AIG(US:AIG) ZACKS·2025-11-04 23:50Core Insights - American International Group (AIG) reported quarterly earnings of $2.2 per share, exceeding the Zacks Consensus Estimate of $1.68 per share, and showing a year-over-year increase from $1.23 per share [1] - The company achieved revenues of $7.06 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.00% and up from $6.84 billion a year ago [2] - AIG's stock has increased approximately 8.5% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Performance - AIG has surpassed consensus EPS estimates in all four of the last quarters, with a notable earnings surprise of +30.95% in the latest report [1][2] - The company has also topped consensus revenue estimates three times over the last four quarters [2] Future Outlook - The sustainability of AIG's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $1.87 on revenues of $6.9 billion, and for the current fiscal year, it is $6.48 on revenues of $27.22 billion [7] Industry Context - The Insurance - Multi line industry, to which AIG belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]