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CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是Globe Life的1.3倍（$2.0B vs $1.6B），CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 17.3%，领先20.6%）
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
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。
CHKP vs GL — 直观对比
营收规模更大
CHKP
是对方的1.3倍
$1.6B
净利率更高
CHKP
高出20.6%
17.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.6B |
| 净利润 | $752.4M | $270.5M |
| 毛利率 | 86.7% | — |
| 营业利润率 | 30.2% | — |
| 净利率 | 38.0% | 17.3% |
| 营收同比 | — | 5.3% |
| 净利润同比 | — | 6.3% |
| 每股收益（稀释后） | $6.81 | $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CHKPGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $2.0B | $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CHKPGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | — | $266.1M | ||
| Q3 25 | $752.4M | $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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 86.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 23.3% |
营业利润率CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | 30.2% | 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CHKPGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | 38.0% | 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）CHKPGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | — | $3.28 | ||
| Q3 25 | $6.81 | $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 | $619.9M | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $6.1B |
| 总资产 | $5.7B | — |
| 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CHKPGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | — | $314.7M | ||
| Q3 25 | $619.9M | $62.8M | ||
| Q2 25 | — | $116.7M | ||
| Q1 25 | — | $134.1M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $100.5M | ||
| Q2 24 | — | $100.6M |
股东权益CHKPGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | — | $6.0B | ||
| Q3 25 | $3.1B | $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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | $30.8B | ||
| Q3 25 | $5.7B | $30.5B | ||
| Q2 25 | — | $29.8B | ||
| Q1 25 | — | $29.7B | ||
| Q4 24 | — | $29.1B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $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 | $914.9M | — |
| 自由现金流经营现金流 - 资本支出 | $895.5M | — |
| 自由现金流率自由现金流/营收 | 45.2% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.22× | — |
| 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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | $350.6M | ||
| Q3 25 | $914.9M | $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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | $330.1M | ||
| Q3 25 | $895.5M | $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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | 45.2% | 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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 1.0% | 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CHKPGL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.32× | ||
| Q3 25 | 1.22× | 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
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
