XNYS · Financials · Insurance - Property & Casualty
Progressive underwrites private and commercial auto insurance and specialty lines; it has almost 27 million personal auto policies in force and is one of the largest auto insurers in the United States. Progressive markets its policies through independent insurance agencies in the US and Canada and directly via the internet and telephone. Its premiums are split between the agent and the direct channel. The company also offers commercial auto policies and entered homeowners insurance through an acquisition in 2015.
Progressive posted a solid underwriting result, beating EPS by **$0.27** on roughly flat revenue, with $4.1B of operating income and a **12.9%** margin showing discipline more than top-line momentum. The planned retirement of Personal Lines President Patrick Callahan is a manageable leadership change, not a growth catalyst.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-15 | Q2 2026 | 4.59 | 4.86 | +5.88% | $21.57B | ✅ Beat | -0.69% | — | — |
| 2026-04-15 | Q1 2026 | 4.82 | 4.96 | +2.90% | $20.97B | ✅ Beat | +1.02% | +0.74% | -0.75% |
| 2026-01-28 |
| Q4 2025 |
| 4.44 |
| 4.67 |
| +5.18% |
| $21.09B |
| ✅ Beat |
| -0.10% |
| -3.38% |
| +0.43% |
| 2025-10-15 | Q3 2025 | 5.03 | 4.06 | -19.28% | $20.85B | ❌ Miss | — | — | — |
| 2025-07-16 | Q2 2025 | 4.29 | 4.88 | +13.75% | $20.31B | ✅ Beat | — | — | — |
| 2025-04-16 | Q1 2025 | 4.81 | 4.66 | -3.12% | $19.41B | ❌ Miss | — | — | — |
| 2025-01-29 | Q4 2024 | 3.56 | 4.08 | +14.61% | $19.14B | ✅ Beat | — | — | — |
| 2024-10-15 | Q3 2024 | 3.61 | 3.58 | -0.83% | $18.30B | ❌ Miss | — | — | — |
Showing last 8 quarters.