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

Erie Indemnity's (ERIE) quarterly Return on Capital Employed came in at 29.71% in Q1 2026, down 285.0% year-on-year from 16.06% in Q1 2025, and down 0.83% quarter-over-quarter from 29.95% in Q4 2025.

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

Erie Indemnity has disclosed Return on Capital Employed across 13 years of filings, most recently posting 29.71% for Q1 2026.

  • Return on Capital Employed for Q1 2026 came in at 29.71%, down 285.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 29.71% (down 285.0% YoY), and the FY2025 annual result was 32.95%, down 307.0% from the prior year.
  • Return on Capital Employed came in at 29.71% for Q1 2026 at Erie Indemnity, down from 29.95% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 32.62% in Q4 2024 to a low of 6.83% in Q4 2022.
  • The 5-year median for Return on Capital Employed is 25.3% (2024), against an average of 20.98%.
  • Across the five-year window, Return on Capital Employed tumbled 3146 bps in 2023 and soared 3449 bps in 2024, its largest moves.
  • Erie Indemnity's Return on Capital Employed stood at 6.83% in 2022, then jumped by 426 bps to 22.28% in 2023, then surged by 46 bps to 32.62% in 2024, then retreated by 8 bps to 29.95% in 2025, then fell by 1 bps to 29.71% in 2026.
  • The last three Return on Capital Employed figures came in at 29.71% (Q1 2026), 29.95% (Q4 2025), and 31.21% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Marsh & Mclennan Companies 79.42 Bn 67.92 Bn 5.88 Bn 15.83%
2 Aon 69.98 Bn 68.59 Bn - 17.31%
3 Arthur J. Gallagher 55.55 Bn 54.17 Bn - 7.67%
4 Willis Towers Watson 24.71 Bn 22.93 Bn 1.98 Bn 14.03%
5 Brown & Brown 19.80 Bn 18.82 Bn 1.61 Bn 24.51%
6 XChange TEC.INC 6.75 Bn 6.75 Bn - -
7 Neptune Insurance Holdings 4.00 Bn 3.99 Bn - 1,732.02%
8 Corvel 2.98 Bn 2.64 Bn 54.92 Mn 36.19%
9 Accelerant Holdings 2.93 Bn 1.42 Bn 48.00 Mn -
10 Erie Indemnity 562,468.35 -268.92 Mn - 29.71%

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 32.28%
Jun 30, 2024 25.30%
Mar 31, 2024 23.08%
Dec 31, 2023 22.28%
Sep 30, 2023 -2.21%
Jun 30, 2023 3.51%
Mar 31, 2023 -4.89%
Dec 31, 2022 -6.83%
Sep 30, 2022 29.25%
Jun 30, 2022 23.37%
Mar 31, 2022 23.56%
Dec 31, 2021 23.39%
Sep 30, 2021 11.23%
Jun 30, 2021 16.49%