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Erie Indemnity Company ERIE Q1 2026 earnings

Reported April 23, 2026 · After market close

Revenue$1.0BMiss by $76.2M
EPS$2.88Miss by $0.18
Revenue estimate$1.1B
EPS estimate$3.06

Next report

Jul 30, 2026 (Today)
Revenue estimate$1.1B
EPS estimate$3.35

Financials

Q1 2026

Income statement

See full
Revenue$1.0B+2.3%
Operating income$166.8M+10.2%
Net income$150.5M+8.7%
EPS (diluted)$2.88+8.7%

Balance sheet

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Cash & equivalents$268.6M+3.2%
Total equity$2.4B+13.8%
Total assets$3.4B+13.8%

Cash flow

See full
Operating cash flow$91.9M-22.2%
CapEx$37.4M+26.1%
Free cash flow$54.5M-38.4%

Valuation & ratios

Valuation

as of 07/29/26
See full
Market cap$12.68B-31.8%
P/E22.2×-7.6×
P/S3.1×-1.6×

Profitability

See full
Operating margin17.9%+0.3pp
Net margin14%-1.8pp
FCF margin13.1%+0.1pp

Returns & leverage

See full
Return on equity25.8%-6.5pp
Current ratio1.3×-0.1×

Segments

By product

See full
Management fee revenue - policy issuance and renewal services$786.4M+4.2%
Administrative services reimbursement revenue$200.1M-4.8%
Management fee revenue - administrative services$19.5M+10.4%
Service agreement revenue$5.9M-7.6%

By segment

See full
Management Operations$1.0B+2.3%

Versus estimates

Revenue

Q1 2026$1.0BMiss by $76.2M
Q4 2025$951.0MMiss by $24.5MQ3 2025$1.3BBeat by $328.5MQ2 2025$1.1BMiss by $27.7MQ1 2025$989.4MBeat by $2.9MQ4 2024$338.7MMiss by $586.4M

Diluted EPS

Q1 2026$2.88Miss by $0.18
Q4 2025-$0.33Miss by $1.92Q3 2025$3.50Beat by $0.13Q2 2025$3.34Miss by $0.14Q1 2025$2.65Miss by $0.45Q4 2024$2.91Beat by $0.15

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Questions, answered.

When did Erie Indemnity Company report Q1 2026 earnings?
Erie Indemnity Company (ERIE) reported Q1 2026 earnings on April 23, 2026 after market close.
What were Erie Indemnity Company's Q1 2026 revenue and EPS?
Erie Indemnity Company reported revenue of $1.0B and eps of $2.88 for Q1 2026.
Did Erie Indemnity Company beat estimates in Q1 2026?
Revenue missed the consensus estimate of $1.1B by $76.2M. EPS missed the consensus estimate of $3.06 by $0.18.
How did Erie Indemnity Company's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.3% from $989.4M a year earlier and eps grew 8.7% from $2.65.
Where can I find Erie Indemnity Company's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-026857) and the 10-Q periodic report (0001628280-26-026866) directly on SEC EDGAR. The filing index links above go to sec.gov.