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Assurant Inc. Is Building a Reverse-Logistics Powerhouse—How Big Can This AI-Driven Device Circularity Bet Get?

Assurant Inc. presented a strong set of results for the third quarter of 2025, showcasing double-digit earnings growth across both its Global Housing and Global Lifestyle segments. The company’s diversified portfolio and B2B2C business model were highlighted as key contributors to Assurant’s performance, supporting robust cash generation and balanced capital allocation. The management team expressed confidence in their operations, pointing to 13% adjusted EBITDA growth and 15% adjusted EPS growth, both figures excluding reportable catastrophes, for the first nine months of the year. Global Lifestyle delivered significant gains with its impressive 4% earnings increase year-to-date in constant currency, driven by the Connected Living and Global Automotive segments. Notably, Assurant launched two new initiatives, enhancing its capabilities in mobile repair logistics and fortifying its retail service contracts through a new partnership with Best Buy. These developments illustrate Assurant’s commitment to expanding its footprint and capabilities within lucrative markets.