NYSE$AIZ

Assurant Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Year-over-year earnings growth was driven by Global Lifestyle and improved Global Housing results. Company suspended 2020 outlook due to COVID-19 uncertainty.

Assurant reported solid first-quarter results largely unaffected by COVID-19, with net income of $150.0 million and net operating income of $163.1 million. The company has suspended its 2020 outlook due to the ongoing uncertainty related to the COVID-19 pandemic.

  • Net income of $150.0 million, or $2.43 per share, down 7 percent and 4 percent, respectively
  • Net operating income of $163.1 million, or $176.0 million excluding reportable catastrophes, up 16 percent and 18 percent, respectively
  • Net operating income per diluted share of $2.64, or $2.84 excluding reportable catastrophes, up 19 percent and 22 percent, respectively
  • $433 million of holding company liquidity available at quarter end

Headline financials

Total Revenue

$2.57B

Previous: $2.44B+5.3%
EPS (adj)

$2.64

Previous: $2.33+13.3%
Adjusted EBITDA

$163M

No prior period
Adjusted EBITDA, ex. catastrophes

$176M

No prior period
Capital Expenditures

-$21.6M

Previous: -$32.4M+33.3%
Free Cash Flow

$133M

Previous: $133M-0.2%
Net Income

$155M

Previous: $166M-6.6%
Operating Income

$1.05B

Previous: $1.02B+2.9%
Gross Profit

$1.96B

Previous: $1.82B+7.6%
Cash & Equivalents

$2B

Previous: $1.27B+56.7%
Total Assets

$43.4B

Previous: $42.2B+2.8%
Stock-Based Comp

$11.5M

Previous: $11.5M+0.0%

Revenue & EPS history

Assurant · Revenue · Quarterly

$2.57B

Q1 2020+5.3%vs Q1 2019
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Assurant · $2.45B total across 2 segments · Q1 2020

  • Global Lifestyle
    $1.95B
  • Global Housing
    $500M

Forward guidance

Assurant is suspending its 2020 outlook given the uncertainty regarding the duration of the COVID-19 pandemic and its impact on the broader economy.

Tailwinds

  • Executing cost saving measures including the deferral of certain discretionary expenses
  • Strengthening its liquidity position and capital flexibility, including the $200 million draw of its revolving credit facility
  • Exercising additional caution relative to capital deployment in light of the current economic environment and the start of catastrophe season on June 1, 2020

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

+0.8%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+2.1%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+14.0%

Q2 2020

Best reaction

-13.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%+1.2%+8.5%
Q4 2025-8.6%-8.0%-7.6%
Q3 2025+1.7%+5.4%+3.9%
Q2 2025+11.3%+8.9%+11.8%
Q1 2025-0.4%+2.1%+2.9%
Q4 2024-2.6%-4.6%-0.8%
Q3 2024+7.9%+9.5%+17.9%
Q1 2024-2.2%-2.2%-4.4%
Q4 2023+4.1%+3.6%+6.2%
Q3 2023+13.7%+11.7%+14.7%
Q2 2023+6.1%+5.4%+3.6%
Q1 2023+7.3%+6.4%-1.7%
Q4 2022-1.3%+0.2%-10.0%
Q3 2022-3.6%-10.8%-5.8%
Q2 2022-11.7%-11.1%-8.4%
Q1 2022+3.3%+4.3%-0.5%
Q4 2021+9.0%+6.0%+10.9%
Q3 2021+2.5%+0.7%-5.3%
Q2 2021-1.0%+1.8%+8.5%
Q1 2021+1.0%+1.9%+2.8%
Q4 2020-5.2%+1.9%+8.6%
Q3 2020+1.6%+2.2%+5.8%
Q2 2020+14.0%+13.9%+13.7%
Q1 2020-2.1%-1.2%+10.4%
Q4 2019-0.3%+3.9%-29.5%
Q3 2019+0.7%+2.7%+3.0%
Q2 2019+9.0%+10.8%+14.5%
Q1 2019+1.7%+2.8%+10.0%
Q4 2018+0.4%+0.7%+0.7%
Q3 2018+5.6%+8.1%-4.9%
Q2 2018+1.6%+0.2%-2.5%
Q1 2018-1.9%-3.5%+4.9%
Q4 2017-0.5%-0.2%+2.6%
Q3 2017-1.0%-2.1%-1.4%
Q2 2017-1.4%-0.3%-10.1%
Q1 2017+7.5%+6.9%+3.0%
Q4 2016-7.1%-4.6%+2.6%
Q3 2016-1.2%-3.5%+4.0%
Q2 2016-4.4%-5.2%+0.0%
Q1 2016+8.0%
Q4 2015-13.1%
Q3 2015-0.8%
Q2 2015+2.0%
Q1 2015+3.3%
Q4 2014-7.3%
Q3 2014+1.4%
Q2 2014+0.0%
Q1 2014+1.2%
Q4 2013-0.7%
Q3 2013-3.6%
Q2 2013-0.8%
Q1 2013-1.4%
Q4 2012-0.5%
Q3 2012-1.6%
Q2 2012+5.2%
Q1 2012-0.4%
Q4 2011-1.4%
Q3 2011+4.2%
Q2 2011-2.2%
Q1 2011-1.8%
Q4 2010-2.9%
Q3 2010+1.9%
Q2 2010+1.2%
Q1 2009-0.9%
Q1 2010+1.6%
Q4 2007-1.4%
Q4 2009-1.4%
Q3 2009+2.1%
Q3 2008+2.1%
Q2 2009+4.2%
Q2 2008+4.2%
Q4 2008+4.2%

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