challenging |
| KBW | 1 analyst | 12 questions · 0% challenging |
| Dowling & Partners | 1 analyst | 12 questions · 8% challenging |
| JPMorgan | 2 analysts | 11 questions · 18% challenging |
| Barclays | 1 analyst | 6 questions · 0% challenging |
| Raymond James | 1 analyst | 6 questions · 0% challenging |
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Adjusted earnings of $2.42 per share reflected broad-based growth across all segments as adjusted return on equity reached 17%, at the top end of the 15-17% target range. Asia sales surged with Japan and Korea strength while group life benefited from exceptional mortality results, and MIM post-PineBridge integration gained momentum. FY2026 guidance was reiterated across all metrics.
Margin | Competitive Dynamics | Capital Allocation | Revenue Growth | M&A | Geographic Expansion | Macroeconomic | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 3 | 1 | 3 | 1 | 4 | 3 |
| 2025Q1 | 4 | 3 | 4 | 4 | 3 | 2 | 5 | 1 |
| 2025Q2 | 8 | 3 | 4 | 5 | 2 | 4 | 1 | |
| 2025Q3 | 4 | 4 | 3 | 3 | 3 | 1 | 4 | |
| 2025Q4 | 4 | 3 | 4 | 2 | 1 | 2 | 1 | 2 |
| 2026Q1 | 4 | 4 | 1 | 3 | 2 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 4 | 8 | 4 | 4 | 4 |
| Competitive Dynamics | 3 | 3 | 3 | 4 | 3 | 4 |
| Capital Allocation | 3 | 4 | 4 | 3 | 4 | 1 |
| Revenue Growth | 1 | 4 | 5 | 3 | 2 | 3 |
| M&A | 3 | 3 | 2 | 3 | 1 | 2 |
| Geographic Expansion | 1 | 2 | 4 | 1 | 2 | 3 |
| Macroeconomic | 4 | 5 | 1 | 1 | 1 | |
| Regulation Policy | 3 | 1 | 4 | 2 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $18.44B | -3.1% | $1.78 | +131.2% | 7.5% | 6.9% |
| FY2025 Q1 | $18.26B | +14.8% | $1.28 | +16.4% | 7.4% | 5.2% |
| FY2025 Q2 | $17.18B | -1.8% | $1.03 | -19.5% | 5.7% | 4.2% |
| FY2025 Q3 | $16.88B | -7.7% | $1.22 | -32.6% | 7.2% | 5.3% |
| FY2025 Q4 | $23.81B | +29.1% | $1.17 | -34.3% | 4.7% | 3.4% |
| FY2026 Q1Selected | $19.07B | +4.4% | $1.74 | +35.9% | 7.9% | 6.2% |
| FY2026 Q2 | $19.15B | +11.5% | $1.08 | +4.9% | 3.7% | 3.7% |
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).
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
Adjusted earnings of $2.42 per share reflected broad-based growth across all segments as adjusted return on equity reached 17%, at the top end of the 15-17% target range.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +4.44% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for MetLife (MET), FY2026 Q1: 7/10. Scores: MetLife’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: MET 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.
What MET 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 claims made by Sun Life can best be characterized as baseless and misleading.”
MetLife disputes an alleged CAD 200 million indemnity recourse claim raised by Sun Life tied to a class-action settlement, calling Sun Life's claims baseless.
“following the first fully integrated quarter post the PineBridge acquisition.”
MetLife Investment Management reported its first fully integrated quarter after acquiring asset manager PineBridge, driving segment earnings growth and adding international AUM.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MET MetLife | 7 | +4.4% | |
| AFL Aflac | 6 | +25.0% | |
| GL Globe Life | 8 | +5.3% | |
| PRU Prudential Financial | 7 | +6.3% |