For the quarter ended March 2026, Globe Life (GL) reported revenue of $1.56 billion, up 5.5% over the same period last year. EPS came in at $3.43, compared to $3.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.57 billion, representing a surprise of -0.38%. The company delivered an EPS surprise of -0.98%, with the consensus EPS estimate being $3.46.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Globe Life performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Revenue- Total premium: $1.27 billion compared to the $1.27 billion average estimate based on four analysts. The reported number represents a change of +5.9% year over year.
- Revenue- Net investment income: $289.82 million versus $290.01 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
- Life Underwriting Margin- Liberty National: $35.29 million versus $35.06 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.1% change.
- Life Underwriting Margin- Direct to Consumer: $73.64 million compared to the $68.04 million average estimate based on three analysts. The reported number represents a change of +14.7% year over year.
- Life Underwriting Margin- American Income: $209.01 million compared to the $211.68 million average estimate based on three analysts. The reported number represents a change of +6.5% year over year.
- Revenue- Life premium- American Income Exclusive: $459.2 million compared to the $465.58 million average estimate based on three analysts. The reported number represents a change of +4.9% year over year.
- Revenue- Life premium- Direct to Consumer: $244.22 million compared to the $245.31 million average estimate based on three analysts. The reported number represents a change of -0.6% year over year.
- Revenue- Life premium- Other agencies: $49.9 million compared to the $50.14 million average estimate based on three analysts. The reported number represents a change of -0.6% year over year.
- Revenue- Health Premium- United American: $194.43 million compared to the $184.79 million average estimate based on three analysts. The reported number represents a change of +21.6% year over year.
- Revenue- Health premium- Liberty National: $47.58 million versus the three-analyst average estimate of $48.51 million. The reported number represents a year-over-year change of -0.7%.
- Revenue- Health premium- American Income: $31.12 million versus the three-analyst average estimate of $32.05 million. The reported number represents a year-over-year change of +1.4%.
- Revenue- Health premium- Direct to Consumer: $20.65 million versus the three-analyst average estimate of $20.58 million. The reported number represents a year-over-year change of +8.8%.
View all Key Company Metrics for Globe Life here>>>
Shares of Globe Life have returned +8.9% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
