Assurant Q2 FY2026: Record Earnings and a Raised Outlook
Assurant closed Q2 2026 with record GAAP net income of $298.6 million, adjusted EPS of $6.41 that beat the $5.23 consensus by 22.5%, and a raised full-year outlook, so the quarter reads Bullish. Read the headline growth next to the underlying numbers: catastrophe losses were $17.6 million lighter, a $10 million non-run-rate item flattered Connected Living, and reserve releases are shrinking, so the quality of the beat matters as much as its size.
1 · Expected vs. Actual
Free preview belowGAAP earnings per share rose 30.5% to $5.95 from $4.56, and adjusted earnings per share of $6.41 came in 22.5% above the $5.23 consensus estimate. The cleanest number is $6.60 of adjusted earnings per share excluding reportable catastrophes, up 18.7% from $5.56, which strips out weather noise. Both the GAAP and adjusted figures benefited from share repurchases, so part of the per-share gain comes from a smaller share count rather than purely from earnings.
Total revenues rose 9.4% to $3.45 billion from $3.16 billion a year earlier. The insurance core, meaning Global Lifestyle plus Global Housing net earned premiums, fees and other income, grew 9% to $3.32 billion, so the growth came from underwriting rather than from investment income. This filing provides no revenue consensus figure, so the only comparison available is against last year's quarter.
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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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