For the quarter ended September 2025, Assurant (AIZ) reported revenue of $3.25 billion, up 8.7% over the same period last year. EPS came in at $5.73, compared to $3.00 in the year-ago quarter.
The reported revenue represents a surprise of +2.67% over the Zacks Consensus Estimate of $3.16 billion. With the consensus EPS estimate being $4.23, the EPS surprise was +35.46%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Assurant performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net earned premiums, fees and other income: $3.11 billion compared to the $2.56 billion average estimate based on five analysts. The reported number represents a change of +8.9% year over year.
- Net investment income: $133.5 million compared to the $131.39 million average estimate based on five analysts. The reported number represents a change of +2.9% year over year.
- Fees and other income: $484.4 million versus the four-analyst average estimate of $463.68 million. The reported number represents a year-over-year change of +10.3%.
- Net investment income- Global Lifestyle: $90.9 million versus the three-analyst average estimate of $87.93 million. The reported number represents a year-over-year change of +2.8%.
- Fees and other income- Global Lifestyle: $432.9 million versus $418.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.5% change.
- Global Lifestyle- Net earned premiums, fees and other income: $2.41 billion compared to the $2.36 billion average estimate based on three analysts. The reported number represents a change of +7% year over year.
- Net earned premiums- Global Housing: $651.4 million versus the three-analyst average estimate of $628.44 million. The reported number represents a year-over-year change of +17%.
- Fees and other income- Global Housing: $51.5 million compared to the $47.05 million average estimate based on three analysts. The reported number represents a change of +10% year over year.
- Net investment income- Global Housing: $36 million versus the three-analyst average estimate of $35.27 million. The reported number represents a year-over-year change of +13.6%.
- Global Housing- Net earned premiums, fees and other income: $702.9 million compared to the $675.48 million average estimate based on three analysts. The reported number represents a change of +16.4% year over year.
- Global Lifestyle- Net earned premiums: $1.97 billion compared to the $1.94 billion average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
- Net investment income- Corporate & Other: $5.7 million compared to the $6.63 million average estimate based on three analysts. The reported number represents a change of -26.9% year over year.
View all Key Company Metrics for Assurant here>>>
Shares of Assurant have returned -4.3% over the past month versus the Zacks S&P 500 composite's +2.1% 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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