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Side-by-side financial comparison of Erie Indemnity (ERIE) and Globe Life (GL). Click either name above to swap in a different company.
Globe Life is the larger business by last-quarter revenue ($1.6B vs $1.0B, roughly 1.5× Erie Indemnity). Globe Life runs the higher net margin — 17.3% vs 14.9%, a 2.5% gap on every dollar of revenue. On growth, Globe Life posted the faster year-over-year revenue change (5.3% vs 2.3%). Over the past eight quarters, Globe Life's revenue compounded faster (4.1% CAGR vs 1.1%).
Erie Insurance Group, based in Erie, Pennsylvania, is a property and casualty insurance company offering auto, home, business and life insurance through a network of independent insurance agents. As of 2021, Erie Insurance Group is ranked 347th on the 2021 Fortune 500 list of largest American corporations, based on total revenue for the 2020 fiscal year.
Globe Life Inc. (GL) is an American financial services holding company listed on the New York Stock Exchange which operates through its wholly owned subsidiaries providing life insurance, annuity, and supplemental health insurance products. The company is based in McKinney, Texas.
ERIE vs GL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.6B |
| Net Profit | $150.5M | $270.5M |
| Gross Margin | — | — |
| Operating Margin | 16.5% | — |
| Net Margin | 14.9% | 17.3% |
| Revenue YoY | 2.3% | 5.3% |
| Net Profit YoY | 8.7% | 6.3% |
| EPS (diluted) | — | $3.39 |
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 | $1.0B | $1.6B | ||
| Q4 25 | $951.0M | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $989.4M | $1.5B | ||
| Q4 24 | $924.1M | $1.5B | ||
| Q3 24 | $999.9M | $1.5B | ||
| Q2 24 | $990.4M | $1.4B |
| Q1 26 | $150.5M | $270.5M | ||
| Q4 25 | $63.4M | $266.1M | ||
| Q3 25 | $182.9M | $387.8M | ||
| Q2 25 | $174.7M | $252.7M | ||
| Q1 25 | $138.4M | $254.6M | ||
| Q4 24 | $152.0M | $255.2M | ||
| Q3 24 | $159.8M | $303.0M | ||
| Q2 24 | $163.9M | $258.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 23.3% |
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.6% | 21.7% | ||
| Q3 25 | 19.6% | 31.5% | ||
| Q2 25 | 18.8% | 21.2% | ||
| Q1 25 | 15.3% | 21.4% | ||
| Q4 24 | 18.1% | 21.3% | ||
| Q3 24 | 18.0% | 26.3% | ||
| Q2 24 | 19.2% | 23.5% |
| Q1 26 | 14.9% | 17.3% | ||
| Q4 25 | 6.7% | 17.5% | ||
| Q3 25 | 17.1% | 25.6% | ||
| Q2 25 | 16.5% | 17.1% | ||
| Q1 25 | 14.0% | 17.2% | ||
| Q4 24 | 16.5% | 17.4% | ||
| Q3 24 | 16.0% | 20.8% | ||
| Q2 24 | 16.5% | 17.9% |
| Q1 26 | — | $3.39 | ||
| Q4 25 | — | $3.28 | ||
| Q3 25 | — | $4.73 | ||
| Q2 25 | — | $3.05 | ||
| Q1 25 | — | $3.01 | ||
| Q4 24 | — | $3.00 | ||
| Q3 24 | — | $3.44 | ||
| Q2 24 | — | $2.83 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $183.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $6.1B |
| Total Assets | $3.4B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $183.8M | ||
| Q4 25 | — | $314.7M | ||
| Q3 25 | — | $62.8M | ||
| Q2 25 | — | $116.7M | ||
| Q1 25 | — | $134.1M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $100.5M | ||
| Q2 24 | — | $100.6M |
| Q1 26 | $2.4B | $6.1B | ||
| Q4 25 | $2.3B | $6.0B | ||
| Q3 25 | $2.3B | $5.7B | ||
| Q2 25 | $2.2B | $5.4B | ||
| Q1 25 | $2.1B | $5.4B | ||
| Q4 24 | $2.0B | $5.3B | ||
| Q3 24 | $1.9B | $4.6B | ||
| Q2 24 | $1.8B | $5.2B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $30.8B | ||
| Q3 25 | $3.3B | $30.5B | ||
| Q2 25 | $3.1B | $29.8B | ||
| Q1 25 | $3.0B | $29.7B | ||
| Q4 24 | $2.9B | $29.1B | ||
| Q3 24 | $2.9B | $29.6B | ||
| Q2 24 | $2.7B | $28.3B |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERIE
| Management fee revenue - policy issuance and renewal services | $786.4M | 78% |
| Administrative services reimbursement revenue | $200.1M | 20% |
| Management fee revenue - administrative services | $19.5M | 2% |
| Service agreement revenue | $5.9M | 1% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
