earnings
confidence high
sentiment positive
materiality 0.75
Globe Life Q1 EPS $3.39 vs $3.01 YoY; raises FY2026 guidance to $15.40-$15.90
GLOBE LIFE INC.
2026-Q1 EPS reported
$3.39
revenue$1,559,619,000
- Net operating income per share $3.43, up 12% YoY; net income per share $3.39, up 13% YoY.
- Full-year 2026 EPS guidance raised to $15.40-$15.90, midpoint increase of $0.35.
- Book value per share ex-AOCI $98.56, up 12% YoY; life net sales +6%, health net sales +58%.
- Repurchased 1.4M shares for $203M at avg price $141.24 during the quarter.
- Insurance underwriting income $352M (+5% YoY); administrative expense ratio 7.4% vs 7.3%.