Globe Life Q2 2026: revenue up 8.0%, EPS $3.65, outlook raised
Globe Life grew Q2 2026 revenue 8.0% to $1.60 billion and lifted GAAP EPS 19.7% to $3.65, but that still trailed the $3.7866 consensus estimate. Health premium did the heavy lifting, up 16.0%, while health underwriting margin was nearly flat. Read the quarter as solid top-line growth with a softer per-share result than the headline implies.
1 · Expected vs. Actual
Free preview belowGAAP EPS was $3.65, up 19.7% from $3.05, and net operating EPS was $3.61, up 10.4% from $3.27. Both sit below the $3.7866 consensus estimate, by $0.14 on a GAAP basis and by $0.18 on an operating basis. Part of the per-share gain came from repurchasing 1.1 million shares for $175 million, which cut diluted shares to 78,909 from 82,793 a year earlier.
Revenue was $1.60 billion, up 8.0% from $1.48 billion a year earlier and above the $1.56 billion booked in Q1 2026. Health premium drove the increase, rising to $436.855 million from $378.099 million, while life premium grew more slowly to $860.767 million. Note that the two insurance segments add up to $1.298 billion; the rest of revenue is net investment income and other items, which is why the segment total does not match the top line.
Log in to read 35 analyses a week for free
Create a free account to read 35 full earnings analyses each week — all five steps: expected vs. actual, guidance tracker, money flow, balance sheet and risks. Members get unlimited access.
Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
Answers are based on the earnings release and the analysis above. Free accounts get 3 questions a week; members get 30 a day.