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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. |
|---|---|---|
| Tom Gallagher | Evercore ISI | 14 (36%) |
| Suneet Kamath | Jefferies | 14 (29%) |
| Wes Carmichael | Wells Fargo | 14 (14%) |
| Joel Hurwitz | Dowling & Partners | 12 (8%) |
| Ryan Krueger | KBW | 12 (0%) |
| Jimmy Bhullar | JPMorgan | 8 (25%) |
| Alex Scott | Barclays | 6 (0%) |
| Wilma Burdis | Raymond James | 6 (0%) |
| Elyse Greenspan | Wells Fargo | 4 (25%) |
| Pablo Singzon | JPMorgan | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 3 | 20 (15%) |
| Evercore ISI | 1 | 14 (36%) |
| Jefferies | 1 | 14 (29%) |
| KBW | 1 |
| 12 (0%) |
| Dowling & Partners | 1 | 12 (8%) |
| JPMorgan | 2 | 11 (18%) |
| Barclays | 1 | 6 (0%) |
| Raymond James | 1 | 6 (0%) |
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 |
| 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 Q1 | $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).
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% |