-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Assurant公布2026年第一季度运营每股收益为5.95美元，高于去年同期的3.39美元，也高于我们此前预测的5.15美元和市场普遍预期的5.33美元，这反映了整体业绩的改善以及巨灾索赔的减少。剔除巨灾索赔后，营业收入总计为6.33美元，高于去年同期的5.79美元。我们认为两大业务板块的强劲表现支撑了AIZ多元化的商业模式，其中Global Lifestyle业务板块业绩创历史新高，EBITDA增长20%至2.367亿美元，保费增长11%。管理层上调了2026年业绩指引，目前预计调整后EBITDA和每股收益将实现低个位数增长，若剔除上年准备金发展的影响，则基本面将实现高个位数增长。公司同时将股票回购预期上调至3亿至3.5亿美元，达到此前预期范围的上限。我们认为，全球生活方式业务强劲的运营势头以及全球住房业务正常的亏损经验相结合，将使AIZ具备持续盈利增长的良好基础。
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