Assurant Q3 2026: revenue up 9.2%, adjusted EPS 28.3% above consensus
Assurant beat the $4.7949 consensus EPS estimate by 28.3% with $6.15 of adjusted EPS, and revenue rose 9.2% to $3.53 billion. Excluding catastrophes, adjusted EPS grew 12.2% and management raised the full-year outlook. The fine print works in its favour: shrinking reserve releases are a drag on reported growth, so the underlying trend is better than the headline. Read the segments and the reserve math.
1 · Expected vs. Actual
Free preview belowGAAP EPS was $5.49, up 6.2%, and adjusted EPS was $6.15, up 7.3%, which is 28.3% above the $4.7949 consensus. Excluding reportable catastrophes, adjusted EPS was $6.46, up 12.2%, so catastrophes cost about $0.31 a share this quarter. The diluted share count fell to 49.7 million from 50.9 million, adding a small per-share kicker.
Revenue was $3.53 billion, up 9.2% from $3.23 billion a year earlier. Global Lifestyle's net earned premiums, fees and other income rose 11% to $2.66 billion and Global Housing's rose 6% to $744.9 million. Keep in mind the top line also carries $147.2 million of net investment income and a $25.3 million realized investment loss.
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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 2026-11-05
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