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Globe Life（GL）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是Globe Life的1.6倍（$2.5B vs $1.6B），泰佩思琦净利率更高（22.4% vs 17.3%，领先5.1%），泰佩思琦同比增速更快（14.0% vs 5.3%），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
GL vs TPR — 直观对比
营收规模更大
TPR
是对方的1.6倍
$1.6B
营收增速更快
TPR
高出8.6%
5.3%
净利率更高
TPR
高出5.1%
17.3%
两年增速更快
TPR
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.5B |
| 净利润 | $270.5M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | — | 28.6% |
| 净利率 | 17.3% | 22.4% |
| 营收同比 | 5.3% | 14.0% |
| 净利润同比 | 6.3% | 80.8% |
| 每股收益（稀释后） | $3.39 | $2.68 |
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GLTPR
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B |
净利润GLTPR
| Q1 26 | $270.5M | — | ||
| Q4 25 | $266.1M | $561.3M | ||
| Q3 25 | $387.8M | $274.8M | ||
| Q2 25 | $252.7M | $-517.1M | ||
| Q1 25 | $254.6M | $203.3M | ||
| Q4 24 | $255.2M | $310.4M | ||
| Q3 24 | $303.0M | $186.6M | ||
| Q2 24 | $258.4M | $159.3M |
毛利率GLTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | 26.1% | 75.3% | ||
| Q2 24 | 23.3% | 74.9% |
营业利润率GLTPR
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 28.6% | ||
| Q3 25 | 31.5% | 19.3% | ||
| Q2 25 | 21.2% | -33.9% | ||
| Q1 25 | 21.4% | 16.0% | ||
| Q4 24 | 21.3% | 22.4% | ||
| Q3 24 | 26.3% | 16.7% | ||
| Q2 24 | 23.5% | 14.8% |
净利率GLTPR
| Q1 26 | 17.3% | — | ||
| Q4 25 | 17.5% | 22.4% | ||
| Q3 25 | 25.6% | 16.1% | ||
| Q2 25 | 17.1% | -30.0% | ||
| Q1 25 | 17.2% | 12.8% | ||
| Q4 24 | 17.4% | 14.1% | ||
| Q3 24 | 20.8% | 12.4% | ||
| Q2 24 | 17.9% | 10.0% |
每股收益（稀释后）GLTPR
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $2.68 | ||
| Q3 25 | $4.73 | $1.28 | ||
| Q2 25 | $3.05 | $-2.30 | ||
| Q1 25 | $3.01 | $0.95 | ||
| Q4 24 | $3.00 | $1.38 | ||
| Q3 24 | $3.44 | $0.79 | ||
| Q2 24 | $2.83 | $0.67 |
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 | $183.8M | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $6.1B | $551.2M |
| 总资产 | — | $6.5B |
| 负债/权益比越低杠杆越低 | — | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资GLTPR
| Q1 26 | $183.8M | — | ||
| Q4 25 | $314.7M | $1.1B | ||
| Q3 25 | $62.8M | $743.2M | ||
| Q2 25 | $116.7M | $1.1B | ||
| Q1 25 | $134.1M | $1.1B | ||
| Q4 24 | $85.0M | $1.0B | ||
| Q3 24 | $100.5M | $7.3B | ||
| Q2 24 | $100.6M | $7.2B |
总债务GLTPR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.9B |
股东权益GLTPR
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.0B | $551.2M | ||
| Q3 25 | $5.7B | $399.5M | ||
| Q2 25 | $5.4B | $857.8M | ||
| Q1 25 | $5.4B | $1.5B | ||
| Q4 24 | $5.3B | $1.3B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $5.2B | $2.9B |
总资产GLTPR
| Q1 26 | — | — | ||
| Q4 25 | $30.8B | $6.5B | ||
| Q3 25 | $30.5B | $6.4B | ||
| Q2 25 | $29.8B | $6.6B | ||
| Q1 25 | $29.7B | $7.3B | ||
| Q4 24 | $29.1B | $7.3B | ||
| Q3 24 | $29.6B | $13.7B | ||
| Q2 24 | $28.3B | $13.4B |
负债/权益比GLTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 2.35× | ||
| Q2 24 | — | 2.39× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 41.5% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流GLTPR
| Q1 26 | — | — | ||
| Q4 25 | $350.6M | $1.1B | ||
| Q3 25 | $306.0M | $112.6M | ||
| Q2 25 | $307.9M | $446.8M | ||
| Q1 25 | $431.9M | $144.3M | ||
| Q4 24 | $336.9M | $506.0M | ||
| Q3 24 | $340.6M | $119.5M | ||
| Q2 24 | $374.1M | $256.0M |
自由现金流GLTPR
| Q1 26 | — | — | ||
| Q4 25 | $330.1M | $1.0B | ||
| Q3 25 | $208.7M | $80.2M | ||
| Q2 25 | $295.0M | $411.5M | ||
| Q1 25 | $420.1M | $113.4M | ||
| Q4 24 | $321.9M | $475.1M | ||
| Q3 24 | $311.3M | $93.9M | ||
| Q2 24 | $356.5M | $209.8M |
自由现金流率GLTPR
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 41.5% | ||
| Q3 25 | 13.8% | 4.7% | ||
| Q2 25 | 19.9% | 23.9% | ||
| Q1 25 | 28.4% | 7.2% | ||
| Q4 24 | 22.0% | 21.6% | ||
| Q3 24 | 21.4% | 6.2% | ||
| Q2 24 | 24.8% | 13.2% |
资本支出强度GLTPR
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.7% | ||
| Q3 25 | 6.4% | 1.9% | ||
| Q2 25 | 0.9% | 2.0% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 2.0% | 1.7% | ||
| Q2 24 | 1.2% | 2.9% |
现金转化率GLTPR
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.93× | ||
| Q3 25 | 0.79× | 0.41× | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.70× | 0.71× | ||
| Q4 24 | 1.32× | 1.63× | ||
| Q3 24 | 1.12× | 0.64× | ||
| Q2 24 | 1.45× | 1.61× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
