Latest Earnings Results: Q2 '26
Estimated EPS
$4.64
Reported EPS
$4.64
Surprise
+0.02%
Estimated Rev
$19.49B
Reported Rev
$21.08B
Surprise
+8.16%
• Reported GAAP EPS of $5.67 up 4.61% YoY • Reported revenue of $23.61B up 7.29% YoY
Bullish Takeaway
The Progressive Corporation delivered strong underwriting profitability above its stated goal, achieved significant growth in policies in force, and realized a double-digit percentage increase in quarterly investment income year-over-year.
Bearish Takeaway
The Progressive Corporation faced margin compression due to increased claims severity and advertising expenses, alongside a decline in customer retention metrics and ongoing class action litigation regarding claims valuation practices.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $3.65 | -- | -- | N/A |
Q2 '26 | $4.64 | $4.64 | 0.02% | BEAT |
Q1 '26 | $4.85 | $4.60 | -5.30% | MISSED |
Q4 '25 | $4.44 | $4.58 | 3.25% | BEAT |
Q3 '25 | $5.04 | $3.95 | -21.70% | MISSED |