Allstate Corp ALL
Revenue Intelligence Report • 69 quarters of SEC filing data • Updated 2026-03-15
Allstate Corp has a forecasted full-year revenue of $74B, a +9.3% year-over-year change, based on 69 quarters of SEC filing data. Key revenue drivers include SG&A ($5.66 per $1). The ARDL model achieves strong accuracy at 2.6% MAPE.
Investment Thesis
Our ARDL model tracks Allstate Corp's revenue with exceptional precision (2.6% MAPE), indicating highly predictable cash flows. Each $1 of SG&A spending generates $5.66 in revenue, reflecting strong commercial efficiency.
Next FY Revenue
$74.0B
+9.3% YoY
SG&A Multiplier
$5.66 per $1
Model Accuracy
2.6% MAPE
Holdout validation: The model predicted $18B vs the actual $17B — an error of 2.1%.
Note:
Allstate Corp does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $18B | $17B | $17B – $19B | +7.3% | ✓ In range |
| Q2 2026 | $18B | $17B – $19B | +9.7% | ||
| Q3 2026 | $18B | $17B – $20B | +10.0% | ||
| Q4 2026 | $19B | $17B – $20B | +8.0% | ||
| Q1 2027 | $19B | $17B – $21B | +9.7% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
Want this analysis for your portfolio?
I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.
Get in Touch