$AIZ · ASSURANT, INC.
Assurant filed its Q3 FY2026 10-Q. Total revenues rose 9.2% to $3.53B, net income was $275.2M (diluted EPS $5.49), and nine-month net income climbed 31% to $847.9M. Growth was driven by Global Lifestyle (Connected Living mobile/device protection) and Global Housing, with lower reportable catastrophes ($56.3M vs $189.4M nine-month) a key tailwind.
- Q3 net income $275.2M vs $265.6M a year ago; diluted EPS $5.49 vs $5.17.
- Nine-month net income up 31% to $847.9M, helped by $104.6M lower after-tax reportable catastrophes.
- Global Lifestyle Adjusted EBITDA rose 15% to $236.9M on Connected Living growth.
- Global Housing Adjusted EBITDA up 5% to $268.3M; nine-month reportable catastrophes fell to $56.3M from $189.4M.
- Accumulated other comprehensive loss widened to $902.1M from $544.2M on unrealized investment losses.
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Assurant delivered double-digit revenue growth and a 31% nine-month earnings jump, but unrealized investment losses are eroding equity.
Specialty insurer results reflect a benign catastrophe quarter versus 2025, a tailwind shared across the P&C sector.
Rising unrealized losses on fixed-maturity securities drove AOCI to a $902.1M loss, pressuring book value despite earnings growth.