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Side-by-side financial comparison of Erie Indemnity (ERIE) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Erie Indemnity is the larger business by last-quarter revenue ($1.0B vs $625.5M, roughly 1.6× Global-E Online Ltd.). Erie Indemnity runs the higher net margin — 14.9% vs 0.9%, a 13.9% gap on every dollar of revenue.
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.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
ERIE vs GLBE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $625.5M |
| Net Profit | $150.5M | $5.8M |
| Gross Margin | — | 45.0% |
| Operating Margin | 16.5% | 1.3% |
| Net Margin | 14.9% | 0.9% |
| Revenue YoY | 2.3% | — |
| Net Profit YoY | — | — |
| EPS (diluted) | — | — |
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 | — | ||
| Q4 25 | $951.0M | — | ||
| Q3 25 | $1.1B | $625.5M | ||
| Q2 25 | $1.1B | $404.8M | ||
| Q1 25 | $989.4M | $189.9M | ||
| Q4 24 | $924.1M | — | ||
| Q3 24 | $999.9M | $489.9M | ||
| Q2 24 | $990.4M | $313.9M |
| Q1 26 | $150.5M | — | ||
| Q4 25 | $63.4M | — | ||
| Q3 25 | $182.9M | $5.8M | ||
| Q2 25 | $174.7M | $-7.4M | ||
| Q1 25 | $138.4M | — | ||
| Q4 24 | $152.0M | — | ||
| Q3 24 | $159.8M | $-77.1M | ||
| Q2 24 | $163.9M | $-54.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 45.0% | ||
| Q2 25 | — | 44.9% | ||
| Q1 25 | — | 44.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.1% | ||
| Q2 24 | — | 44.8% |
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 19.6% | 1.3% | ||
| Q2 25 | 18.8% | -2.1% | ||
| Q1 25 | 15.3% | -10.1% | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 18.0% | -14.9% | ||
| Q2 24 | 19.2% | -16.6% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 17.1% | 0.9% | ||
| Q2 25 | 16.5% | -1.8% | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 16.0% | -15.7% | ||
| Q2 24 | 16.5% | -17.4% |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $251.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $933.0M |
| Total Assets | $3.4B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $251.4M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $207.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $207.3M | ||
| Q2 24 | — | $229.8M |
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $933.0M | ||
| Q2 25 | $2.2B | $909.1M | ||
| Q1 25 | $2.1B | $884.3M | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | $869.4M | ||
| Q2 24 | $1.8B | $878.7M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | $1.3B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $3.0B | $1.2B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.7B | $1.1B |
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% |
GLBE
Segment breakdown not available.
