GL Earnings

GL reported its earnings on 2026-02-04, showcasing a revenue of 1.52B against an estimate of 1.54B, resulting in a -1.32% surprise. The EPS was 3.39, surpassing the expected 3.44 by -1.45% . The stock experienced a 1.47% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following GL's earnings announcement on 2026-02-04, the stock price moved by 1.47% on the day of the release. Over the subsequent five days, it saw a % change. Historically, GL's stock price tends to shift by an average of +4.19% in the 10 days leading up to earnings and +3.96% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate GL’s annual revenue to reach 1.56B, while the EPS is projected at 3.52. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GL's stock price typically moves by +4.19% in the 10 days before its earnings and +3.96% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.52 and revenue of 1.56B.

The earnings call indicates strong financial performance with growth in premium revenues and underwriting margins. Despite some concerns about agent retention and unclear responses on certain strategic initiatives, the optimistic guidance on sales growth and productivity gains, along with stable investment portfolio exposure, suggests a positive market reaction. The company's focus on technology and profitability, along with favorable trends in Medicare Supplement, further supports a positive outlook.