NYSE$PGR

Progressive Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Progressive reported strong September and Q3 2023 results, marked by significant growth in net premiums and a substantial increase in net income compared to the previous year.

Progressive Corporation reported a strong financial performance for September and the third quarter of 2023. Net premiums written increased by 22% for both September and the quarter. Net income saw a significant rise, reaching $369.3 million for September and $1,121.3 million for the third quarter, a substantial improvement compared to the previous year. The combined ratio improved significantly, indicating better underwriting profitability.

  • Net premiums written increased by 22% for September and Q3 2023.
  • Net income improved significantly, reaching $369.3 million for September and $1,121.3 million for Q3 2023.
  • The combined ratio improved to 89.7 for September and 92.4 for Q3 2023.
  • Policies in force showed growth across personal, special, and commercial lines.

Headline financials

Total Revenue

$15.6B

Previous: $12.8B+21.8%
EPS (adj)

$2.09

Previous: $0.52+301.9%
Capital Expenditures

-$170M

Previous: -$245M+30.7%
Free Cash Flow

$951M

Previous: -$121M+886.9%
Net Income

$1.12B

Previous: $124M+803.5%
Operating Income

$13B

Previous: $10.3B+25.9%
Gross Profit

$14.4B

Previous: $11.8B+21.8%
Cash & Equivalents

$124M

Previous: $351M-64.8%
Total Assets

$85.7B

Previous: $75.5B+13.4%

Revenue & EPS history

Progressive · Revenue · Quarterly

$15.6B

Q3 2023+21.8%vs Q3 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company has scheduled its Q3 investor relations conference call for November 1, 2023, and plans to file its Quarterly Report on Form 10-Q with the SEC on October 31, 2023. October results are expected to be released on November 17, 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+0.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.8%

Avg return

30 days after

52%

38 / 73 earnings

Positive

+9.6%

Q3 2023

Best reaction

-11.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%+3.7%+1.6%
Q4 2025+2.1%-2.4%+2.7%
Q3 2025-5.9%-8.7%-6.3%
Q2 2025+0.7%+0.6%-0.4%
Q1 2025-0.4%-6.8%+3.6%
Q4 2024+0.6%+1.6%+15.1%
Q3 2024+1.4%-0.3%+2.2%
Q2 2024+2.0%+1.0%+9.1%
Q1 2024+2.1%+3.4%+6.7%
Q4 2023+4.5%+4.4%+12.3%
Q3 2023+9.6%+11.1%+11.9%
Q2 2023-11.6%-9.3%-3.2%
Q1 2023-8.3%-6.4%-9.9%
Q4 2022+4.4%+4.8%+9.8%
Q3 2022-4.5%-0.9%+4.0%
Q2 2022-1.8%-0.9%+8.4%
Q1 2022-3.7%-2.4%-5.3%
Q4 2021-1.5%-0.6%-1.9%
Q3 2021+0.5%+2.0%+5.9%
Q2 2021-1.3%-3.1%-1.4%
Q1 2021+1.6%+2.7%+10.2%
Q4 2020-3.5%-6.0%-6.3%
Q3 2020-2.8%-4.5%-4.6%
Q2 2020+3.1%+4.3%+5.3%
Q1 2020-1.7%+1.8%-5.3%
Q4 2019+7.0%+5.4%-4.3%
Q3 2019-4.7%-6.6%-2.8%
Q2 2019-3.5%-3.7%-7.9%
Q1 2019+5.4%+3.8%+7.7%
Q4 2018+3.1%+3.0%+14.2%
Q3 2018+6.6%+6.5%+0.1%
Q2 2018+3.4%+2.4%+11.3%
Q1 2018+0.4%+0.2%-0.9%
Q4 2017-2.3%-6.9%+1.2%
Q3 2017-1.8%-0.1%+5.3%
Q2 2017+0.5%+2.0%+6.7%
Q1 2017-1.7%-0.5%+5.1%
Q4 2016+3.9%+2.4%+6.7%
Q3 2016+3.3%+1.3%+4.9%
Q2 2016-0.5%-1.2%+2.1%
Q1 2016-3.8%
Q4 2015+4.2%
Q3 2015+2.7%
Q2 2015+1.9%
Q1 2015+1.6%
Q4 2014-0.1%
Q3 2014-1.8%
Q2 2014-3.0%
Q1 2014-1.4%
Q4 2013-2.9%
Q3 2013+1.3%
Q2 2013-0.2%
Q1 2013-0.2%
Q4 2012+1.5%
Q3 2012+1.7%
Q2 2012-2.8%
Q1 2012+0.4%
Q4 2011-0.1%
Q3 2011+3.8%
Q2 2011+0.6%
Q1 2011+0.3%
Q4 2010-3.4%
Q3 2010-2.2%
Q2 2010-0.2%
Q1 2009+4.0%
Q1 2010+0.6%
Q4 2007+0.5%
Q4 2009+0.5%
Q3 2008+4.0%
Q3 2009+4.0%
Q2 2009-3.5%
Q2 2008-3.5%
Q4 2008-3.5%

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