10-Q · November 5, 2025
Allstate reported materially stronger profitability in Q3 2025 with total revenues of $17,255 million and diluted EPS of $13.95, driven by a large increase in Allstate Protection underwriting income and disposition…
Earnings analysis · 10-Q
ALL earnings analysis
Filed April 29, 2026 · Our reading of the company's report
The latest report
Allstate's Q1 2026 results showed a strong performance with revenue reaching $16.94 billion, a 3.0% increase from the prior year, and diluted EPS of $10.65, significantly surpassing estimates of $7.28. The company…
Read full summary
Allstate's Q1 2026 results showed a strong performance with revenue reaching $16.94 billion, a 3.0% increase from the prior year, and diluted EPS of $10.65, significantly surpassing estimates of $7.28. The company experienced robust underwriting income growth and improved operational efficiencies, contributing to net income rising to $2.43 billion from $566 million in Q1 2025.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $10.65
- Segment
- Allstate Protection
- Segment
- Run-off Property-Liability
What stood out
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Revenue Exceeded Estimates
Allstate reported Q1 2026 revenue of $16.94 billion, exceeding estimates by $1.17 billion.
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Significant EPS Growth
Diluted EPS reached $10.65, surpassing consensus estimates of $7.28.
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Strong Net Income Improvement
Net income increased to $2.43 billion, up from $566 million in Q1 2025.
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Improved Underwriting Income
Underwriting income surged to $2.66 billion from $360 million year-on-year.
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Growth in Premiums Written
Total premiums written increased to $14.63 billion, up from $14.30 billion in Q1 2025.
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Lower Catastrophe Losses
Catastrophe losses fell to $1.24 billion, down from $2.20 billion in Q1 2025.
What to watch
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Pressure from Inflation
Ongoing inflation could increase claims costs, impacting profitability.
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Geopolitical Instability
Major global conflicts, such as the Iran war, may disrupt market stability.
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High Combined Ratios in Property-Liability
The combined ratio in the property-liability segment was 82.0%, indicating potential pressure on underwriting margins.
Management's outlook
Management reiterated its focus on improving customer value and adapting to macroeconomic challenges.
Earlier filings 4
10-Q · July 30, 2025
Allstate reported a strong quarter driven by underwriting improvement and a one-time disposition gain: total revenues were $16,633 million and diluted EPS was $7.76 for Q2 2025. Property‑Liability results swung to an…
10-Q · April 30, 2025
Allstate reported quarterly revenue of $16,452 million, up versus the prior-year quarter, but net income and diluted EPS declined materially as underwriting and investment-related losses weighed. Property-Liability…
10-Q · October 30, 2024
Allstate reported a strong quarter: consolidated revenues of $16,627,000,000 for the three months ended September 30, 2024, up from $14,497,000,000 a year earlier, and diluted EPS of $4.33 versus $(0.16) in Q3 2023.…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.