vs
Globe Life（GL）与Ventas（VTR）财务数据对比。点击上方公司名可切换其他公司
Ventas的季度营收约是Globe Life的1.1倍（$1.7B vs $1.6B），Globe Life净利率更高（17.3% vs 3.6%，领先13.8%），Ventas同比增速更快（22.0% vs 5.3%），过去两年Ventas的营收复合增速更高（17.5% 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。
Ventas是一家领先的医疗地产投资信托企业，旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等，主要在北美、英国地区运营，为医疗服务及生命科学机构提供专业物业解决方案。
GL vs VTR — 直观对比
营收规模更大
VTR
是对方的1.1倍
$1.6B
营收增速更快
VTR
高出16.7%
5.3%
净利率更高
GL
高出13.8%
3.6%
两年增速更快
VTR
近两年复合增速
4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.7B |
| 净利润 | $270.5M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 17.3% | 3.6% |
| 营收同比 | 5.3% | 22.0% |
| 净利润同比 | 6.3% | 19.0% |
| 每股收益（稀释后） | $3.39 | — |
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GLVTR
| Q1 26 | $1.6B | $1.7B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润GLVTR
| Q1 26 | $270.5M | $59.0M | ||
| Q4 25 | $266.1M | $73.0M | ||
| Q3 25 | $387.8M | $68.7M | ||
| Q2 25 | $252.7M | $71.5M | ||
| Q1 25 | $254.6M | $48.4M | ||
| Q4 24 | $255.2M | $58.7M | ||
| Q3 24 | $303.0M | $21.0M | ||
| Q2 24 | $258.4M | $21.2M |
毛利率GLVTR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 26.1% | — | ||
| Q2 24 | 23.3% | — |
营业利润率GLVTR
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 4.9% | ||
| Q3 25 | 31.5% | 3.0% | ||
| Q2 25 | 21.2% | 3.0% | ||
| Q1 25 | 21.4% | 3.0% | ||
| Q4 24 | 21.3% | -0.0% | ||
| Q3 24 | 26.3% | 1.5% | ||
| Q2 24 | 23.5% | -1.6% |
净利率GLVTR
| Q1 26 | 17.3% | 3.6% | ||
| Q4 25 | 17.5% | 4.7% | ||
| Q3 25 | 25.6% | 4.6% | ||
| Q2 25 | 17.1% | 5.0% | ||
| Q1 25 | 17.2% | 3.6% | ||
| Q4 24 | 17.4% | 4.6% | ||
| Q3 24 | 20.8% | 1.7% | ||
| Q2 24 | 17.9% | 1.8% |
每股收益（稀释后）GLVTR
| Q1 26 | $3.39 | — | ||
| Q4 25 | $3.28 | $0.15 | ||
| Q3 25 | $4.73 | $0.14 | ||
| Q2 25 | $3.05 | $0.15 | ||
| Q1 25 | $3.01 | $0.10 | ||
| Q4 24 | $3.00 | $0.13 | ||
| Q3 24 | $3.44 | $0.05 | ||
| Q2 24 | $2.83 | $0.05 |
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 | $183.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.1B | $13.2B |
| 总资产 | — | $27.7B |
| 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GLVTR
| Q1 26 | $183.8M | $183.6M | ||
| Q4 25 | $314.7M | $741.1M | ||
| Q3 25 | $62.8M | $188.6M | ||
| Q2 25 | $116.7M | $614.2M | ||
| Q1 25 | $134.1M | $182.3M | ||
| Q4 24 | $85.0M | $897.9M | ||
| Q3 24 | $100.5M | $1.1B | ||
| Q2 24 | $100.6M | $557.1M |
总债务GLVTR
| Q1 26 | — | — | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $13.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GLVTR
| Q1 26 | $6.1B | $13.2B | ||
| Q4 25 | $6.0B | $12.5B | ||
| Q3 25 | $5.7B | $12.4B | ||
| Q2 25 | $5.4B | $11.5B | ||
| Q1 25 | $5.4B | $11.5B | ||
| Q4 24 | $5.3B | $10.8B | ||
| Q3 24 | $4.6B | $9.8B | ||
| Q2 24 | $5.2B | $9.6B |
总资产GLVTR
| Q1 26 | — | $27.7B | ||
| Q4 25 | $30.8B | $27.6B | ||
| Q3 25 | $30.5B | $26.9B | ||
| Q2 25 | $29.8B | $26.5B | ||
| Q1 25 | $29.7B | $26.0B | ||
| Q4 24 | $29.1B | $26.2B | ||
| Q3 24 | $29.6B | $25.3B | ||
| Q2 24 | $28.3B | $24.5B |
负债/权益比GLVTR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |
