| AIG |
Report |
Adjusted after-tax income per diluted share |
BEAT |
pred ~$1.74 vs. cons $1.67 |
MEDIUM |
| AIG |
Report |
General Insurance accident-year combined ratio, as adjusted |
BEAT |
pred ~87.8% vs. cons 88.8% |
MEDIUM |
| AIG |
Report |
General Insurance net investment income |
BEAT |
pred ~$885M vs. cons $860M |
MEDIUM |
| AIG |
Guide |
General Insurance net premiums written growth |
UNCHANGED |
guide ~14% vs. cons 14% (FY2026) |
HIGH |
| AIG |
Guide |
Operating EPS CAGR |
UNCHANGED |
guide ~>20% vs. cons ~20% (2025-2027) |
MEDIUM |
| AIG |
Guide |
Other Operations net investment income and other |
LOWER |
guide ~$25M vs. cons $35M (3Q2026) |
MEDIUM |
| AIG |
Guide |
Corebridge ownership / expected monetization |
BETTER |
guide ~0% vs. cons 1% (FY2026 exit timing) |
MEDIUM |
| AIG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| AIG |
Return |
5-day cumulative residual |
+3.6% (FOLLOW-THROUGH) |
A modest EPS and underwriting beat should be reinforced by unchanged FY2026 NPW growth of ~14% versus ~14% consensus and continued >20% 2025-2027 operating-EPS CAGR guidance versus ~20% consensus; the favorable margin/earned-premium mix and faster Corebridge monetization should support out-period estimates despite a modestly lower ~$25M versus $35M 3Q Other Operations income outlook. |
MEDIUM |