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Globe Life（GL）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是越洋钻探的1.5倍（$1.6B vs $1.0B），Globe Life净利率更高（17.3% vs 2.4%，领先14.9%），越洋钻探同比增速更快（9.6% vs 5.3%），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
GL vs RIG — 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
RIG
高出4.2%
5.3%
净利率更高
GL
高出14.9%
2.4%
两年增速更快
RIG
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $270.5M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | — | 23.0% |
| 净利率 | 17.3% | 2.4% |
| 营收同比 | 5.3% | 9.6% |
| 净利润同比 | — | 257.1% |
| 每股收益（稀释后） | $3.39 | $0.13 |
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GLRIG
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.5B | $906.0M | ||
| Q4 24 | $1.5B | $952.0M | ||
| Q3 24 | $1.5B | $948.0M | ||
| Q2 24 | $1.4B | $861.0M |
净利润GLRIG
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $25.0M | ||
| Q3 25 | $387.8M | $-1.9B | ||
| Q2 25 | $252.7M | $-938.0M | ||
| Q1 25 | $254.6M | $-79.0M | ||
| Q4 24 | $255.2M | $7.0M | ||
| Q3 24 | $303.0M | $-494.0M | ||
| Q2 24 | $258.4M | $-123.0M |
毛利率GLRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | 26.1% | 40.6% | ||
| Q2 24 | 23.3% | 38.0% |
营业利润率GLRIG
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 23.0% | ||
| Q3 25 | 31.5% | -163.1% | ||
| Q2 25 | 21.2% | -97.6% | ||
| Q1 25 | 21.4% | 7.1% | ||
| Q4 24 | 21.3% | 13.7% | ||
| Q3 24 | 26.3% | -51.2% | ||
| Q2 24 | 23.5% | -6.9% |
净利率GLRIG
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 2.4% | ||
| Q3 25 | 25.6% | -187.1% | ||
| Q2 25 | 17.1% | -94.9% | ||
| Q1 25 | 17.2% | -8.7% | ||
| Q4 24 | 17.4% | 0.7% | ||
| Q3 24 | 20.8% | -52.1% | ||
| Q2 24 | 17.9% | -14.3% |
每股收益（稀释后）GLRIG
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $0.13 | ||
| Q3 25 | $4.73 | $-2.00 | ||
| Q2 25 | $3.05 | $-1.06 | ||
| Q1 25 | $3.01 | $-0.11 | ||
| Q4 24 | $3.00 | $-0.14 | ||
| Q3 24 | $3.44 | $-0.58 | ||
| Q2 24 | $2.83 | $-0.15 |
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 | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $6.1B | $8.1B |
| 总资产 | — | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资GLRIG
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $620.0M | ||
| Q3 25 | $62.8M | $833.0M | ||
| Q2 25 | $116.7M | $377.0M | ||
| Q1 25 | $134.1M | $263.0M | ||
| Q4 24 | $85.0M | $560.0M | ||
| Q3 24 | $100.5M | $435.0M | ||
| Q2 24 | $100.6M | $475.0M |
总债务GLRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益GLRIG
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $8.1B | ||
| Q3 25 | $5.7B | $8.1B | ||
| Q2 25 | $5.4B | $9.4B | ||
| Q1 25 | $5.4B | $10.2B | ||
| Q4 24 | $5.3B | $10.3B | ||
| Q3 24 | $4.6B | $10.2B | ||
| Q2 24 | $5.2B | $10.7B |
总资产GLRIG
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $15.6B | ||
| Q3 25 | $30.5B | $16.2B | ||
| Q2 25 | $29.8B | $17.8B | ||
| Q1 25 | $29.7B | $19.0B | ||
| Q4 24 | $29.1B | $19.4B | ||
| Q3 24 | $29.6B | $19.5B | ||
| Q2 24 | $28.3B | $20.3B |
负债/权益比GLRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流GLRIG
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $349.0M | ||
| Q3 25 | $306.0M | $246.0M | ||
| Q2 25 | $307.9M | $128.0M | ||
| Q1 25 | $431.9M | $26.0M | ||
| Q4 24 | $336.9M | $206.0M | ||
| Q3 24 | $340.6M | $194.0M | ||
| Q2 24 | $374.1M | $133.0M |
自由现金流GLRIG
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $321.0M | ||
| Q3 25 | $208.7M | $235.0M | ||
| Q2 25 | $295.0M | $104.0M | ||
| Q1 25 | $420.1M | $-34.0M | ||
| Q4 24 | $321.9M | $177.0M | ||
| Q3 24 | $311.3M | $136.0M | ||
| Q2 24 | $356.5M | $49.0M |
自由现金流率GLRIG
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 30.8% | ||
| Q3 25 | 13.8% | 22.9% | ||
| Q2 25 | 19.9% | 10.5% | ||
| Q1 25 | 28.4% | -3.8% | ||
| Q4 24 | 22.0% | 18.6% | ||
| Q3 24 | 21.4% | 14.3% | ||
| Q2 24 | 24.8% | 5.7% |
资本支出强度GLRIG
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.7% | ||
| Q3 25 | 6.4% | 1.1% | ||
| Q2 25 | 0.9% | 2.4% | ||
| Q1 25 | 0.8% | 6.6% | ||
| Q4 24 | 1.0% | 3.0% | ||
| Q3 24 | 2.0% | 6.1% | ||
| Q2 24 | 1.2% | 9.8% |
现金转化率GLRIG
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 13.96× | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | 29.43× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.45× | — |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
