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Globe Life（GL）与TreeHouse Foods, Inc.（THS）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TreeHouse Foods, Inc.的1.9倍（$1.6B vs $840.3M），Globe Life净利率更高（17.3% vs -31.6%，领先49.0%），Globe Life同比增速更快（5.3% vs 0.1%），过去两年Globe Life的营收复合增速更高（4.1% vs -3.9%）
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。
树屋食品公司是一家跨国食品加工企业，主打贴牌包装食品生产，总部位于美国伊利诺伊州奥克布鲁克，2005年成立后完全通过收购拓展业务。2010年该公司销售额达20亿美元，在20座工厂拥有超4000名员工，曾获评《食品加工》杂志2010年度加工企业，被称为“你没听过的大型企业”。
GL vs THS — 直观对比
营收规模更大
GL
是对方的1.9倍
$840.3M
营收增速更快
GL
高出5.2%
0.1%
净利率更高
GL
高出49.0%
-31.6%
两年增速更快
GL
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $840.3M |
| 净利润 | $270.5M | $-265.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | — | -30.2% |
| 净利率 | 17.3% | -31.6% |
| 营收同比 | 5.3% | 0.1% |
| 净利润同比 | 6.3% | -7717.6% |
| 每股收益（稀释后） | $3.39 | $-5.26 |
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GLTHS
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $840.3M | ||
| Q2 25 | $1.5B | $798.0M | ||
| Q1 25 | $1.5B | $792.0M | ||
| Q4 24 | $1.5B | $905.7M | ||
| Q3 24 | $1.5B | $839.1M | ||
| Q2 24 | $1.4B | $788.5M |
净利润GLTHS
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | — | ||
| Q3 25 | $387.8M | $-265.8M | ||
| Q2 25 | $252.7M | $-2.9M | ||
| Q1 25 | $254.6M | $-31.8M | ||
| Q4 24 | $255.2M | $58.7M | ||
| Q3 24 | $303.0M | $-3.4M | ||
| Q2 24 | $258.4M | $-16.7M |
毛利率GLTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 18.8% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | 26.1% | 15.6% | ||
| Q2 24 | 23.3% | 16.3% |
营业利润率GLTHS
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 31.5% | -30.2% | ||
| Q2 25 | 21.2% | 3.4% | ||
| Q1 25 | 21.4% | -0.7% | ||
| Q4 24 | 21.3% | 8.9% | ||
| Q3 24 | 26.3% | 3.8% | ||
| Q2 24 | 23.5% | -0.5% |
净利率GLTHS
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 25.6% | -31.6% | ||
| Q2 25 | 17.1% | -0.4% | ||
| Q1 25 | 17.2% | -4.0% | ||
| Q4 24 | 17.4% | 6.5% | ||
| Q3 24 | 20.8% | -0.4% | ||
| Q2 24 | 17.9% | -2.1% |
每股收益（稀释后）GLTHS
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | — | ||
| Q3 25 | $4.73 | $-5.26 | ||
| Q2 25 | $3.05 | $-0.06 | ||
| Q1 25 | $3.01 | $-0.63 | ||
| Q4 24 | $3.00 | $1.12 | ||
| Q3 24 | $3.44 | $-0.07 | ||
| Q2 24 | $2.83 | $-0.32 |
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 | $21.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $6.1B | $1.3B |
| 总资产 | — | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资GLTHS
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | — | ||
| Q3 25 | $62.8M | $21.0M | ||
| Q2 25 | $116.7M | $17.1M | ||
| Q1 25 | $134.1M | $16.4M | ||
| Q4 24 | $85.0M | $289.6M | ||
| Q3 24 | $100.5M | $102.0M | ||
| Q2 24 | $100.6M | $105.8M |
总债务GLTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益GLTHS
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.4B | $1.5B | ||
| Q1 25 | $5.4B | $1.5B | ||
| Q4 24 | $5.3B | $1.5B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $5.2B | $1.6B |
总资产GLTHS
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | — | ||
| Q3 25 | $30.5B | $3.8B | ||
| Q2 25 | $29.8B | $4.0B | ||
| Q1 25 | $29.7B | $3.9B | ||
| Q4 24 | $29.1B | $4.0B | ||
| Q3 24 | $29.6B | $4.0B | ||
| Q2 24 | $28.3B | $3.9B |
负债/权益比GLTHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 0.90× |
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 | — | $38.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GLTHS
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | — | ||
| Q3 25 | $306.0M | $38.2M | ||
| Q2 25 | $307.9M | $-47.2M | ||
| Q1 25 | $431.9M | $-53.5M | ||
| Q4 24 | $336.9M | $296.2M | ||
| Q3 24 | $340.6M | $41.4M | ||
| Q2 24 | $374.1M | $-19.4M |
自由现金流GLTHS
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | — | ||
| Q3 25 | $208.7M | — | ||
| Q2 25 | $295.0M | — | ||
| Q1 25 | $420.1M | — | ||
| Q4 24 | $321.9M | — | ||
| Q3 24 | $311.3M | — | ||
| Q2 24 | $356.5M | $-42.2M |
自由现金流率GLTHS
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 19.9% | — | ||
| Q1 25 | 28.4% | — | ||
| Q4 24 | 22.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 24.8% | -5.4% |
资本支出强度GLTHS
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.2% | 2.9% |
现金转化率GLTHS
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.70× | — | ||
| Q4 24 | 1.32× | 5.05× | ||
| 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% |
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
