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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Allstate (ALL) is 7/10.
Allstate delivered Q1 revenue of $16.9 billion up 3% with adjusted EPS of $10.65 as the underlying combined ratio improved 2.8 points to 80.3% and the recorded combined ratio reached 82% with underwriting income of $2.7 billion. Earned premiums grew 5.5% reflecting continued rate adequacy across the portfolio. The quarter demonstrated durable underwriting profitability as the benefits of multi-year pricing actions flowed through the book.
Scored from Allstate’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $16.34B | +10.6% | $7.07 | +26.9% | 15.0% | 11.8% |
| FY2025 Q1 | $16.26B | +8.0% | $2.11 | -52.6% | 4.4% | 3.7% |
| FY2025 Q2 | $16.55B | +5.9% | $7.76 | +586.7% | 16.3% | 12.7% |
| FY2025 Q3 |
| $17.06B |
| +3.4% |
| $13.95 |
| +222.2% |
| 28.2% |
| 22.0% |
| FY2025 Q4 | $16.59B | +1.5% | $14.37 | +103.3% | 29.6% | 23.1% |
| FY2026 Q1 | $16.94B | +4.2% | $9.25 | +337.7% | 18.9% | 14.5% |
| FY2026 Q2 | $18.60B | +12.4% | $12.51 | +61.2% | 22.3% | 17.6% |