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Chewy, Inc.（CHWY）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Chewy, Inc.的季度营收约是Globe Life的2.0倍（$3.1B vs $1.6B），Globe Life净利率更高（17.3% vs 1.9%，领先15.4%），Chewy, Inc.同比增速更快（8.3% vs 5.3%），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs 4.1%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
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。
CHWY vs GL — 直观对比
营收规模更大
CHWY
是对方的2.0倍
$1.6B
营收增速更快
CHWY
高出3.0%
5.3%
净利率更高
GL
高出15.4%
1.9%
两年增速更快
CHWY
近两年复合增速
4.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $59.2M | $270.5M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 2.1% | — |
| 净利率 | 1.9% | 17.3% |
| 营收同比 | 8.3% | 5.3% |
| 净利润同比 | 1405.6% | 6.3% |
| 每股收益（稀释后） | $0.14 | $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CHWYGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.1B | $1.5B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | $2.9B | $1.5B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.9B | $1.4B |
净利润CHWYGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $59.2M | $266.1M | ||
| Q3 25 | $62.0M | $387.8M | ||
| Q2 25 | $62.4M | $252.7M | ||
| Q1 25 | $22.8M | $254.6M | ||
| Q4 24 | $3.9M | $255.2M | ||
| Q3 24 | $299.1M | $303.0M | ||
| Q2 24 | $66.9M | $258.4M |
毛利率CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | 26.1% | ||
| Q2 24 | 29.7% | 23.3% |
营业利润率CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 21.7% | ||
| Q3 25 | 2.2% | 31.5% | ||
| Q2 25 | 2.5% | 21.2% | ||
| Q1 25 | -0.3% | 21.4% | ||
| Q4 24 | 0.9% | 21.3% | ||
| Q3 24 | 1.1% | 26.3% | ||
| Q2 24 | 2.2% | 23.5% |
净利率CHWYGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 1.9% | 17.5% | ||
| Q3 25 | 2.0% | 25.6% | ||
| Q2 25 | 2.0% | 17.1% | ||
| Q1 25 | 0.7% | 17.2% | ||
| Q4 24 | 0.1% | 17.4% | ||
| Q3 24 | 10.5% | 20.8% | ||
| Q2 24 | 2.3% | 17.9% |
每股收益（稀释后）CHWYGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $0.14 | $3.28 | ||
| Q3 25 | $0.14 | $4.73 | ||
| Q2 25 | $0.15 | $3.05 | ||
| Q1 25 | $0.07 | $3.01 | ||
| Q4 24 | $0.01 | $3.00 | ||
| Q3 24 | $0.68 | $3.44 | ||
| Q2 24 | $0.15 | $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 | $701.5M | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $6.1B |
| 总资产 | $3.3B | — |
| 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CHWYGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $701.5M | $314.7M | ||
| Q3 25 | $591.8M | $62.8M | ||
| Q2 25 | $616.4M | $116.7M | ||
| Q1 25 | $596.7M | $134.1M | ||
| Q4 24 | $507.5M | $85.0M | ||
| Q3 24 | $695.0M | $100.5M | ||
| Q2 24 | $1.1B | $100.6M |
股东权益CHWYGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $469.4M | $6.0B | ||
| Q3 25 | $389.9M | $5.7B | ||
| Q2 25 | $375.6M | $5.4B | ||
| Q1 25 | $261.5M | $5.4B | ||
| Q4 24 | $223.4M | $5.3B | ||
| Q3 24 | $486.7M | $4.6B | ||
| Q2 24 | $642.9M | $5.2B |
总资产CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $30.8B | ||
| Q3 25 | $3.1B | $30.5B | ||
| Q2 25 | $3.1B | $29.8B | ||
| Q1 25 | $3.0B | $29.7B | ||
| Q4 24 | $3.0B | $29.1B | ||
| Q3 24 | $3.1B | $29.6B | ||
| Q2 24 | $3.2B | $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 | $207.9M | — |
| 自由现金流经营现金流 - 资本支出 | $175.8M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 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 | 3.51× | — |
| 过去12个月自由现金流最近4个季度 | $487.0M | — |
8季度趋势，按日历期对齐
经营现金流CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $350.6M | ||
| Q3 25 | $133.9M | $306.0M | ||
| Q2 25 | $86.4M | $307.9M | ||
| Q1 25 | $207.5M | $431.9M | ||
| Q4 24 | $183.5M | $336.9M | ||
| Q3 24 | $123.4M | $340.6M | ||
| Q2 24 | $81.9M | $374.1M |
自由现金流CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | $330.1M | ||
| Q3 25 | $105.9M | $208.7M | ||
| Q2 25 | $48.7M | $295.0M | ||
| Q1 25 | $156.6M | $420.1M | ||
| Q4 24 | $151.8M | $321.9M | ||
| Q3 24 | $91.5M | $311.3M | ||
| Q2 24 | $52.6M | $356.5M |
自由现金流率CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 21.7% | ||
| Q3 25 | 3.4% | 13.8% | ||
| Q2 25 | 1.6% | 19.9% | ||
| Q1 25 | 4.8% | 28.4% | ||
| Q4 24 | 5.3% | 22.0% | ||
| Q3 24 | 3.2% | 21.4% | ||
| Q2 24 | 1.8% | 24.8% |
资本支出强度CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 1.3% | ||
| Q3 25 | 0.9% | 6.4% | ||
| Q2 25 | 1.2% | 0.9% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 1.1% | 1.0% | ||
| Q3 24 | 1.1% | 2.0% | ||
| Q2 24 | 1.0% | 1.2% |
现金转化率CHWYGL
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 1.32× | ||
| Q3 25 | 2.16× | 0.79× | ||
| Q2 25 | 1.38× | 1.22× | ||
| Q1 25 | 9.10× | 1.70× | ||
| Q4 24 | 46.66× | 1.32× | ||
| Q3 24 | 0.41× | 1.12× | ||
| Q2 24 | 1.22× | 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
CHWY
暂无分部数据
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
