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Dec 31, 2019

AIG Q4 2019 Earnings Report

AIG reported net income attributable to AIG common shareholders of $922 million, or $1.03 per diluted common share, for the fourth quarter of 2019.

Key Takeaways

AIG's Q4 2019 results showed significant improvement compared to the prior-year quarter, driven by favorable underwriting in General Insurance, reduced catastrophe losses, and increased net investment income. Net income attributable to AIG common shareholders was $922 million, or $1.03 per diluted common share.

Net income attributable to AIG common shareholders was $922 million, or $1.03 per diluted common share.

Adjusted after-tax income attributable to AIG common shareholders was $919 million, or $1.03 per diluted common share.

General Insurance underwriting income was $12 million with a combined ratio of 99.8.

Life and Retirement adjusted pre-tax income increased 35% to $839 million compared to the prior-year quarter.

Total Revenue
$11.8B
Previous year: $12.6B
-5.9%
EPS
$1.03
Previous year: -$0.63
-263.5%
Underwriting Income
$12M
Combined Ratio
99.8%
Accident Year Combined Ratio
95.8%
Gross Profit
$40.2B
Previous year: $38.2B
+5.2%
Cash and Equivalents
$7.6B
Previous year: $3.36B
+126.3%
Total Assets
$525B
Previous year: $492B
+6.7%

AIG

AIG

Forward Guidance

AIG is focused on executing its strategy to become a leading insurance franchise and top-performing company, aiming for a 10% Adjusted ROCE by the end of 2021.

Positive Outlook

  • Continued work as part of the turnaround of General Insurance.
  • AIG 200 will be a top priority, focusing on long-term strategic positioning and operational excellence.
  • Confidence in the path AIG is on and excitement about the future.
  • Entered 2020 with great momentum.
  • Agreement to sell a majority stake in Fortitude Re, scheduled to close mid-year, subject to regulatory approvals.

Challenges Ahead

  • Continued headwinds from low interest rates.
  • Tightening credit spreads.
  • Slightly higher general operating expenses from investments in the business.
  • Lower Fixed Annuity sales.
  • Slightly higher group surrenders.