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Globe Life(GL)与纽约时报公司(NYT)财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是纽约时报公司的1.9倍($1.6B vs $802.3M),Globe Life净利率更高(17.3% vs 16.2%,领先1.2%),纽约时报公司同比增速更快(10.4% vs 5.3%),过去两年纽约时报公司的营收复合增速更高(16.2% 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。
纽约时报公司是美国知名大众传媒企业,总部位于纽约市曼哈顿的纽约时报大厦,旗下核心出版产品包括《纽约时报》及其国际版等系列刊物,同时运营多元媒体资产,在全球新闻传媒领域拥有较高知名度。
GL vs NYT — 直观对比
营收规模更大
GL
是对方的1.9倍
$802.3M
营收增速更快
NYT
高出5.1%
5.3%
净利率更高
GL
高出1.2%
16.2%
两年增速更快
NYT
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $802.3M |
| 净利润 | $270.5M | $129.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 20.1% |
| 净利率 | 17.3% | 16.2% |
| 营收同比 | 5.3% | 10.4% |
| 净利润同比 | 6.3% | 4.9% |
| 每股收益(稀释后) | $3.39 | $0.79 |
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
NYT
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $802.3M | ||
| Q3 25 | $1.5B | $700.8M | ||
| Q2 25 | $1.5B | $685.9M | ||
| Q1 25 | $1.5B | $635.9M | ||
| Q4 24 | $1.5B | $726.6M | ||
| Q3 24 | $1.5B | $640.2M | ||
| Q2 24 | $1.4B | $625.1M |
净利润
GL
NYT
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $129.8M | ||
| Q3 25 | $387.8M | $81.6M | ||
| Q2 25 | $252.7M | $82.9M | ||
| Q1 25 | $254.6M | $49.6M | ||
| Q4 24 | $255.2M | $123.7M | ||
| Q3 24 | $303.0M | $64.1M | ||
| Q2 24 | $258.4M | $65.5M |
毛利率
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 26.1% | — | ||
| Q2 24 | 23.3% | — |
营业利润率
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 20.1% | ||
| Q3 25 | 31.5% | 15.0% | ||
| Q2 25 | 21.2% | 15.5% | ||
| Q1 25 | 21.4% | 9.2% | ||
| Q4 24 | 21.3% | 20.2% | ||
| Q3 24 | 26.3% | 12.0% | ||
| Q2 24 | 23.5% | 12.7% |
净利率
GL
NYT
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 16.2% | ||
| Q3 25 | 25.6% | 11.7% | ||
| Q2 25 | 17.1% | 12.1% | ||
| Q1 25 | 17.2% | 7.8% | ||
| Q4 24 | 17.4% | 17.0% | ||
| Q3 24 | 20.8% | 10.0% | ||
| Q2 24 | 17.9% | 10.5% |
每股收益(稀释后)
GL
NYT
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $0.79 | ||
| Q3 25 | $4.73 | $0.50 | ||
| Q2 25 | $3.05 | $0.50 | ||
| Q1 25 | $3.01 | $0.30 | ||
| Q4 24 | $3.00 | $0.74 | ||
| Q3 24 | $3.44 | $0.39 | ||
| Q2 24 | $2.83 | $0.40 |
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 | $642.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.1B | $2.0B |
| 总资产 | — | $3.0B |
| 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
NYT
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $642.2M | ||
| Q3 25 | $62.8M | $617.4M | ||
| Q2 25 | $116.7M | $540.2M | ||
| Q1 25 | $134.1M | $522.1M | ||
| Q4 24 | $85.0M | $565.9M | ||
| Q3 24 | $100.5M | $492.9M | ||
| Q2 24 | $100.6M | $411.4M |
股东权益
GL
NYT
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $2.0B | ||
| Q3 25 | $5.7B | $2.0B | ||
| Q2 25 | $5.4B | $1.9B | ||
| Q1 25 | $5.4B | $1.9B | ||
| Q4 24 | $5.3B | $1.9B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $5.2B | $1.8B |
总资产
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $3.0B | ||
| Q3 25 | $30.5B | $2.9B | ||
| Q2 25 | $29.8B | $2.8B | ||
| Q1 25 | $29.7B | $2.7B | ||
| Q4 24 | $29.1B | $2.8B | ||
| Q3 24 | $29.6B | $2.8B | ||
| Q2 24 | $28.3B | $2.7B |
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 | — | $164.2M |
| 自由现金流经营现金流 - 资本支出 | — | $157.6M |
| 自由现金流率自由现金流/营收 | — | 19.6% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.26× |
| 过去12个月自由现金流最近4个季度 | — | $550.5M |
8季度趋势,按日历期对齐
经营现金流
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $164.2M | ||
| Q3 25 | $306.0M | $207.6M | ||
| Q2 25 | $307.9M | $113.6M | ||
| Q1 25 | $431.9M | $99.1M | ||
| Q4 24 | $336.9M | $151.7M | ||
| Q3 24 | $340.6M | $125.5M | ||
| Q2 24 | $374.1M | $80.2M |
自由现金流
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $157.6M | ||
| Q3 25 | $208.7M | $199.7M | ||
| Q2 25 | $295.0M | $103.3M | ||
| Q1 25 | $420.1M | $89.9M | ||
| Q4 24 | $321.9M | $143.6M | ||
| Q3 24 | $311.3M | $118.4M | ||
| Q2 24 | $356.5M | $72.6M |
自由现金流率
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 19.6% | ||
| Q3 25 | 13.8% | 28.5% | ||
| Q2 25 | 19.9% | 15.1% | ||
| Q1 25 | 28.4% | 14.1% | ||
| Q4 24 | 22.0% | 19.8% | ||
| Q3 24 | 21.4% | 18.5% | ||
| Q2 24 | 24.8% | 11.6% |
资本支出强度
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.8% | ||
| Q3 25 | 6.4% | 1.1% | ||
| Q2 25 | 0.9% | 1.5% | ||
| Q1 25 | 0.8% | 1.5% | ||
| Q4 24 | 1.0% | 1.1% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 1.2% | 1.2% |
现金转化率
GL
NYT
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.26× | ||
| Q3 25 | 0.79× | 2.54× | ||
| Q2 25 | 1.22× | 1.37× | ||
| Q1 25 | 1.70× | 2.00× | ||
| Q4 24 | 1.32× | 1.23× | ||
| Q3 24 | 1.12× | 1.96× | ||
| Q2 24 | 1.45× | 1.22× |
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
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
NYT
| Subscription | $510.5M | 64% |
| Advertising | $191.7M | 24% |
| Affiliate Licensing And Other Products And Services | $100.2M | 12% |