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EXACT SCIENCES CORP（EXAS）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EXACT SCIENCES CORP的1.8倍（$1.6B vs $878.4M），Globe Life净利率更高（17.3% vs -9.8%，领先27.1%），EXACT SCIENCES CORP同比增速更快（23.1% vs 5.3%），过去两年EXACT SCIENCES CORP的营收复合增速更高（17.4% vs 4.1%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
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。
EXAS vs GL — 直观对比
营收规模更大
GL
是对方的1.8倍
$878.4M
营收增速更快
EXAS
高出17.8%
5.3%
净利率更高
GL
高出27.1%
-9.8%
两年增速更快
EXAS
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $1.6B |
| 净利润 | $-86.0M | $270.5M |
| 毛利率 | 70.1% | — |
| 营业利润率 | -9.4% | — |
| 净利率 | -9.8% | 17.3% |
| 营收同比 | 23.1% | 5.3% |
| 净利润同比 | 90.1% | — |
| 每股收益（稀释后） | $-0.45 | $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EXASGL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $878.4M | $1.5B | ||
| Q3 25 | $850.7M | $1.5B | ||
| Q2 25 | $811.1M | $1.5B | ||
| Q1 25 | $706.8M | $1.5B | ||
| Q4 24 | $713.4M | $1.5B | ||
| Q3 24 | $708.7M | $1.5B | ||
| Q2 24 | $699.3M | $1.4B |
净利润EXASGL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $-86.0M | $266.1M | ||
| Q3 25 | $-19.6M | $387.8M | ||
| Q2 25 | $-1.2M | $252.7M | ||
| Q1 25 | $-101.2M | $254.6M | ||
| Q4 24 | $-864.6M | $255.2M | ||
| Q3 24 | $-38.2M | $303.0M | ||
| Q2 24 | $-15.8M | $258.4M |
毛利率EXASGL
| Q1 26 | — | — | ||
| Q4 25 | 70.1% | — | ||
| Q3 25 | 68.6% | — | ||
| Q2 25 | 69.3% | — | ||
| Q1 25 | 70.8% | — | ||
| Q4 24 | 69.0% | — | ||
| Q3 24 | 69.4% | 26.1% | ||
| Q2 24 | 69.8% | 23.3% |
营业利润率EXASGL
| Q1 26 | — | — | ||
| Q4 25 | -9.4% | 21.7% | ||
| Q3 25 | -3.0% | 31.5% | ||
| Q2 25 | -0.3% | 21.2% | ||
| Q1 25 | -13.6% | 21.4% | ||
| Q4 24 | -122.8% | 21.3% | ||
| Q3 24 | -5.6% | 26.3% | ||
| Q2 24 | -3.8% | 23.5% |
净利率EXASGL
| Q1 26 | — | 17.3% | ||
| Q4 25 | -9.8% | 17.5% | ||
| Q3 25 | -2.3% | 25.6% | ||
| Q2 25 | -0.1% | 17.1% | ||
| Q1 25 | -14.3% | 17.2% | ||
| Q4 24 | -121.2% | 17.4% | ||
| Q3 24 | -5.4% | 20.8% | ||
| Q2 24 | -2.3% | 17.9% |
每股收益（稀释后）EXASGL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $-0.45 | $3.28 | ||
| Q3 25 | $-0.10 | $4.73 | ||
| Q2 25 | $-0.01 | $3.05 | ||
| Q1 25 | $-0.54 | $3.01 | ||
| Q4 24 | $-4.69 | $3.00 | ||
| Q3 24 | $-0.21 | $3.44 | ||
| Q2 24 | $-0.09 | $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 | $964.7M | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $6.1B |
| 总资产 | $5.9B | — |
| 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EXASGL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $964.7M | $314.7M | ||
| Q3 25 | $1.0B | $62.8M | ||
| Q2 25 | $858.4M | $116.7M | ||
| Q1 25 | $786.2M | $134.1M | ||
| Q4 24 | $1.0B | $85.0M | ||
| Q3 24 | $1.0B | $100.5M | ||
| Q2 24 | $946.8M | $100.6M |
股东权益EXASGL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $2.4B | $6.0B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.4B | $5.4B | ||
| Q4 24 | $2.4B | $5.3B | ||
| Q3 24 | $3.2B | $4.6B | ||
| Q2 24 | $3.2B | $5.2B |
总资产EXASGL
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $30.8B | ||
| Q3 25 | $5.9B | $30.5B | ||
| Q2 25 | $5.8B | $29.8B | ||
| Q1 25 | $5.7B | $29.7B | ||
| Q4 24 | $5.9B | $29.1B | ||
| Q3 24 | $6.7B | $29.6B | ||
| Q2 24 | $6.7B | $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 | $151.7M | — |
| 自由现金流经营现金流 - 资本支出 | $120.4M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 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 | $356.8M | — |
8季度趋势，按日历期对齐
经营现金流EXASGL
| Q1 26 | — | — | ||
| Q4 25 | $151.7M | $350.6M | ||
| Q3 25 | $219.9M | $306.0M | ||
| Q2 25 | $89.0M | $307.9M | ||
| Q1 25 | $30.8M | $431.9M | ||
| Q4 24 | $47.1M | $336.9M | ||
| Q3 24 | $138.7M | $340.6M | ||
| Q2 24 | $107.1M | $374.1M |
自由现金流EXASGL
| Q1 26 | — | — | ||
| Q4 25 | $120.4M | $330.1M | ||
| Q3 25 | $190.0M | $208.7M | ||
| Q2 25 | $46.7M | $295.0M | ||
| Q1 25 | $-365.0K | $420.1M | ||
| Q4 24 | $10.7M | $321.9M | ||
| Q3 24 | $112.6M | $311.3M | ||
| Q2 24 | $71.2M | $356.5M |
自由现金流率EXASGL
| Q1 26 | — | — | ||
| Q4 25 | 13.7% | 21.7% | ||
| Q3 25 | 22.3% | 13.8% | ||
| Q2 25 | 5.8% | 19.9% | ||
| Q1 25 | -0.1% | 28.4% | ||
| Q4 24 | 1.5% | 22.0% | ||
| Q3 24 | 15.9% | 21.4% | ||
| Q2 24 | 10.2% | 24.8% |
资本支出强度EXASGL
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 1.3% | ||
| Q3 25 | 3.5% | 6.4% | ||
| Q2 25 | 5.2% | 0.9% | ||
| Q1 25 | 4.4% | 0.8% | ||
| Q4 24 | 5.1% | 1.0% | ||
| Q3 24 | 3.7% | 2.0% | ||
| Q2 24 | 5.1% | 1.2% |
现金转化率EXASGL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.32× | ||
| Q3 25 | — | 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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
