
• Reported GAAP EPS of $9.36 up 339.44% YoY • Reported revenue of $16.94B up 2.97% YoY
Bullish
Allstate reported strong Q1 2026 underwriting results with an improved combined ratio and increased underwriting income. The company also saw significant growth in policies in force and earned premiums.
Bearish
Allstate experienced a negative total return on its investment portfolio and higher net losses. Unrealized net capital losses also rose, while Arity revenue declined, increasing its net loss.