Erie Indemnity Q2: revenue $1.09B, EPS $3.45, in line with consensus
Erie Indemnity reported $1.09 billion of revenue for the June 2026 quarter, up 2.8%, and diluted EPS of $3.45, up 3.3% and a hair above the $3.4435 consensus. The company earns management fees from Erie Insurance Exchange and affiliates, so the number that matters is fee growth versus cost growth inside that segment — fees rose 4.7%, segment costs rose 5.5%. No guidance was given.
1 · Expected vs. Actual
Free preview belowDiluted Class A EPS came in at $3.45, up 3.3% from $3.34 a year ago and only about $0.0065 above the $3.4435 consensus estimate — effectively in line. Net income of $180.3 million rose 3.2% on revenue growth of 2.8%. Basic Class A EPS was $3.87.
Revenue was $1.09 billion, up 2.8% from $1.06 billion in the same quarter last year. Policy issuance and renewal services fees of $862.9 million did the work, up 4.7%, while administrative services reimbursement revenue fell 5.2% to $201.6 million. Because those reimbursements are matched dollar-for-dollar by an identical cost line, the fee line is the one worth watching.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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