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Global-E Online Ltd.（GLBE）与Hims & Hers Health, Inc.（HIMS）财务数据对比。点击上方公司名可切换其他公司
Global-E Online Ltd.的季度营收约是Hims & Hers Health, Inc.的1.0倍（$625.5M vs $617.8M），Hims & Hers Health, Inc.净利率更高（3.3% vs 0.9%，领先2.4%）
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
GLBE vs HIMS — 直观对比
营收规模更大
GLBE
是对方的1.0倍
$617.8M
净利率更高
HIMS
高出2.4%
0.9%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $625.5M | $617.8M |
| 净利润 | $5.8M | $20.6M |
| 毛利率 | 45.0% | 71.9% |
| 营业利润率 | 1.3% | 1.5% |
| 净利率 | 0.9% | 3.3% |
| 营收同比 | — | 28.4% |
| 净利润同比 | — | -20.8% |
| 每股收益（稀释后） | — | $0.08 |
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GLBEHIMS
| Q4 25 | — | $617.8M | ||
| Q3 25 | $625.5M | $599.0M | ||
| Q2 25 | $404.8M | $544.8M | ||
| Q1 25 | $189.9M | $586.0M | ||
| Q4 24 | — | $481.1M | ||
| Q3 24 | $489.9M | $401.6M | ||
| Q2 24 | $313.9M | $315.6M | ||
| Q1 24 | $145.9M | $278.2M |
净利润GLBEHIMS
| Q4 25 | — | $20.6M | ||
| Q3 25 | $5.8M | $15.8M | ||
| Q2 25 | $-7.4M | $42.5M | ||
| Q1 25 | — | $49.5M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | $-77.1M | $75.6M | ||
| Q2 24 | $-54.5M | $13.3M | ||
| Q1 24 | — | $11.1M |
毛利率GLBEHIMS
| Q4 25 | — | 71.9% | ||
| Q3 25 | 45.0% | 73.8% | ||
| Q2 25 | 44.9% | 76.4% | ||
| Q1 25 | 44.3% | 73.5% | ||
| Q4 24 | — | 76.8% | ||
| Q3 24 | 45.1% | 79.2% | ||
| Q2 24 | 44.8% | 81.3% | ||
| Q1 24 | 43.4% | 82.4% |
营业利润率GLBEHIMS
| Q4 25 | — | 1.5% | ||
| Q3 25 | 1.3% | 2.0% | ||
| Q2 25 | -2.1% | 4.9% | ||
| Q1 25 | -10.1% | 9.9% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | -14.9% | 5.6% | ||
| Q2 24 | -16.6% | 3.5% | ||
| Q1 24 | -20.1% | 3.6% |
净利率GLBEHIMS
| Q4 25 | — | 3.3% | ||
| Q3 25 | 0.9% | 2.6% | ||
| Q2 25 | -1.8% | 7.8% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | -15.7% | 18.8% | ||
| Q2 24 | -17.4% | 4.2% | ||
| Q1 24 | — | 4.0% |
每股收益（稀释后）GLBEHIMS
| Q4 25 | — | $0.08 | ||
| Q3 25 | — | $0.06 | ||
| Q2 25 | — | $0.17 | ||
| Q1 25 | — | $0.20 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $0.32 | ||
| Q2 24 | — | $0.06 | ||
| Q1 24 | — | $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 | $251.4M | $228.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $933.0M | $540.9M |
| 总资产 | $1.3B | $2.2B |
| 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GLBEHIMS
| Q4 25 | — | $228.6M | ||
| Q3 25 | $251.4M | $345.8M | ||
| Q2 25 | $205.2M | $1.1B | ||
| Q1 25 | $207.7M | $273.7M | ||
| Q4 24 | — | $220.6M | ||
| Q3 24 | $207.3M | $165.5M | ||
| Q2 24 | $229.8M | $129.3M | ||
| Q1 24 | $181.9M | $105.2M |
股东权益GLBEHIMS
| Q4 25 | — | $540.9M | ||
| Q3 25 | $933.0M | $581.0M | ||
| Q2 25 | $909.1M | $562.7M | ||
| Q1 25 | $884.3M | $549.3M | ||
| Q4 24 | — | $476.7M | ||
| Q3 24 | $869.4M | $440.1M | ||
| Q2 24 | $878.7M | $362.0M | ||
| Q1 24 | $886.9M | $344.5M |
总资产GLBEHIMS
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $891.7M | ||
| Q4 24 | — | $707.5M | ||
| Q3 24 | $1.2B | $602.3M | ||
| Q2 24 | $1.1B | $480.5M | ||
| Q1 24 | $1.1B | $448.1M |
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 | — | $61.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.5M |
| 自由现金流率自由现金流/营收 | — | -0.4% |
| 资本支出强度资本支出/营收 | — | 10.3% |
| 现金转化率经营现金流/净利润 | — | 2.98× |
| 过去12个月自由现金流最近4个季度 | — | $57.4M |
8季度趋势，按日历期对齐
经营现金流GLBEHIMS
| Q4 25 | — | $61.3M | ||
| Q3 25 | — | $148.7M | ||
| Q2 25 | — | $-19.1M | ||
| Q1 25 | — | $109.1M | ||
| Q4 24 | — | $86.4M | ||
| Q3 24 | — | $85.3M | ||
| Q2 24 | — | $53.6M | ||
| Q1 24 | — | $25.8M |
自由现金流GLBEHIMS
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $79.3M | ||
| Q2 25 | — | $-69.5M | ||
| Q1 25 | — | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | — | $79.4M | ||
| Q2 24 | — | $47.6M | ||
| Q1 24 | — | $11.8M |
自由现金流率GLBEHIMS
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | -12.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 4.3% |
资本支出强度GLBEHIMS
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 5.0% |
现金转化率GLBEHIMS
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | 9.43× | ||
| Q2 25 | — | -0.45× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 4.03× | ||
| Q1 24 | — | 2.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
