ALL · 8-K · 20260805PR000117

Revenue Performance and Mix

ALLSTATE CORP · 2026-08-05 · Importance 47 · Surprise 22 · From source text

Second-quarter 2026 consolidated revenues were $18.596 billion, up 11.8% from $16.633 billion in the prior-year quarter. Property and casualty insurance premiums rose to $15.670 billion from $15.041 billion, while net investment income increased $255 million to $1.009 billion. Net gains on investments and derivatives were $1.055 billion, compared with a $144 million loss in the prior-year quarter. Protection Services revenue increased 7.8% to $935 million, led by Protection Plans revenue growth of 9.2% to $615 million and Roadside growth of 17.9% to $66 million.

Key facts

• Total revenues of $18.6 billion in the second quarter of 2026 were $2.0 billion or 11.8% higher than the prior year quarter. source
• Net income applicable to common shareholders was $3.2 billion in the second quarter of 2026, compared to $2.1 billion in the prior year quarter. source
• Adjusted net income was $2.3 billion, or $8.99 per diluted share, in the second quarter of 2026. source
• Consolidated revenues for the three months ended June 30, 2026 were $18,596 million and for the six months ended June 30, 2026 were $35,537 million. source
• Net income applicable to common shareholders for the three months ended June 30, 2026 was $3,241 million and for the six months ended June 30, 2026 was $5,669 million. source
• Property and casualty insurance premiums for the three months ended June 30, 2026 were $15,670 million and accident and health insurance premiums and contract charges were $134 million. source
• Net income for the three months ended June 30, 2026 was $3,271 million and net income applicable to common shareholders was $3,241 million after preferred stock dividends of $30 million. source
• Total costs and expenses were $14,454 million for the three months ended June 30, 2026. source

Impact estimates