The Allstate Corporation · ALL · Next earnings

The Allstate Corporation reports Wednesday, Nov 4, 2026

ALL reports after market close with consensus EPS at $6.51 and revenue at $15.84B. Last quarter: Allstate Beats EPS by 46% on Strong Underwriting, but Revenue Misses; Shares Drift Lower

Reports After market close45 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $6.51 Calendar consensus
Consensus revenue $15.84B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where ALL left off: FY2026 Q1

Full report

Allstate Beats EPS by 46% on Strong Underwriting, but Revenue Misses; Shares Drift Lower

EPS surprise +45.7% Reported $10.65 vs $7.31
Revenue surprise -2.9% Reported $14.62B vs $15.07B
Stock move +2.3% Event window
Subsequent drift -5.1% Up to 20 sessions

Management did not provide formal forward guidance during the call. The discussion centered on strategic initiatives — market share expansion, AI deployment, and reinsurance — rather than explicit numerical targets.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential regulatory changes in California and New York could affect pricing and profitability.
  • Exposure to catastrophic losses and uncertainty around reserve development.
  • Competitive pricing pressure in auto and homeowners lines.
  • Economic factors such as gasoline prices may affect claim frequency and severity.
  • Reliance on successful AI and technology deployments.

Questions analysts left open

  • How aggressive will pricing be across auto, homeowners, and bundled lines?
  • Trajectory of reserve releases and future profitability margins.
  • Capital allocation priorities between organic growth, acquisitions, and share repurchases.
  • Impact of AI initiatives on expense ratios and workforce.
  • Effect of higher gasoline prices and supply-chain issues on claim frequency and severity.

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Recent ALL quarters

All ALL earnings
+2.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.