AIG American International Group (AIG) Q1 FY26 earnings call
AIG opened FY26 with what management called its strongest-ever first quarter, as the Everest renewal-rights conversion, the Convex quota share and a favorable January 1 reinsurance renewal drove 18% net-premiums-written growth while margins expanded across all three segments. The quarter's quality was underwriting-led — underwriting income more than tripled and the calendar-year combined ratio improved 850 bps — supplemented by higher core fixed-income yields, though weak alternative returns and a wider other-operations loss were partial offsets. The forward stance is disciplined growth: manag
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AIG operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Policy retention rate Global Commercial | 88%Global commercial retention remained very strong at 88%.Source: earnings call transcript | 88%In Global Commercial, retention was 88% and new business, including our strategic transactions, was $1.9 billion, a year-over-year increase of 37%.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.