Stagnant Revenue
Revenue was nearly flat at $7,085 million, down just 0.1% from the prior‑year quarter.
Source: 10-Q Income Statement (XBRL)
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
AIG's Q2 FY2026 results were defined by flat revenue and declining earnings per share, yet operating cash flow surged 40.1%. Revenue declined 0.1%, while SG&A expenses grew 5.9%, compressing profitability and pushing basic EPS down 10.5%. The company's cash generation from operations improved significantly, though investing cash inflows nearly vanished. While top-line growth stalled and costs rose, the strong cash flow provides a buffer, though earnings pressure persists.
Revenue
$7.08B
-0.08% YoY
EPS (Diluted)
$1.78
-10.10% YoY
Source: SEC XBRL
American International Group (AIG) reported Q2 FY2026 revenue of $7.08B, down 0.1% year over year. AIG's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 2.00 | 1.94 | Beat +2.9% |
| Mar 2026 | 2.11 | 1.92 | Beat +10.1% |
| Dec 2025 | 1.96 | 1.92 | Beat +2.1% |
| Sep 2025 | 2.20 | 1.73 | Beat +27.3% |
Adjusted (non-GAAP) EPS of $2.00 versus the $1.94 analyst consensus — a +2.9% beat for Jun 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $1.78.
Compiled by AI from this SEC filing
Revenue was nearly flat at $7,085 million, down just 0.1% from the prior‑year quarter.
Source: 10-Q Income Statement (XBRL)
Operating cash flow for the first half of FY2026 increased 40.1% to $1,871 million, driven by improved working capital management.
Source: 10-Q Cash Flow (XBRL)
SG&A expenses grew 5.9% to $1,231 million, outpacing revenue and contributing to margin pressure.
Source: 10-Q Income Statement (XBRL)
Share repurchases fell 71.2% to $1,153 million, reducing the cash used in financing activities and potentially signaling a shift in capital allocation.
Source: 10-Q Cash Flow (XBRL)
Total assets decreased 1.5% to $163.46 billion and stockholders’ equity fell 2.2% to $40.61 billion, while liabilities edged down 1.3%.
Source: 10-Q Balance Sheet (XBRL)
Compiled by AI from this SEC filing · 2 high, 2 medium, 1 low
With revenue nearly flat year-over-year, AIG faces challenges in growing its top line, which could limit future earnings expansion if not addressed.
Source: 10-Q Income Statement (XBRL)
SG&A expenses increased 5.9% while revenue was flat, signaling declining operational efficiency and potential compression of operating or net margins.
Source: 10-Q Income Statement (XBRL)
A debt-to-equity ratio of 3.03 indicates significant reliance on debt financing, which could elevate risk if interest rates rise or cash flows weaken.
Source: 10-Q Balance Sheet (XBRL)
The 71.2% decline in share repurchases may indicate a strategic shift or reduced excess cash, potentially removing a source of EPS support and altering total shareholder return.
Source: 10-Q Cash Flow (XBRL)
Basic EPS fell 10.5% to $1.79, reflecting the impact of higher costs on profitability, which could weigh on investor sentiment and valuation multiples.
Source: 10-Q Income Statement (XBRL)
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 7.09 $B | 7.09 $B | -0.08% |
EPS (Basic) $ | 1.79 $ | 2.00 $ | -10.50% |
EPS (Diluted) $ | 1.78 $ | 1.98 $ | -10.10% |
SG&A Expense $B | 1.23 $B | 1.16 $B | +5.94% |
Answers draw on this SEC filing and the data on this page
Expected release date, analyst estimates & what to watch
AIG reported Q1 2026 revenue of $6.65B (down 2.0% YoY) while EPS surged 21.6% to $1.41 diluted, driven by improved profitability and a significant swing to positive operating cash flow of $155M from -$56M a year ago.
AIG returned to profitability in FY2025, posting net income of $3.10B versus a prior-year loss of $1.40B, driven by disciplined cost reduction and strong operating cash flow, even as revenue dipped 1.7% to $26.78B.
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