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Ally Financial ALLY Insurance operations — Revenue from contracts with customers

Other segment segments

Automotive Finance operations
$1.41B-1.6%
Corporate Finance operations
$142M-4.1%

Similar metrics at other companies

Berkshire Hathaway logo
BRK.AInsurance Corporate And Other — Revenue Not From Contract With Customer
$26.46B+0.3%
Old National Bancorp logo
ONBInsurance — Noninterest Income
$13.11M+9.4%
W.R. Berkley logo
WRBInsurance — Revenue
$3.07B+5.7%
Reinsurance Group of America logo
RGAInsurance, Other — Revenue
$2.25B+86.2%
UMB Financial logo
UMBFInsurance Fees And Commissions — Revenue
$255K+43.3%
Markel logo
MKLInsurance — Services and other revenues
$0

Other financials

Income statement

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Revenue$2.1B+36.4%
Net income$319.0M+242%
EPS (diluted)$0.93+213%

Balance sheet

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Cash & equivalents$11.2B-1.6%
Total debt$22.8B+26.9%
Total equity$15.6B+9.7%
Total assets$197.27B+2.0%

Cash flow

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Operating cash flow$1.4B+45.9%
CapEx-
Free cash flow$1.1B-2.9%

Valuation

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Market cap$13.94B+7.8%
Enterprise value$25.47B+33.3%
P/E10×-33.1×
P/S1.7×0.0×

Profitability

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Net margin16.5%+12.6pp
FCF margin55.3%

Returns & leverage

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Return on equity9.4%+7.2pp
Debt / equity1.5×+0.2×

Where this comes from

Reported directly by Ally Financial in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Ally Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Ally Financial's insurance operations — revenue from contracts with customers?
Ally Financial (ALLY) reported insurance operations — revenue from contracts with customers of $378M in Q1 2026.
How has Ally Financial's insurance operations — revenue from contracts with customers changed year-over-year?
Ally Financial's insurance operations — revenue from contracts with customers decreased by 4.1% year-over-year, from $394M to $378M.
What is the long-term trend for Ally Financial's insurance operations — revenue from contracts with customers?
Over 4 years (2021 to 2025), Ally Financial's insurance operations — revenue from contracts with customers has grown at a 5.3% compound annual growth rate (CAGR), from $1.4B to $1.73B.
What does insurance operations — revenue from contracts with customers mean?
Total income earned from providing insurance services to customers.
How do you interpret insurance operations — revenue from contracts with customers?
An increase indicates higher policy sales or improved pricing power, while a decrease suggests declining market share or competitive pressure.
How does insurance operations — revenue from contracts with customers compare across companies?
Standard revenue line item for insurance segments across financial services firms.