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Conagra Brands（CAG）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Conagra Brands的季度营收约是Globe Life的1.9倍（$3.0B vs $1.6B），Globe Life净利率更高（17.3% vs -22.3%，领先39.6%），Globe Life同比增速更快（5.3% vs -6.8%），过去两年Globe Life的营收复合增速更高（4.1% vs -0.9%）
Conagra Brands是美国包装消费品控股企业，1919年于内布拉斯加州成立，总部设在伊利诺伊州芝加哥。公司旗下拥有多个食品品牌，产品覆盖超市、餐厅及各类餐饮服务场所，2022年位列《财富》美国500强第331位。
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。
CAG vs GL — 直观对比
营收规模更大
CAG
是对方的1.9倍
$1.6B
营收增速更快
GL
高出12.1%
-6.8%
净利率更高
GL
高出39.6%
-22.3%
两年增速更快
GL
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $1.6B |
| 净利润 | $-663.6M | $270.5M |
| 毛利率 | 23.4% | — |
| 营业利润率 | -20.1% | — |
| 净利率 | -22.3% | 17.3% |
| 营收同比 | -6.8% | 5.3% |
| 净利润同比 | -333.3% | 6.3% |
| 每股收益（稀释后） | $-1.39 | $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CAGGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $2.6B | $1.5B | ||
| Q2 25 | $2.8B | $1.5B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $2.8B | $1.5B | ||
| Q2 24 | $2.9B | $1.4B |
净利润CAGGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $-663.6M | $266.1M | ||
| Q3 25 | $164.5M | $387.8M | ||
| Q2 25 | $256.0M | $252.7M | ||
| Q1 25 | $145.1M | $254.6M | ||
| Q4 24 | $284.5M | $255.2M | ||
| Q3 24 | $466.8M | $303.0M | ||
| Q2 24 | $-567.3M | $258.4M |
毛利率CAGGL
| Q1 26 | — | — | ||
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 26.5% | — | ||
| Q3 24 | 26.5% | 26.1% | ||
| Q2 24 | 27.7% | 23.3% |
营业利润率CAGGL
| Q1 26 | — | — | ||
| Q4 25 | -20.1% | 21.7% | ||
| Q3 25 | 13.2% | 31.5% | ||
| Q2 25 | 0.1% | 21.2% | ||
| Q1 25 | 13.9% | 21.4% | ||
| Q4 24 | 14.8% | 21.3% | ||
| Q3 24 | 17.7% | 26.3% | ||
| Q2 24 | -16.3% | 23.5% |
净利率CAGGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | -22.3% | 17.5% | ||
| Q3 25 | 6.2% | 25.6% | ||
| Q2 25 | 9.2% | 17.1% | ||
| Q1 25 | 5.1% | 17.2% | ||
| Q4 24 | 8.9% | 17.4% | ||
| Q3 24 | 16.7% | 20.8% | ||
| Q2 24 | -19.5% | 17.9% |
每股收益（稀释后）CAGGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $-1.39 | $3.28 | ||
| Q3 25 | $0.34 | $4.73 | ||
| Q2 25 | $0.54 | $3.05 | ||
| Q1 25 | $0.30 | $3.01 | ||
| Q4 24 | $0.59 | $3.00 | ||
| Q3 24 | $0.97 | $3.44 | ||
| Q2 24 | $-1.19 | $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 | $46.6M | $183.8M |
| 总债务越低越好 | $7.2B | — |
| 股东权益账面价值 | $8.1B | $6.1B |
| 总资产 | $19.5B | — |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CAGGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $46.6M | $314.7M | ||
| Q3 25 | $698.1M | $62.8M | ||
| Q2 25 | $68.0M | $116.7M | ||
| Q1 25 | $49.4M | $134.1M | ||
| Q4 24 | $37.4M | $85.0M | ||
| Q3 24 | $128.7M | $100.5M | ||
| Q2 24 | $77.7M | $100.6M |
总债务CAGGL
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.3B | — | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $7.5B | — |
股东权益CAGGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $8.1B | $6.0B | ||
| Q3 25 | $8.9B | $5.7B | ||
| Q2 25 | $8.9B | $5.4B | ||
| Q1 25 | $8.8B | $5.4B | ||
| Q4 24 | $8.8B | $5.3B | ||
| Q3 24 | $8.7B | $4.6B | ||
| Q2 24 | $8.4B | $5.2B |
总资产CAGGL
| Q1 26 | — | — | ||
| Q4 25 | $19.5B | $30.8B | ||
| Q3 25 | $21.2B | $30.5B | ||
| Q2 25 | $20.9B | $29.8B | ||
| Q1 25 | $20.7B | $29.7B | ||
| Q4 24 | $21.0B | $29.1B | ||
| Q3 24 | $21.2B | $29.6B | ||
| Q2 24 | $20.9B | $28.3B |
负债/权益比CAGGL
| Q1 26 | — | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.83× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.89× | — |
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 | $210.6M | — |
| 自由现金流经营现金流 - 资本支出 | $138.8M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $876.4M | — |
8季度趋势，按日历期对齐
经营现金流CAGGL
| Q1 26 | — | — | ||
| Q4 25 | $210.6M | $350.6M | ||
| Q3 25 | $120.6M | $306.0M | ||
| Q2 25 | $345.7M | $307.9M | ||
| Q1 25 | $592.0M | $431.9M | ||
| Q4 24 | $485.6M | $336.9M | ||
| Q3 24 | $268.6M | $340.6M | ||
| Q2 24 | $484.3M | $374.1M |
自由现金流CAGGL
| Q1 26 | — | — | ||
| Q4 25 | $138.8M | $330.1M | ||
| Q3 25 | $-26.2M | $208.7M | ||
| Q2 25 | $260.6M | $295.0M | ||
| Q1 25 | $503.2M | $420.1M | ||
| Q4 24 | $403.2M | $321.9M | ||
| Q3 24 | $135.6M | $311.3M | ||
| Q2 24 | $405.8M | $356.5M |
自由现金流率CAGGL
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 21.7% | ||
| Q3 25 | -1.0% | 13.8% | ||
| Q2 25 | 9.4% | 19.9% | ||
| Q1 25 | 17.7% | 28.4% | ||
| Q4 24 | 12.6% | 22.0% | ||
| Q3 24 | 4.9% | 21.4% | ||
| Q2 24 | 14.0% | 24.8% |
资本支出强度CAGGL
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 1.3% | ||
| Q3 25 | 5.6% | 6.4% | ||
| Q2 25 | 3.1% | 0.9% | ||
| Q1 25 | 3.1% | 0.8% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 4.8% | 2.0% | ||
| Q2 24 | 2.7% | 1.2% |
现金转化率CAGGL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.32× | ||
| Q3 25 | 0.73× | 0.79× | ||
| Q2 25 | 1.35× | 1.22× | ||
| Q1 25 | 4.08× | 1.70× | ||
| Q4 24 | 1.71× | 1.32× | ||
| Q3 24 | 0.58× | 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
CAG
| Frozen | $1.1B | 35% |
| Other Shelf Stable | $625.2M | 21% |
| Snacks | $583.9M | 20% |
| Foodservice | $288.4M | 10% |
| Other | $230.4M | 8% |
| Refrigerated | $196.0M | 7% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
