vs
AAR CORP（AIR）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是AAR CORP的2.0倍（$1.6B vs $795.3M），Globe Life净利率更高（17.3% vs 4.4%，领先13.0%），AAR CORP同比增速更快（15.9% vs 5.3%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
AIR vs GL — 直观对比
营收规模更大
GL
是对方的2.0倍
$795.3M
营收增速更快
AIR
高出10.6%
5.3%
净利率更高
GL
高出13.0%
4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $1.6B |
| 净利润 | $34.6M | $270.5M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 6.0% | — |
| 净利率 | 4.4% | 17.3% |
| 营收同比 | 15.9% | 5.3% |
| 净利润同比 | 213.1% | 6.3% |
| 每股收益（稀释后） | $0.90 | $3.39 |
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AIRGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $795.3M | $1.5B | ||
| Q3 25 | $739.6M | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.4B |
净利润AIRGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $34.6M | $266.1M | ||
| Q3 25 | $34.4M | $387.8M | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $254.6M | ||
| Q4 24 | — | $255.2M | ||
| Q3 24 | — | $303.0M | ||
| Q2 24 | — | $258.4M |
毛利率AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 23.3% |
营业利润率AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 21.7% | ||
| Q3 25 | 6.4% | 31.5% | ||
| Q2 25 | — | 21.2% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | — | 23.5% |
净利率AIRGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 4.4% | 17.5% | ||
| Q3 25 | 4.7% | 25.6% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 17.9% |
每股收益（稀释后）AIRGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $0.90 | $3.28 | ||
| Q3 25 | $0.95 | $4.73 | ||
| Q2 25 | — | $3.05 | ||
| Q1 25 | — | $3.01 | ||
| Q4 24 | — | $3.00 | ||
| Q3 24 | — | $3.44 | ||
| Q2 24 | — | $2.83 |
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 | $75.6M | $183.8M |
| 总债务越低越好 | $952.7M | — |
| 股东权益账面价值 | $1.6B | $6.1B |
| 总资产 | $3.2B | — |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
现金及短期投资AIRGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $75.6M | $314.7M | ||
| Q3 25 | $80.0M | $62.8M | ||
| Q2 25 | — | $116.7M | ||
| Q1 25 | — | $134.1M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $100.5M | ||
| Q2 24 | — | $100.6M |
总债务AIRGL
| Q1 26 | — | — | ||
| Q4 25 | $952.7M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AIRGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.2B | $5.7B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $5.2B |
总资产AIRGL
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $30.8B | ||
| Q3 25 | $2.9B | $30.5B | ||
| Q2 25 | — | $29.8B | ||
| Q1 25 | — | $29.7B | ||
| Q4 24 | — | $29.1B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $28.3B |
负债/权益比AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AIRGL
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | $350.6M | ||
| Q3 25 | $-44.9M | $306.0M | ||
| Q2 25 | — | $307.9M | ||
| Q1 25 | — | $431.9M | ||
| Q4 24 | — | $336.9M | ||
| Q3 24 | — | $340.6M | ||
| Q2 24 | — | $374.1M |
自由现金流AIRGL
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $330.1M | ||
| Q3 25 | $-53.6M | $208.7M | ||
| Q2 25 | — | $295.0M | ||
| Q1 25 | — | $420.1M | ||
| Q4 24 | — | $321.9M | ||
| Q3 24 | — | $311.3M | ||
| Q2 24 | — | $356.5M |
自由现金流率AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 21.7% | ||
| Q3 25 | -7.2% | 13.8% | ||
| Q2 25 | — | 19.9% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 24.8% |
资本支出强度AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.3% | ||
| Q3 25 | 1.2% | 6.4% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.2% |
现金转化率AIRGL
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.32× | ||
| Q3 25 | -1.31× | 0.79× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.45× |
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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
