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Jun 30, 2022

Allstate Q2 2022 Earnings Report

Allstate's profitability was impacted by rising claim repair costs and prior year loss reserve development.

Key Takeaways

Allstate reported a net loss of $1.04 billion and an adjusted net loss of $209 million for Q2 2022, driven by rising claim repair costs, upward prior year loss reserve development, equity valuation declines, and losses on fixed income sales. The company is accelerating insurance price increases, implementing underwriting restrictions, and reducing advertising spend to improve profitability.

Total revenues decreased 3.4% to $12.2 billion due to net losses on investments and derivatives and lower net investment income.

Net loss applicable to common shareholders was $1.04 billion, compared to income of $1.60 billion in the prior year quarter.

Adjusted net loss was $209 million, or $(0.76) per diluted share, compared to adjusted net income of $1.15 billion in the prior year quarter.

Property-Liability earned premium increased 8.6% to $10.9 billion, driven by higher average premiums.

Total Revenue
$11.5B
Previous year: $10.3B
+11.5%
EPS
-$0.76
Previous year: $3.79
-120.1%
Property-Liability Combined Ratio
107.9%
Previous year: 95.7%
+12.7%
Gross Profit
$10.5B
Previous year: $11B
-3.9%
Cash and Equivalents
$766M
Previous year: $656M
+16.8%
Free Cash Flow
$1.58B
Previous year: $1.39B
+13.1%
Total Assets
$96.4B
Previous year: $133B
-27.4%

Allstate

Allstate

Forward Guidance

Allstate is focused on restoring profitability to target levels while continuing to innovate and transform the company. They are accelerating insurance price increases, implementing underwriting restrictions in underperforming states, and reducing advertising spend to improve profitability and slow policy growth.