Assurant (AIZ) Q3 2025 10-Q Quarterly Report

Filed: Nov 6, 2025Period ending Sep 30, 2025
Financials
Insurance Carriers, NECSEC EDGAR

Assurant (AIZ) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 6, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Assurant Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue impacted by mobile device trade-in volatility and housing market changes, no specific dollar figures disclosed
  • No profitability or margin percentages provided in the text
  • Mobile segment affected by device release timing and carrier promotions, homeowners segment influenced by housing market shifts
  • No cash position, operating cash flow, or capital deployment details mentioned
  • Management highlights risks from competition, labor shortages, wage inflation, and need for tech investment to drive growth

Risk Factors

  • New debt issuance $300M 2036 Senior Notes at 5.55% replacing $175M 6.10% 2026 Notes, triggered by August 2025 refinancing and redemption
  • Senior unsecured revolving Credit Facility renewed at $500M through June 2030, upgradable to $750M, no borrowings as of Sept 30, 2025
  • Legal/Compliance risk limited to $1.7M letters of credit outstanding supporting reinsurance arrangements, indemnification obligations remain
  • Operational risk: increased net cash used in investing activities $1.05B vs $728.8M YoY due to reinvestment of fixed maturity securities proceeds
  • Financial risk: interest expense increased on debt $104M vs $82.7M YoY reflecting higher debt levels and 2036 Notes issuance

Assurant Q3 2025 Quarterly Financials
XBRL

Revenue

$3.2B

+8.9% YoY +2.3% QoQ

Net Income

$266M

+98.5% YoY +12.9% QoQ

Net Margin

8.2%

+371bp YoY +77bp QoQ

Source: XBRL data from Assurant Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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