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Jun 30, 2024

Allstate Q2 2024 Earnings Report

Allstate's Q2 2024 results were driven by strong operational execution, leading to improved underlying performance and profitability.

Key Takeaways

Allstate reported strong Q2 2024 results with revenues growing by 12% to $15.7 billion, driven by increased insurance premiums and higher investment income. Net income applicable to common shareholders was $301 million, with an adjusted net income of $1.61 per diluted common share. The Property-Liability profit improvement plan progressed, resulting in an underlying combined ratio of 85.3.

Total revenues increased by 12% year-over-year to $15.7 billion, driven by higher Property-Liability earned premiums and increased investment income.

Net income applicable to common shareholders was $301 million, a significant improvement compared to a net loss of $1.4 billion in the prior year quarter.

The Property-Liability combined ratio was 101.1, with an underlying combined ratio of 85.3, reflecting improvements in underwriting results and operating efficiencies.

National General's policies in force increased by 12% year-over-year, becoming one of the largest personal lines insurers serving the independent agent channel.

Total Revenue
$15.7B
Previous year: $12.6B
+24.5%
EPS
$1.61
Previous year: -$4.42
-136.4%
Gross Profit
$15.7B
Previous year: $14B
+12.4%
Cash and Equivalents
$599M
Previous year: $699M
-14.3%
Free Cash Flow
$2.3B
Previous year: $1.11B
+108.0%
Total Assets
$99.6B
Previous year: $101B
-0.9%

Allstate

Allstate

Forward Guidance

Allstate is focused on executing its profit improvement plan and accelerating its Transformative Growth strategy. The company has strong financial flexibility, liquidity, and capital resources to support these initiatives.

Positive Outlook

  • Profitability improvement plan execution.
  • Acceleration of Transformative Growth strategy.
  • Strong financial condition and capital position.
  • Sale of the Health and Benefits business is progressing.
  • Financial flexibility to continue to accelerate Transformative Growth.

Challenges Ahead

  • Forward-looking statements are subject to uncertainty.
  • Actual results could differ materially from expectations if estimates are inaccurate.
  • Risks and uncertainties could impact future performance.
  • External factors may influence results.
  • Future performance depends on successful execution of plans.