ALL · 8-K · 20260805PR000117

Protection Services Growth

ALLSTATE CORP · 2026-08-05 · Importance 54 · Surprise 40

Protection Services revenue increased 7.8% year over year to $935 million, primarily due to continued Protection Plans growth. Protection Plans revenue rose 9.2% to $615 million, driven by strong international and domestic growth, while the business continued expanding distribution relationships and product offerings. Roadside revenue increased 17.9% to $66 million, reflecting greater bundling and new partnerships. Arity revenue increased 13.6% to $67 million, driven by higher lead-generation advertising sales.

Key facts

• Protection Plans revenue was $615 million in the quarter, up $52 million or 9.2% versus prior year; adjusted net income for Protection Plans was $42 million, down $9 million versus prior year quarter. source
• Roadside revenue was $66 million in the second quarter of 2026, a 17.9% increase from the prior year quarter; Roadside adjusted net income was $13 million, $2 million higher than the prior year quarter. source
• Arity revenue was $67 million in the quarter, up 13.6% versus prior year, and adjusted net loss was $7 million compared to a loss of $8 million in the prior year quarter. source