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

Erie Indemnity (ERIE) reported Return on Capital Employed of 29.71% for Q1 2026, down 285.0% on a YoY basis from 16.06% in Q1 2025, and down 0.83% sequentially from 29.95% in Q4 2025.

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

Erie Indemnity (ERIE) has 13 years of Return on Capital Employed data on file, last reported at 29.71% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed fell 285.0% year-over-year to 29.71%; the trailing twelve-month figure through Mar 2026 stood at 29.71% (down 285.0% YoY), and the FY2025 full-year result was 32.95%, down 307.0% from the prior year.
  • Return on Capital Employed retreated to 29.71% in Q1 2026, from 29.95% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 51.25% in Q3 2024 to a low of 0.41% in Q2 2023.
  • A 5-year average of 25.3% and a median of 29.95% in 2025 frame the typical range for Return on Capital Employed.
  • Across the five-year window, Return on Capital Employed plunged 2165 bps in 2023 and jumped 5009 bps in 2024, its largest moves.
  • Tracing ERIE's Return on Capital Employed over 5 years: stood at 12.18% in 2022, then surged by 148 bps to 30.17% in 2023, then climbed by 8 bps to 32.62% in 2024, then fell by 8 bps to 29.95% in 2025, then declined by 1 bps to 29.71% in 2026.
  • Business Quant data shows ERIE's Return on Capital Employed at 29.71% in Q1 2026, 29.95% in Q4 2025, and 31.21% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 XChange TEC.INC 119.57 Bn 119.57 Bn - -
2 Marsh & Mclennan Companies 92.01 Bn 79.80 Bn 6.04 Bn 16.00%
3 Aon 81.79 Bn 80.37 Bn - 17.31%
4 Arthur J. Gallagher 68.10 Bn 66.68 Bn - 13.28%
5 Willis Towers Watson 29.97 Bn 28.12 Bn 1.98 Bn 7.63%
6 Brown & Brown 24.67 Bn 23.67 Bn 1.61 Bn 1.92%
7 Erie Indemnity 11.15 Bn 10.82 Bn - 29.71%
8 Neptune Insurance Holdings 4.35 Bn 4.34 Bn 26.44 Mn 1,950.27%
9 Accelerant Holdings 3.24 Bn 1.70 Bn 48.00 Mn -
10 Corvel 3.18 Bn 2.83 Bn 54.92 Mn 36.19%

Historic Data

Download Data
DateValue
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%
Jun 30, 2021 -2.66%