| AIZ |
Report |
Adj. EPS excl. cats (Q2 2026) |
BEAT |
pred ~$5.55 vs. cons $5.17 |
MEDIUM |
| AIZ |
Report |
Global Lifestyle Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$228M vs. cons $214M |
MEDIUM |
| AIZ |
Report |
Global Housing Adj. EBITDA excl. cats (Q2 2026) |
BEAT |
pred ~$265M vs. cons $251M |
MEDIUM |
| AIZ |
Guide |
Adj. EPS excl. cats (FY 2026) |
BETTER |
guide ~$24.5-25.0 vs. cons $24.08 |
MEDIUM |
| AIZ |
Guide |
Global Housing EBITDA excl. cats (FY 2026) |
BETTER |
guide 'roughly flat' vs. cons $1,052.5M |
MEDIUM |
| AIZ |
Guide |
Global Lifestyle EBITDA (FY 2026) |
UNCHANGED |
guide ~10% maintained vs. cons $885.5M |
MEDIUM |
| AIZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| AIZ |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY raise forces H2 estimate revisions upward; modest recovery from day-1 dip as street lifts Q3/Q4 estimates |
MEDIUM |