vs

Side-by-side financial comparison of AMERISAFE INC (AMSF) and GLAUKOS Corp (GKOS). Click either name above to swap in a different company.

GLAUKOS Corp is the larger business by last-quarter revenue ($150.6M vs $80.1M, roughly 1.9× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs 6.2%, a 3.9% gap on every dollar of revenue. On growth, GLAUKOS Corp posted the faster year-over-year revenue change (41.2% vs 10.3%). Over the past eight quarters, GLAUKOS Corp's revenue compounded faster (25.4% CAGR vs 2.8%).

AMERISAFE Inc. is a specialty insurance provider that focuses exclusively on workers' compensation coverage for small and mid-sized businesses in high-hazard industries including construction, logging, trucking, and manufacturing. It operates across 49 U.S. states, offering tailored insurance policies paired with targeted risk management support for clients.

Glaukos Corp is a medical technology company focused on ophthalmology, developing and commercializing minimally invasive surgical devices, prescription pharmaceuticals and consumer products for glaucoma, corneal diseases and other eye disorders. It operates primarily across North America, Europe and Asia Pacific, serving hospitals, ophthalmology clinics and patients worldwide.

AMSF vs GKOS — Head-to-Head

Bigger by revenue
GKOS
GKOS
1.9× larger
GKOS
$150.6M
$80.1M
AMSF
Growing faster (revenue YoY)
GKOS
GKOS
+30.8% gap
GKOS
41.2%
10.3%
AMSF
Higher net margin
AMSF
AMSF
3.9% more per $
AMSF
10.2%
6.2%
GKOS
Faster 2-yr revenue CAGR
GKOS
GKOS
Annualised
GKOS
25.4%
2.8%
AMSF

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
AMSF
AMSF
GKOS
GKOS
Revenue
$80.1M
$150.6M
Net Profit
$8.1M
$9.4M
Gross Margin
77.9%
Operating Margin
9.0%
Net Margin
10.2%
6.2%
Revenue YoY
10.3%
41.2%
Net Profit YoY
-9.0%
EPS (diluted)
$0.43

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.

Revenue
AMSF
AMSF
GKOS
GKOS
Q1 26
$80.1M
$150.6M
Q4 25
$81.6M
$143.1M
Q3 25
$82.0M
$133.5M
Q2 25
$81.1M
$124.1M
Q1 25
$72.6M
$106.7M
Q4 24
$74.0M
$105.5M
Q3 24
$78.7M
$96.7M
Q2 24
$75.8M
$95.7M
Net Profit
AMSF
AMSF
GKOS
GKOS
Q1 26
$8.1M
$9.4M
Q4 25
$10.4M
$-133.7M
Q3 25
$13.8M
$-16.2M
Q2 25
$14.0M
$-19.7M
Q1 25
$8.9M
$-18.1M
Q4 24
$13.2M
$-33.6M
Q3 24
$14.3M
$-21.4M
Q2 24
$11.0M
$-50.5M
Gross Margin
AMSF
AMSF
GKOS
GKOS
Q1 26
77.9%
Q4 25
-1.1%
Q3 25
78.4%
Q2 25
78.3%
Q1 25
77.2%
Q4 24
72.9%
Q3 24
76.6%
Q2 24
76.4%
Operating Margin
AMSF
AMSF
GKOS
GKOS
Q1 26
9.0%
Q4 25
15.6%
-97.7%
Q3 25
21.3%
-12.3%
Q2 25
21.5%
-18.3%
Q1 25
15.5%
-19.4%
Q4 24
22.7%
-27.2%
Q3 24
22.6%
-25.5%
Q2 24
18.1%
-31.3%
Net Margin
AMSF
AMSF
GKOS
GKOS
Q1 26
10.2%
6.2%
Q4 25
12.8%
-93.4%
Q3 25
16.9%
-12.2%
Q2 25
17.2%
-15.8%
Q1 25
12.3%
-17.0%
Q4 24
17.8%
-31.8%
Q3 24
18.2%
-22.1%
Q2 24
14.5%
-52.8%
EPS (diluted)
AMSF
AMSF
GKOS
GKOS
Q1 26
$0.43
Q4 25
$0.55
$-2.34
Q3 25
$0.72
$-0.28
Q2 25
$0.73
$-0.34
Q1 25
$0.47
$-0.32
Q4 24
$0.69
$-0.56
Q3 24
$0.75
$-0.39
Q2 24
$0.57
$-1.00

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AMSF
AMSF
GKOS
GKOS
Cash + ST InvestmentsLiquidity on hand
$34.2M
$276.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$246.6M
$670.9M
Total Assets
$893.3M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AMSF
AMSF
GKOS
GKOS
Q1 26
$34.2M
$276.7M
Q4 25
$61.9M
$90.8M
Q3 25
$54.7M
$98.2M
Q2 25
$48.5M
$100.8M
Q1 25
$44.8M
$114.3M
Q4 24
$44.1M
$169.6M
Q3 24
$63.7M
$100.1M
Q2 24
$30.6M
$68.1M
Stockholders' Equity
AMSF
AMSF
GKOS
GKOS
Q1 26
$246.6M
$670.9M
Q4 25
$251.6M
$656.2M
Q3 25
$274.8M
$769.5M
Q2 25
$265.6M
$765.1M
Q1 25
$260.8M
$764.0M
Q4 24
$257.3M
$766.9M
Q3 24
$314.4M
$668.5M
Q2 24
$301.0M
$665.2M
Total Assets
AMSF
AMSF
GKOS
GKOS
Q1 26
$893.3M
Q4 25
$1.1B
$893.5M
Q3 25
$1.2B
$999.4M
Q2 25
$1.2B
$987.0M
Q1 25
$1.2B
$966.2M
Q4 24
$1.2B
$974.8M
Q3 24
$1.3B
$926.5M
Q2 24
$1.2B
$919.7M

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Related Comparisons