| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 1.4K | 19.7% | 4.2% |
| Total Income | 1.4K | 19.7% | 4.2% |
| Expenditure | 1.5K | 75.3% | 15.8% |
| PBT | — | ||
| Net Profit | -76.00 | 130.7% | 290.0% |
| OPM | — | ||
| NPM | -5.35% | 26.24pp | 8.28pp |
| EPS | -0.62 | 133.9% | 338.5% |
F&G Annuities & Life Provides Preliminary Q2 2026 Investment Income Estimates
09 Jul 2026 · 9 Jul, 1:44 am
Summary
F&G Annuities & Life, Inc. is providing preliminary financial information for the quarter ended June 30, 2026, ahead of its official earnings release. The company estimates investment income from alternative investments to be between $56 million and $66 million pre-tax, with a midpoint representing a 6% annualized return, which is below its long-term expectation. Additionally, F&G estimates that new NAIC CLO RBC factor requirements could reduce its pro forma U.S. RBC ratio by approximately 10 percentage points by the end of 2026. Management cautions that this information is preliminary, unaudited, and actual results may differ materially.
Key Highlights
- 1
The Company estimates its investment income from alternative investments for the three months ended June 30, 2026, will be approximately $56 million to $66 million (pre-tax).
- 2
The midpoint of the estimated investment income range represents an annualized return of approximately 6%.
- 3
Investment income from alternative investments is estimated to be $65 million pre-tax and $51 million post-tax, below management's long-term expected return.
- 4
The Company estimates that applying new NAIC CLO RBC factors could reduce FGL Insurance's December 31, 2026 pro forma estimated U.S. RBC ratio by approximately 10 percentage points.
- 5
The preliminary financial information is unaudited and actual results could differ materially.
Informational and educational content only. Not investment advice.