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Sentiment · FY2026 Q2
| 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% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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.
What ERIE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“scaled deployment of secure tools, including ChatGPT Enterprise now available across our employee population.”
Erie has scaled OpenAI's ChatGPT Enterprise across its full employee base, a read-through for enterprise adoption of the product in AI workflows like claims and subrogation.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ERIE Erie Indemnity | 6 | +2.3% | |
| ALL Allstate | 7 | +4.2% | |
| CB Chubb Limited | 7 | +9.5% | |
| CINF Cincinnati Financial | 7 | +11.6% | |
| FACO First Acceptance Corporation | 5 | -5.4% | |
| KMPR Kemper Corporation | 2 | -6.8% | |
| L Loews Corporation | 5 | +2.6% | |
| LMND Lemonade, Inc. | 9 | +55.0% | |
| MCY Mercury General Corporation | 8 | +10.5% | |
| PGR Progressive Corporation | 7 | +8.7% | |
| ROOT Root, Inc. | 8 | +12.6% | |
| TRV The Travelers Companies, Inc. | 5 | +1.0% | |
| WRB W. R. Berkley Corporation | 6 | +4.0% |