Sign In
Buy ALL
Allstate (The) Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $7.31 |
| EPS actual | $10.65 |
| EPS Surprise | 45.69% |
| Revenue estimate | 15.066B |
| Revenue actual | 14.625B |
| Revenue Surprise | -2.93% |
| Release date | Feb 04, 2026 |
| EPS estimate | $9.83 |
| EPS actual | $14.31 |
| EPS Surprise | 45.57% |
| Revenue estimate | 14.527B |
| Revenue actual | 14.572B |
| Revenue Surprise | 0.310% |
| Release date | Nov 05, 2025 |
| EPS estimate | $7.67 |
| EPS actual | $11.17 |
| EPS Surprise | 45.63% |
| Revenue estimate | 15.685B |
| Revenue actual | 17.061B |
| Revenue Surprise | 8.77% |
| Release date | Jul 30, 2025 |
| EPS estimate | $3.25 |
| EPS actual | $5.94 |
| EPS Surprise | 82.77% |
| Revenue estimate | 15.208B |
| Revenue actual | 16.62B |
| Revenue Surprise | 9.29% |
Last 4 Quarters for Allstate (The)
Below you can see how ALL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $192.28 |
| EPS estimate | $3.25 |
| EPS actual | $5.94 |
| EPS surprise | 82.77% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $193.94 |
| Jul 25, 2025 | $195.70 |
| Jul 28, 2025 | $192.00 |
| Jul 29, 2025 | $193.90 |
| Jul 30, 2025 | $192.28 |
| Jul 31, 2025 | $203.25 |
| Aug 01, 2025 | $199.77 |
| Aug 04, 2025 | $203.03 |
| Aug 05, 2025 | $205.55 |
| 4 days before | -0.86% |
| 4 days after | 6.90% |
| On release day | 5.71% |
| Change in period | 5.99% |
| Release date | Nov 05, 2025 |
| Price on release | $194.75 |
| EPS estimate | $7.67 |
| EPS actual | $11.17 |
| EPS surprise | 45.63% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $191.88 |
| Oct 31, 2025 | $191.52 |
| Nov 03, 2025 | $191.25 |
| Nov 04, 2025 | $195.26 |
| Nov 05, 2025 | $194.75 |
| Nov 06, 2025 | $198.01 |
| Nov 07, 2025 | $202.29 |
| Nov 10, 2025 | $203.84 |
| Nov 11, 2025 | $207.36 |
| 4 days before | 1.50% |
| 4 days after | 6.47% |
| On release day | 1.67% |
| Change in period | 8.07% |
| Release date | Feb 04, 2026 |
| Price on release | $207.12 |
| EPS estimate | $9.83 |
| EPS actual | $14.31 |
| EPS surprise | 45.57% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $198.39 |
| Jan 30, 2026 | $198.99 |
| Feb 02, 2026 | $200.76 |
| Feb 03, 2026 | $201.77 |
| Feb 04, 2026 | $207.12 |
| Feb 05, 2026 | $215.19 |
| Feb 06, 2026 | $207.55 |
| Feb 09, 2026 | $199.94 |
| Feb 10, 2026 | $201.15 |
| 4 days before | 4.40% |
| 4 days after | -2.88% |
| On release day | 3.90% |
| Change in period | 1.39% |
| Release date | Apr 29, 2026 |
| Price on release | $212.33 |
| EPS estimate | $7.31 |
| EPS actual | $10.65 |
| EPS surprise | 45.69% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $216.56 |
| Apr 24, 2026 | $212.88 |
| Apr 27, 2026 | $214.20 |
| Apr 28, 2026 | $216.40 |
| Apr 29, 2026 | $212.33 |
| Apr 30, 2026 | $217.26 |
| May 01, 2026 | $216.59 |
| May 04, 2026 | $219.87 |
| May 05, 2026 | $218.51 |
| 4 days before | -1.95% |
| 4 days after | 2.91% |
| On release day | 2.32% |
| Change in period | 0.90% |
Allstate (The) Earnings Call Transcript Summary of Q1 2026
Allstate reported a strong Q1 2026 driven by property-liability underwriting strength, reserve releases and higher investment income. Key financials: total revenue $16.9B (+3% YoY), investment income $938M (+9.8%), adjusted net income $2.8B ($10.65/sh), reported P&C combined ratio 82.0% (underlying 80.3%), net income ROE (last 12 months) ~48.4%. Policies in force grew ~2.3% (auto +2.6%, homeowners +2.5%) with market share gains across many states—auto share rose in 29 states and homeowners in 41 states. Prior‑year reserve development was materially favorable (most concentrated in 2023–2024), improving reported combined ratios for those years. Management emphasized a multi‑lever growth model (pricing, analytics, product breadth, distribution and claims/expense efficiency) rather than price cuts alone, and highlighted ongoing investments in an AI ecosystem (ALLIE) aimed at both cost efficiency (generative AI) and higher‑value real‑time decisioning (agentic AI). Protection Services revenue grew ~7% and SquareTrade continues to scale. Investment portfolio growth and active management drove the higher investment income; book value of invested assets rose ~24% year‑over‑year. Capital deployment remains shareholder‑friendly: completed prior $1.5B repurchase program, launched a new $4B authorization (~$3.6B remaining), and returned $881M to shareholders in the quarter. Management reiterated disciplined state‑by‑state pricing and underwriting oversight, and expects to continue profitable growth while selectively leaning into share where returns can be maintained.
