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Globe Life(GL)与JBT Marel Corp(JBTM)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JBT Marel Corp的1.5倍($1.5B vs $1.0B),Globe Life净利率更高(17.5% vs 5.3%,领先12.2%),JBT Marel Corp同比增速更快(115.6% vs 3.6%),Globe Life自由现金流更多($330.1M vs $83.5M),过去两年JBT Marel Corp的营收复合增速更高(60.3% vs 3.6%)
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。
JBT Marel Corp(原称JBT公司、约翰宾技术公司)是主营食品加工机械及自动化车辆的企业,2008年由FMC技术公司拆分非能源业务独立注册成立,总部位于美国伊利诺伊州芝加哥,发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
GL vs JBTM — 直观对比
营收规模更大
GL
是对方的1.5倍
$1.0B
营收增速更快
JBTM
高出111.9%
3.6%
净利率更高
GL
高出12.2%
5.3%
自由现金流更多
GL
多$246.6M
$83.5M
两年增速更快
JBTM
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.0B |
| 净利润 | $266.1M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | 21.7% | 7.2% |
| 净利率 | 17.5% | 5.3% |
| 营收同比 | 3.6% | 115.6% |
| 净利润同比 | 4.3% | 858.6% |
| 每股收益(稀释后) | $3.28 | $1.04 |
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
JBTM
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $934.8M | ||
| Q1 25 | $1.5B | $854.1M | ||
| Q4 24 | $1.5B | $467.6M | ||
| Q3 24 | $1.5B | $453.8M | ||
| Q2 24 | $1.4B | $402.3M | ||
| Q1 24 | $1.4B | $392.3M |
净利润
GL
JBTM
| Q4 25 | $266.1M | $53.1M | ||
| Q3 25 | $387.8M | $66.0M | ||
| Q2 25 | $252.7M | $3.4M | ||
| Q1 25 | $254.6M | $-173.0M | ||
| Q4 24 | $255.2M | $-7.0M | ||
| Q3 24 | $303.0M | $38.9M | ||
| Q2 24 | $258.4M | $30.7M | ||
| Q1 24 | $254.2M | $22.8M |
毛利率
GL
JBTM
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | 26.1% | 36.1% | ||
| Q2 24 | 23.3% | 35.6% | ||
| Q1 24 | 23.1% | 35.8% |
营业利润率
GL
JBTM
| Q4 25 | 21.7% | 7.2% | ||
| Q3 25 | 31.5% | 10.2% | ||
| Q2 25 | 21.2% | 5.2% | ||
| Q1 25 | 21.4% | -3.9% | ||
| Q4 24 | 21.3% | 3.4% | ||
| Q3 24 | 26.3% | 10.3% | ||
| Q2 24 | 23.5% | 6.7% | ||
| Q1 24 | 23.1% | 7.4% |
净利率
GL
JBTM
| Q4 25 | 17.5% | 5.3% | ||
| Q3 25 | 25.6% | 6.6% | ||
| Q2 25 | 17.1% | 0.4% | ||
| Q1 25 | 17.2% | -20.3% | ||
| Q4 24 | 17.4% | -1.5% | ||
| Q3 24 | 20.8% | 8.6% | ||
| Q2 24 | 17.9% | 7.6% | ||
| Q1 24 | 18.0% | 5.8% |
每股收益(稀释后)
GL
JBTM
| Q4 25 | $3.28 | $1.04 | ||
| Q3 25 | $4.73 | $1.26 | ||
| Q2 25 | $3.05 | $0.07 | ||
| Q1 25 | $3.01 | $-3.35 | ||
| Q4 24 | $3.00 | $-0.22 | ||
| Q3 24 | $3.44 | $1.21 | ||
| Q2 24 | $2.83 | $0.95 | ||
| Q1 24 | $2.67 | $0.71 |
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 | $314.7M | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $6.0B | $4.5B |
| 总资产 | $30.8B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
GL
JBTM
