8-K
filed May 5, 2026, 7:59 PM ET
ticker AIZ
CIK 0001267238
earnings
confidence high
sentiment positive
materiality 0.85
Assurant reports record Q1: Adj. EPS $5.95 (+76% YoY); raises FY outlook
ASSURANT, INC.
2026-Q1 EPS reported
$5.41
revenue$3,420,100,000
- Q1 GAAP net income of $274.1M ($5.41 diluted EPS) vs $146.6M ($2.83) in Q1 2025, up 87%.
- Adjusted EPS of $5.95, up 76% YoY; adjusted EBITDA of $441.5M, up 56% YoY.
- Record results led by Global Lifestyle segment; company raised full-year 2026 outlook.
- Expects Global Lifestyle adjusted EBITDA growth of approx. 10% for 2026.
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001267238-26-000024
- form_type
- 8-K
- ticker
- AIZ
- cik
- 0001267238
- company_name
- ASSURANT, INC.
- filed_at
- 2026-05-05T23:59:59+00:00
- discovered_at
- 2026-05-14T18:02:32.070528+00:00
- generated_at
- 2026-05-14T23:14:29.837834+00:00
- sec_items
- ["2.02", "9.01"]
- event_type
- earnings
- sentiment
- positive
- materiality_score
- 0.85
- calibrated_materiality_score
- 0.85
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001267238-26-000024
- json_url
- https://secwatch.observer/filing/0001267238-26-000024.json
- markdown_url
- https://secwatch.observer/filing/0001267238-26-000024.md
- text_url
- https://secwatch.observer/filing/0001267238-26-000024.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/0001267238-26-000024-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1267238/000126723826000024/aiz-20260505.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
- machine_generated
- human_reviewed
- false
- corrected
- false
- correction_note
- null
- correction_timestamp
- null
- superseded_by
- null
Comparable filings
GME
GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback
GameStop Corp.
June 2, 2026, 4:43 PM ET
earnings
Items 2.02, 7.01, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
Net sales were $835.3 million for the first quarter
Filing page
SEC filing
GTLB
GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges
Gitlab Inc.
June 2, 2026, 4:17 PM ET
earnings
Items 2.02, 2.05, 7.01, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
in such filing.
--- EX-99.1 (EX-99.1) ---
GitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7
Filing page
SEC filing
PETS
PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment
PETMED EXPRESS INC
June 2, 2026, 4:15 PM ET
earnings
Items 2.02, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
Net sales of $179.0 million compared to $227.0 million in the prior year, a decrease of 21.1%, primarily driven by a decline in prescription medication sales. • Net loss of $57.3 million, or $(2.74) per diluted share, compared to a net loss of $6.3 million, or $(0.30) per diluted share in the prior year.
Filing page
SEC filing
SPWH
Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.
June 2, 2026, 4:10 PM ET
earnings
Items 2.02, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,
Filing page
SEC filing
PANW
Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)
Palo Alto Networks Inc
June 2, 2026, 4:08 PM ET
earnings
Items 2.02, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This
Filing page
SEC filing
ULTA
Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80
Ulta Beauty, Inc.
June 2, 2026, 4:06 PM ET
earnings
Items 2.02, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
compared to the same period ended May 3, 2025 : 13 Weeks Ended May 2, May 3, (Dollars in millions, except per share data) 2026 2025 Net sales $ 3,163.9 $ 2,848.4 Comparable sales 5.3% 2.9% Gross profit (as a percentage of net sales) 40.1% 39.1% Selling, general and administrative expenses $ 814.7 $ 710.6
Filing page
SEC filing
YEXT
Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M
Yext, Inc.
June 2, 2026, 4:05 PM ET
earnings
Items 2.02, 8.01, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
Exchange Act, except as expressly set forth by specific reference in such a filing.
--- EX-99.1 (EX-99.1) ---
Yext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of
Filing page
SEC filing
YSWY
Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook
Yesway, Inc.
June 2, 2026, 7:35 AM ET
earnings
Items 2.02, 9.01
same fact type: earnings_release
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
This filing
Assurant Increases Full Year Outlook on Record First Quarter Results Strong Start to 2026 Led by Record Earnings in Global Lifestyle 2026 to Deliver Strong Underlying Growth Driven by Global Lifestyle Adjusted EBITDA Growth of Approximately 10% (Unaudited) Q1'26 Q1'25 Change $ in millions, except per share data GAAP net income 274.1 146.6 87% Adjusted EBITDA 1 441.5 282.2 56% Adjusted EBITDA, ex. reportable catastrophes 2 465.9 439.2 6% GAAP net income per diluted share 5.41 2.83 91% Adjusted earnings per diluted share 3 5.95 3.39 76% Adjusted earnings, ex. reportable catastrophes, per diluted share 4 6.33 5.79 9% Note: The metrics included within the company’s outlook and certain other metrics are
Comparable filing
On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.
Filing page
SEC filing
This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice.
See methodology for how this pipeline works.