AIZ · Financials
ASSURANT, INC.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-07
- Customer DynamicsImportance 31 · Surprise 42Assurant added or expanded a Global Housing partnership with Freedom Mortgage during Q2 2026. The relationship was described as a new partnership and a strategic win supporting growth in the housing business. Assurant…
News · 2026-08-06
- Customer DynamicsImportance 31 · Surprise 42Assurant added or expanded a Global Housing partnership with Freedom Mortgage during Q2 2026. The relationship was described as a new partnership and a strategic win supporting growth in the housing business. Assurant…
News · 2026-08-05
- Capital Return ProgramImportance 37 · Surprise 42Assurant announced increased share repurchases after Q2 2026 and said capital returns would remain a priority. Management plans to prioritize share repurchases alongside the company’s established dividend program. The…
- Segment ProfitabilityImportance 35 · Surprise 48Global Lifestyle was the principal earnings growth engine in Q2 2026, supported by Connected Living and Global Automotive. Connected Living adjusted EBITDA increased 29% year over year. Global Housing also improved,…
- Market Demand TrendsImportance 35 · Surprise 48Assurant reported continued momentum across mobile, auto, and housing protection markets in Q2 2026. Global Lifestyle was the primary growth driver, with Connected Living adjusted EBITDA increasing 29% year over year…
- Net Income and ProfitabilityImportance 34 · Surprise 30Q2 2026 GAAP net income increased 27% year over year to $298.6 million from $235.3 million. Adjusted EBITDA rose 24% to $479.2 million, while adjusted EBITDA excluding reportable catastrophes increased 18% to $491.4…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Assurant announced a new partnership with Freedom Mortgage in its Global Housing business during the second-quarter 2026 earnings discussion. The arrangement is intended to expand Assurant’s housing protection…
8-K · 2026-08-04
- Guidance and OutlookImportance 79 · Surprise 76Assurant raised its 2026 outlook for Adjusted EBITDA excluding reportable catastrophes to mid-single-digit growth from the $1,734 million 2025 base. Excluding $71 million of lower favorable prior-year development, the…
- Guidance / OutlookImportance 79 · Surprise 76Assurant increased its 2026 outlook to mid-single-digit growth in Adjusted EBITDA and adjusted earnings per diluted share, excluding reportable catastrophes. On an underlying basis excluding $71 million of lower…
- Capital Return ProgramImportance 66 · Surprise 42Assurant returned $123 million to shareholders in Q2 2026 through $75 million of share repurchases and $48 million of common stock dividends. The company repurchased approximately 310 thousand shares during the quarter…
- Income Tax Rate ChangesImportance 62 · Surprise 56Second-quarter provision for income taxes increased 46% to $78.3 million from $53.7 million in Q2 2025. The higher tax provision reduced the benefit from pretax earnings growth and partially offset the increase in GAAP…
- Operating Income and MarginsImportance 59 · Surprise 48Second-quarter GAAP net income increased 27% to $298.6 million from $235.3 million, while income before taxes increased 30% to $376.9 million from $289.0 million. Adjusted EBITDA increased 24% to $479.2 million, and…
- Segment ProfitabilityImportance 53 · Surprise 48Global Lifestyle second-quarter Adjusted EBITDA increased 21% to $244.4 million, with Connected Living earnings up 29% and Global Automotive results improving through global partnerships. Connected Living earnings grew…
- Revenue Performance and MixImportance 49 · Surprise 32Second-quarter total revenues increased 9% to $3,454.2 million from $3,158.4 million in Q2 2025. Net earned premiums rose 7% to $2,767.4 million, while fees and other income increased 20% to $554.6 million and net…
- Operating Expense TrendsImportance 49 · Surprise 32Second-quarter underwriting, selling, general and administrative expenses increased 8% to $2,300.6 million from $2,121.2 million in Q2 2025, an increase of $179.4 million. The increase contributed to total benefits,…
- Global Lifestyle Demand TrendsImportance 49 · Surprise 32Global Lifestyle net earned premiums, fees and other income increased 9% year over year to $2.57 billion in the second quarter. Connected Living growth was driven by global supply chain volumes, device protection…
- Global Housing Product GrowthImportance 49 · Surprise 32Global Housing net earned premiums, fees and other income increased 7% year over year to $747.8 million in the second quarter. Homeowners growth was driven by specialty products and lender-placed insurance, while lower…
- Liquidity and Debt PositionImportance 43 · Surprise 6Holding company liquidity totaled $911 million as of June 30, 2026, which was $686 million above Assurant’s $225 million minimum level. Operating segments paid $235 million of dividends to the holding company during Q2…
News · 2026-08-04
- Guidance / OutlookImportance 62 · Surprise 68Assurant increased its full-year 2026 outlook following the record second quarter. Management now expects mid-single-digit growth in adjusted EBITDA and adjusted EPS excluding reportable catastrophes. Global Lifestyle…
- Revenue Performance and MixImportance 36 · Surprise 14Assurant reported Q2 2026 revenue of approximately $3.45 billion, up 9.4% to 9.5% year over year and above the $3.43 billion FactSet estimate. Net premiums earned remained the company’s primary revenue driver. Global…
- Segment ProfitabilityImportance 35 · Surprise 48Global Lifestyle was the principal earnings growth engine in Q2 2026, supported by Connected Living and Global Automotive. Connected Living adjusted EBITDA increased 29% year over year. Global Housing also improved,…
- Net Income and ProfitabilityImportance 34 · Surprise 30Q2 2026 GAAP net income increased 27% year over year to $298.6 million from $235.3 million. Adjusted EBITDA rose 24% to $479.2 million, while adjusted EBITDA excluding reportable catastrophes increased 18% to $491.4…