American International Group (AIG) reported $6.97 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 5.4%. EPS of $2.11 for the same period compares to $1.17 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.89 billion, representing a surprise of +1.2%. The company delivered an EPS surprise of +11.35%, with the consensus EPS estimate being $1.90.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 63.1% versus 65.9% estimated by three analysts on average. General Insurance - International Commercial - Combined ratio: 87.3% compared to the 87.6% average estimate based on three analysts. General Insurance - North America Commercial - Combined ratio: 85.5% versus the three-analyst average estimate of 88.5%. General Insurance - International Commercial - Expense ratio: 30.3% versus the three-analyst average estimate of 30.6%. General Insurance - Loss ratio: 58% versus 59.7% estimated by three analysts on average. Revenues- Total net investment income: $712 million compared to the $1.01 billion average estimate based on three analysts. The reported number represents a change of -35.6% year over year. General Insurance- North America Commercial- Net premiums earned: $2.25 billion compared to the $2.16 billion average estimate based on three analysts. The reported number represents a change of +6.1% year over year. General Insurance- International Commercial- Net premiums earned: $2.19 billion versus the three-analyst average estimate of $2.19 billion. The reported number represents a year-over-year change of +6.6%. General Insurance- Global Personal- Net premiums earned: $1.61 billion versus the three-analyst average estimate of $1.56 billion. General Insurance- Net investment income: $864 million versus $901.53 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.4% change. Other Operations- Net investment income and other: $54 million versus the three-analyst average estimate of $71.49 million. The reported number represents a year-over-year change of -50.9%. General Insurance- Net premiums earned: $6.05 billion versus $5.91 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.View all Key Company Metrics for American International Group here>>>
Shares of American International Group have returned -2.3% over the past month versus the Zacks S&P 500 composite's +12.2% 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.Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power .
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks 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).