Erie Indemnity Company · ERIE · Next earnings

Erie Indemnity Company reports Monday, Feb 22, 2027

ERIE reports after market close with consensus EPS at $2.95 and revenue at $959.0M. Last quarter: Erie pairs resilient demand initiatives with thin underwriting margins

Reports After market close109 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.95 Calendar consensus
Consensus revenue $959.0M Calendar consensus
Report date Feb 22, 2027 Monday, date estimated
Session After market close 109 days away

Where ERIE left off: FY2026 Q3

Full report

Erie pairs resilient demand initiatives with thin underwriting margins

EPS surprise +2.1% Reported $3.48 vs $3.41
Revenue surprise -12.5% Reported $1.07B vs $1.22B
Stock move +5.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management guidance sentiment was maintained; no quantified guidance change was supplied.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated weather activity and catastrophe losses could affect profitability.
  • Competitive market pressure may constrain premium growth.
  • Retention pressure and a combined ratio above 100% indicate limited underwriting cushion.

Questions analysts left open

  • Catastrophe losses could continue to pressure profitability.
  • Competitive pricing is limiting premium growth.
  • Retention slipped to 87.5% and the combined ratio remains above 100.

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Recent ERIE quarters

All ERIE earnings
+5.3%FY2026 Q3+3.6%FY2026 Q2-6.1%FY2026 Q1-2.6%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.