Earnings Releases·Nov 3, 2026, 4:20 PM ET

Assurant — Third Quarter 2026 Earnings Summary

GAAP net income rose 4% year-over-year to $275.2 million in Q3 2026, while Adjusted EBITDA increased 8% to $464.4 million; full-year 2026 Adjusted EBITDA growth excluding reportable catastrophes is now expected at approximately 10%.
Global Lifestyle Adjusted EBITDA grew 15% in Q3, driven by a 23% increase in Connected Living earnings, while Global Housing Adjusted EBITDA excluding catastrophes rose 11% despite $16.8 million in higher pre-tax reportable catastrophes.
The company expects full-year 2026 Adjusted EPS growth excluding reportable catastrophes to be in the low double digits, with Global Housing and Global Lifestyle projected to grow mid-single digits and mid-to-high teens, respectively.
Capital return activity included $75 million in share repurchases and $44 million in dividends during Q3 2026, with a full-year repurchase target of $350 million and $469 million remaining under current authorization as of October 31, 2026.