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Assurant AIZ Global Housing — Policyholder benefits

Other segment segments

Global Lifestyle
$512.5M+11.1%

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$119M+21.4%

Other financials

Income statement

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Revenue$3.5B+9.4%
Net income$298.6M+26.9%
EPS (diluted)$5.95+30.5%

Balance sheet

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Cash & equivalents$1.7B+14.3%
Total debt$73.9M+18.4%
Total equity$6.1B+10.9%
Total assets$36.1B+1.6%

Cash flow

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Operating cash flow$454.4M+71.1%
CapEx$45.2M-24.5%
Free cash flow$409.2M+99.0%

Valuation

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Market cap$14.94B+40.3%
P/E14.1×-0.8×
P/S1.1×+0.2×

Profitability

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Net margin7.9%+2.1pp
FCF margin12.3%+4.4pp

Returns & leverage

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Return on equity18.3%+4.7pp
Debt / equity0.0×

Where this comes from

Reported directly by Assurant in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderBenefitsAndClaimsIncurredNet.

The source filing: Assurant’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:18 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001267238-26-000041
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Renters and Other147.4144.9296.4278.8
Net investment income35.634.476.368.1
Total revenues783.4732.11,553.21,422.6
Policyholder benefits235.4258.7499.3591.7
Selling and underwriting expense (1)60.452.4120.391.9
General expenses (4)212.8206.6422.1412.2
Segment Adjusted EBITDA$274.8$214.4$511.5$326.8
Corporate:

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FAQ

What is Assurant's global housing — policyholder benefits?
Assurant (AIZ) reported global housing — policyholder benefits of $235.4M in Q2 2026.
How has Assurant's global housing — policyholder benefits changed year-over-year?
Assurant's global housing — policyholder benefits decreased by 9.0% year-over-year, from $258.7M to $235.4M.
What is the long-term trend for Assurant's global housing — policyholder benefits?
Over 4 years (2021 to 2025), Assurant's global housing — policyholder benefits has grown at a 4.2% compound annual growth rate (CAGR), from $862.6M to $1.02B.
What does global housing — policyholder benefits mean?
This represents the costs incurred by the Global Housing segment for claims, benefits, and related expenses paid to policyholders. It is a primary measure of the segment's underwriting risk and loss experience.

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