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Erie Indemnity Company ERIE Q4 2025 Annual earnings

Reported February 23, 2026 · After market close

Revenue$951.0MMiss by $24.5M
EPS-$0.33Miss by $1.92
Revenue estimate$975.6M
EPS estimate$1.59

Next report

Oct 29, 2026 (In 3 weeks)
Revenue estimate$1.1B
EPS estimate$3.41

Financials

Q4 2025

Income statement

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Revenue$951.0M+2.9%
Operating income$157.7M-5.7%
Net income$63.4M-58.3%
EPS (diluted)$1.21-58.4%

Balance sheet

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Cash & equivalents$345.9M+15.9%
Total equity$2.3B+14.9%
Total assets$3.4B+16.2%

Cash flow

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Operating cash flow$171.6M-11.3%
CapEx$30.8M-34.0%
Free cash flow$140.8M-4.1%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$14.99B-30.5%
P/E26.8×-9.1×
P/S3.7×-2.0×

Profitability

See full
Operating margin17.6%-0.2pp
Net margin13.8%-2.1pp
FCF margin14%+1.2pp

Returns & leverage

See full
Return on equity26.2%-6.7pp
Current ratio1.3×-0.2×

Segments

By product

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Management fee revenue - policy issuance and renewal services$727.6M+4.2%
Administrative services reimbursement revenue$198.0M-2.0%
Management fee revenue - administrative services$19.3M+12.0%
Service agreement revenue$6.1M-7.1%

By segment

See full
Management Operations$951.0M+2.9%

FAQ

When did Erie Indemnity Company report Q4 2025 earnings?
Erie Indemnity Company (ERIE) reported Q4 2025 earnings on February 23, 2026 after market close.
What were Erie Indemnity Company's Q4 2025 revenue and EPS?
Erie Indemnity Company reported revenue of $951.0M and eps of $-0.33 for Q4 2025.
Did Erie Indemnity Company beat estimates in Q4 2025?
Revenue missed the consensus estimate of $975.6M by $24.5M. EPS missed the consensus estimate of $1.59 by $1.92.
How did Erie Indemnity Company's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 180.8% from $338.7M a year earlier.
Where can I find Erie Indemnity Company's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001628280-26-010105) and the 10-K periodic report (0001628280-26-010666) directly on SEC EDGAR. The filing index links above go to sec.gov.