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Jun 30, 2025
Allstate Q2 2025 Earnings Report
Allstate posted strong results in Q2 2025 with a surge in net income and solid underwriting performance.
Key Takeaways
Allstate reported robust second quarter earnings, driven by a $890 million gain on disposition and significantly improved underwriting income, particularly in the auto segment. Despite catastrophe losses, the company showed strength in adjusted EPS and maintained premium growth.
Revenue by Segment
Forward Guidance
Allstate remains focused on maintaining strong underwriting discipline and strategic deployment of capital, while managing volatility from catastrophe events.
Positive Outlook
- Strong underwriting performance, especially in auto segment
- High adjusted EPS of $5.94
- Substantial gain from business disposition ($890M)
- Continued growth in premiums written
- Improved underlying combined ratio of 79.5%
Challenges Ahead
- Catastrophe losses remained elevated at $1.99B
- Homeowners combined ratio over 100%
- Decline in health & benefits segment revenue YoY
- Reduced investment gains from derivatives
- Arity reported a net loss of $8M
Historical Earnings Impact
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Avg. Return Before/After Earnings
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