| Q4 25 | $314.7M | $167.9M | ||
| Q3 25 | $62.8M | — | ||
| Q2 25 | $116.7M | — | ||
| Q1 25 | $134.1M | — | ||
| Q4 24 | $85.0M | $1.2B | ||
| Q3 24 | $100.5M | — | ||
| Q2 24 | $100.6M | — | ||
| Q1 24 | $58.4M | — |
总债务
GL
JBTM
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益
GL
JBTM
| Q4 25 | $6.0B | $4.5B | ||
| Q3 25 | $5.7B | $4.4B | ||
| Q2 25 | $5.4B | $4.4B | ||
| Q1 25 | $5.4B | $4.1B | ||
| Q4 24 | $5.3B | $1.5B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $5.2B | $1.5B | ||
| Q1 24 | $5.0B | $1.5B |
总资产
GL
JBTM
| Q4 25 | $30.8B | $8.2B | ||
| Q3 25 | $30.5B | $8.2B | ||
| Q2 25 | $29.8B | $8.3B | ||
| Q1 25 | $29.7B | $8.0B | ||
| Q4 24 | $29.1B | $3.4B | ||
| Q3 24 | $29.6B | $2.8B | ||
| Q2 24 | $28.3B | $2.7B | ||
| Q1 24 | $28.6B | $2.7B |
负债/权益比
GL
JBTM
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $350.6M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $330.1M | $83.5M |
| 自由现金流率自由现金流/营收 | 21.7% | 8.3% |
| 资本支出强度资本支出/营收 | 1.3% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.32× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $238.1M |
8季度趋势,按日历期对齐
经营现金流
GL
JBTM
| Q4 25 | $350.6M | $117.4M | ||
| Q3 25 | $306.0M | $87.7M | ||
| Q2 25 | $307.9M | $102.2M | ||
| Q1 25 | $431.9M | $34.4M | ||
| Q4 24 | $336.9M | $128.7M | ||
| Q3 24 | $340.6M | $71.9M | ||
| Q2 24 | $374.1M | $21.6M | ||
| Q1 24 | $350.8M | $10.4M |
自由现金流
GL
JBTM
| Q4 25 | $330.1M | $83.5M | ||
| Q3 25 | $208.7M | $56.5M | ||
| Q2 25 | $295.0M | $83.7M | ||
| Q1 25 | $420.1M | $14.4M | ||
| Q4 24 | $321.9M | $118.7M | ||
| Q3 24 | $311.3M | $65.0M | ||
| Q2 24 | $356.5M | $11.1M | ||
| Q1 24 | $341.7M | $-100.0K |
自由现金流率
GL
JBTM
| Q4 25 | 21.7% | 8.3% | ||
| Q3 25 | 13.8% | 5.6% | ||
| Q2 25 | 19.9% | 9.0% | ||
| Q1 25 | 28.4% | 1.7% | ||
| Q4 24 | 22.0% | 25.4% | ||
| Q3 24 | 21.4% | 14.3% | ||
| Q2 24 | 24.8% | 2.8% | ||
| Q1 24 | 24.1% | -0.0% |
资本支出强度
GL
JBTM
| Q4 25 | 1.3% | 3.4% | ||
| Q3 25 | 6.4% | 3.1% | ||
| Q2 25 | 0.9% | 2.0% | ||
| Q1 25 | 0.8% | 2.3% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 2.0% | 1.5% | ||
| Q2 24 | 1.2% | 2.6% | ||
| Q1 24 | 0.6% | 2.7% |
现金转化率
GL
JBTM
| Q4 25 | 1.32× | 2.21× | ||
| Q3 25 | 0.79× | 1.33× | ||
| Q2 25 | 1.22× | 30.06× | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 1.12× | 1.85× | ||
| Q2 24 | 1.45× | 0.70× | ||
| Q1 24 | 1.38× | 0.46× |
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 Segment | $849.6M | 56% |
| Health Segment | $392.3M | 26% |
| Investment Segment | $281.4M | 19% |
JBTM
暂无分部数据