| AIG |
Report |
Combined Ratio — General Insurance |
BEAT |
pred ~88.8% vs. cons 90.23% |
HIGH |
| AIG |
Report |
Net Premiums Written — General Insurance |
BEAT |
pred ~$7.85B vs. cons $7.61B |
MEDIUM |
| AIG |
Report |
Operating EPS (Diluted) |
BEAT |
pred ~$1.97 vs. cons $1.90 |
MEDIUM |
| AIG |
Guide |
FY 2026 NPW Growth — General Insurance (FY2026) |
BETTER |
guide 'mid-teens' vs. cons ~+10% implied ($26.79B) |
MEDIUM |
| AIG |
Guide |
FY 2026 Operating EPS — implicit via Investor Day reaffirm (FY2026) |
BETTER |
guide implied ~$8.05-8.10 vs. cons $7.98 |
MEDIUM |
| AIG |
Guide |
FY 2026 Combined Ratio — General Insurance (FY2026) |
UNCHANGED |
guide reaffirm sub-90% vs. cons 90.14% |
HIGH |
| AIG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| AIG |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — quality underwriting beat supports follow-through; H2 implied math (H2 2026 ~$3.90 vs. H2 2025 $4.17) limits upside as sell-side re-models |
MEDIUM |