| AIG |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.98 vs. cons $1.92 |
MEDIUM |
| AIG |
Report |
General Insurance calendar-year combined ratio (Q2 2026) |
BEAT |
pred ~88.0% vs. cons ~89.3% |
MEDIUM |
| AIG |
Report |
General Insurance NPW growth, constant-dollar (Q2 2026) |
BEAT |
pred ~16% vs. cons ~13% |
MEDIUM |
| AIG |
Guide |
FY2026 adjusted EPS outlook |
BETTER |
guide ~$8.10 vs. cons $8.00 (FY2026) |
LOW |
| AIG |
Guide |
FY2026 General Insurance NPW growth guidance |
BETTER |
guide ~mid-teens 15% vs. cons low-to-mid-teens 12% (FY2026) |
MEDIUM |
| AIG |
Guide |
Other Operations core NII guide (Q3 2026) |
UNCHANGED |
guide ~$35M vs. cons $35M (Q3 2026) |
LOW |
| AIG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| AIG |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
A likely EPS/combined-ratio beat plus reiterated-or-raised FY26 NPW growth guidance and accelerated buyback (Corebridge proceeds now fully deployable) should push consensus EPS revisions higher over the following days rather than fade, since the out-period math (Everest/Convex accretion continuing, expense ratio structurally below 30%, dividend growth) supports durable estimate upgrades; the main fade risk is if property-market softness/casualty reserve commentary reintroduces mix-shift concerns, but base case is follow-through given the multi-quarter beat streak and improving capital-return story. |
MEDIUM |