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爱齐科技（ALGN）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的季度营收约是爱齐科技的1.5倍（$1.6B vs $1.0B），Globe Life净利率更高（17.3% vs 13.0%，领先4.4%），Globe Life同比增速更快（5.3% vs 5.3%），过去两年Globe Life的营收复合增速更高（4.1% vs 2.5%）
爱齐科技是一家全球知名医疗设备企业，主营设计、生产及销售隐适美透明矫治器、iTero口内扫描仪及配套服务，客户覆盖正畸医师、全科牙医，面向修复、美容牙科领域，业务分为透明矫治器、扫描仪及服务两大板块，可满足青少年等不同群体的正畸需求
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。
ALGN vs GL — 直观对比
营收规模更大
GL
是对方的1.5倍
$1.0B
营收增速更快
GL
高出0.1%
5.3%
净利率更高
GL
高出4.4%
13.0%
两年增速更快
GL
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $135.8M | $270.5M |
| 毛利率 | 65.3% | — |
| 营业利润率 | 14.8% | — |
| 净利率 | 13.0% | 17.3% |
| 营收同比 | 5.3% | 5.3% |
| 净利润同比 | 30.8% | 6.3% |
| 每股收益（稀释后） | $1.88 | $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ALGNGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $995.7M | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $979.3M | $1.5B | ||
| Q4 24 | $995.2M | $1.5B | ||
| Q3 24 | $977.9M | $1.5B | ||
| Q2 24 | $1.0B | $1.4B |
净利润ALGNGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $135.8M | $266.1M | ||
| Q3 25 | $56.8M | $387.8M | ||
| Q2 25 | $124.6M | $252.7M | ||
| Q1 25 | $93.2M | $254.6M | ||
| Q4 24 | $103.8M | $255.2M | ||
| Q3 24 | $116.0M | $303.0M | ||
| Q2 24 | $96.6M | $258.4M |
毛利率ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | 65.3% | — | ||
| Q3 25 | 64.2% | — | ||
| Q2 25 | 69.9% | — | ||
| Q1 25 | 69.5% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.7% | 26.1% | ||
| Q2 24 | 70.3% | 23.3% |
营业利润率ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | 21.7% | ||
| Q3 25 | 9.7% | 31.5% | ||
| Q2 25 | 16.1% | 21.2% | ||
| Q1 25 | 13.4% | 21.4% | ||
| Q4 24 | 14.5% | 21.3% | ||
| Q3 24 | 16.6% | 26.3% | ||
| Q2 24 | 14.3% | 23.5% |
净利率ALGNGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 13.0% | 17.5% | ||
| Q3 25 | 5.7% | 25.6% | ||
| Q2 25 | 12.3% | 17.1% | ||
| Q1 25 | 9.5% | 17.2% | ||
| Q4 24 | 10.4% | 17.4% | ||
| Q3 24 | 11.9% | 20.8% | ||
| Q2 24 | 9.4% | 17.9% |
每股收益（稀释后）ALGNGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $1.88 | $3.28 | ||
| Q3 25 | $0.78 | $4.73 | ||
| Q2 25 | $1.72 | $3.05 | ||
| Q1 25 | $1.27 | $3.01 | ||
| Q4 24 | $1.40 | $3.00 | ||
| Q3 24 | $1.55 | $3.44 | ||
| Q2 24 | $1.28 | $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 | $1.1B | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $6.1B |
| 总资产 | $6.2B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALGNGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $1.1B | $314.7M | ||
| Q3 25 | $1.0B | $62.8M | ||
| Q2 25 | $901.2M | $116.7M | ||
| Q1 25 | $873.0M | $134.1M | ||
| Q4 24 | $1.0B | $85.0M | ||
| Q3 24 | $1.0B | $100.5M | ||
| Q2 24 | $761.4M | $100.6M |
股东权益ALGNGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $4.0B | $6.0B | ||
| Q3 25 | $4.0B | $5.7B | ||
| Q2 25 | $3.9B | $5.4B | ||
| Q1 25 | $3.8B | $5.4B | ||
| Q4 24 | $3.9B | $5.3B | ||
| Q3 24 | $3.9B | $4.6B | ||
| Q2 24 | $3.8B | $5.2B |
总资产ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | $6.2B | $30.8B | ||
| Q3 25 | $6.2B | $30.5B | ||
| Q2 25 | $6.2B | $29.8B | ||
| Q1 25 | $6.1B | $29.7B | ||
| Q4 24 | $6.2B | $29.1B | ||
| Q3 24 | $6.4B | $29.6B | ||
| Q2 24 | $6.2B | $28.3B |
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 | $223.2M | — |
| 自由现金流经营现金流 - 资本支出 | $187.3M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 1.64× | — |
| 过去12个月自由现金流最近4个季度 | $490.8M | — |
8季度趋势，按日历期对齐
经营现金流ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | $223.2M | $350.6M | ||
| Q3 25 | $188.7M | $306.0M | ||
| Q2 25 | $128.7M | $307.9M | ||
| Q1 25 | $52.7M | $431.9M | ||
| Q4 24 | $286.1M | $336.9M | ||
| Q3 24 | $263.7M | $340.6M | ||
| Q2 24 | $159.8M | $374.1M |
自由现金流ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | $187.3M | $330.1M | ||
| Q3 25 | $169.0M | $208.7M | ||
| Q2 25 | $107.2M | $295.0M | ||
| Q1 25 | $27.4M | $420.1M | ||
| Q4 24 | $263.1M | $321.9M | ||
| Q3 24 | $233.9M | $311.3M | ||
| Q2 24 | $106.4M | $356.5M |
自由现金流率ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 21.7% | ||
| Q3 25 | 17.0% | 13.8% | ||
| Q2 25 | 10.6% | 19.9% | ||
| Q1 25 | 2.8% | 28.4% | ||
| Q4 24 | 26.4% | 22.0% | ||
| Q3 24 | 23.9% | 21.4% | ||
| Q2 24 | 10.3% | 24.8% |
资本支出强度ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 1.3% | ||
| Q3 25 | 2.0% | 6.4% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 2.3% | 1.0% | ||
| Q3 24 | 3.0% | 2.0% | ||
| Q2 24 | 5.2% | 1.2% |
现金转化率ALGNGL
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 1.32× | ||
| Q3 25 | 3.33× | 0.79× | ||
| Q2 25 | 1.03× | 1.22× | ||
| Q1 25 | 0.57× | 1.70× | ||
| Q4 24 | 2.76× | 1.32× | ||
| Q3 24 | 2.27× | 1.12× | ||
| Q2 24 | 1.66× | 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
ALGN
| Systems And Services | $789.6M | 75% |
| Other | $258.0M | 25% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
