ALL · 8-K · 20260805PR000117

Protection Services Performance

ALLSTATE CORP · 2026-08-05 · Importance 48 · Surprise 40

Protection Services revenue increased 7.8% year over year to $935 million, primarily due to continued Protection Plans growth. Protection Services adjusted net income declined $7 million to $53 million because of higher Protection Plans claim costs. Protection Plans revenue rose 9.2% to $615 million, but adjusted net income fell $9 million to $42 million because of lower major-appliance margins. Arity revenue increased 13.6% to $67 million from higher lead-generation advertising sales, while its adjusted net loss improved to $7 million from $8 million.

Key facts

• Protection Services revenues increased to $935 million in the second quarter of 2026, 7.8% higher than the prior year quarter. source
• Protection Services adjusted net income was $53 million in the second quarter of 2026, a decrease of $7 million compared to the prior year quarter. source
• Dealer Services generated revenue of $147 million in the quarter and adjusted net income was $3 million compared to $4 million in the prior year quarter. source
• Identity Protection revenue was $40 million in the second quarter of 2026, down 2.4% versus prior year; adjusted net income was $2 million, in line with prior year quarter. source