10-QPeriod: Q3 FY2019

AMERICAN INTERNATIONAL GROUP, INC. Quarterly Report for Q3 Ended Sep 30, 2019

Filed November 1, 2019For Securities:AIG

Summary

American International Group, Inc. (AIG) reported a net income of $656 million for the third quarter of 2019, a significant improvement from a net loss of $1,259 million in the same period last year. This turnaround was driven by a combination of factors, including improved accident year losses in General Insurance due to underwriting discipline and lower catastrophe losses, a shift from net realized capital losses to gains, and a reduction in general operating expenses. The company's investments also performed well, with net investment income remaining flat year-over-year, supported by higher interest and dividend income, although offset by lower alternative investment returns. However, the Life and Retirement segment saw a slight decline in adjusted pre-tax income due to ongoing low interest rate environments impacting investment yields and higher expenses in some areas. Despite these mixed segment performances, AIG's overall financial health appears to be strengthening, reflected in an increase in book value per common share to $74.85, excluding Accumulated Other Comprehensive Income (AOCI), from $66.67 in the prior year. The company continues its strategic initiatives focused on profitable growth, underwriting excellence, and expense reduction across its core businesses.

Financial Statements
Beta
Revenue$12.91B
SG&A Expenses$2.19B
Operating Income$2.40B
Interest Expense$348.00M
Net Income$656.00M
EPS (Basic)$0.74
EPS (Diluted)$0.72
Shares Outstanding (Basic)877.01M
Shares Outstanding (Diluted)895.81M

Key Highlights

  • 1AIG reported a net income of $656 million for Q3 2019, a substantial improvement from a net loss of $1,259 million in Q3 2018.
  • 2Net investment income remained stable year-over-year at $3.4 billion, with higher interest and dividend income partially offset by lower alternative investment returns.
  • 3General Insurance segment improved significantly, reporting adjusted pre-tax income of $507 million compared to an adjusted pre-tax loss of $825 million in the prior year's quarter, driven by lower catastrophe losses, favorable prior year loss development, and reduced operating expenses.
  • 4Life and Retirement segment's adjusted pre-tax income saw a slight decrease to $646 million from $713 million, mainly due to lower investment yields from a low interest rate environment and higher expenses, despite growth in premiums and deposits.
  • 5Book value per common share increased to $74.85 at the end of Q3 2019, up from $65.04 at the end of 2018.
  • 6Total assets grew to $525.1 billion as of September 30, 2019, from $492.0 billion at December 31, 2018.
  • 7The company's effective tax rate on income from continuing operations was 22.8% for Q3 2019, slightly higher than the statutory rate of 21% due to various factors including foreign operations and tax charges.

Frequently Asked Questions

AIG reported a net income of $656 million for the third quarter of 2019, a significant turnaround from a net loss of $1,259 million in the same period of 2018. The improvement was driven by better accident year losses in General Insurance, a shift from net realized capital losses to gains, lower general operating expenses, and stable net investment income.

The General Insurance segment showed a strong improvement, with adjusted pre-tax income of $507 million in Q3 2019, a substantial rebound from an adjusted pre-tax loss of $825 million in Q3 2018. This was primarily due to lower catastrophe losses, favorable prior year loss reserve development, and reduced operating expenses.

The Life and Retirement segment experienced a slight decrease in adjusted pre-tax income to $646 million in Q3 2019 from $713 million in Q3 2018. This was mainly due to the persistent low interest rate environment impacting investment yields and higher expenses in certain areas, although premiums and deposits showed growth.

AIG's financial position has strengthened, with total assets increasing to $525.1 billion as of September 30, 2019, up from $492.0 billion at the end of 2018. Total AIG shareholders' equity also increased to $65.6 billion from $57.3 billion. Book value per common share rose to $74.85 from $65.04 year-over-year.