Allstate's earnings call showed strong revenue growth, significant increases in policies in force, and robust performance in both personal property-liability and protection services segments. However, challenges remain in the form of catastrophe losses in the homeowners segment and market-specific issues in New York and New Jersey. Overall, the highlights significantly outweigh the lowlights, indicating a positive outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, Allstate reported revenues of $16.6 billion, reflecting a 5.8% increase from the same period in 2024. The company achieved a net income of $2.1 billion and an adjusted net income of $1.6 billion, which translates to $5.94 per diluted share. The adjusted net income return on equity was 28.6% over the trailing 12 months. Total policies in force grew by $208 million, a 4.2% increase from the previous year, largely driven by the Allstate Protection Plans segment. Furthermore, personal property-liability policies in force rose by 0.8 points. The company's investment portfolio, valued at $77 billion, generated an investment income of $754 million for the quarter, resulting in a total return of 1.4% for the quarter and 5.4% over the past year. Allstate's transformative growth strategy, which includes expanding customer access and improving customer value, has led to a significant increase in new business, with nearly 10.8 million policies added in the last 12 months. The company has successfully rolled out new auto insurance products across 40 states and expanded its homeowners insurance offerings to 16 states.

Record Revenue Growth

Revenues reached $16.6 billion, a 5.8% increase compared to the second quarter of 2024.

Significant Increase in Policies In Force

Total policies in force increased by $208 million, a 4.2% growth over the prior year, led by Allstate Protection Plans.

Strong Net Income and Shareholder Value

Net income was $2.1 billion with an adjusted net income of $1.6 billion, translating to $5.94 per diluted share. The adjusted net income return on equity was 28.6%.

Personal Property-Liability New Business Surge

New business in personal property-liability increased by 21% in the second quarter.

Robust Growth in Protection Services

Revenues in the Protection Services segment were $867 million, with a 16.6% increase over the prior year quarter.

Proactive Investment Portfolio Management

Investment income was $754 million in the quarter with a total return of 1.4% for the quarter and 5.4% over the last 12 months.

Allstate (ALL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	4.70 / -	3.91	―	―	―
Jul 30, 2025	2025 (Q2)	3.25 / 5.94	1.61	268.94% (+4.33)
Apr 30, 2025	2025 (Q1)	2.52 / 3.53	5.13	-31.19% (-1.60)
Feb 05, 2025	2024 (Q4)	6.27 / 7.67	5.82	31.79% (+1.85)
Oct 30, 2024	2024 (Q3)	2.38 / 3.91	0.81	382.72% (+3.10)
Jul 31, 2024	2024 (Q2)	0.28 / 1.61	-4.42	136.43% (+6.03)
May 01, 2024	2024 (Q1)	3.93 / 5.13	-1.3	494.62% (+6.43)
Feb 07, 2024	2023 (Q4)	3.94 / 5.82	-1.36	527.94% (+7.18)
Nov 01, 2023	2023 (Q3)	0.45 / 0.81	-1.56	151.92% (+2.37)
Aug 01, 2023	2023 (Q2)	-4.17 / -4.42	-0.76	-481.58% (-3.66)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$192.28	$203.25	+5.71%
Apr 30, 2025	$197.44	$196.29	-0.58%
Feb 05, 2025	$191.12	$190.01	-0.58%
Oct 30, 2024	$186.76	$183.88	-1.54%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Allstate Corporation (ALL) report earnings?

Allstate Corporation (ALL) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Allstate Corporation (ALL) earnings time?

Allstate Corporation (ALL) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALL EPS forecast?

ALL EPS forecast for the fiscal quarter 2025 (Q3) is 4.7.

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