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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.
Calendar quarter Q1 2026Earnings call Apr 24, 2026
FY2026 Q1 in brief
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…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +2.29% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Erie Indemnity (ERIE), FY2026 Q1: 6/10. Scores: Erie Indemnity’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ERIE daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| 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 Q1Selected | $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).
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 signal 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% |