vs
Globe Life(GL)与森萨塔科技(ST)财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是森萨塔科技的1.7倍($1.6B vs $934.8M),Globe Life净利率更高(17.3% vs 9.3%,领先8.0%),Globe Life同比增速更快(5.3% vs 2.6%),过去两年Globe Life的营收复合增速更高(4.1% vs -5.0%)
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。
森萨塔科技控股有限公司是全球领先的工业科技企业,主营传感器、电气保护及控制解决方案的研发、生产与销售,产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域,服务全球制造类企业客户。
GL vs ST — 直观对比
营收规模更大
GL
是对方的1.7倍
$934.8M
营收增速更快
GL
高出2.8%
2.6%
净利率更高
GL
高出8.0%
9.3%
两年增速更快
GL
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $934.8M |
| 净利润 | $270.5M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | — | 15.1% |
| 净利率 | 17.3% | 9.3% |
| 营收同比 | 5.3% | 2.6% |
| 净利润同比 | 6.3% | 24.6% |
| 每股收益(稀释后) | $3.39 | $0.59 |
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
ST
| Q1 26 | $1.6B | $934.8M | ||
| Q4 25 | $1.5B | $917.9M | ||
| Q3 25 | $1.5B | $932.0M | ||
| Q2 25 | $1.5B | $943.4M | ||
| Q1 25 | $1.5B | $911.3M | ||
| Q4 24 | $1.5B | $907.7M | ||
| Q3 24 | $1.5B | $982.8M | ||
| Q2 24 | $1.4B | $1.0B |
净利润
GL
ST
| Q1 26 | $270.5M | $87.1M | ||
| Q4 25 | $266.1M | $63.2M | ||
| Q3 25 | $387.8M | $-162.5M | ||
| Q2 25 | $252.7M | $60.7M | ||
| Q1 25 | $254.6M | $69.9M | ||
| Q4 24 | $255.2M | $5.8M | ||
| Q3 24 | $303.0M | $-25.0M | ||
| Q2 24 | $258.4M | $71.7M |
毛利率
GL
ST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | 26.1% | 28.6% | ||
| Q2 24 | 23.3% | 30.0% |
营业利润率
GL
ST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 21.7% | 10.9% | ||
| Q3 25 | 31.5% | -13.2% | ||
| Q2 25 | 21.2% | 14.6% | ||
| Q1 25 | 21.4% | 13.4% | ||
| Q4 24 | 21.3% | 8.1% | ||
| Q3 24 | 26.3% | -20.3% | ||
| Q2 24 | 23.5% | 12.5% |
净利率
GL
ST
| Q1 26 | 17.3% | 9.3% | ||
| Q4 25 | 17.5% | 6.9% | ||
| Q3 25 | 25.6% | -17.4% | ||
| Q2 25 | 17.1% | 6.4% | ||
| Q1 25 | 17.2% | 7.7% | ||
| Q4 24 | 17.4% | 0.6% | ||
| Q3 24 | 20.8% | -2.5% | ||
| Q2 24 | 17.9% | 6.9% |
每股收益(稀释后)
GL
ST
| Q1 26 | $3.39 | $0.59 | ||
| Q4 25 | $3.28 | $0.45 | ||
| Q3 25 | $4.73 | $-1.12 | ||
| Q2 25 | $3.05 | $0.41 | ||
| Q1 25 | $3.01 | $0.47 | ||
| Q4 24 | $3.00 | $0.05 | ||
| Q3 24 | $3.44 | $-0.17 | ||
| Q2 24 | $2.83 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.1B | $2.9B |
| 总资产 | — | $6.8B |
| 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
ST
| Q1 26 | $183.8M | $635.1M | ||
| Q4 25 | $314.7M | $573.0M | ||
| Q3 25 | $62.8M | $791.3M | ||
| Q2 25 | $116.7M | $661.8M | ||
| Q1 25 | $134.1M | $588.1M | ||
| Q4 24 | $85.0M | $593.7M | ||
| Q3 24 | $100.5M | $506.2M | ||
| Q2 24 | $100.6M | $1.0B |
总债务
GL
ST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
GL
ST
| Q1 26 | $6.1B | $2.9B | ||
| Q4 25 | $6.0B | $2.8B | ||
| Q3 25 | $5.7B | $2.7B | ||
| Q2 25 | $5.4B | $2.9B | ||
| Q1 25 | $5.4B | $2.8B | ||
| Q4 24 | $5.3B | $2.9B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $5.2B | $3.0B |
总资产
GL
ST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $30.8B | $6.8B | ||
| Q3 25 | $30.5B | $7.1B | ||
| Q2 25 | $29.8B | $7.3B | ||
| Q1 25 | $29.7B | $7.2B | ||
| Q4 24 | $29.1B | $7.1B | ||
| Q3 24 | $29.6B | $7.3B | ||
| Q2 24 | $28.3B | $8.2B |
负债/权益比
GL
ST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势,按日历期对齐
经营现金流
GL
ST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $350.6M | $201.5M | ||
| Q3 25 | $306.0M | $159.9M | ||
| Q2 25 | $307.9M | $140.9M | ||
| Q1 25 | $431.9M | $119.2M | ||
| Q4 24 | $336.9M | $170.7M | ||
| Q3 24 | $340.6M | $130.9M | ||
| Q2 24 | $374.1M | $143.5M |
自由现金流
GL
ST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $330.1M | $151.9M | ||
| Q3 25 | $208.7M | $136.2M | ||
| Q2 25 | $295.0M | $115.5M | ||
| Q1 25 | $420.1M | $86.6M | ||
| Q4 24 | $321.9M | $138.9M | ||
| Q3 24 | $311.3M | $91.3M | ||
| Q2 24 | $356.5M | $98.4M |
自由现金流率
GL
ST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 21.7% | 16.6% | ||
| Q3 25 | 13.8% | 14.6% | ||
| Q2 25 | 19.9% | 12.2% | ||
| Q1 25 | 28.4% | 9.5% | ||
| Q4 24 | 22.0% | 15.3% | ||
| Q3 24 | 21.4% | 9.3% | ||
| Q2 24 | 24.8% | 9.5% |
资本支出强度
GL
ST
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 5.4% | ||
| Q3 25 | 6.4% | 2.5% | ||
| Q2 25 | 0.9% | 2.7% | ||
| Q1 25 | 0.8% | 3.6% | ||
| Q4 24 | 1.0% | 3.5% | ||
| Q3 24 | 2.0% | 4.0% | ||
| Q2 24 | 1.2% | 4.4% |
现金转化率
GL
ST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.32× | 3.19× | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 1.22× | 2.32× | ||
| Q1 25 | 1.70× | 1.70× | ||
| Q4 24 | 1.32× | 29.50× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.45× | 2.00× |
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% |
ST
暂无分部数据