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Dec 31, 2023

Progressive Q4 2023 Earnings Report

Reported December results and Q4 performance indicating growth in net premiums and a significant increase in net income.

Key Takeaways

Progressive reported a strong Q4 2023, marked by substantial growth in net premiums written and earned, alongside a significant increase in net income. The combined ratio improved, reflecting enhanced underwriting profitability. The company's performance benefited from a decrease in personal auto incurred frequency.

Net premiums written increased by 21% to $15.13 billion compared to Q4 2022.

Net premiums earned rose by 22% to $15.77 billion.

Net income saw a 141% increase, reaching $1.99 billion.

The combined ratio improved to 88.7 from 93.9, indicating better underwriting profitability.

Total Revenue
$15.8B
Previous year: $12.9B
+22.3%
EPS
$2.96
Previous year: $1.5
+97.3%
Underwriting Margin
83.4%
Previous year: 93.3%
-10.6%
Gross Profit
$16.9B
Previous year: $13.5B
+25.4%
Cash and Equivalents
$99.6M
Previous year: $23.5B
-99.6%
Free Cash Flow
$2.36B
Previous year: $883M
+166.8%
Total Assets
$83.6B
Previous year: $75.5B
+10.8%

Progressive

Progressive

Progressive Revenue by Segment

Revenue & Expenses

Visualization of income flow from segment revenue to net income