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简柏特（G）与GLOBAL PARTNERS LP（GLP）财务数据对比。点击上方公司名可切换其他公司
GLOBAL PARTNERS LP的季度营收约是简柏特的1.7倍（$2.2B vs $1.3B），简柏特净利率更高（10.8% vs 1.1%，领先9.7%），GLOBAL PARTNERS LP同比增速更快（7.0% vs 5.6%），简柏特自由现金流更多（$269.0M vs $62.2M），过去两年简柏特的营收复合增速更高（8.0% vs 0.2%）
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
Global Partners LP是一家美国能源供应企业，2018年位列《财富》世界500强第361位，采用业主有限合伙制架构，核心业务为石油产品进口，深耕北美市场开展营销活动，批发的产品涵盖原油、柴油、汽油、取暖油及煤油等品类。
G vs GLP — 直观对比
营收规模更大
GLP
是对方的1.7倍
$1.3B
营收增速更快
GLP
高出1.3%
5.6%
净利率更高
G
高出9.7%
1.1%
自由现金流更多
G
多$206.8M
$62.2M
两年增速更快
G
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $143.1M | $25.1M |
| 毛利率 | 36.6% | 11.9% |
| 营业利润率 | 14.8% | 2.6% |
| 净利率 | 10.8% | 1.1% |
| 营收同比 | 5.6% | 7.0% |
| 净利润同比 | 0.8% | 5.0% |
| 每股收益（稀释后） | $0.82 | — |
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GGLP
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $2.2B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.3B | ||
| Q1 24 | $1.1B | $2.2B |
净利润GGLP
| Q4 25 | $143.1M | $25.1M | ||
| Q3 25 | $145.8M | $29.0M | ||
| Q2 25 | $132.7M | $25.2M | ||
| Q1 25 | $130.9M | $18.7M | ||
| Q4 24 | $141.9M | $23.9M | ||
| Q3 24 | $132.8M | $45.9M | ||
| Q2 24 | $122.0M | $46.1M | ||
| Q1 24 | $116.9M | $-5.6M |
毛利率GGLP
| Q4 25 | 36.6% | 11.9% | ||
| Q3 25 | 36.4% | 12.1% | ||
| Q2 25 | 35.9% | 13.1% | ||
| Q1 25 | 35.3% | 11.7% | ||
| Q4 24 | 35.7% | 13.0% | ||
| Q3 24 | 35.6% | 13.4% | ||
| Q2 24 | 35.4% | 12.6% | ||
| Q1 24 | 35.0% | 9.8% |
营业利润率GGLP
| Q4 25 | 14.8% | 2.6% | ||
| Q3 25 | 14.8% | 2.7% | ||
| Q2 25 | 14.3% | 2.9% | ||
| Q1 25 | 15.1% | 2.6% | ||
| Q4 24 | 15.2% | 2.8% | ||
| Q3 24 | 15.0% | 3.9% | ||
| Q2 24 | 14.5% | 3.7% | ||
| Q1 24 | 14.1% | 1.2% |
净利率GGLP
| Q4 25 | 10.8% | 1.1% | ||
| Q3 25 | 11.3% | 1.3% | ||
| Q2 25 | 10.6% | 1.2% | ||
| Q1 25 | 10.8% | 0.9% | ||
| Q4 24 | 11.4% | 1.2% | ||
| Q3 24 | 11.0% | 2.1% | ||
| Q2 24 | 10.4% | 2.0% | ||
| Q1 24 | 10.3% | -0.3% |
每股收益（稀释后）GGLP
| Q4 25 | $0.82 | — | ||
| Q3 25 | $0.83 | — | ||
| Q2 25 | $0.75 | — | ||
| Q1 25 | $0.73 | — | ||
| Q4 24 | $0.80 | — | ||
| Q3 24 | $0.74 | — | ||
| Q2 24 | $0.67 | — | ||
| Q1 24 | $0.64 | — |
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 | $1.2B | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.5B | — |
| 总资产 | $5.8B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.60× | — |
8季度趋势，按日历期对齐
现金及短期投资GGLP
| Q4 25 | $1.2B | — | ||
| Q3 25 | $740.8M | — | ||
| Q2 25 | $663.3M | — | ||
| Q1 25 | $561.6M | — | ||
| Q4 24 | $671.6M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $914.2M | — | ||
| Q1 24 | $478.4M | — |
总债务GGLP
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.2B | — |
股东权益GGLP
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.3B | — |
总资产GGLP
| Q4 25 | $5.8B | $3.9B | ||
| Q3 25 | $5.4B | $3.7B | ||
| Q2 25 | $5.3B | $3.8B | ||
| Q1 25 | $4.9B | $3.8B | ||
| Q4 24 | $5.0B | $3.8B | ||
| Q3 24 | $5.3B | $3.7B | ||
| Q2 24 | $5.2B | $3.8B | ||
| Q1 24 | $4.7B | $3.5B |
负债/权益比GGLP
| Q4 25 | 0.60× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.47× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.68× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.54× | — |
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 | $286.7M | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $269.0M | $62.2M |
| 自由现金流率自由现金流/营收 | 20.4% | 2.8% |
| 资本支出强度资本支出/营收 | 1.3% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.00× | 4.03× |
| 过去12个月自由现金流最近4个季度 | $734.7M | $193.3M |
8季度趋势，按日历期对齐
经营现金流GGLP
| Q4 25 | $286.7M | $101.0M | ||
| Q3 25 | $308.4M | $19.0M | ||
| Q2 25 | $177.4M | $216.3M | ||
| Q1 25 | $40.4M | $-51.6M | ||
| Q4 24 | $203.2M | $67.2M | ||
| Q3 24 | $228.5M | $122.7M | ||
| Q2 24 | $209.3M | $24.3M | ||
| Q1 24 | $-25.6M | $-182.7M |
自由现金流GGLP
| Q4 25 | $269.0M | $62.2M | ||
| Q3 25 | $292.0M | $-678.0K | ||
| Q2 25 | $155.1M | $201.3M | ||
| Q1 25 | $18.5M | $-69.5M | ||
| Q4 24 | $183.5M | $20.4M | ||
| Q3 24 | $208.7M | $98.4M | ||
| Q2 24 | $190.0M | $8.7M | ||
| Q1 24 | $-49.6M | $-199.3M |
自由现金流率GGLP
| Q4 25 | 20.4% | 2.8% | ||
| Q3 25 | 22.6% | -0.0% | ||
| Q2 25 | 12.4% | 9.7% | ||
| Q1 25 | 1.5% | -3.2% | ||
| Q4 24 | 14.7% | 1.0% | ||
| Q3 24 | 17.2% | 4.6% | ||
| Q2 24 | 16.2% | 0.4% | ||
| Q1 24 | -4.4% | -9.0% |
资本支出强度GGLP
| Q4 25 | 1.3% | 1.8% | ||
| Q3 25 | 1.3% | 0.9% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 1.6% | 2.3% | ||
| Q3 24 | 1.6% | 1.1% | ||
| Q2 24 | 1.6% | 0.7% | ||
| Q1 24 | 2.1% | 0.8% |
现金转化率GGLP
| Q4 25 | 2.00× | 4.03× | ||
| Q3 25 | 2.11× | 0.66× | ||
| Q2 25 | 1.34× | 8.58× | ||
| Q1 25 | 0.31× | -2.76× | ||
| Q4 24 | 1.43× | 2.82× | ||
| Q3 24 | 1.72× | 2.67× | ||
| Q2 24 | 1.72× | 0.53× | ||
| Q1 24 | -0.22× | — |
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
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
