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Jun 30, 2023

Progressive Q2 2023 Earnings Report

Progressive reported mixed results for Q2 2023, with net income increasing significantly but a combined ratio above 100%.

Key Takeaways

Progressive's Q2 2023 results showed a substantial increase in net income compared to the previous year, alongside growth in net premiums written and earned. However, the combined ratio exceeded 100, indicating underwriting losses.

Net premiums written increased by 18% to $14.72 billion.

Net premiums earned increased by 19% to $14.46 billion.

Net income improved significantly to $345.4 million from a loss of $542.9 million in the same quarter last year.

The combined ratio was 100.4, up from 95.6 in the prior year.

Total Revenue
$14.5B
Previous year: $12.1B
+19.1%
EPS
$0.4
Previous year: $1.08
-63.0%
Underwriting Margin
100.4%
Previous year: 95.6%
+5.0%
Gross Profit
$15.3B
Previous year: $11.5B
+33.3%
Cash and Equivalents
$180M
Previous year: $241M
-25.4%
Free Cash Flow
$2.25B
Previous year: $1.33B
+69.4%
Total Assets
$82.9B
Previous year: $73.1B
+13.5%

Progressive

Progressive

Progressive Revenue by Segment

Forward Guidance

The company's second quarter Investor Relations conference call is scheduled for August 2, 2023, with a focus on loss reserving and cohort pricing.

Revenue & Expenses

Visualization of income flow from segment revenue to net income