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Global-E Online Ltd.(GLBE)与礼恩派(LEG)财务数据对比。点击上方公司名可切换其他公司
礼恩派的季度营收约是Global-E Online Ltd.的1.5倍($938.6M vs $625.5M),礼恩派净利率更高(2.7% vs 0.9%,领先1.7%)
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。
礼恩派(Leggett & Platt)总部位于美国密苏里州迦太基,是一家多元化制造企业,成立于1883年。公司专注于设计生产各类工程组件及产品,广泛应用于家居与汽车领域。目前旗下设有15个业务单元,在全球18个国家拥有135座生产工厂,员工总数达2万名。
GLBE vs LEG — 直观对比
营收规模更大
LEG
是对方的1.5倍
$625.5M
净利率更高
LEG
高出1.7%
0.9%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $625.5M | $938.6M |
| 净利润 | $5.8M | $25.1M |
| 毛利率 | 45.0% | 17.9% |
| 营业利润率 | 1.3% | 2.0% |
| 净利率 | 0.9% | 2.7% |
| 营收同比 | — | -11.2% |
| 净利润同比 | — | 76.8% |
| 每股收益(稀释后) | — | $0.18 |
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
GLBE
LEG
| Q4 25 | — | $938.6M | ||
| Q3 25 | $625.5M | $1.0B | ||
| Q2 25 | $404.8M | $1.1B | ||
| Q1 25 | $189.9M | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $489.9M | $1.1B | ||
| Q2 24 | $313.9M | $1.1B | ||
| Q1 24 | $145.9M | $1.1B |
净利润
GLBE
LEG
| Q4 25 | — | $25.1M | ||
| Q3 25 | $5.8M | $127.1M | ||
| Q2 25 | $-7.4M | $52.5M | ||
| Q1 25 | — | $30.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | $-77.1M | $44.9M | ||
| Q2 24 | $-54.5M | $-602.2M | ||
| Q1 24 | — | $31.6M |
毛利率
GLBE
LEG
| Q4 25 | — | 17.9% | ||
| Q3 25 | 45.0% | 18.7% | ||
| Q2 25 | 44.9% | 18.2% | ||
| Q1 25 | 44.3% | 18.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | 45.1% | 18.2% | ||
| Q2 24 | 44.8% | 16.5% | ||
| Q1 24 | 43.4% | 17.0% |
营业利润率
GLBE
LEG
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.3% | 14.9% | ||
| Q2 25 | -2.1% | 6.8% | ||
| Q1 25 | -10.1% | 4.4% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | -14.9% | 5.2% | ||
| Q2 24 | -16.6% | -56.2% | ||
| Q1 24 | -20.1% | 3.9% |
净利率
GLBE
LEG
| Q4 25 | — | 2.7% | ||
| Q3 25 | 0.9% | 12.3% | ||
| Q2 25 | -1.8% | 5.0% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | -15.7% | 4.1% | ||
| Q2 24 | -17.4% | -53.4% | ||
| Q1 24 | — | 2.9% |
每股收益(稀释后)
GLBE
LEG
| Q4 25 | — | $0.18 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $0.38 | ||
| Q1 25 | — | $0.22 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $0.33 | ||
| Q2 24 | — | $-4.39 | ||
| Q1 24 | — | $0.23 |
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 | $587.4M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $933.0M | $1.0B |
| 总资产 | $1.3B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 1.46× |
8季度趋势,按日历期对齐
现金及短期投资
GLBE
LEG
| Q4 25 | — | $587.4M | ||
| Q3 25 | $251.4M | $460.7M | ||
| Q2 25 | $205.2M | $368.8M | ||
| Q1 25 | $207.7M | $412.6M | ||
| Q4 24 | — | $350.2M | ||
| Q3 24 | $207.3M | $277.2M | ||
| Q2 24 | $229.8M | $307.0M | ||
| Q1 24 | $181.9M | $361.3M |
总债务
GLBE
LEG
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.8B |
股东权益
GLBE
LEG
| Q4 25 | — | $1.0B | ||
| Q3 25 | $933.0M | $971.8M | ||
| Q2 25 | $909.1M | $855.0M | ||
| Q1 25 | $884.3M | $746.8M | ||
| Q4 24 | — | $689.4M | ||
| Q3 24 | $869.4M | $741.0M | ||
| Q2 24 | $878.7M | $667.6M | ||
| Q1 24 | $886.9M | $1.3B |
总资产
GLBE
LEG
| Q4 25 | — | $3.5B | ||
| Q3 25 | $1.3B | $3.5B | ||
| Q2 25 | $1.2B | $3.7B | ||
| Q1 25 | $1.2B | $3.7B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | $1.2B | $3.8B | ||
| Q2 24 | $1.1B | $3.8B | ||
| Q1 24 | $1.1B | $4.6B |
负债/权益比
GLBE
LEG
| Q4 25 | — | 1.46× | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 2.10× | ||
| Q1 25 | — | 2.59× | ||
| Q4 24 | — | 2.70× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.55× | ||
| Q1 24 | — | 1.38× |
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 | — | $121.5M |
| 自由现金流经营现金流 - 资本支出 | — | $101.9M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | — | 4.84× |
| 过去12个月自由现金流最近4个季度 | — | $281.0M |
8季度趋势,按日历期对齐
经营现金流
GLBE
LEG
| Q4 25 | — | $121.5M | ||
| Q3 25 | — | $125.9M | ||
| Q2 25 | — | $84.0M | ||
| Q1 25 | — | $6.8M | ||
| Q4 24 | — | $122.3M | ||
| Q3 24 | — | $95.5M | ||
| Q2 24 | — | $94.0M | ||
| Q1 24 | — | $-6.1M |
自由现金流
GLBE
LEG
| Q4 25 | — | $101.9M | ||
| Q3 25 | — | $110.1M | ||
| Q2 25 | — | $75.5M | ||
| Q1 25 | — | $-6.5M | ||
| Q4 24 | — | $100.5M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $78.5M | ||
| Q1 24 | — | $-32.0M |
自由现金流率
GLBE
LEG
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 7.0% | ||
| Q1 24 | — | -2.9% |
资本支出强度
GLBE
LEG
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.4% |
现金转化率
GLBE
LEG
| Q4 25 | — | 4.84× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 1.60× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 8.61× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.19× |
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
GLBE
暂无分部数据
LEG
| Bedding Products | $373.8M | 40% |
| Flooring And Textile Products Group | $196.9M | 21% |
| Automotive Group | $194.9M | 21% |
| Work Furniture Group | $66.2M | 7% |
| Home Furniture Group | $61.0M | 6% |
| Hydraulic Cylinders | $45.8M | 5% |