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Side-by-side financial comparison of Allstate (ALL) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Allstate is the larger business by last-quarter revenue ($922.0M vs $745.1M, roughly 1.2× Life Time Group Holdings, Inc.). Allstate runs the higher net margin — 266.6% vs 16.5%, a 250.1% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 7.2%). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
ALL vs LTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $745.1M |
| Net Profit | $2.5B | $123.0M |
| Gross Margin | — | 49.1% |
| Operating Margin | -1400.3% | 17.4% |
| Net Margin | 266.6% | 16.5% |
| Revenue YoY | 7.2% | 12.3% |
| Net Profit YoY | — | 231.0% |
| EPS (diluted) | $9.25 | $0.55 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $745.1M | ||
| Q3 25 | $17.3B | $782.6M | ||
| Q2 25 | $16.6B | $761.5M | ||
| Q1 25 | $16.5B | $706.0M | ||
| Q4 24 | $16.5B | $663.3M | ||
| Q3 24 | $16.6B | $693.2M | ||
| Q2 24 | $15.7B | $667.8M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $123.0M | ||
| Q3 25 | $3.7B | $102.4M | ||
| Q2 25 | $2.1B | $72.1M | ||
| Q1 25 | $595.0M | $76.1M | ||
| Q4 24 | $1.9B | $37.2M | ||
| Q3 24 | $1.2B | $41.4M | ||
| Q2 24 | $331.0M | $52.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 47.0% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 48.2% | ||
| Q3 24 | — | 46.5% | ||
| Q2 24 | — | 46.8% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 15.7% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 16.5% | ||
| Q3 25 | 21.7% | 13.1% | ||
| Q2 25 | 12.7% | 9.5% | ||
| Q1 25 | 3.6% | 10.8% | ||
| Q4 24 | 11.7% | 5.6% | ||
| Q3 24 | 7.2% | 6.0% | ||
| Q2 24 | 2.1% | 7.9% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.55 | ||
| Q3 25 | $13.95 | $0.45 | ||
| Q2 25 | $7.76 | $0.32 | ||
| Q1 25 | $2.11 | $0.34 | ||
| Q4 24 | $7.07 | $0.17 | ||
| Q3 24 | $4.33 | $0.19 | ||
| Q2 24 | $1.13 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $204.8M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $31.6B | $3.1B |
| Total Assets | $124.0B | $8.0B |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $204.8M | ||
| Q3 25 | $8.7B | $218.9M | ||
| Q2 25 | $9.6B | $175.5M | ||
| Q1 25 | $6.5B | $59.0M | ||
| Q4 24 | $4.5B | $10.9M | ||
| Q3 24 | $7.0B | $120.9M | ||
| Q2 24 | $5.3B | $34.5M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $1.5B | ||
| Q3 25 | $8.1B | $1.5B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $8.1B | $1.5B | ||
| Q4 24 | $8.1B | $1.5B | ||
| Q3 24 | $8.1B | $1.7B | ||
| Q2 24 | $8.1B | $1.8B |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $3.1B | ||
| Q3 25 | $27.5B | $3.0B | ||
| Q2 25 | $24.0B | $2.9B | ||
| Q1 25 | $22.1B | $2.7B | ||
| Q4 24 | $21.4B | $2.6B | ||
| Q3 24 | $20.9B | $2.6B | ||
| Q2 24 | $18.6B | $2.4B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $8.0B | ||
| Q3 25 | $120.4B | $7.8B | ||
| Q2 25 | $115.9B | $7.6B | ||
| Q1 25 | $115.2B | $7.3B | ||
| Q4 24 | $111.6B | $7.2B | ||
| Q3 24 | $113.7B | $7.2B | ||
| Q2 24 | $108.4B | $7.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 0.48× | ||
| Q3 25 | 0.29× | 0.51× | ||
| Q2 25 | 0.34× | 0.53× | ||
| Q1 25 | 0.37× | 0.56× | ||
| Q4 24 | 0.38× | 0.59× | ||
| Q3 24 | 0.39× | 0.64× | ||
| Q2 24 | 0.43× | 0.78× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $239.9M |
| Free Cash FlowOCF − Capex | — | $-64.6M |
| FCF MarginFCF / Revenue | — | -8.7% |
| Capex IntensityCapex / Revenue | — | 40.9% |
| Cash ConversionOCF / Net Profit | — | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $239.9M | ||
| Q3 25 | $3.3B | $251.1M | ||
| Q2 25 | $1.9B | $195.7M | ||
| Q1 25 | $2.0B | $183.9M | ||
| Q4 24 | $1.7B | $163.1M | ||
| Q3 24 | $3.2B | $151.1M | ||
| Q2 24 | $2.4B | $170.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-64.6M | ||
| Q3 25 | $3.2B | $28.6M | ||
| Q2 25 | $1.9B | $-26.3M | ||
| Q1 25 | $1.9B | $41.4M | ||
| Q4 24 | $1.7B | $26.8M | ||
| Q3 24 | $3.1B | $64.0M | ||
| Q2 24 | $2.3B | $26.1M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | -8.7% | ||
| Q3 25 | 18.8% | 3.7% | ||
| Q2 25 | 11.3% | -3.5% | ||
| Q1 25 | 11.4% | 5.9% | ||
| Q4 24 | 10.0% | 4.0% | ||
| Q3 24 | 18.9% | 9.2% | ||
| Q2 24 | 14.7% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 40.9% | ||
| Q3 25 | 0.3% | 28.4% | ||
| Q2 25 | 0.0% | 29.2% | ||
| Q1 25 | 0.6% | 20.2% | ||
| Q4 24 | 0.3% | 20.6% | ||
| Q3 24 | 0.4% | 12.6% | ||
| Q2 24 | 0.4% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.95× | ||
| Q3 25 | 0.88× | 2.45× | ||
| Q2 25 | 0.89× | 2.71× | ||
| Q1 25 | 3.30× | 2.41× | ||
| Q4 24 | 0.88× | 4.39× | ||
| Q3 24 | 2.69× | 3.65× | ||
| Q2 24 | 7.13× | 3.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
