| AIZ |
Report |
Adjusted EPS |
BEAT |
pred ~$5.40 vs. cons $5.16 (2026Q2) |
MEDIUM |
| AIZ |
Report |
Total revenue |
BEAT |
pred ~$3.47B vs. cons $3.41B (2026Q2) |
MEDIUM |
| AIZ |
Report |
Adjusted EBITDA, excluding reportable catastrophes |
BEAT |
pred ~$425M vs. cons $420M (2026Q2) |
LOW |
| AIZ |
Guide |
FY2026 adjusted EPS, excluding reportable catastrophes growth |
UNCHANGED |
guide ~3% growth vs. cons ~3% growth (FY2026) |
MEDIUM |
| AIZ |
Guide |
FY2026 Global Lifestyle adjusted EBITDA growth |
UNCHANGED |
guide ~10% growth vs. cons ~10% growth (FY2026) |
MEDIUM |
| AIZ |
Guide |
FY2026 share repurchases |
UNCHANGED |
guide ~$325M vs. cons ~$325M (FY2026) |
MEDIUM |
| AIZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AIZ |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A ~$5.40 EPS result versus $5.16 consensus is a ~4.7% beat, but a ~3% FY2026 EPS-growth guide versus ~3% consensus leaves out-period estimates largely unchanged; the initial positive reaction should fade without a Lifestyle-guide increase above ~10%. |
MEDIUM |