vs
Globe Life(GL)与IES Holdings, Inc.(IESC)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IES Holdings, Inc.的1.8倍($1.6B vs $871.0M),Globe Life净利率更高(17.3% vs 10.5%,领先6.8%),IES Holdings, Inc.同比增速更快(16.2% vs 5.3%),过去两年IES Holdings, Inc.的营收复合增速更高(11.1% vs 4.1%)
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
GL vs IESC — 直观对比
营收规模更大
GL
是对方的1.8倍
$871.0M
营收增速更快
IESC
高出10.8%
5.3%
净利率更高
GL
高出6.8%
10.5%
两年增速更快
IESC
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $871.0M |
| 净利润 | $270.5M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | — | 11.2% |
| 净利率 | 17.3% | 10.5% |
| 营收同比 | 5.3% | 16.2% |
| 净利润同比 | — | 59.1% |
| 每股收益(稀释后) | $3.39 | $4.51 |
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
GL
IESC
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $871.0M | ||
| Q3 25 | $1.5B | $897.8M | ||
| Q2 25 | $1.5B | $890.2M | ||
| Q1 25 | $1.5B | $834.0M | ||
| Q4 24 | $1.5B | $749.5M | ||
| Q3 24 | $1.5B | $775.8M | ||
| Q2 24 | $1.4B | $768.4M |
净利润
GL
IESC
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $91.8M | ||
| Q3 25 | $387.8M | $102.3M | ||
| Q2 25 | $252.7M | $79.3M | ||
| Q1 25 | $254.6M | $72.6M | ||
| Q4 24 | $255.2M | $57.7M | ||
| Q3 24 | $303.0M | $65.5M | ||
| Q2 24 | $258.4M | $66.6M |
毛利率
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 26.1% | 24.0% | ||
| Q2 24 | 23.3% | 25.3% |
营业利润率
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 11.2% | ||
| Q3 25 | 31.5% | 11.6% | ||
| Q2 25 | 21.2% | 12.6% | ||
| Q1 25 | 21.4% | 11.1% | ||
| Q4 24 | 21.3% | 10.0% | ||
| Q3 24 | 26.3% | 9.7% | ||
| Q2 24 | 23.5% | 11.7% |
净利率
GL
IESC
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 10.5% | ||
| Q3 25 | 25.6% | 11.4% | ||
| Q2 25 | 17.1% | 8.9% | ||
| Q1 25 | 17.2% | 8.7% | ||
| Q4 24 | 17.4% | 7.7% | ||
| Q3 24 | 20.8% | 8.4% | ||
| Q2 24 | 17.9% | 8.7% |
每股收益(稀释后)
GL
IESC
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $4.51 | ||
| Q3 25 | $4.73 | $4.99 | ||
| Q2 25 | $3.05 | $3.81 | ||
| Q1 25 | $3.01 | $3.50 | ||
| Q4 24 | $3.00 | $2.72 | ||
| Q3 24 | $3.44 | $3.06 | ||
| Q2 24 | $2.83 | $2.67 |
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 | $183.8M | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.1B | $961.1M |
| 总资产 | — | $1.7B |
| 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
GL
IESC
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $258.7M | ||
| Q3 25 | $62.8M | $231.8M | ||
| Q2 25 | $116.7M | $168.3M | ||
| Q1 25 | $134.1M | $88.3M | ||
| Q4 24 | $85.0M | $112.0M | ||
| Q3 24 | $100.5M | $135.8M | ||
| Q2 24 | $100.6M | $44.9M |
股东权益
GL
IESC
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $961.1M | ||
| Q3 25 | $5.7B | $884.0M | ||
| Q2 25 | $5.4B | $781.4M | ||
| Q1 25 | $5.4B | $705.8M | ||
| Q4 24 | $5.3B | $652.4M | ||
| Q3 24 | $4.6B | $611.1M | ||
| Q2 24 | $5.2B | $567.5M |
总资产
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $1.7B | ||
| Q3 25 | $30.5B | $1.6B | ||
| Q2 25 | $29.8B | $1.5B | ||
| Q1 25 | $29.7B | $1.4B | ||
| Q4 24 | $29.1B | $1.3B | ||
| Q3 24 | $29.6B | $1.2B | ||
| Q2 24 | $28.3B | $1.2B |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势,按日历期对齐
经营现金流
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $27.7M | ||
| Q3 25 | $306.0M | $132.0M | ||
| Q2 25 | $307.9M | $92.0M | ||
| Q1 25 | $431.9M | $24.8M | ||
| Q4 24 | $336.9M | $37.3M | ||
| Q3 24 | $340.6M | $92.8M | ||
| Q2 24 | $374.1M | $82.9M |
自由现金流
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $-18.9M | ||
| Q3 25 | $208.7M | $112.0M | ||
| Q2 25 | $295.0M | $74.8M | ||
| Q1 25 | $420.1M | $7.9M | ||
| Q4 24 | $321.9M | $24.1M | ||
| Q3 24 | $311.3M | $78.5M | ||
| Q2 24 | $356.5M | $65.4M |
自由现金流率
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | -2.2% | ||
| Q3 25 | 13.8% | 12.5% | ||
| Q2 25 | 19.9% | 8.4% | ||
| Q1 25 | 28.4% | 0.9% | ||
| Q4 24 | 22.0% | 3.2% | ||
| Q3 24 | 21.4% | 10.1% | ||
| Q2 24 | 24.8% | 8.5% |
资本支出强度
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 5.3% | ||
| Q3 25 | 6.4% | 2.2% | ||
| Q2 25 | 0.9% | 1.9% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 1.0% | 1.8% | ||
| Q3 24 | 2.0% | 1.8% | ||
| Q2 24 | 1.2% | 2.3% |
现金转化率
GL
IESC
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.30× | ||
| Q3 25 | 0.79× | 1.29× | ||
| Q2 25 | 1.22× | 1.16× | ||
| Q1 25 | 1.70× | 0.34× | ||
| Q4 24 | 1.32× | 0.65× | ||
| Q3 24 | 1.12× | 1.42× | ||
| Q2 24 | 1.45× | 1.24× |
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
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |