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Side-by-side financial comparison of Globe Life (GL) and ROKU, INC (ROKU). Click either name above to swap in a different company.
Globe Life is the larger business by last-quarter revenue ($1.6B vs $1.4B, roughly 1.1× ROKU, INC). Globe Life runs the higher net margin — 17.3% vs 5.8%, a 11.6% gap on every dollar of revenue. On growth, ROKU, INC posted the faster year-over-year revenue change (16.1% vs 5.3%). Over the past eight quarters, ROKU, INC's revenue compounded faster (25.8% CAGR vs 4.1%).
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.
Roku, Inc. is an American streaming technology company. Founded in 2002 by Anthony Wood, it produces digital media players and TVs, distributes streaming services and operates an ad business on its platform. Roku is the U.S. market leader in streaming video distribution, reaching 145 million people as of 2024. The company also operates in Australia, Canada, France, Germany, the U.K., and Latin America.
GL vs ROKU — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.6B | $1.4B |
| Net Profit | $270.5M | $80.5M |
| Gross Margin | — | 43.5% |
| Operating Margin | — | 4.7% |
| Net Margin | 17.3% | 5.8% |
| Revenue YoY | 5.3% | 16.1% |
| Net Profit YoY | — | 326.4% |
| EPS (diluted) | $3.39 | $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 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.4B | $968.2M |
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $80.5M | ||
| Q3 25 | $387.8M | $24.8M | ||
| Q2 25 | $252.7M | $10.5M | ||
| Q1 25 | $254.6M | $-27.4M | ||
| Q4 24 | $255.2M | $-35.5M | ||
| Q3 24 | $303.0M | $-9.0M | ||
| Q2 24 | $258.4M | $-34.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | 26.1% | 45.2% | ||
| Q2 24 | 23.3% | 43.9% |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 4.7% | ||
| Q3 25 | 31.5% | 0.8% | ||
| Q2 25 | 21.2% | -2.1% | ||
| Q1 25 | 21.4% | -5.7% | ||
| Q4 24 | 21.3% | -3.3% | ||
| Q3 24 | 26.3% | -3.4% | ||
| Q2 24 | 23.5% | -7.4% |
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 5.8% | ||
| Q3 25 | 25.6% | 2.0% | ||
| Q2 25 | 17.1% | 0.9% | ||
| Q1 25 | 17.2% | -2.7% | ||
| Q4 24 | 17.4% | -3.0% | ||
| Q3 24 | 20.8% | -0.9% | ||
| Q2 24 | 17.9% | -3.5% |
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $0.55 | ||
| Q3 25 | $4.73 | $0.16 | ||
| Q2 25 | $3.05 | $0.07 | ||
| Q1 25 | $3.01 | $-0.19 | ||
| Q4 24 | $3.00 | $-0.24 | ||
| Q3 24 | $3.44 | $-0.06 | ||
| Q2 24 | $2.83 | $-0.24 |
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 | $2.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.1B | $2.7B |
| Total Assets | — | $4.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $2.3B | ||
| Q3 25 | $62.8M | $2.3B | ||
| Q2 25 | $116.7M | $2.3B | ||
| Q1 25 | $134.1M | $2.3B | ||
| Q4 24 | $85.0M | $2.2B | ||
| Q3 24 | $100.5M | $2.1B | ||
| Q2 24 | $100.6M | $2.1B |
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $2.7B | ||
| Q3 25 | $5.7B | $2.6B | ||
| Q2 25 | $5.4B | $2.6B | ||
| Q1 25 | $5.4B | $2.5B | ||
| Q4 24 | $5.3B | $2.5B | ||
| Q3 24 | $4.6B | $2.5B | ||
| Q2 24 | $5.2B | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $4.4B | ||
| Q3 25 | $30.5B | $4.4B | ||
| Q2 25 | $29.8B | $4.3B | ||
| Q1 25 | $29.7B | $4.2B | ||
| Q4 24 | $29.1B | $4.3B | ||
| Q3 24 | $29.6B | $4.3B | ||
| Q2 24 | $28.3B | $4.1B |
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 | — | $107.7M |
| Free Cash FlowOCF − Capex | — | $106.6M |
| FCF MarginFCF / Revenue | — | 7.6% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | $478.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $107.7M | ||
| Q3 25 | $306.0M | $127.6M | ||
| Q2 25 | $307.9M | $109.7M | ||
| Q1 25 | $431.9M | $138.7M | ||
| Q4 24 | $336.9M | $79.3M | ||
| Q3 24 | $340.6M | $68.7M | ||
| Q2 24 | $374.1M | $23.4M |
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $106.6M | ||
| Q3 25 | $208.7M | $126.5M | ||
| Q2 25 | $295.0M | $108.6M | ||
| Q1 25 | $420.1M | $136.8M | ||
| Q4 24 | $321.9M | $76.8M | ||
| Q3 24 | $311.3M | $67.6M | ||
| Q2 24 | $356.5M | $22.5M |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 7.6% | ||
| Q3 25 | 13.8% | 10.4% | ||
| Q2 25 | 19.9% | 9.8% | ||
| Q1 25 | 28.4% | 13.4% | ||
| Q4 24 | 22.0% | 6.4% | ||
| Q3 24 | 21.4% | 6.4% | ||
| Q2 24 | 24.8% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.1% | ||
| Q3 25 | 6.4% | 0.1% | ||
| Q2 25 | 0.9% | 0.1% | ||
| Q1 25 | 0.8% | 0.2% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 2.0% | 0.1% | ||
| Q2 24 | 1.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.34× | ||
| Q3 25 | 0.79× | 5.14× | ||
| Q2 25 | 1.22× | 10.45× | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.45× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |