vs
Concentrix Corp（CNXC）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Concentrix Corp的季度营收约是Globe Life的1.6倍（$2.6B vs $1.6B），Globe Life净利率更高（17.3% vs -57.9%，领先75.3%），Globe Life同比增速更快（5.3% vs 4.3%），过去两年Globe Life的营收复合增速更高（4.1% vs 3.1%）
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
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。
CNXC vs GL — 直观对比
营收规模更大
CNXC
是对方的1.6倍
$1.6B
营收增速更快
GL
高出1.1%
4.3%
净利率更高
GL
高出75.3%
-57.9%
两年增速更快
GL
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.6B |
| 净利润 | $-1.5B | $270.5M |
| 毛利率 | 34.3% | — |
| 营业利润率 | -54.1% | — |
| 净利率 | -57.9% | 17.3% |
| 营收同比 | 4.3% | 5.3% |
| 净利润同比 | -1379.2% | 6.3% |
| 每股收益（稀释后） | $-23.37 | $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CNXCGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.6B | $1.5B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $1.4B |
净利润CNXCGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $-1.5B | $266.1M | ||
| Q3 25 | $88.1M | $387.8M | ||
| Q2 25 | $42.1M | $252.7M | ||
| Q1 25 | $70.3M | $254.6M | ||
| Q4 24 | $115.7M | $255.2M | ||
| Q3 24 | $16.6M | $303.0M | ||
| Q2 24 | $66.8M | $258.4M |
毛利率CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 35.6% | — | ||
| Q3 24 | 36.2% | 26.1% | ||
| Q2 24 | 36.0% | 23.3% |
营业利润率CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | -54.1% | 21.7% | ||
| Q3 25 | 5.9% | 31.5% | ||
| Q2 25 | 6.1% | 21.2% | ||
| Q1 25 | 7.1% | 21.4% | ||
| Q4 24 | 5.9% | 21.3% | ||
| Q3 24 | 6.4% | 26.3% | ||
| Q2 24 | 6.3% | 23.5% |
净利率CNXCGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | -57.9% | 17.5% | ||
| Q3 25 | 3.5% | 25.6% | ||
| Q2 25 | 1.7% | 17.1% | ||
| Q1 25 | 3.0% | 17.2% | ||
| Q4 24 | 4.7% | 17.4% | ||
| Q3 24 | 0.7% | 20.8% | ||
| Q2 24 | 2.8% | 17.9% |
每股收益（稀释后）CNXCGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $-23.37 | $3.28 | ||
| Q3 25 | $1.34 | $4.73 | ||
| Q2 25 | $0.63 | $3.05 | ||
| Q1 25 | $1.04 | $3.01 | ||
| Q4 24 | $1.72 | $3.00 | ||
| Q3 24 | $0.25 | $3.44 | ||
| Q2 24 | $0.98 | $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 | $327.3M | $183.8M |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $2.7B | $6.1B |
| 总资产 | $10.8B | — |
| 负债/权益比越低杠杆越低 | 1.67× | — |
8季度趋势，按日历期对齐
现金及短期投资CNXCGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $327.3M | $314.7M | ||
| Q3 25 | $350.3M | $62.8M | ||
| Q2 25 | $342.8M | $116.7M | ||
| Q1 25 | $308.0M | $134.1M | ||
| Q4 24 | $240.6M | $85.0M | ||
| Q3 24 | $246.2M | $100.5M | ||
| Q2 24 | $207.3M | $100.6M |
总债务CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.9B | — |
股东权益CNXCGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $2.7B | $6.0B | ||
| Q3 25 | $4.3B | $5.7B | ||
| Q2 25 | $4.3B | $5.4B | ||
| Q1 25 | $4.0B | $5.4B | ||
| Q4 24 | $4.0B | $5.3B | ||
| Q3 24 | $4.2B | $4.6B | ||
| Q2 24 | $4.1B | $5.2B |
总资产CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | $10.8B | $30.8B | ||
| Q3 25 | $12.4B | $30.5B | ||
| Q2 25 | $12.4B | $29.8B | ||
| Q1 25 | $11.9B | $29.7B | ||
| Q4 24 | $12.0B | $29.1B | ||
| Q3 24 | $12.2B | $29.6B | ||
| Q2 24 | $12.1B | $28.3B |
负债/权益比CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | 1.67× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.21× | — |
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 | $344.2M | — |
| 自由现金流经营现金流 - 资本支出 | $281.2M | — |
| 自由现金流率自由现金流/营收 | 11.0% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 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 | $572.5M | — |
8季度趋势，按日历期对齐
经营现金流CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | $344.2M | $350.6M | ||
| Q3 25 | $224.8M | $306.0M | ||
| Q2 25 | $236.5M | $307.9M | ||
| Q1 25 | $1.4M | $431.9M | ||
| Q4 24 | $284.4M | $336.9M | ||
| Q3 24 | $191.6M | $340.6M | ||
| Q2 24 | $238.3M | $374.1M |
自由现金流CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | $281.2M | $330.1M | ||
| Q3 25 | $159.7M | $208.7M | ||
| Q2 25 | $180.7M | $295.0M | ||
| Q1 25 | $-49.2M | $420.1M | ||
| Q4 24 | $224.5M | $321.9M | ||
| Q3 24 | $128.9M | $311.3M | ||
| Q2 24 | $178.3M | $356.5M |
自由现金流率CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 21.7% | ||
| Q3 25 | 6.4% | 13.8% | ||
| Q2 25 | 7.5% | 19.9% | ||
| Q1 25 | -2.1% | 28.4% | ||
| Q4 24 | 9.2% | 22.0% | ||
| Q3 24 | 5.4% | 21.4% | ||
| Q2 24 | 7.5% | 24.8% |
资本支出强度CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.3% | ||
| Q3 25 | 2.6% | 6.4% | ||
| Q2 25 | 2.3% | 0.9% | ||
| Q1 25 | 2.1% | 0.8% | ||
| Q4 24 | 2.4% | 1.0% | ||
| Q3 24 | 2.6% | 2.0% | ||
| Q2 24 | 2.5% | 1.2% |
现金转化率CNXCGL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.32× | ||
| Q3 25 | 2.55× | 0.79× | ||
| Q2 25 | 5.62× | 1.22× | ||
| Q1 25 | 0.02× | 1.70× | ||
| Q4 24 | 2.46× | 1.32× | ||
| Q3 24 | 11.52× | 1.12× | ||
| Q2 24 | 3.57× | 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
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
