Progressive shares fall as Q3 earnings, revenue miss expectations

Published 15/10/2025, 14:02
© Reuters.

Investing.com -- Progressive Corporation reported third-quarter earnings and revenue that fell short of analyst expectations, sending shares down 4.3% in premarket trading as investors reacted to the insurance giant’s disappointing results.

The Ohio-based insurer posted adjusted earnings per share of $4.45 for the quarter ended September 30, missing the analyst consensus of $5.05 by a significant margin. Revenue came in at $21.38 billion, below the $21.8 billion analysts had expected, though it represented a 10% increase from the $19.46 billion reported in the same quarter last year.

Progressive’s combined ratio deteriorated to 89.5% for the quarter, up 0.5 percentage points from 89.0% in the year-ago period. The September monthly combined ratio was 100.4%.

The company reported growth in policies in force, with personal auto policies increasing 13% in its agency channel and 17% in its direct channel compared to the same period last year. Total policies in force grew 12% year-over-year to 38.1 million.

Net income for the quarter rose 12% YoY to $2.62 billion, despite the September monthly net income dropping 48% compared to the same month last year. The company’s special lines and property segments showed modest growth, with policies increasing 8% and 6% respectively.

Progressive’s commercial lines segment, which includes business auto insurance, saw a 6% increase in policies in force compared to the third quarter of 2024.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.