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Assurant (AIZ) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, Assurant (AIZ - Free Report) reported revenue of $3.46 billion, up 10.5% over the same period last year. EPS came in at $6.41, compared to $5.56 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.4 billion, representing a surprise of +1.75%. The company delivered an EPS surprise of +24.23%, with the consensus EPS estimate being $5.16.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Assurant performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Net investment income: $142.4 million versus the four-analyst average estimate of $147.87 million. The reported number represents a year-over-year change of +10.6%.
  • Revenues- Fees and other income: $554.6 million versus $497.57 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.6% change.
  • Revenues- Net earned premiums, fees and other income: $3.32 billion versus $2.76 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.
  • Global Lifestyle- Net investment income: $97.3 million versus $100.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
  • Global Lifestyle- Fees and other income: $507.3 million compared to the $448.67 million average estimate based on three analysts. The reported number represents a change of +22.3% year over year.
  • Global Lifestyle- Net earned premiums, fees and other income: $2.57 billion versus $2.33 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.5% change.
  • Global Housing- Net earned premiums: $700.5 million compared to the $690.2 million average estimate based on three analysts. The reported number represents a change of +7.7% year over year.
  • Global Housing- Fees and other income: $47.3 million versus the three-analyst average estimate of $45.29 million. The reported number represents a year-over-year change of -0.4%.
  • Global Housing- Net investment income: $35.6 million versus $39.94 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.5% change.
  • Global Housing- Net earned premiums, fees and other income: $747.8 million versus $735.49 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
  • Corporate & Other- Total revenues: $8.8 million versus the three-analyst average estimate of $8.63 million. The reported number represents a year-over-year change of +27.5%.
  • Global Lifestyle- Net earned premiums: $2.07 billion versus the three-analyst average estimate of $2.19 billion. The reported number represents a year-over-year change of +6.7%.

View all Key Company Metrics for Assurant here>>>

Shares of Assurant have returned +1.1% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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