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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Erie Indemnity (ERIE) is 6/10.
Erie Indemnity resumed earnings growth in Q1 2026 with operating income up 10% and EPS of $2.88, up 7.9%, as management fee revenue grew 4.2% to approximately $786M. The Exchange's combined ratio broke below 100% at 99.4%, a meaningful improvement from 108.1% a year ago. Growth remained challenged with policies in force declining, but product rollouts including Erie Secure Auto accelerated, and AI and technology modernization began making operational impact under new board leadership.
Scored from Erie Indemnity’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $924M | +13.0% | $2.91 | +37.9% | 18.1% | 16.5% |
| FY2025 Q1 | $989M | +12.3% | $2.65 | +11.3% | 15.3% | 14.0% |
| FY2025 Q2 | $1.06B | +7.0% | $3.34 | +6.7% | 18.8% | 16.5% |
| FY2025 Q3 | $1.07B | +6.7% | $3.47 | +13.4% | 19.7% | 17.1% |
| FY2025 Q4 | $951M | +2.9% | $1.20 | -58.8% | 16.6% | 6.7% |
| FY2026 Q1 | $1.01B | +2.3% | $2.86 | +7.9% | 16.4% | 14.9% |
| FY2026 Q2 | $1.09B | +2.8% | $3.45 | +3.3% | 18.8% | 16.5% |
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