| ALL |
Report |
Adjusted EPS |
BEAT |
pred ~$5.35 vs. cons $5.01 |
MEDIUM |
| ALL |
Report |
Total revenue |
BEAT |
pred ~$17.55bn vs. cons $17.18bn |
MEDIUM |
| ALL |
Report |
Underlying Property-Liability combined ratio |
BEAT |
pred ~82.5 vs. cons 84.0 |
MEDIUM |
| ALL |
Guide |
FY2026 underlying Property-Liability combined-ratio commentary |
BETTER |
guide ~83.5 vs. cons 84.5 (FY2026) |
LOW |
| ALL |
Guide |
Allstate Protection policy-in-force growth commentary |
BETTER |
guide ~3.0% vs. cons 2.5% (FY2026) |
MEDIUM |
| ALL |
Guide |
FY2026 capital return / repurchase pacing commentary |
UNCHANGED |
guide ~$3.5bn vs. cons $3.5bn (FY2026) |
LOW |
| ALL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| ALL |
Return |
5-day cumulative residual |
+3.4% (FOLLOW-THROUGH) |
~$5.35 Q2 EPS versus $5.01 consensus and an ~82.5 underlying combined ratio versus 84.0 support upward FY2026 earnings revisions; ~3.0% policy growth versus 2.5% consensus makes the beat more durable than a reserve-only or catastrophe-timing benefit. |
MEDIUM |