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Globe Life（GL）与美泰（MAT）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是美泰的1.8倍（$1.6B vs $862.2M），Globe Life净利率更高（17.3% vs 7.1%，领先10.3%），Globe Life同比增速更快（5.3% vs 4.3%），过去两年Globe Life的营收复合增速更高（4.1% vs -10.6%）
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。
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
GL vs MAT — 直观对比
营收规模更大
GL
是对方的1.8倍
$862.2M
营收增速更快
GL
高出1.0%
4.3%
净利率更高
GL
高出10.3%
7.1%
两年增速更快
GL
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $862.2M |
| 净利润 | $270.5M | $61.0M |
| 毛利率 | — | 44.9% |
| 营业利润率 | — | — |
| 净利率 | 17.3% | 7.1% |
| 营收同比 | 5.3% | 4.3% |
| 净利润同比 | — | 251.4% |
| 每股收益（稀释后） | $3.39 | $0.20 |
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GLMAT
| Q1 26 | $1.6B | $862.2M | ||
| Q4 25 | $1.5B | $1.8B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $826.6M | ||
| Q4 24 | $1.5B | $1.6B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.4B | $1.1B |
净利润GLMAT
| Q1 26 | $270.5M | $61.0M | ||
| Q4 25 | $266.1M | $106.2M | ||
| Q3 25 | $387.8M | $278.4M | ||
| Q2 25 | $252.7M | $53.4M | ||
| Q1 25 | $254.6M | $-40.3M | ||
| Q4 24 | $255.2M | $140.9M | ||
| Q3 24 | $303.0M | $372.4M | ||
| Q2 24 | $258.4M | $56.9M |
毛利率GLMAT
| Q1 26 | — | 44.9% | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 50.0% | ||
| Q2 25 | — | 50.9% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 50.7% | ||
| Q3 24 | 26.1% | 53.1% | ||
| Q2 24 | 23.3% | 49.2% |
营业利润率GLMAT
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 8.0% | ||
| Q3 25 | 31.5% | 21.9% | ||
| Q2 25 | 21.2% | 7.7% | ||
| Q1 25 | 21.4% | -6.4% | ||
| Q4 24 | 21.3% | 9.6% | ||
| Q3 24 | 26.3% | 26.5% | ||
| Q2 24 | 23.5% | 7.7% |
净利率GLMAT
| Q1 26 | 17.3% | 7.1% | ||
| Q4 25 | 17.5% | 6.0% | ||
| Q3 25 | 25.6% | 16.0% | ||
| Q2 25 | 17.1% | 5.2% | ||
| Q1 25 | 17.2% | -4.9% | ||
| Q4 24 | 17.4% | 8.6% | ||
| Q3 24 | 20.8% | 20.2% | ||
| Q2 24 | 17.9% | 5.3% |
每股收益（稀释后）GLMAT
| Q1 26 | $3.39 | $0.20 | ||
| Q4 25 | $3.28 | $0.32 | ||
| Q3 25 | $4.73 | $0.88 | ||
| Q2 25 | $3.05 | $0.16 | ||
| Q1 25 | $3.01 | $-0.12 | ||
| Q4 24 | $3.00 | $0.40 | ||
| Q3 24 | $3.44 | $1.09 | ||
| Q2 24 | $2.83 | $0.17 |
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 | $866.0M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $6.1B | $2.1B |
| 总资产 | — | $6.3B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资GLMAT
| Q1 26 | $183.8M | $866.0M | ||
| Q4 25 | $314.7M | $1.2B | ||
| Q3 25 | $62.8M | $691.9M | ||
| Q2 25 | $116.7M | $870.5M | ||
| Q1 25 | $134.1M | $1.2B | ||
| Q4 24 | $85.0M | $1.4B | ||
| Q3 24 | $100.5M | $723.5M | ||
| Q2 24 | $100.6M | $722.4M |
总债务GLMAT
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益GLMAT
| Q1 26 | $6.1B | $2.1B | ||
| Q4 25 | $6.0B | $2.2B | ||
| Q3 25 | $5.7B | $2.3B | ||
| Q2 25 | $5.4B | $2.2B | ||
| Q1 25 | $5.4B | $2.1B | ||
| Q4 24 | $5.3B | $2.3B | ||
| Q3 24 | $4.6B | $2.3B | ||
| Q2 24 | $5.2B | $2.0B |
总资产GLMAT
| Q1 26 | — | $6.3B | ||
| Q4 25 | $30.8B | $6.6B | ||
| Q3 25 | $30.5B | $6.6B | ||
| Q2 25 | $29.8B | $6.2B | ||
| Q1 25 | $29.7B | $6.2B | ||
| Q4 24 | $29.1B | $6.5B | ||
| Q3 24 | $29.6B | $6.5B | ||
| Q2 24 | $28.3B | $5.9B |
负债/权益比GLMAT
| Q1 26 | — | 1.11× | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.18× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-88.1M |
| 自由现金流率自由现金流/营收 | — | -10.2% |
| 资本支出强度资本支出/营收 | — | 7.6% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流GLMAT
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $796.6M | ||
| Q3 25 | $306.0M | $72.0M | ||
| Q2 25 | $307.9M | $-300.1M | ||
| Q1 25 | $431.9M | $24.8M | ||
| Q4 24 | $336.9M | $862.1M | ||
| Q3 24 | $340.6M | $155.8M | ||
| Q2 24 | $374.1M | $-252.9M |
自由现金流GLMAT
| Q1 26 | — | $-88.1M | ||
| Q4 25 | $330.1M | — | ||
| Q3 25 | $208.7M | — | ||
| Q2 25 | $295.0M | — | ||
| Q1 25 | $420.1M | — | ||
| Q4 24 | $321.9M | — | ||
| Q3 24 | $311.3M | — | ||
| Q2 24 | $356.5M | — |
自由现金流率GLMAT
| Q1 26 | — | -10.2% | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 19.9% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 24.8% | — |
资本支出强度GLMAT
| Q1 26 | — | 7.6% | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.2% | — |
现金转化率GLMAT
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 7.50× | ||
| Q3 25 | 0.79× | 0.26× | ||
| Q2 25 | 1.22× | -5.62× | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | 6.12× | ||
| Q3 24 | 1.12× | 0.42× | ||
| Q2 24 | 1.45× | -4.45× |
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
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
MAT
暂无分部数据
