[Assurant Q3 2026 Earnings Call] Assurant Raises Full-Year Outlook After 12% Adjusted EPS Growth, Targets 10th Straight Year of Profit Growth

Assurant reported strong Q3 2026 results with adjusted EBITDA and EPS up 12% year-over-year, excluding catastrophes, driven by Global Lifestyle's 15% growth. The company raised its full-year outlook, expecting approximately 10% adjusted EBITDA growth and low-double-digit EPS growth, and increased its share repurchase target to $350 million. Management expressed confidence in its growth pipeline and its embedded B2B2C model, despite analyst questions on auto growth sustainability, Starlink's potential impact on wireless, and AI's role in comparison shopping.