AIZ · Full Picture

ASSURANT, INC. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Revenue Performance and Mix · Revenue growth & mixPriority 69
   +31.7% revenue (realized); 2 sources (news, press_release); quote_verified
   GAAP net income for the six months ended June 30, 2026 was $572.7 million, up 50% from the six months ended June 30, 2025.
2. Operating Expense Trends · Operating expenses (SG&A)Priority 60
   -5.3% operating_income; 2 forward row(s); quote_verified
   Corporate and Other Adjusted EBITDA loss is now expected to approximate $145 million in 2026 due to higher employee-related expenses.
3. Segment Profitability · Operating income & profitabilityPriority 60
   +7.3% net_income (realized); 2 sources (news, press_release); quote_verified
   Six months ended 6M'26 GAAP net income: $572.7 million versus $381.9 million in 6M'25, a 50% increase.
4. Capital Return Program · Buybacks & dividendsPriority 59
   2 sources (news, press_release); 1 forward row(s); quote_verified
   $544 million remains under the current repurchase authorization as of the press release.
5. Global Lifestyle Demand Trends · Demand, orders & backlogPriority 53
   2 sources (news, press_release); quote_verified
   Connected Living earnings increased 29% in Q2 2026, including $10 million of favorable non-run rate benefits in Q2 2026.
6. Liquidity and Debt Position · UnclassifiedPriority 52
   -2.8% net_income; 1 forward row(s); quote_verified
   The company expects interest expense of approximately $113 million for 2026.
7. Operating Income and Margins · Operating income & profitabilityPriority 52
   quote_verified
   Diluted weighted average shares outstanding for Q2 2026 were 49,831,416 compared to 51,112,351 in Q2 2025.
8. Global Housing Product Growth · UnclassifiedPriority 50
   quote_verified
   Second quarter 2026 had $22.3 million of favorable non-catastrophe prior period reserve development (PPD), of which $23.1 million was related to prior years, compared to $33.9 million of favorable non-catastrophe PPD in second quarter 2025.
9. Guidance and Outlook · Guidance & outlookPriority 46
   -0.2% operating_income; 2 sources (news, press_release); 11 forward row(s); quote_verified
   The company expects depreciation expense of approximately $180 million in 2026.
10. Income Tax Rate Changes · TaxPriority 46
    1 forward row(s); quote_verified
    The company expects an effective tax rate of approximately 19 to 21 percent for 2026.
11. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 32
    1 forward row(s); quote_verified
    Assurant announced a new partnership with Freedom Mortgage for Global Housing.
12. Customer Dynamics · Customers & concentrationPriority 29
    quote_verified
    An Assurant insider plans resale of up to 3,931 vested restricted shares with aggregate market value of approximately $1,188,989.52 (acquired March 16, 2025).

Threads by pillar

Revenue & Demand Priority 73 · 3 threads

• Revenue Performance and MixPriority 69 · News, Release
• Global Lifestyle Demand TrendsPriority 53 · News, Release
• Customer DynamicsPriority 29 · News

Costs & Margins Priority 68 · 3 threads

• Segment ProfitabilityPriority 60 · News, Release
• Operating Income and MarginsPriority 52 · Release
• Operating Expense TrendsPriority 60 · Release

Capital & Balance Sheet Priority 62 · 2 threads

• Capital Return ProgramPriority 59 · News, Release
• Income Tax Rate ChangesPriority 46 · Release

Strategy & Portfolio Priority 32 · 1 thread

• Acquisition / Partnership / DivestiturePriority 32 · News

Guidance & Outlook Priority 46 · 1 thread

• Guidance and OutlookPriority 46 · News, Release

Unclassified Priority 56 · 2 threads

• Liquidity and Debt PositionPriority 52 · Release
• Global Housing Product GrowthPriority 50 · Release

Expected impact by metric