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Allstate ALL Q4 2025 Annual earnings

Reported February 4, 2026 · After market close

Revenue$14.6BBeat by $45.0MDiluted EPS$14.31Beat by $4.48
Revenue estimate$14.5B
EPS estimate$9.83

Next report

Jul 29, 2026 (in a month)
Revenue estimate$15.5B
EPS estimate$5.11

Financials

Q4 2025

Income statement

See full
Revenue$17.3B+5.1%
Net income$3.8B+100%
EPS (diluted)$14.37+103%

Balance sheet

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Cash & equivalents$678.0M-3.7%
Total debt$7.7B-7.8%
Total equity$30.6B+42.8%
Total assets$119.76B+7.3%

Cash flow

See full
Operating cash flow$3.0B+75.3%
CapEx$89.0M+78.0%
Free cash flow$2.9B+75.2%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$54.47B+6.7%
Enterprise value$61.47B+4.8%
P/E5.3×-5.7×
P/S0.8×0.0×

Profitability

See full
Net margin15.1%+7.9pp
FCF margin14.6%+1.0pp

Returns & leverage

See full
Return on equity39.4%+15.7pp
Debt / equity0.3×-0.1×

Segments

By segment

See full
Protection Services$920.0M+5.6%
Corporate$16.0M-62.8%

Versus estimates

Revenue

Q1 2026$14.6BMiss by $615.6M
Q4 2025$14.6BBeat by $45.0M
Q3 2025$17.1BBeat by $1.4BQ2 2025$16.6BBeat by $1.4BQ1 2025$16.5BBeat by $2.4BQ4 2024$16.5BBeat by $2.8B

Diluted EPS

Q1 2026$10.65Beat by $3.34
Q4 2025$14.31Beat by $4.48
Q3 2025$11.17Beat by $3.50Q2 2025$5.94Beat by $2.69Q1 2025$3.53Beat by $1.01Q4 2024$7.67Beat by $2.27

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Questions, answered.

When did Allstate report Q4 2025 earnings?
Allstate (ALL) reported Q4 2025 earnings on February 4, 2026 after market close.
What were Allstate's Q4 2025 revenue and EPS?
Allstate reported revenue of $14.6B and diluted EPS of $14.31 for Q4 2025.
Did Allstate beat estimates in Q4 2025?
Revenue beat the consensus estimate of $14.5B by $45.0M. EPS beat the consensus estimate of $9.83 by $4.48.
How did Allstate's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 11.7% from $16.5B a year earlier and diluted EPS grew 86.6% from $7.67.
Where can I find Allstate's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000899051-26-000013) and the 10-K periodic report (0000899051-26-000031) directly on SEC EDGAR. The filing index links above go to sec.gov.