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Jun 30, 2020

Allstate Q2 2020 Earnings Report

Allstate demonstrated resilience and adaptability, delivering strong financial results amidst the coronavirus pandemic.

Key Takeaways

Allstate reported excellent financial results for Q2 2020, with revenues of $11.2 billion and net income of $1.2 billion. The Property-Liability combined ratio was 89.8, offsetting the negative impact of the pandemic on investment income and life mortality. Allstate Protection Plans' adjusted net income increased significantly, and shareholders benefited from a 17.9% adjusted net income return on equity.

Total revenue increased by 0.5% to $11.2 billion, driven by net realized capital gains and growth in Property-Liability insurance premiums.

Net income applicable to common shareholders was $1.22 billion, or $3.86 per diluted share, due to increased underwriting income and higher net realized capital gains.

The Property-Liability combined ratio was 89.8, with underwriting income increasing by $537 million compared to the prior year quarter.

Allstate Protection Plans experienced rapid growth, with policies in force increasing 43% from the prior year.

Total Revenue
$9.64B
Previous year: $9.39B
+2.6%
EPS
$2.46
Previous year: $2.18
+12.8%
Property-Liability Combined Ratio
89.8%
Previous year: 95.8%
-6.3%
Gross Profit
$9.75B
Previous year: $9.76B
-0.2%
Cash and Equivalents
$481M
Previous year: $599M
-19.7%
Free Cash Flow
$1.75B
Previous year: $1.26B
+39.3%
Total Assets
$121B
Previous year: $118B
+2.4%

Allstate

Allstate

Forward Guidance

Allstate's strong capital position and earnings power enable investments in profitable growth and provide ongoing cash returns to shareholders. The acquisition of National General Holdings Corp. will enhance Allstate's strategic position in the independent agent channel and will not impact the $3 billion share repurchase program.

Positive Outlook

  • Investments in profitable growth
  • Ongoing cash returns to shareholders
  • Enhanced strategic position in the independent agent channel
  • Share repurchase program completion by the end of 2021
  • Strong capital position and earnings power