For the quarter ended June 2025, Assurant (AIZ) reported revenue of $3.14 billion, up 6.5% over the same period last year. EPS came in at $5.56, compared to $4.08 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.11 billion, representing a surprise of +0.73%. The company delivered an EPS surprise of +25.51%, with the consensus EPS estimate being $4.43.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Assurant performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Fees and other income: $463.7 million versus $399.82 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.
- Net investment income: $128.7 million versus the five-analyst average estimate of $130.45 million. The reported number represents a year-over-year change of +3.2%.
- Net earned premiums, fees and other income: $3.05 billion versus $2.58 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +8.3% change.
- Total revenues- Global Lifestyle: $2.44 billion versus the four-analyst average estimate of $2.37 billion. The reported number represents a year-over-year change of +7.5%.
- Total revenues- Global Housing: $732.1 million versus $737.39 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.3% change.
- Total revenues- Corporate & Other: $6.9 million compared to the $7.16 million average estimate based on four analysts. The reported number represents a change of -4.2% year over year.
- Net investment income- Corporate & Other: $5.6 million versus the three-analyst average estimate of $6.95 million. The reported number represents a year-over-year change of -21.1%.
- Fees and other income- Corporate & Other: $1.3 million compared to the $0.4 million average estimate based on three analysts. The reported number represents a change of +1200% year over year.
- Global Lifestyle- Net earned premiums: $1.94 billion versus $1.91 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
- Net investment income- Global Lifestyle: $87.7 million versus the three-analyst average estimate of $88 million. The reported number represents a year-over-year change of +2.3%.
- Fees and other income- Global Lifestyle: $414.9 million versus the three-analyst average estimate of $353.03 million. The reported number represents a year-over-year change of +28.9%.
- Global Lifestyle- Net earned premiums, fees and other income: $2.35 billion compared to the $2.27 billion average estimate based on three analysts. The reported number represents a change of +7.7% year over year.
View all Key Company Metrics for Assurant here>>>
Shares of Assurant have returned -1.4% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Assurant, Inc. (AIZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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