American International Group reports results on Tuesday 3 November, after the market closes. Revenue over the twelve months to Q2 2026 was $26.6 billion, which fell 4.2% on the year before. The report will test whether that slowdown continues.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $2.20 | $1.71 |
| Dec '25 | $1.96 | $1.90 |
| Mar '26 | $2.11 | $1.88 |
| Jun '26 | $2.00 | $1.93 |
What analysts expect from American International
The analysts' average EPS estimate for the quarter is $1.87, in a range from $1.63 to $2.07. The average revenue estimate for the quarter is $7.4 billion.
For the full year, the analysts' average EPS estimate is $8.09, which would be up 14.1% on last year based on 20 analysts. That estimate has risen 1.1% over the past 90 days. Of the analysts' recommendations, 8 are positive, 14 neutral and 0 negative.
Earnings surprise model
Our model estimates EPS could land above the analysts' average estimate by 3.9%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
American International's record against estimates
AIG reported EPS above the analysts' average estimate in 4 of the last 4 quarters. Last quarter, EPS of $2.00 compared with an estimate of $1.93, above it by 3.7%.
The decline in sales is deepening
The growth rate was down 1.9 percentage points on the rate a quarter earlier. Net income over the twelve months was $3.0 billion, which fell 7.3% on the year before, steeper than the revenue decline. The trailing net margin was 11.1%. The average diluted share count fell 11.1% over the year.
Against its own history, today's twelve-month revenue growth rate of −4.2% sits higher than 46% of the company's past quarterly readings, which have ranged from −84.5% to 395.3%.
Questions this report will answer
The report will answer three questions: whether the slowdown in revenue growth continues, whether results land above or below the analysts' expectations set out above, and whether margins hold at the trailing levels above.
What American International's share price implies against our model
In our model, growth 5 percentage points lower would lower the value by 28.3%, and growth 5 percentage points higher would raise it by 37.2%. A free-cash-flow margin 1 percentage point lower would lower it by 7.2%.
