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Allianz SE Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | $1.13 |
| EPS actual | $1.15 |
| EPS Surprise | 1.77% |
| Revenue estimate | 47.073B |
| Revenue actual | 35.756B |
| Revenue Surprise | -24.04% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.742 |
| EPS actual | $0.83 |
| EPS Surprise | 11.86% |
| Revenue estimate | 49.35B |
| Revenue actual | 44.647B |
| Revenue Surprise | -9.53% |
| Release date | Nov 14, 2025 |
| EPS estimate | $0.780 |
| EPS actual | $0.87 |
| EPS Surprise | 11.54% |
| Revenue estimate | 22.807B |
| Revenue actual | 46.595B |
| Revenue Surprise | 104.30% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.80 |
| EPS actual | $0.84 |
| EPS Surprise | 5.00% |
| Revenue estimate | - |
| Revenue actual | 28.397B |
Last 4 Quarters for Allianz SE
Below you can see how ALIZY 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 | $42.72 |
| EPS estimate | $0.80 |
| EPS actual | $0.84 |
| EPS surprise | 5.00% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $38.69 |
| Aug 04, 2025 | $39.89 |
| Aug 05, 2025 | $40.17 |
| Aug 06, 2025 | $41.12 |
| Aug 07, 2025 | $42.72 |
| Aug 08, 2025 | $42.43 |
| Aug 11, 2025 | $42.21 |
| Aug 12, 2025 | $42.49 |
| Aug 13, 2025 | $43.14 |
| 4 days before | 10.41% |
| 4 days after | 0.98% |
| On release day | -0.679% |
| Change in period | 11.50% |
| Release date | Nov 14, 2025 |
| Price on release | $42.57 |
| EPS estimate | $0.780 |
| EPS actual | $0.87 |
| EPS surprise | 11.54% |
| Date | Price |
|---|---|
| Nov 10, 2025 | $41.23 |
| Nov 11, 2025 | $41.53 |
| Nov 12, 2025 | $41.78 |
| Nov 13, 2025 | $42.27 |
| Nov 14, 2025 | $42.57 |
| Nov 17, 2025 | $41.79 |
| Nov 18, 2025 | $41.52 |
| Nov 19, 2025 | $41.53 |
| Nov 20, 2025 | $41.40 |
| 4 days before | 3.25% |
| 4 days after | -2.75% |
| On release day | -1.83% |
| Change in period | 0.412% |
| Release date | Feb 26, 2026 |
| Price on release | $45.37 |
| EPS estimate | $0.742 |
| EPS actual | $0.83 |
| EPS surprise | 11.86% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $44.78 |
| Feb 23, 2026 | $44.60 |
| Feb 24, 2026 | $44.71 |
| Feb 25, 2026 | $44.95 |
| Feb 26, 2026 | $45.37 |
| Feb 27, 2026 | $44.92 |
| Mar 02, 2026 | $43.19 |
| Mar 03, 2026 | $41.79 |
| Mar 04, 2026 | $41.75 |
| 4 days before | 1.32% |
| 4 days after | -7.98% |
| On release day | -0.99% |
| Change in period | -6.77% |
| Release date | May 13, 2026 |
| Price on release | $43.68 |
| EPS estimate | $1.13 |
| EPS actual | $1.15 |
| EPS surprise | 1.77% |
| Date | Price |
|---|---|
| May 07, 2026 | $45.35 |
| May 08, 2026 | $45.21 |
| May 11, 2026 | $43.52 |
| May 12, 2026 | $43.35 |
| May 13, 2026 | $43.68 |
| May 14, 2026 | $44.06 |
| May 15, 2026 | $43.51 |
| May 18, 2026 | $44.67 |
| May 19, 2026 | $44.13 |
| 4 days before | -3.68% |
| 4 days after | 1.03% |
| On release day | 0.87% |
| Change in period | -2.69% |
Allianz SE Earnings Call Transcript Summary of Q1 2026
Allianz delivered a strong start to 2026 and reconfirmed its full-year operating profit guidance of EUR 17.4 billion (+/– EUR 1 billion). Group operating profit rose nearly 7% year-on-year, driven by double-digit P&C profit growth (record level) and an excellent Asset Management performance (record first-quarter net inflows of EUR 45bn; strong PIMCO and AGI inflows). Life & Health was resilient after a high 2025 comparitor and was impacted by FX and prior JV disposals; underlying Life results were slightly up. Core net income (adjusted for the Bajaj disposal) rose ~7% with ROE ~18% and EPS growth ~9%. Solvency II remained robust at 221%. P&C showed 7% internal growth (≈50/50 price/volume) with a strong combined ratio of 91% and ongoing AI-driven productivity gains. Asset Management achieved record net inflows and improved cost/income, producing ~EUR 850m operating profit (FX-adjusted +15%). Management reiterated disciplined M&A priorities (scale in P&C, geographic rebalancing—notably Southeast Asia—and distribution), and emphasized prudent, well-diversified private credit exposure (large share in lower-risk real estate and investment grade private placements; riskier middle-market lending is diversified and typically single-lender). Allianz expects to neutralize the accounting gain from the Bajaj disposal over 2026 through strategic/productivity actions and reinvestment. Management highlighted partnerships (e.g., Coalition for cyber capacity while keeping underwriting on Allianz’s balance sheet) and continued investments in AI and digitalization to drive growth, customer experience and productivity.
