vs
Globe Life(GL)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Globe Life的1.2倍($1.9B vs $1.6B),Globe Life净利率更高(17.3% vs 8.4%,领先8.9%),Globe Life同比增速更快(5.3% vs 3.5%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
GL vs RPM — 直观对比
营收规模更大
RPM
是对方的1.2倍
$1.6B
营收增速更快
GL
高出1.9%
3.5%
净利率更高
GL
高出8.9%
8.4%
两年增速更快
RPM
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $270.5M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 17.3% | 8.4% |
| 营收同比 | 5.3% | 3.5% |
| 净利润同比 | — | -12.0% |
| 每股收益(稀释后) | $3.39 | $1.26 |
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
RPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B |
净利润
GL
RPM
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $161.2M | ||
| Q3 25 | $387.8M | $227.6M | ||
| Q2 25 | $252.7M | $225.8M | ||
| Q1 25 | $254.6M | $52.0M | ||
| Q4 24 | $255.2M | $183.2M | ||
| Q3 24 | $303.0M | $227.7M | ||
| Q2 24 | $258.4M | $180.6M |
毛利率
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | 26.1% | 42.5% | ||
| Q2 24 | 23.3% | 41.4% |
营业利润率
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 11.0% | ||
| Q3 25 | 31.5% | 14.1% | ||
| Q2 25 | 21.2% | 11.9% | ||
| Q1 25 | 21.4% | 2.8% | ||
| Q4 24 | 21.3% | 11.5% | ||
| Q3 24 | 26.3% | 14.8% | ||
| Q2 24 | 23.5% | 11.9% |
净利率
GL
RPM
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 8.4% | ||
| Q3 25 | 25.6% | 10.8% | ||
| Q2 25 | 17.1% | 10.8% | ||
| Q1 25 | 17.2% | 3.5% | ||
| Q4 24 | 17.4% | 9.9% | ||
| Q3 24 | 20.8% | 11.6% | ||
| Q2 24 | 17.9% | 9.0% |
每股收益(稀释后)
GL
RPM
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $1.26 | ||
| Q3 25 | $4.73 | $1.77 | ||
| Q2 25 | $3.05 | $1.76 | ||
| Q1 25 | $3.01 | $0.40 | ||
| Q4 24 | $3.00 | $1.42 | ||
| Q3 24 | $3.44 | $1.77 | ||
| Q2 24 | $2.83 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $6.1B | $3.1B |
| 总资产 | — | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
GL
RPM
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $316.6M | ||
| Q3 25 | $62.8M | $297.1M | ||
| Q2 25 | $116.7M | $302.1M | ||
| Q1 25 | $134.1M | $241.9M | ||
| Q4 24 | $85.0M | $268.7M | ||
| Q3 24 | $100.5M | $231.6M | ||
| Q2 24 | $100.6M | $237.4M |
总债务
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益
GL
RPM
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $3.1B | ||
| Q3 25 | $5.7B | $3.1B | ||
| Q2 25 | $5.4B | $2.9B | ||
| Q1 25 | $5.4B | $2.7B | ||
| Q4 24 | $5.3B | $2.7B | ||
| Q3 24 | $4.6B | $2.6B | ||
| Q2 24 | $5.2B | $2.5B |
总资产
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $7.9B | ||
| Q3 25 | $30.5B | $7.9B | ||
| Q2 25 | $29.8B | $7.8B | ||
| Q1 25 | $29.7B | $6.6B | ||
| Q4 24 | $29.1B | $6.7B | ||
| Q3 24 | $29.6B | $6.6B | ||
| Q2 24 | $28.3B | $6.6B |
负债/权益比
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $345.7M | ||
| Q3 25 | $306.0M | $237.5M | ||
| Q2 25 | $307.9M | $149.2M | ||
| Q1 25 | $431.9M | $91.5M | ||
| Q4 24 | $336.9M | $279.4M | ||
| Q3 24 | $340.6M | $248.1M | ||
| Q2 24 | $374.1M | $181.2M |
自由现金流
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $296.4M | ||
| Q3 25 | $208.7M | $175.0M | ||
| Q2 25 | $295.0M | $78.2M | ||
| Q1 25 | $420.1M | $33.3M | ||
| Q4 24 | $321.9M | $229.5M | ||
| Q3 24 | $311.3M | $197.3M | ||
| Q2 24 | $356.5M | $105.3M |
自由现金流率
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 15.5% | ||
| Q3 25 | 13.8% | 8.3% | ||
| Q2 25 | 19.9% | 3.8% | ||
| Q1 25 | 28.4% | 2.3% | ||
| Q4 24 | 22.0% | 12.4% | ||
| Q3 24 | 21.4% | 10.0% | ||
| Q2 24 | 24.8% | 5.2% |
资本支出强度
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.6% | ||
| Q3 25 | 6.4% | 3.0% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 0.8% | 3.9% | ||
| Q4 24 | 1.0% | 2.7% | ||
| Q3 24 | 2.0% | 2.6% | ||
| Q2 24 | 1.2% | 3.8% |
现金转化率
GL
RPM
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 2.14× | ||
| Q3 25 | 0.79× | 1.04× | ||
| Q2 25 | 1.22× | 0.66× | ||
| Q1 25 | 1.70× | 1.76× | ||
| Q4 24 | 1.32× | 1.53× | ||
| Q3 24 | 1.12× | 1.09× | ||
| Q2 24 | 1.45× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |