vs
Erie Indemnity（ERIE）与微博公司（WB）财务数据对比。点击上方公司名可切换其他公司
微博公司的季度营收约是Erie Indemnity的1.3倍（$1.3B vs $1.0B），微博公司净利率更高（35.7% vs 14.9%，领先20.8%），过去两年微博公司的营收复合增速更高（22.6% vs 1.1%）
总部位于美国宾夕法尼亚州伊利市的伊利保险集团是财产及意外伤害保险提供商，通过独立保险代理人网络销售车险、家财险、商业保险及人寿保险产品。2021年，该集团以2020财年总营收跻身当年美国财富500强榜单第347位。
微博公司是中国知名的社交网络企业，旗下运营的新浪微博是国内极具影响力的微博客平台，公司总部位于中国北京，为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
ERIE vs WB — 直观对比
营收规模更大
WB
是对方的1.3倍
$1.0B
净利率更高
WB
高出20.8%
14.9%
两年增速更快
WB
近两年复合增速
1.1%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.3B |
| 净利润 | $150.5M | $458.3M |
| 毛利率 | — | — |
| 营业利润率 | 16.5% | 29.1% |
| 净利率 | 14.9% | 35.7% |
| 营收同比 | 2.3% | — |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | — | — |
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ERIEWB
| Q1 26 | $1.0B | — | ||
| Q4 25 | $951.0M | — | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $841.7M | ||
| Q1 25 | $989.4M | $396.9M | ||
| Q4 24 | $924.1M | — | ||
| Q3 24 | $999.9M | $1.3B | ||
| Q2 24 | $990.4M | $833.4M |
净利润ERIEWB
| Q1 26 | $150.5M | — | ||
| Q4 25 | $63.4M | — | ||
| Q3 25 | $182.9M | $458.3M | ||
| Q2 25 | $174.7M | $234.8M | ||
| Q1 25 | $138.4M | $108.1M | ||
| Q4 24 | $152.0M | — | ||
| Q3 24 | $159.8M | $297.4M | ||
| Q2 24 | $163.9M | $164.6M |
营业利润率ERIEWB
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.6% | — | ||
| Q3 25 | 19.6% | 29.1% | ||
| Q2 25 | 18.8% | 30.4% | ||
| Q1 25 | 15.3% | 27.8% | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 18.0% | 29.0% | ||
| Q2 24 | 19.2% | 28.2% |
净利率ERIEWB
| Q1 26 | 14.9% | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 17.1% | 35.7% | ||
| Q2 25 | 16.5% | 27.9% | ||
| Q1 25 | 14.0% | 27.2% | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 16.0% | 22.9% | ||
| Q2 24 | 16.5% | 19.8% |
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 | — | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $3.9B |
| 总资产 | $3.4B | $6.9B |
| 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ERIEWB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.9B |
股东权益ERIEWB
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $3.9B | ||
| Q2 25 | $2.2B | $3.6B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | $3.4B |
总资产ERIEWB
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.3B | $6.9B | ||
| Q2 25 | $3.1B | $6.5B | ||
| Q1 25 | $3.0B | $6.7B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.7B | $7.1B |
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
ERIE
| Management fee revenue - policy issuance and renewal services | $786.4M | 78% |
| Administrative services reimbursement revenue | $200.1M | 20% |
| Management fee revenue - administrative services | $19.5M | 2% |
| Service agreement revenue | $5.9M | 1% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
