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Allstate quarterly revenue edges up 0.5% to $17.35 billion

Allstate's revenue growth has nearly stalled. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Nov 4, 2026.

Octans ResearchPublished

Snapshot

Allstate's revenue growth has nearly stalled: revenue rose just 0.5% to $17.35 billion in the quarter ended September 30, 2026, from $17.26 billion a year earlier, after 11.8% year over year growth the quarter before.

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as of 16:00 ET · Realtime derived data

What We Know

Revenue for the quarter ended September 30, 2026 was $17.35 billion, versus $17.26 billion in the same quarter a year earlier, up 0.5%.

Bar chart: Allstate: revenue, last eight quarters. US$ billions by fiscal quarter end, as of Nov 4, 2026. Dec 2024 16.51; Mar 2025 16.45; Jun 2025 16.63; Sep 2025 17.26; Dec 2025 17.35; Mar 2026 16.94; Jun 2026 18.6; Sep 2026 17.35. Latest quarter $17.35B, Up 0.5% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $16.51 billion; Mar 2025: $16.45 billion; Jun 2025: $16.63 billion; Sep 2025: $17.26 billion; Dec 2025: $17.35 billion; Mar 2026: $16.94 billion; Jun 2026: $18.60 billion; Sep 2026: $17.35 billion.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 5.1%; Mar 2026 up 3.0%; Jun 2026 up 11.8%; Sep 2026 up 0.5%. On those figures, Allstate's revenue growth has nearly stalled. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$ALL adjusted close, last 6 months $ALL adjusted close, last 6 months: series rising from 212 to 267 (+25.9%) from 2026-05-11 to 2026-11-05. Scale 200 to 280. 200220240260280 2026-05-112026-11-05 $ALL ADJUSTED CLOSE, LAST 6 MONTHS +25.9% 266.7
Source: Tiingo · As of 2026-11-05Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Allstate earnings release for the quarter ended September 30, 2026 (Exhibit 99.1), filed Nov 4, 2026
  2. [2]SEC EDGAR — Allstate XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$17.35B

Revenue for the quarter ended September 30, 2026 was $17.35 billion, versus $17.26 billion in t… · What we know

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