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Leonardo DRS, Inc.（DRS）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是Leonardo DRS, Inc.的1.5倍（$1.6B vs $1.1B），Globe Life净利率更高（17.3% vs 9.6%，领先7.7%），Leonardo DRS, Inc.同比增速更快（8.1% vs 5.3%），过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% vs 4.1%）
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
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。
DRS vs GL — 直观对比
营收规模更大
GL
是对方的1.5倍
$1.1B
营收增速更快
DRS
高出2.7%
5.3%
净利率更高
GL
高出7.7%
9.6%
两年增速更快
DRS
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $102.0M | $270.5M |
| 毛利率 | 25.4% | — |
| 营业利润率 | 11.9% | — |
| 净利率 | 9.6% | 17.3% |
| 营收同比 | 8.1% | 5.3% |
| 净利润同比 | 14.6% | 6.3% |
| 每股收益（稀释后） | $0.38 | $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DRSGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $960.0M | $1.5B | ||
| Q2 25 | $829.0M | $1.5B | ||
| Q1 25 | $799.0M | $1.5B | ||
| Q4 24 | $981.0M | $1.5B | ||
| Q3 24 | $812.0M | $1.5B | ||
| Q2 24 | $753.0M | $1.4B |
净利润DRSGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $102.0M | $266.1M | ||
| Q3 25 | $72.0M | $387.8M | ||
| Q2 25 | $54.0M | $252.7M | ||
| Q1 25 | $50.0M | $254.6M | ||
| Q4 24 | $89.0M | $255.2M | ||
| Q3 24 | $57.0M | $303.0M | ||
| Q2 24 | $38.0M | $258.4M |
毛利率DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 23.1% | — | ||
| Q2 25 | 23.8% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | 24.0% | — | ||
| Q3 24 | 22.0% | 26.1% | ||
| Q2 24 | 22.4% | 23.3% |
营业利润率DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | 21.7% | ||
| Q3 25 | 9.7% | 31.5% | ||
| Q2 25 | 8.4% | 21.2% | ||
| Q1 25 | 7.4% | 21.4% | ||
| Q4 24 | 12.2% | 21.3% | ||
| Q3 24 | 9.2% | 26.3% | ||
| Q2 24 | 7.3% | 23.5% |
净利率DRSGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 9.6% | 17.5% | ||
| Q3 25 | 7.5% | 25.6% | ||
| Q2 25 | 6.5% | 17.1% | ||
| Q1 25 | 6.3% | 17.2% | ||
| Q4 24 | 9.1% | 17.4% | ||
| Q3 24 | 7.0% | 20.8% | ||
| Q2 24 | 5.0% | 17.9% |
每股收益（稀释后）DRSGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $0.38 | $3.28 | ||
| Q3 25 | $0.26 | $4.73 | ||
| Q2 25 | $0.20 | $3.05 | ||
| Q1 25 | $0.19 | $3.01 | ||
| Q4 24 | $0.34 | $3.00 | ||
| Q3 24 | $0.21 | $3.44 | ||
| Q2 24 | $0.14 | $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 | $647.0M | $183.8M |
| 总债务越低越好 | $321.0M | — |
| 股东权益账面价值 | $2.7B | $6.1B |
| 总资产 | $4.5B | — |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势，按日历期对齐
现金及短期投资DRSGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $647.0M | $314.7M | ||
| Q3 25 | $309.0M | $62.8M | ||
| Q2 25 | $278.0M | $116.7M | ||
| Q1 25 | $380.0M | $134.1M | ||
| Q4 24 | $598.0M | $85.0M | ||
| Q3 24 | $198.0M | $100.5M | ||
| Q2 24 | $149.0M | $100.6M |
总债务DRSGL
| Q1 26 | — | — | ||
| Q4 25 | $321.0M | — | ||
| Q3 25 | $326.0M | — | ||
| Q2 25 | $331.0M | — | ||
| Q1 25 | $335.0M | — | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $345.0M | — | ||
| Q2 24 | $351.0M | — |
股东权益DRSGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $2.7B | $6.0B | ||
| Q3 25 | $2.6B | $5.7B | ||
| Q2 25 | $2.6B | $5.4B | ||
| Q1 25 | $2.6B | $5.4B | ||
| Q4 24 | $2.6B | $5.3B | ||
| Q3 24 | $2.5B | $4.6B | ||
| Q2 24 | $2.4B | $5.2B |
总资产DRSGL
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $30.8B | ||
| Q3 25 | $4.2B | $30.5B | ||
| Q2 25 | $4.1B | $29.8B | ||
| Q1 25 | $4.1B | $29.7B | ||
| Q4 24 | $4.2B | $29.1B | ||
| Q3 24 | $3.9B | $29.6B | ||
| Q2 24 | $3.8B | $28.3B |
负债/权益比DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.14× | — | ||
| Q2 24 | 0.15× | — |
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 | $425.0M | — |
| 自由现金流经营现金流 - 资本支出 | $376.0M | — |
| 自由现金流率自由现金流/营收 | 35.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 4.17× | — |
| 过去12个月自由现金流最近4个季度 | $227.0M | — |
8季度趋势，按日历期对齐
经营现金流DRSGL
| Q1 26 | — | — | ||
| Q4 25 | $425.0M | $350.6M | ||
| Q3 25 | $107.0M | $306.0M | ||
| Q2 25 | $-28.0M | $307.9M | ||
| Q1 25 | $-138.0M | $431.9M | ||
| Q4 24 | $443.0M | $336.9M | ||
| Q3 24 | $59.0M | $340.6M | ||
| Q2 24 | $34.0M | $374.1M |
自由现金流DRSGL
| Q1 26 | — | — | ||
| Q4 25 | $376.0M | $330.1M | ||
| Q3 25 | $77.0M | $208.7M | ||
| Q2 25 | $-56.0M | $295.0M | ||
| Q1 25 | $-170.0M | $420.1M | ||
| Q4 24 | $414.0M | $321.9M | ||
| Q3 24 | $47.0M | $311.3M | ||
| Q2 24 | $0 | $356.5M |
自由现金流率DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 35.5% | 21.7% | ||
| Q3 25 | 8.0% | 13.8% | ||
| Q2 25 | -6.8% | 19.9% | ||
| Q1 25 | -21.3% | 28.4% | ||
| Q4 24 | 42.2% | 22.0% | ||
| Q3 24 | 5.8% | 21.4% | ||
| Q2 24 | 0.0% | 24.8% |
资本支出强度DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 1.3% | ||
| Q3 25 | 3.1% | 6.4% | ||
| Q2 25 | 3.4% | 0.9% | ||
| Q1 25 | 4.0% | 0.8% | ||
| Q4 24 | 3.0% | 1.0% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 4.5% | 1.2% |
现金转化率DRSGL
| Q1 26 | — | — | ||
| Q4 25 | 4.17× | 1.32× | ||
| Q3 25 | 1.49× | 0.79× | ||
| Q2 25 | -0.52× | 1.22× | ||
| Q1 25 | -2.76× | 1.70× | ||
| Q4 24 | 4.98× | 1.32× | ||
| Q3 24 | 1.04× | 1.12× | ||
| Q2 24 | 0.89× | 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
DRS
暂无分部数据
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
