American International Group (AIG) reported $7.11 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 3.9%. EPS of $2.00 for the same period compares to $1.81 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $7.27 billion, representing a surprise of -2.24%. The company delivered an EPS surprise of +5.82%, with the consensus EPS estimate being $1.89.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how American International Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • General Insurance - North America Commercial - Loss ratio: 60.7% versus the three-analyst average estimate of 65%.
  • General Insurance - International Commercial - Combined ratio: 91.3% compared to the 87.6% average estimate based on three analysts.
  • General Insurance - North America Commercial - Combined ratio: 84% versus 88.1% estimated by three analysts on average.
  • General Insurance - International Commercial - Expense ratio: 32.1% versus 30.3% estimated by three analysts on average.
  • General Insurance - Loss ratio: 58.2% versus the three-analyst average estimate of 59.7%.
  • Revenues- Total net investment income: $1.13 billion versus $981.31 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -23.1% change.
  • General Insurance- North America Commercial- Net premiums earned: $2.32 billion versus the three-analyst average estimate of $2.38 billion. The reported number represents a year-over-year change of +9%.
  • General Insurance- International Commercial- Net premiums earned: $2.27 billion versus $2.32 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
  • General Insurance- Global Personal- Net premiums earned: $1.6 billion versus $1.64 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.3% change.
  • General Insurance- Net investment income: $871 million compared to the $884.51 million average estimate based on three analysts. The reported number represents a change of 0% year over year.
  • Other Operations- Net investment income and other: $39 million versus $42.87 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -57.6% change.
  • General Insurance- Net premiums earned: $6.2 billion compared to the $6.33 billion average estimate based on three analysts. The reported number represents a change of +5.4% year over year.

View all Key Company Metrics for American International Group here>>>

Shares of American International Group have returned +0.6% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

7 Best Stocks for the Next 30 Days

Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."

Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention. 

See them now >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

 

American International Group, Inc. (AIG): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research