AIG Q3 FY2026: adjusted EPS beats consensus, revenue up 17.2%
AIG beat the $1.9048 consensus adjusted EPS with $2.06 and grew revenue 17.2% to $7.44 billion, while net income rose to $844 million. The catch is quality: underwriting income fell 29% to $564 million as catastrophe charges rose, and the segment table leaves a $792 million gap to total revenue. Read the scorecard as a growth-and-capital-return story with weaker underwriting than the headline suggests.
1 · Expected vs. Actual
Free preview belowAdjusted EPS was $2.06 against a $1.9048 consensus, a beat of $0.1552, or 8.1%. GAAP EPS was $1.60, up from $0.93 a year earlier, helped by investment fair-value changes and higher net investment income. The gap between GAAP and adjusted EPS means the quality of the beat depends on items excluded from adjusted income.
Revenue was $7.44 billion, up 17.2% from $6.35 billion a year earlier. The three disclosed segment figures sum to $6.65 billion, $792 million below total revenue, so the segment table does not fully explain the top line. Growth is real, but the bridge is incomplete in the provided data.
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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 2026-11-04
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