AIG Q2 2026: adjusted EPS $2.00 beats as net income falls 17.1%
AIG's quarter was mixed: adjusted earnings per share of $2.00 beat the $1.94 consensus, but GAAP net income fell 17.1% to $948 million and revenue of $7.09 billion was flat year over year. Read the underwriting ratios for the real story — they improved at group level even as one segment soured.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $1.78 missed the $1.94 consensus by 8.4% and fell 10.1% from $1.98 a year ago. Adjusted EPS of $2.00 beat that same consensus by 2.9% and rose 10.5% from $1.81. The gap matters: GAAP profit was dragged down by swings in the fair value of AIG's Corebridge stake and equity securities, while the adjusted number reflects the insurance operations.
Revenue was $7.09 billion, effectively unchanged from $7.09 billion a year earlier and up 6.5% from the $6.65 billion booked in Q1 2026. For an insurer, the top line is premiums, and the release says net premiums written rose 9.0% to $7.5 billion, so a flat revenue line is more about mix and timing than stalled demand. The three reported segments sum to $7.52 billion, $431 million above revenue, because those segment figures are net premiums written rather than revenue.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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