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Globe Life(GL)与Public Storage(PSA)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Public Storage的1.3倍($1.6B vs $1.2B),Public Storage净利率更高(41.7% vs 17.3%,领先24.4%),Globe Life同比增速更快(5.3% vs 3.3%),过去两年Globe Life的营收复合增速更高(4.1% vs 2.5%)
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。
Public Storage总部位于美国加利福尼亚州格伦代尔,是主营自助仓储业务的房地产投资信托,也是美国最大的自助仓储服务品牌,持有美国约9%的自助仓储面积。截至2024年12月31日,公司运营3073处自助仓储设施,总可出租净面积达2.21亿平方英尺。
GL vs PSA — 直观对比
营收规模更大
GL
是对方的1.3倍
$1.2B
营收增速更快
GL
高出2.1%
3.3%
净利率更高
PSA
高出24.4%
17.3%
两年增速更快
GL
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.2B |
| 净利润 | $270.5M | $507.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 40.7% |
| 净利率 | 17.3% | 41.7% |
| 营收同比 | 5.3% | 3.3% |
| 净利润同比 | 6.3% | -17.5% |
| 每股收益(稀释后) | $3.39 | $2.59 |
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
PSA
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润
GL
PSA
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $507.1M | ||
| Q3 25 | $387.8M | $511.1M | ||
| Q2 25 | $252.7M | $358.4M | ||
| Q1 25 | $254.6M | $407.8M | ||
| Q4 24 | $255.2M | $614.6M | ||
| Q3 24 | $303.0M | $430.3M | ||
| Q2 24 | $258.4M | $518.1M |
毛利率
GL
PSA
| 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
PSA
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 40.7% | ||
| Q3 25 | 31.5% | 42.3% | ||
| Q2 25 | 21.2% | 30.4% | ||
| Q1 25 | 21.4% | 34.8% | ||
| Q4 24 | 21.3% | 52.4% | ||
| Q3 24 | 26.3% | 36.7% | ||
| Q2 24 | 23.5% | 44.6% |
净利率
GL
PSA
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 41.7% | ||
| Q3 25 | 25.6% | 41.8% | ||
| Q2 25 | 17.1% | 29.8% | ||
| Q1 25 | 17.2% | 34.5% | ||
| Q4 24 | 17.4% | 52.2% | ||
| Q3 24 | 20.8% | 36.2% | ||
| Q2 24 | 17.9% | 44.2% |
每股收益(稀释后)
GL
PSA
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $2.59 | ||
| Q3 25 | $4.73 | $2.62 | ||
| Q2 25 | $3.05 | $1.76 | ||
| Q1 25 | $3.01 | $2.04 | ||
| Q4 24 | $3.00 | $3.22 | ||
| Q3 24 | $3.44 | $2.16 | ||
| Q2 24 | $2.83 | $2.66 |
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 | $318.1M |
| 总债务越低越好 | — | $10.3B |
| 股东权益账面价值 | $6.1B | $9.2B |
| 总资产 | — | $20.2B |
| 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
GL
PSA
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $318.1M | ||
| Q3 25 | $62.8M | $296.5M | ||
| Q2 25 | $116.7M | $1.1B | ||
| Q1 25 | $134.1M | $287.2M | ||
| Q4 24 | $85.0M | $447.4M | ||
| Q3 24 | $100.5M | $599.0M | ||
| Q2 24 | $100.6M | $542.3M |
总债务
GL
PSA
| Q1 26 | — | — | ||
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | — | $9.4B | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | — | $9.4B |
股东权益
GL
PSA
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $9.2B | ||
| Q3 25 | $5.7B | $9.3B | ||
| Q2 25 | $5.4B | $9.4B | ||
| Q1 25 | $5.4B | $9.6B | ||
| Q4 24 | $5.3B | $9.7B | ||
| Q3 24 | $4.6B | $9.6B | ||
| Q2 24 | $5.2B | $9.7B |
总资产
GL
PSA
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $20.2B | ||
| Q3 25 | $30.5B | $20.1B | ||
| Q2 25 | $29.8B | $20.5B | ||
| Q1 25 | $29.7B | $19.6B | ||
| Q4 24 | $29.1B | $19.8B | ||
| Q3 24 | $29.6B | $19.8B | ||
| Q2 24 | $28.3B | $19.8B |
负债/权益比
GL
PSA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.96× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.97× |
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 | — | $733.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 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
GL
PSA
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $733.6M | ||
| Q3 25 | $306.0M | $875.1M | ||
| Q2 25 | $307.9M | $872.7M | ||
| Q1 25 | $431.9M | $705.1M | ||
| Q4 24 | $336.9M | $768.6M | ||
| Q3 24 | $340.6M | $798.8M | ||
| Q2 24 | $374.1M | $895.3M |
自由现金流
GL
PSA
| Q1 26 | — | — | ||
| 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
GL
PSA
| Q1 26 | — | — | ||
| 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
GL
PSA
| Q1 26 | — | — | ||
| 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
GL
PSA
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.45× | ||
| Q3 25 | 0.79× | 1.71× | ||
| Q2 25 | 1.22× | 2.43× | ||
| Q1 25 | 1.70× | 1.73× | ||
| Q4 24 | 1.32× | 1.25× | ||
| Q3 24 | 1.12× | 1.86× | ||
| Q2 24 | 1.45× | 1.73× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |