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Globe Life(GL)与STERLING INFRASTRUCTURE, INC.(STRL)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STERLING INFRASTRUCTURE, INC.的1.8倍($1.5B vs $825.7M),Globe Life净利率更高(17.5% vs 11.6%,领先5.9%),STERLING INFRASTRUCTURE, INC.同比增速更快(91.6% vs 3.6%),过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高(19.0% vs 3.6%)
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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包(EPC)企业,业务覆盖可再生能源、数据中心、柴油发电、机电水暖(MEP)服务等多个领域,已在全球三十余个国家交付项目,执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
GL vs STRL — 直观对比
营收规模更大
GL
是对方的1.8倍
$825.7M
营收增速更快
STRL
高出88.0%
3.6%
净利率更高
GL
高出5.9%
11.6%
两年增速更快
STRL
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $825.7M |
| 净利润 | $266.1M | $96.0M |
| 毛利率 | — | 23.5% |
| 营业利润率 | 21.7% | 16.7% |
| 净利率 | 17.5% | 11.6% |
| 营收同比 | 3.6% | 91.6% |
| 净利润同比 | 4.3% | 143.1% |
| 每股收益(稀释后) | $3.28 | $3.09 |
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
STRL
| Q1 26 | — | $825.7M | ||
| Q4 25 | $1.5B | $755.6M | ||
| Q3 25 | $1.5B | $689.0M | ||
| Q2 25 | $1.5B | $614.5M | ||
| Q1 25 | $1.5B | $430.9M | ||
| Q4 24 | $1.5B | $498.8M | ||
| Q3 24 | $1.5B | $593.7M | ||
| Q2 24 | $1.4B | $582.8M |
净利润
GL
STRL
| Q1 26 | — | $96.0M | ||
| Q4 25 | $266.1M | $87.6M | ||
| Q3 25 | $387.8M | $92.1M | ||
| Q2 25 | $252.7M | $71.0M | ||
| Q1 25 | $254.6M | $39.5M | ||
| Q4 24 | $255.2M | $113.2M | ||
| Q3 24 | $303.0M | $61.3M | ||
| Q2 24 | $258.4M | $51.9M |
毛利率
GL
STRL
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | 26.1% | 21.9% | ||
| Q2 24 | 23.3% | 19.3% |
营业利润率
GL
STRL
| Q1 26 | — | 16.7% | ||
| Q4 25 | 21.7% | 15.9% | ||
| Q3 25 | 31.5% | 18.2% | ||
| Q2 25 | 21.2% | 17.0% | ||
| Q1 25 | 21.4% | 13.0% | ||
| Q4 24 | 21.3% | 12.5% | ||
| Q3 24 | 26.3% | 14.7% | ||
| Q2 24 | 23.5% | 12.5% |
净利率
GL
STRL
| Q1 26 | — | 11.6% | ||
| Q4 25 | 17.5% | 11.6% | ||
| Q3 25 | 25.6% | 13.4% | ||
| Q2 25 | 17.1% | 11.6% | ||
| Q1 25 | 17.2% | 9.2% | ||
| Q4 24 | 17.4% | 22.7% | ||
| Q3 24 | 20.8% | 10.3% | ||
| Q2 24 | 17.9% | 8.9% |
每股收益(稀释后)
GL
STRL
| Q1 26 | — | $3.09 | ||
| Q4 25 | $3.28 | $2.82 | ||
| Q3 25 | $4.73 | $2.97 | ||
| Q2 25 | $3.05 | $2.31 | ||
| Q1 25 | $3.01 | $1.28 | ||
| Q4 24 | $3.00 | $3.63 | ||
| Q3 24 | $3.44 | $1.97 | ||
| Q2 24 | $2.83 | $1.67 |
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 | $314.7M | $511.9M |
| 总债务越低越好 | — | $287.5M |
| 股东权益账面价值 | $6.0B | $1.2B |
| 总资产 | $30.8B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势,按日历期对齐
现金及短期投资
GL
STRL
| Q1 26 | — | $511.9M | ||
| Q4 25 | $314.7M | $390.7M | ||
| Q3 25 | $62.8M | $306.4M | ||
| Q2 25 | $116.7M | $699.4M | ||
| Q1 25 | $134.1M | $638.6M | ||
| Q4 24 | $85.0M | $664.2M | ||
| Q3 24 | $100.5M | $648.1M | ||
| Q2 24 | $100.6M | $540.0M |
总债务
GL
STRL
| Q1 26 | — | $287.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
GL
STRL
| Q1 26 | — | $1.2B | ||
| Q4 25 | $6.0B | $1.1B | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.4B | $881.7M | ||
| Q1 25 | $5.4B | $805.4M | ||
| Q4 24 | $5.3B | $808.1M | ||
| Q3 24 | $4.6B | $716.5M | ||
| Q2 24 | $5.2B | $670.7M |
总资产
GL
STRL
| Q1 26 | — | $2.8B | ||
| Q4 25 | $30.8B | $2.6B | ||
| Q3 25 | $30.5B | $2.6B | ||
| Q2 25 | $29.8B | $2.2B | ||
| Q1 25 | $29.7B | $2.0B | ||
| Q4 24 | $29.1B | $2.0B | ||
| Q3 24 | $29.6B | $2.0B | ||
| Q2 24 | $28.3B | $2.0B |
负债/权益比
GL
STRL
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $350.6M | $165.6M |
| 自由现金流经营现金流 - 资本支出 | $330.1M | — |
| 自由现金流率自由现金流/营收 | 21.7% | — |
| 资本支出强度资本支出/营收 | 1.3% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.32× | 1.73× |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势,按日历期对齐
经营现金流
GL
STRL
| Q1 26 | — | $165.6M | ||
| Q4 25 | $350.6M | $186.1M | ||
| Q3 25 | $306.0M | $83.6M | ||
| Q2 25 | $307.9M | $85.4M | ||
| Q1 25 | $431.9M | $84.9M | ||
| Q4 24 | $336.9M | $174.3M | ||
| Q3 24 | $340.6M | $152.3M | ||
| Q2 24 | $374.1M | $121.0M |
自由现金流
GL
STRL
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $159.7M | ||
| Q3 25 | $208.7M | $64.0M | ||
| Q2 25 | $295.0M | $72.1M | ||
| Q1 25 | $420.1M | $67.0M | ||
| Q4 24 | $321.9M | $158.6M | ||
| Q3 24 | $311.3M | $138.3M | ||
| Q2 24 | $356.5M | $92.1M |
自由现金流率
GL
STRL
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 21.1% | ||
| Q3 25 | 13.8% | 9.3% | ||
| Q2 25 | 19.9% | 11.7% | ||
| Q1 25 | 28.4% | 15.5% | ||
| Q4 24 | 22.0% | 31.8% | ||
| Q3 24 | 21.4% | 23.3% | ||
| Q2 24 | 24.8% | 15.8% |
资本支出强度
GL
STRL
| Q1 26 | — | 2.4% | ||
| Q4 25 | 1.3% | 3.5% | ||
| Q3 25 | 6.4% | 2.9% | ||
| Q2 25 | 0.9% | 2.2% | ||
| Q1 25 | 0.8% | 4.2% | ||
| Q4 24 | 1.0% | 3.1% | ||
| Q3 24 | 2.0% | 2.4% | ||
| Q2 24 | 1.2% | 5.0% |
现金转化率
GL
STRL
| Q1 26 | — | 1.73× | ||
| Q4 25 | 1.32× | 2.12× | ||
| Q3 25 | 0.79× | 0.91× | ||
| Q2 25 | 1.22× | 1.20× | ||
| Q1 25 | 1.70× | 2.15× | ||
| Q4 24 | 1.32× | 1.54× | ||
| Q3 24 | 1.12× | 2.48× | ||
| Q2 24 | 1.45× | 2.33× |
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 Segment | $849.6M | 56% |
| Health Segment | $392.3M | 26% |
| Investment Segment | $281.4M | 19% |
STRL
| E-Infrastructure Solutions | $597.7M | 72% |
| Transportation Solutions | $132.9M | 16% |
| Building Solutions | $95.1M | 12% |