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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Progressive Corporation (PGR) is 7/10.
Progressive delivered 8.7% revenue growth with extraordinary profitability, maintaining personal auto combined ratios below 90 in nine of the last ten quarters. The company captured 1.9 points of personal auto market share in 2025, reaching 18.6%, and set a Q1 record for media spending — up 20% year-over-year — to sustain its growth trajectory. Management identified the Robinson homeowner segment as a $40-50 billion top-line opportunity and announced a deep dive on Property growth for Q2, while monitoring potential macro headwinds from elevated fuel prices and tariff-driven parts cost inflation.
Scored from Progressive Corporation’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 | $20.27B | +20.0% | $4.01 | +19.0% | 14.6% | 11.6% |
| FY2025 Q1 | $20.40B | +18.4% | $4.37 | +10.9% | 15.9% | 12.6% |
| FY2025 Q2 | $22.00B | +21.3% | $5.40 | +117.7% | 18.1% | 14.4% |
| FY2025 Q3 | $22.51B | +14.2% | $4.45 | +12.1% | 14.8% | 11.6% |
| FY2025 Q4 | $22.74B | +12.2% | $5.02 | +25.2% | 16.2% | 13.0% |
| FY2026 Q1 | $22.18B | +8.7% | $4.80 | +9.8% | 16.1% | 12.7% |
| FY2026 Q2 | $23.62B | +7.4% | $5.67 | +5.0% | 17.8% | 14.0% |