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Allianz SE Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | $6.37 |
| EPS actual | $11.16 |
| EPS Surprise | 75.20% |
| Revenue estimate | 47.073B |
| Revenue actual | 35.756B |
| Revenue Surprise | -24.04% |
| Release date | Feb 26, 2026 |
| EPS estimate | $6.50 |
| EPS actual | $8.20 |
| EPS Surprise | 26.15% |
| Revenue estimate | 48.637B |
| Revenue actual | 112.767B |
| Revenue Surprise | 131.86% |
| Release date | Nov 14, 2025 |
| EPS estimate | $8.46 |
| EPS actual | $8.74 |
| EPS Surprise | 3.31% |
| Revenue estimate | 23.186B |
| Revenue actual | 46.595B |
| Revenue Surprise | 100.96% |
| Release date | Aug 07, 2025 |
| EPS estimate | - |
| EPS actual | $7.36 |
| Revenue estimate | - |
| Revenue actual | 24.118B |
Last 4 Quarters for Allianz SE
Below you can see how ALIZF 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 07, 2025 |
| Price on release | $425.44 |
| EPS estimate | - |
| EPS actual | $7.36 |
| Date | Price |
|---|---|
| Aug 01, 2025 | $392.95 |
| Aug 04, 2025 | $402.17 |
| Aug 05, 2025 | $403.51 |
| Aug 06, 2025 | $407.25 |
| Aug 07, 2025 | $425.44 |
| Aug 08, 2025 | $422.59 |
| Aug 11, 2025 | $420.25 |
| Aug 12, 2025 | $424.13 |
| Aug 13, 2025 | $428.00 |
| 4 days before | 8.27% |
| 4 days after | 0.602% |
| On release day | -0.671% |
| Change in period | 8.92% |
| Release date | Nov 14, 2025 |
| Price on release | $418.20 |
| EPS estimate | $8.46 |
| EPS actual | $8.74 |
| EPS surprise | 3.31% |
| Date | Price |
|---|---|
| Nov 10, 2025 | $411.64 |
| Nov 11, 2025 | $423.31 |
| Nov 12, 2025 | $415.18 |
| Nov 13, 2025 | $430.00 |
| Nov 14, 2025 | $418.20 |
| Nov 17, 2025 | $420.98 |
| Nov 18, 2025 | $425.30 |
| Nov 19, 2025 | $423.51 |
| Nov 20, 2025 | $415.00 |
| 4 days before | 1.59% |
| 4 days after | -0.765% |
| On release day | 0.664% |
| Change in period | 0.82% |
| Release date | Feb 26, 2026 |
| Price on release | $449.95 |
| EPS estimate | $6.50 |
| EPS actual | $8.20 |
| EPS surprise | 26.15% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $445.00 |
| Feb 23, 2026 | $459.56 |
| Feb 24, 2026 | $447.75 |
| Feb 25, 2026 | $450.22 |
| Feb 26, 2026 | $449.95 |
| Feb 27, 2026 | $443.04 |
| Mar 02, 2026 | $444.52 |
| Mar 03, 2026 | $403.31 |
| Mar 04, 2026 | $420.05 |
| 4 days before | 1.11% |
| 4 days after | -6.65% |
| On release day | -1.54% |
| Change in period | -5.61% |
| Release date | May 13, 2026 |
| Price on release | $445.00 |
| EPS estimate | $6.37 |
| EPS actual | $11.16 |
| EPS surprise | 75.20% |
| Date | Price |
|---|---|
| May 07, 2026 | $450.97 |
| May 08, 2026 | $440.53 |
| May 11, 2026 | $441.53 |
| May 12, 2026 | $428.64 |
| May 13, 2026 | $445.00 |
| May 14, 2026 | $445.00 |
| May 15, 2026 | $438.10 |
| May 18, 2026 | $441.47 |
| May 19, 2026 | $441.47 |
| 4 days before | -1.32% |
| 4 days after | -0.794% |
| On release day | 0% |
| Change in period | -2.11% |
Allianz SE Earnings Call Transcript Summary of Q1 2026
Allianz reported a strong start to 2026 and reiterated its full-year operating profit target of €17.4 billion ± €1 billion. Group operating profit rose ~7% year‑on‑year, driven by record P&C profitability (combined ratio ~91% and operating profit of €2.4bn), robust Asset Management flows (Q1 net inflows €45bn; AM operating profit ≈ €850m, +15% FX‑adjusted) and resilient Life & Health performance after adjusting for FX and the UniCredit/Bajaj disposals. Core net income (adjusted for the Bajaj disposal) grew ~7% y/y with EPS up ~9% and ROE at 18%. Solvency II remained strong at 221%. Management highlighted disciplined execution across growth, productivity and resilience: continued pricing and volume-driven P&C growth, selective Life new business (60% Protection & Health and unit‑linked mix), record Asset Management inflows with careful liquidity/credit selection, and expanded disclosure on Protection & Health. The Bajaj disposal generated a €1.1bn net accounting gain that Allianz will neutralize over 2026 through strategic/productivity reinvestments (only €150m offset booked in Q1). Key risk topics addressed: inflation (active pricing, productivity and platform levers), limited direct exposure to Middle East conflict, and careful, long‑standing management of private/non‑traded debt (large share in low‑risk real estate/retail mortgages and investment‑grade private placements). Strategic priorities include targeted M&A for P&C scale (notably Southeast Asia), continued AI deployment across the value chain, and a long‑term partnership with Coalition for cyber (underwritten on Allianz balance sheet but leveraging Coalition technical expertise).
