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Globe Life（GL）与ROKU, INC（ROKU）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ROKU, INC的1.1倍（$1.6B vs $1.4B），Globe Life净利率更高（17.3% vs 5.8%，领先11.6%），ROKU, INC同比增速更快（16.1% vs 5.3%），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
GL vs ROKU — 直观对比
营收规模更大
GL
是对方的1.1倍
$1.4B
营收增速更快
ROKU
高出10.8%
5.3%
净利率更高
GL
高出11.6%
5.8%
两年增速更快
ROKU
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $270.5M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | — | 4.7% |
| 净利率 | 17.3% | 5.8% |
| 营收同比 | 5.3% | 16.1% |
| 净利润同比 | 6.3% | 326.4% |
| 每股收益（稀释后） | $3.39 | $0.55 |
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GLROKU
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.4B | $968.2M |
净利润GLROKU
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $80.5M | ||
| Q3 25 | $387.8M | $24.8M | ||
| Q2 25 | $252.7M | $10.5M | ||
| Q1 25 | $254.6M | $-27.4M | ||
| Q4 24 | $255.2M | $-35.5M | ||
| Q3 24 | $303.0M | $-9.0M | ||
| Q2 24 | $258.4M | $-34.0M |
毛利率GLROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | 26.1% | 45.2% | ||
| Q2 24 | 23.3% | 43.9% |
营业利润率GLROKU
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 4.7% | ||
| Q3 25 | 31.5% | 0.8% | ||
| Q2 25 | 21.2% | -2.1% | ||
| Q1 25 | 21.4% | -5.7% | ||
| Q4 24 | 21.3% | -3.3% | ||
| Q3 24 | 26.3% | -3.4% | ||
| Q2 24 | 23.5% | -7.4% |
净利率GLROKU
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 5.8% | ||
| Q3 25 | 25.6% | 2.0% | ||
| Q2 25 | 17.1% | 0.9% | ||
| Q1 25 | 17.2% | -2.7% | ||
| Q4 24 | 17.4% | -3.0% | ||
| Q3 24 | 20.8% | -0.9% | ||
| Q2 24 | 17.9% | -3.5% |
每股收益（稀释后）GLROKU
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $0.55 | ||
| Q3 25 | $4.73 | $0.16 | ||
| Q2 25 | $3.05 | $0.07 | ||
| Q1 25 | $3.01 | $-0.19 | ||
| Q4 24 | $3.00 | $-0.24 | ||
| Q3 24 | $3.44 | $-0.06 | ||
| Q2 24 | $2.83 | $-0.24 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.1B | $2.7B |
| 总资产 | — | $4.4B |
| 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GLROKU
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $2.3B | ||
| Q3 25 | $62.8M | $2.3B | ||
| Q2 25 | $116.7M | $2.3B | ||
| Q1 25 | $134.1M | $2.3B | ||
| Q4 24 | $85.0M | $2.2B | ||
| Q3 24 | $100.5M | $2.1B | ||
| Q2 24 | $100.6M | $2.1B |
股东权益GLROKU
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $2.7B | ||
| Q3 25 | $5.7B | $2.6B | ||
| Q2 25 | $5.4B | $2.6B | ||
| Q1 25 | $5.4B | $2.5B | ||
| Q4 24 | $5.3B | $2.5B | ||
| Q3 24 | $4.6B | $2.5B | ||
| Q2 24 | $5.2B | $2.4B |
总资产GLROKU
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $4.4B | ||
| Q3 25 | $30.5B | $4.4B | ||
| Q2 25 | $29.8B | $4.3B | ||
| Q1 25 | $29.7B | $4.2B | ||
| Q4 24 | $29.1B | $4.3B | ||
| Q3 24 | $29.6B | $4.3B | ||
| Q2 24 | $28.3B | $4.1B |
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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流GLROKU
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $107.7M | ||
| Q3 25 | $306.0M | $127.6M | ||
| Q2 25 | $307.9M | $109.7M | ||
| Q1 25 | $431.9M | $138.7M | ||
| Q4 24 | $336.9M | $79.3M | ||
| Q3 24 | $340.6M | $68.7M | ||
| Q2 24 | $374.1M | $23.4M |
自由现金流GLROKU
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $106.6M | ||
| Q3 25 | $208.7M | $126.5M | ||
| Q2 25 | $295.0M | $108.6M | ||
| Q1 25 | $420.1M | $136.8M | ||
| Q4 24 | $321.9M | $76.8M | ||
| Q3 24 | $311.3M | $67.6M | ||
| Q2 24 | $356.5M | $22.5M |
自由现金流率GLROKU
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 7.6% | ||
| Q3 25 | 13.8% | 10.4% | ||
| Q2 25 | 19.9% | 9.8% | ||
| Q1 25 | 28.4% | 13.4% | ||
| Q4 24 | 22.0% | 6.4% | ||
| Q3 24 | 21.4% | 6.4% | ||
| Q2 24 | 24.8% | 2.3% |
资本支出强度GLROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.1% | ||
| Q3 25 | 6.4% | 0.1% | ||
| Q2 25 | 0.9% | 0.1% | ||
| Q1 25 | 0.8% | 0.2% | ||
| Q4 24 | 1.0% | 0.2% | ||
| Q3 24 | 2.0% | 0.1% | ||
| Q2 24 | 1.2% | 0.1% |
现金转化率GLROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.34× | ||
| Q3 25 | 0.79× | 5.14× | ||
| Q2 25 | 1.22× | 10.45× | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | — | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
