AIG Reports Second-Quarter Earnings Amid Commercial Pricing Pressures

American International Group Inc. reported its second-quarter earnings for the period ending June 30, 2026, with analysts expecting earnings of $1.94 per share on revenue of $7.25 billion. The financial results arrive as the insurer seeks to prove its organic underwriting execution can sustain profit growth after losing income from its stake in Corebridge Financial.

The company faces significant challenges in the commercial insurance market. U.S. commercial rates rose only 2.5% in the first quarter, a sharp decline from the 5.3% increase recorded during the previous year. This pricing pressure threatens to constrain revenue growth.

To mitigate these headwinds and improve its distribution network, AIG has acquired minority stakes in Convex Group and Onex Corporation. These investments are intended to enhance the company's underwriting capabilities as it navigates a shifting regulatory and competitive landscape.