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American International Group Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.89 |
| EPS actual | $2.11 |
| EPS Surprise | 11.64% |
| Revenue estimate | 7.034B |
| Revenue actual | 6.781B |
| Revenue Surprise | -3.59% |
| Release date | Feb 10, 2026 |
| EPS estimate | $1.90 |
| EPS actual | $1.96 |
| EPS Surprise | 3.16% |
| Revenue estimate | 6.914B |
| Revenue actual | 6.743B |
| Revenue Surprise | -2.47% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.72 |
| EPS actual | $2.20 |
| EPS Surprise | 27.91% |
| Revenue estimate | 6.812B |
| Revenue actual | 6.402B |
| Revenue Surprise | -6.02% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.60 |
| EPS actual | $1.81 |
| EPS Surprise | 13.13% |
| Revenue estimate | 6.782B |
| Revenue actual | 7.041B |
| Revenue Surprise | 3.83% |
Last 4 Quarters for American International Group
Below you can see how AIG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $79.06 |
| EPS estimate | $1.60 |
| EPS actual | $1.81 |
| EPS surprise | 13.13% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $77.63 |
| Aug 01, 2025 | $77.00 |
| Aug 04, 2025 | $78.29 |
| Aug 05, 2025 | $78.44 |
| Aug 06, 2025 | $79.06 |
| Aug 07, 2025 | $76.60 |
| Aug 08, 2025 | $78.13 |
| Aug 11, 2025 | $78.63 |
| Aug 12, 2025 | $78.48 |
| 4 days before | 1.84% |
| 4 days after | -0.734% |
| On release day | -3.11% |
| Change in period | 1.09% |
| Release date | Nov 04, 2025 |
| Price on release | $80.71 |
| EPS estimate | $1.72 |
| EPS actual | $2.20 |
| EPS surprise | 27.91% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $77.98 |
| Oct 30, 2025 | $78.19 |
| Oct 31, 2025 | $78.96 |
| Nov 03, 2025 | $78.96 |
| Nov 04, 2025 | $80.71 |
| Nov 05, 2025 | $76.32 |
| Nov 06, 2025 | $76.28 |
| Nov 07, 2025 | $76.93 |
| Nov 10, 2025 | $76.91 |
| 4 days before | 3.50% |
| 4 days after | -4.71% |
| On release day | -5.44% |
| Change in period | -1.37% |
| Release date | Feb 10, 2026 |
| Price on release | $75.00 |
| EPS estimate | $1.90 |
| EPS actual | $1.96 |
| EPS surprise | 3.16% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $76.37 |
| Feb 05, 2026 | $75.96 |
| Feb 06, 2026 | $76.72 |
| Feb 09, 2026 | $74.90 |
| Feb 10, 2026 | $75.00 |
| Feb 11, 2026 | $78.44 |
| Feb 12, 2026 | $78.80 |
| Feb 13, 2026 | $78.27 |
| Feb 17, 2026 | $79.40 |
| 4 days before | -1.79% |
| 4 days after | 5.87% |
| On release day | 4.59% |
| Change in period | 3.97% |
| Release date | Apr 30, 2026 |
| Price on release | $74.80 |
| EPS estimate | $1.89 |
| EPS actual | $2.11 |
| EPS surprise | 11.64% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $75.14 |
| Apr 27, 2026 | $74.15 |
| Apr 28, 2026 | $74.16 |
| Apr 29, 2026 | $73.79 |
| Apr 30, 2026 | $74.80 |
| May 01, 2026 | $78.77 |
| May 04, 2026 | $77.56 |
| May 05, 2026 | $78.47 |
| May 06, 2026 | $77.69 |
| 4 days before | -0.452% |
| 4 days after | 3.86% |
| On release day | 5.31% |
| Change in period | 3.39% |
American International Group Earnings Call Transcript Summary of Q1 2026
AIG reported an exceptional Q1 2026: adjusted after-tax income per diluted share of $2.11 (up 80% YoY), strong underwriting results (General Insurance accident year combined ratio as adjusted 86.6%), and solid premium growth (General Insurance net premiums written +18% constant dollar). Management highlighted the favorable impact of improved reinsurance terms (including the Everest portfolio conversion), continued disciplined underwriting and expense control (General Insurance expense ratio 29.3%), and momentum across Global Commercial and Global Personal Insurance. Capital returns totaled $760 million in the quarter (share repurchases and dividends), and the Board approved an 11% increase in the quarterly dividend to $0.50 beginning Q2 2026. AIG continues to shrink its Corebridge stake (approx. 5.6% at quarter end) with a plan to exit in 2026 subject to markets, with proceeds expected to fund further buybacks. Management reiterated the Investor Day targets (operating EPS CAGR >20% through 2027, core operating ROE 10–13%, GI expense ratio <30% by 2027, and GPI combined ratio improvement to 94% by 2027). They emphasized material AI deployment — moving from LLMs to multi-agent orchestration (AIG Assist expanding across lines, agentic AI pilots with Palantir and Anthropic) — as a strategic lever for underwriting, claims, efficiency and future growth. Near-term risks noted include continued competitive pressure in U.S. large-account Property and the evolving geopolitical environment in the Middle East; management is monitoring accumulation risk and adjusting underwriting and reinsurance as needed.
