Erie Indemnity ERIE
NASDAQ ERIE
$264.85 +2.56 (+0.98%)
At close: Aug 21, 2026 · 4:00 PM EDT

Erie Indemnity (ERIE) Return on Capital Employed (2014 - 2026)

Erie Indemnity (ERIE) posted Return on Capital Employed of 29.52% for Q2 2026, down 0.62% sequentially from 29.71% in Q1 2026, and down 240.0% YoY from 21.09% in Q2 2025.

Erie Indemnity (ERIE) Return on Capital Employed (2014 - 2026) Analysis & Trends

Erie Indemnity has reported Return on Capital Employed for 13 years, with the latest figure at 29.52% in Q2 2026.

  • Quarterly Return on Capital Employed fell 240.0% year-over-year to 29.52% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 29.52% (down 240.0% YoY) and the FY2025 annual result came in at 32.95%, down 307.0% from the prior year.
  • Return on Capital Employed fell to 29.52% in Q2 2026 per ERIE's latest filing, from 29.71% in the prior quarter.
  • Over five years, Return on Capital Employed peaked at 32.65% in Q2 2024 and troughed at 20.0% in Q1 2022.
  • A 5-year average of 28.48% and a median of 29.83% in 2026 frame the typical range for Return on Capital Employed.
  • The sharpest annual moves came in 2024 and 2026: Return on Capital Employed soared 599 bps in 2024, then sank 285 bps in 2026.
  • Over 5 years, Return on Capital Employed stood at 24.37% in 2022, then rose by 24 bps to 30.17% in 2023, then rose by 8 bps to 32.62% in 2024, then slipped by 8 bps to 29.95% in 2025, then fell by 1 bps to 29.52% in 2026.
  • According to Business Quant data, Return on Capital Employed over the past three periods registered 29.52%, 29.71%, and 29.95% for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 XChange TEC.INC 265.99 Bn 265.99 Bn - -
2 Marsh & Mclennan Companies 92.14 Bn 79.94 Bn 6.04 Bn 16.00%
3 Aon 75.64 Bn 74.37 Bn - 18.50%
4 Arthur J. Gallagher 67.55 Bn 66.16 Bn - 7.14%
5 Willis Towers Watson 32.13 Bn 30.47 Bn 2.09 Bn 15.12%
6 Brown & Brown 23.98 Bn 23.06 Bn 1.41 Bn 1.92%
7 Erie Indemnity 12.29 Bn 11.94 Bn - 29.52%
8 Neptune Insurance Holdings 4.61 Bn 4.59 Bn - 796.02%
9 Accelerant Holdings 4.28 Bn 2.62 Bn 285.20 Mn -
10 Corvel 3.60 Bn 3.25 Bn - -

Historic Data

Download Data
DateValue
Jun 30, 2026 29.52%
Mar 31, 2026 29.71%
Dec 31, 2025 29.95%
Sep 30, 2025 31.21%
Jun 30, 2025 31.92%
Mar 31, 2025 32.56%
Dec 31, 2024 32.62%
Sep 30, 2024 51.25%
Jun 30, 2024 45.49%
Mar 31, 2024 37.16%
Dec 31, 2023 30.17%
Sep 30, 2023 1.16%
Jun 30, 2023 0.41%
Mar 31, 2023 6.11%
Dec 31, 2022 12.18%
Sep 30, 2022 16.16%
Jun 30, 2022 22.05%
Mar 31, 2022 20.00%
Dec 31, 2021 16.16%
Sep 30, 2021 -2.65%