ALL · Earnings call · 2026Q2T · Full report
Revenue Performance and Mix
ALLSTATE CORP · 2026-08-05 · Importance 54 · Surprise 40 · In source text
Second-quarter total revenue increased 11.8% year over year to $18.6 billion. Net premiums written rose 2.6%, supported by continued growth in auto and homeowners insurance, while issued applications increased 9.9%. Net premiums earned in Property-Liability increased 4% to $14.9 billion, driven by premium growth in both auto and homeowners insurance. Protection Services contributed $3.4 billion of trailing-12-month revenue and had 177 million policies in force.
Key facts
- Protection Services has 177 million policies in force contributing $3.4 billion to the top line and generating over $200 million in adjusted net income in the last 12 months.
- Total revenues: $18.6 billion, up 11.8% from the second quarter of 2025.
- Net premiums earned in Property-Liability increased 4% to $14.9 billion.
- Net premiums written increased 2.6%.
- Annualized premium per auto policy in the second quarter was $1,486, down slightly from the second quarter of 2025.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +22.0% | Protection Services has 177 million policies in force contributing $3.4 billion to the top line and generating over $200 million in… |
| net_income | positive | realized | — | Protection Services has 177 million policies in force contributing $3.4 billion to the top line and generating over $200 million in… |