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Aflac(AFL)与LandBridge Co LLC(LB)财务数据对比。点击上方公司名可切换其他公司
Aflac的季度营收约是LandBridge Co LLC的85.7倍($4.9B vs $56.8M)。Aflac净利率更高(28.3% vs 14.2%,领先14.2%)。LandBridge Co LLC同比增速更快(55.6% vs -10.0%)。过去两年LandBridge Co LLC的营收复合增速更高(72.8% vs -5.4%)
Aflac是美国知名保险企业,也是美国最大的补充保险提供商,成立于1955年,总部位于佐治亚州哥伦布市。公司在美国推出多类保险产品,其中薪资抵扣型保险服务知名度较高,参保人遭遇保障范围内的意外或疾病时可获现金赔付,目前已为全球超5000万用户提供财务保障。
AFL vs LB — 直观对比
营收规模更大
AFL
是对方的85.7倍
$56.8M
营收增速更快
LB
高出65.5%
-10.0%
净利率更高
AFL
高出14.2%
14.2%
两年增速更快
LB
近两年复合增速
-5.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $4.9B | $56.8M |
| 净利润 | $1.4B | $8.1M |
| 毛利率 | — | — |
| 营业利润率 | 32.3% | 60.0% |
| 净利率 | 28.3% | 14.2% |
| 营收同比 | -10.0% | 55.6% |
| 净利润同比 | -27.5% | -83.7% |
| 每股收益(稀释后) | $2.58 | $0.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AFL
LB
| Q4 25 | $4.9B | $56.8M | ||
| Q3 25 | $4.7B | $50.8M | ||
| Q2 25 | $4.2B | $47.5M | ||
| Q1 25 | $3.4B | $44.0M | ||
| Q4 24 | $5.4B | $36.5M | ||
| Q3 24 | $2.9B | $28.5M | ||
| Q2 24 | $5.1B | $26.0M | ||
| Q1 24 | $5.4B | $19.0M |
净利润
AFL
LB
| Q4 25 | $1.4B | $8.1M | ||
| Q3 25 | $1.6B | $8.1M | ||
| Q2 25 | $599.0M | $7.5M | ||
| Q1 25 | $29.0M | $6.5M | ||
| Q4 24 | $1.9B | $49.3M | ||
| Q3 24 | $-93.0M | $2.7M | ||
| Q2 24 | $1.8B | $-57.7M | ||
| Q1 24 | $1.9B | $10.8M |
营业利润率
AFL
LB
| Q4 25 | 32.3% | 60.0% | ||
| Q3 25 | 42.1% | 60.8% | ||
| Q2 25 | 19.8% | 60.0% | ||
| Q1 25 | 4.3% | 57.0% | ||
| Q4 24 | 39.5% | 49.4% | ||
| Q3 24 | 3.1% | 11.2% | ||
| Q2 24 | 39.3% | -197.4% | ||
| Q1 24 | 39.9% | 71.1% |
净利率
AFL
LB
| Q4 25 | 28.3% | 14.2% | ||
| Q3 25 | 34.6% | 15.9% | ||
| Q2 25 | 14.4% | 15.8% | ||
| Q1 25 | 0.9% | 14.7% | ||
| Q4 24 | 35.2% | 135.2% | ||
| Q3 24 | -3.2% | 9.3% | ||
| Q2 24 | 34.2% | -222.1% | ||
| Q1 24 | 34.6% | 56.7% |
每股收益(稀释后)
AFL
LB
| Q4 25 | $2.58 | $0.24 | ||
| Q3 25 | $3.08 | $0.26 | ||
| Q2 25 | $1.11 | $0.24 | ||
| Q1 25 | $0.05 | $0.20 | ||
| Q4 24 | $3.45 | — | ||
| Q3 24 | $-0.17 | $-0.04 | ||
| Q2 24 | $3.10 | — | ||
| Q1 24 | $3.25 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $6.2B | $30.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $29.5B | $340.3M |
| 总资产 | $116.5B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.68× |
8季度趋势,按日历期对齐
现金及短期投资
AFL
LB
| Q4 25 | $6.2B | $30.7M | ||
| Q3 25 | $6.8B | $28.3M | ||
| Q2 25 | $7.0B | $20.3M | ||
| Q1 25 | $5.2B | $14.9M | ||
| Q4 24 | $6.2B | $37.0M | ||
| Q3 24 | $5.6B | $14.4M | ||
| Q2 24 | $6.1B | $24.6M | ||
| Q1 24 | $5.1B | — |
总债务
AFL
LB
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AFL
LB
| Q4 25 | $29.5B | $340.3M | ||
| Q3 25 | $28.7B | $272.0M | ||
| Q2 25 | $27.2B | $266.4M | ||
| Q1 25 | $26.3B | $440.3M | ||
| Q4 24 | $26.1B | $436.0M | ||
| Q3 24 | $24.8B | $97.2M | ||
| Q2 24 | $26.0B | $296.4M | ||
| Q1 24 | $23.5B | $162.3M |
总资产
AFL
LB
| Q4 25 | $116.5B | $1.4B | ||
| Q3 25 | $122.3B | $1.1B | ||
| Q2 25 | $124.7B | $1.1B | ||
| Q1 25 | $120.3B | $1.0B | ||
| Q4 24 | $117.6B | $1.0B | ||
| Q3 24 | $128.4B | $689.9M | ||
| Q2 24 | $120.2B | $710.5M | ||
| Q1 24 | $124.7B | — |
负债/权益比
AFL
LB
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $315.0M | $38.1M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 64.1% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | 0.23× | 4.73× |
| 过去12个月自由现金流最近4个季度 | — | $122.0M |
8季度趋势,按日历期对齐
经营现金流
AFL
LB
| Q4 25 | $315.0M | $38.1M | ||
| Q3 25 | $1.3B | $34.9M | ||
| Q2 25 | $399.0M | $37.3M | ||
| Q1 25 | $589.0M | $15.9M | ||
| Q4 24 | $333.0M | — | ||
| Q3 24 | $1.3B | $7.5M | ||
| Q2 24 | $255.0M | $16.0M | ||
| Q1 24 | $849.0M | $17.2M |
自由现金流
AFL
LB
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $33.7M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | — | $15.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $7.1M | ||
| Q2 24 | — | $15.7M | ||
| Q1 24 | — | $17.1M |
自由现金流率
AFL
LB
| Q4 25 | — | 64.1% | ||
| Q3 25 | — | 66.3% | ||
| Q2 25 | — | 75.9% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 60.4% | ||
| Q1 24 | — | 90.1% |
资本支出强度
AFL
LB
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 0.5% |
现金转化率
AFL
LB
| Q4 25 | 0.23× | 4.73× | ||
| Q3 25 | 0.76× | 4.31× | ||
| Q2 25 | 0.67× | 4.98× | ||
| Q1 25 | 20.31× | 2.46× | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.45× | 1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AFL
| Aflac Japan | $2.3B | 47% |
| Aflac US | $1.7B | 35% |
| Other | $862.0M | 18% |
LB
暂无分部数据