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好事达（ALL）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
好事达的季度营收约是LandBridge Co LLC的305.5倍（$17.3B vs $56.8M）。好事达净利率更高（22.1% vs 14.2%，领先7.9%）。LandBridge Co LLC同比增速更快（55.6% vs 5.1%）。好事达自由现金流更多（$2.9B vs $36.4M）。过去两年LandBridge Co LLC的营收复合增速更高（72.8% vs 6.6%）
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
ALL vs LB — 直观对比
营收规模更大
ALL
是对方的305.5倍
$56.8M
营收增速更快
LB
高出50.5%
5.1%
净利率更高
ALL
高出7.9%
14.2%
自由现金流更多
ALL
多$2.9B
$36.4M
两年增速更快
LB
近两年复合增速
6.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $17.3B | $56.8M |
| 净利润 | $3.8B | $8.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 60.0% |
| 净利率 | 22.1% | 14.2% |
| 营收同比 | 5.1% | 55.6% |
| 净利润同比 | 98.8% | -83.7% |
| 每股收益（稀释后） | $14.24 | $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ALLLB
| Q4 25 | $17.3B | $56.8M | ||
| Q3 25 | $17.3B | $50.8M | ||
| Q2 25 | $16.6B | $47.5M | ||
| Q1 25 | $16.5B | $44.0M | ||
| Q4 24 | $16.5B | $36.5M | ||
| Q3 24 | $16.6B | $28.5M | ||
| Q2 24 | $15.7B | $26.0M | ||
| Q1 24 | $15.3B | $19.0M |
净利润ALLLB
| Q4 25 | $3.8B | $8.1M | ||
| Q3 25 | $3.7B | $8.1M | ||
| Q2 25 | $2.1B | $7.5M | ||
| Q1 25 | $595.0M | $6.5M | ||
| Q4 24 | $1.9B | $49.3M | ||
| Q3 24 | $1.2B | $2.7M | ||
| Q2 24 | $331.0M | $-57.7M | ||
| Q1 24 | $1.2B | $10.8M |
营业利润率ALLLB
| Q4 25 | — | 60.0% | ||
| Q3 25 | — | 60.8% | ||
| Q2 25 | — | 60.0% | ||
| Q1 25 | — | 57.0% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | -197.4% | ||
| Q1 24 | — | 71.1% |
净利率ALLLB
| Q4 25 | 22.1% | 14.2% | ||
| Q3 25 | 21.7% | 15.9% | ||
| Q2 25 | 12.7% | 15.8% | ||
| Q1 25 | 3.6% | 14.7% | ||
| Q4 24 | 11.7% | 135.2% | ||
| Q3 24 | 7.2% | 9.3% | ||
| Q2 24 | 2.1% | -222.1% | ||
| Q1 24 | 8.0% | 56.7% |
每股收益（稀释后）ALLLB
| Q4 25 | $14.24 | $0.24 | ||
| Q3 25 | $13.95 | $0.26 | ||
| Q2 25 | $7.76 | $0.24 | ||
| Q1 25 | $2.11 | $0.20 | ||
| Q4 24 | $7.07 | — | ||
| Q3 24 | $4.33 | $-0.04 | ||
| Q2 24 | $1.13 | — | ||
| Q1 24 | $4.46 | — |
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 | $4.9B | $30.7M |
| 总债务越低越好 | $7.5B | $570.7M |
| 股东权益账面价值 | $30.6B | $340.3M |
| 总资产 | $119.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.24× | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资ALLLB
| Q4 25 | $4.9B | $30.7M | ||
| Q3 25 | $8.7B | $28.3M | ||
| Q2 25 | $9.6B | $20.3M | ||
| Q1 25 | $6.5B | $14.9M | ||
| Q4 24 | $4.5B | $37.0M | ||
| Q3 24 | $7.0B | $14.4M | ||
| Q2 24 | $5.3B | $24.6M | ||
| Q1 24 | $4.3B | — |
总债务ALLLB
| Q4 25 | $7.5B | $570.7M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $385.5M | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — | ||
| Q1 24 | $7.9B | — |
股东权益ALLLB
| Q4 25 | $30.6B | $340.3M | ||
| Q3 25 | $27.5B | $272.0M | ||
| Q2 25 | $24.0B | $266.4M | ||
| Q1 25 | $22.1B | $440.3M | ||
| Q4 24 | $21.4B | $436.0M | ||
| Q3 24 | $20.9B | $97.2M | ||
| Q2 24 | $18.6B | $296.4M | ||
| Q1 24 | $18.6B | $162.3M |
总资产ALLLB
| Q4 25 | $119.8B | $1.4B | ||
| Q3 25 | $120.4B | $1.1B | ||
| Q2 25 | $115.9B | $1.1B | ||
| Q1 25 | $115.2B | $1.0B | ||
| Q4 24 | $111.6B | $1.0B | ||
| Q3 24 | $113.7B | $689.9M | ||
| Q2 24 | $108.4B | $710.5M | ||
| Q1 24 | $105.2B | — |
负债/权益比ALLLB
| Q4 25 | 0.24× | 1.68× | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | 0.88× | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.43× | — |
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 | $3.0B | $38.1M |
| 自由现金流经营现金流 - 资本支出 | $2.9B | $36.4M |
| 自由现金流率自由现金流/营收 | 16.7% | 64.1% |
| 资本支出强度资本支出/营收 | 0.5% | 3.1% |
| 现金转化率经营现金流/净利润 | 0.78× | 4.73× |
| 过去12个月自由现金流最近4个季度 | $9.9B | $122.0M |
8季度趋势，按日历期对齐
经营现金流ALLLB
| Q4 25 | $3.0B | $38.1M | ||
| Q3 25 | $3.3B | $34.9M | ||
| Q2 25 | $1.9B | $37.3M | ||
| Q1 25 | $2.0B | $15.9M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.2B | $7.5M | ||
| Q2 24 | $2.4B | $16.0M | ||
| Q1 24 | $1.7B | $17.2M |
自由现金流ALLLB
| Q4 25 | $2.9B | $36.4M | ||
| Q3 25 | $3.2B | $33.7M | ||
| Q2 25 | $1.9B | $36.1M | ||
| Q1 25 | $1.9B | $15.8M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.1B | $7.1M | ||
| Q2 24 | $2.3B | $15.7M | ||
| Q1 24 | $1.6B | $17.1M |
自由现金流率ALLLB
| Q4 25 | 16.7% | 64.1% | ||
| Q3 25 | 18.8% | 66.3% | ||
| Q2 25 | 11.3% | 75.9% | ||
| Q1 25 | 11.4% | 36.0% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 18.9% | 25.1% | ||
| Q2 24 | 14.7% | 60.4% | ||
| Q1 24 | 10.6% | 90.1% |
资本支出强度ALLLB
| Q4 25 | 0.5% | 3.1% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 1.1% | ||
| Q2 24 | 0.4% | 1.4% | ||
| Q1 24 | 0.3% | 0.5% |
现金转化率ALLLB
| Q4 25 | 0.78× | 4.73× | ||
| Q3 25 | 0.88× | 4.31× | ||
| Q2 25 | 0.89× | 4.98× | ||
| Q1 25 | 3.30× | 2.46× | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | 2.80× | ||
| Q2 24 | 7.13× | — | ||
| Q1 24 | 1.37× | 1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
