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GREENLIGHT CAPITAL RE, LTD.(GLRE)与PREFORMED LINE PRODUCTS CO(PLPC)财务数据对比。点击上方公司名可切换其他公司
GREENLIGHT CAPITAL RE, LTD.的季度营收约是PREFORMED LINE PRODUCTS CO的1.2倍($210.3M vs $173.1M),GREENLIGHT CAPITAL RE, LTD.净利率更高(23.4% vs 4.9%,领先18.6%),GREENLIGHT CAPITAL RE, LTD.同比增速更快(48.3% vs 3.6%),过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高(10.8% vs 4.8%)
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金,主要投资北美公开交易的企业债务产品与股票,因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注,艾因霍恩至今仍担任该基金管理人。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
GLRE vs PLPC — 直观对比
营收规模更大
GLRE
是对方的1.2倍
$173.1M
营收增速更快
GLRE
高出44.7%
3.6%
净利率更高
GLRE
高出18.6%
4.9%
两年增速更快
PLPC
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $210.3M | $173.1M |
| 净利润 | $49.3M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | — | 6.8% |
| 净利率 | 23.4% | 4.9% |
| 营收同比 | 48.3% | 3.6% |
| 净利润同比 | 279.7% | -19.3% |
| 每股收益(稀释后) | $1.43 | $1.72 |
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
GLRE
PLPC
| Q4 25 | $210.3M | $173.1M | ||
| Q3 25 | $146.1M | $178.1M | ||
| Q2 25 | $160.1M | $169.6M | ||
| Q1 25 | $213.3M | $148.5M | ||
| Q4 24 | $141.8M | $167.1M | ||
| Q3 24 | $188.0M | $147.0M | ||
| Q2 24 | $174.9M | $138.7M | ||
| Q1 24 | $191.3M | $140.9M |
净利润
GLRE
PLPC
| Q4 25 | $49.3M | $8.4M | ||
| Q3 25 | $-4.4M | $2.6M | ||
| Q2 25 | $329.0K | $12.7M | ||
| Q1 25 | $29.6M | $11.5M | ||
| Q4 24 | $-27.4M | $10.5M | ||
| Q3 24 | $35.2M | $7.7M | ||
| Q2 24 | $8.0M | $9.4M | ||
| Q1 24 | $27.0M | $9.6M |
毛利率
GLRE
PLPC
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 31.3% |
营业利润率
GLRE
PLPC
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | — | 7.1% | ||
| Q2 24 | — | 8.1% | ||
| Q1 24 | — | 8.2% |
净利率
GLRE
PLPC
| Q4 25 | 23.4% | 4.9% | ||
| Q3 25 | -3.0% | 1.5% | ||
| Q2 25 | 0.2% | 7.5% | ||
| Q1 25 | 13.9% | 7.8% | ||
| Q4 24 | -19.3% | 6.3% | ||
| Q3 24 | 18.7% | 5.2% | ||
| Q2 24 | 4.6% | 6.8% | ||
| Q1 24 | 14.1% | 6.8% |
每股收益(稀释后)
GLRE
PLPC
| Q4 25 | $1.43 | $1.72 | ||
| Q3 25 | $-0.13 | $0.53 | ||
| Q2 25 | $0.01 | $2.56 | ||
| Q1 25 | $0.86 | $2.33 | ||
| Q4 24 | $-0.78 | $2.13 | ||
| Q3 24 | $1.01 | $1.54 | ||
| Q2 24 | $0.23 | $1.89 | ||
| Q1 24 | $0.78 | $1.94 |
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 | $111.8M | — |
| 总债务越低越好 | $4.7M | $38.3M |
| 股东权益账面价值 | $708.0M | $475.5M |
| 总资产 | $2.2B | $653.6M |
| 负债/权益比越低杠杆越低 | 0.01× | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
GLRE
PLPC
| Q4 25 | $111.8M | — | ||
| Q3 25 | $68.8M | — | ||
| Q2 25 | $82.4M | — | ||
| Q1 25 | $47.5M | — | ||
| Q4 24 | $64.7M | — | ||
| Q3 24 | $54.6M | — | ||
| Q2 24 | $52.2M | — | ||
| Q1 24 | $61.6M | — |
总债务
GLRE
PLPC
| Q4 25 | $4.7M | $38.3M | ||
| Q3 25 | $34.7M | $36.0M | ||
| Q2 25 | $58.9M | $31.8M | ||
| Q1 25 | $59.8M | $29.1M | ||
| Q4 24 | $60.7M | $20.8M | ||
| Q3 24 | $62.6M | $27.2M | ||
| Q2 24 | $61.6M | $31.6M | ||
| Q1 24 | $72.5M | $55.0M |
股东权益
GLRE
PLPC
| Q4 25 | $708.0M | $475.5M | ||
| Q3 25 | $658.9M | $466.3M | ||
| Q2 25 | $663.3M | $460.7M | ||
| Q1 25 | $666.8M | $435.8M | ||
| Q4 24 | $635.9M | $422.3M | ||
| Q3 24 | $663.4M | $429.0M | ||
| Q2 24 | $634.0M | $416.2M | ||
| Q1 24 | $624.5M | $413.4M |
总资产
GLRE
PLPC
| Q4 25 | $2.2B | $653.6M | ||
| Q3 25 | $2.1B | $644.6M | ||
| Q2 25 | $2.2B | $631.5M | ||
| Q1 25 | $2.2B | $592.5M | ||
| Q4 24 | $2.0B | $573.9M | ||
| Q3 24 | $2.0B | $592.0M | ||
| Q2 24 | $1.9B | $572.6M | ||
| Q1 24 | $1.9B | $586.1M |
负债/权益比
GLRE
PLPC
| Q4 25 | 0.01× | 0.08× | ||
| Q3 25 | 0.05× | 0.08× | ||
| Q2 25 | 0.09× | 0.07× | ||
| Q1 25 | 0.09× | 0.07× | ||
| Q4 24 | 0.10× | 0.05× | ||
| Q3 24 | 0.09× | 0.06× | ||
| Q2 24 | 0.10× | 0.08× | ||
| Q1 24 | 0.12× | 0.13× |
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 | $100.2M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.8M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | 2.03× | 2.60× |
| 过去12个月自由现金流最近4个季度 | — | $33.3M |
8季度趋势,按日历期对齐
经营现金流
GLRE
PLPC
| Q4 25 | $100.2M | $21.9M | ||
| Q3 25 | $31.2M | $18.9M | ||
| Q2 25 | $68.4M | $26.9M | ||
| Q1 25 | $10.4M | $5.7M | ||
| Q4 24 | $29.5M | $24.1M | ||
| Q3 24 | $41.3M | $9.4M | ||
| Q2 24 | $22.7M | $28.3M | ||
| Q1 24 | $18.0M | $5.8M |
自由现金流
GLRE
PLPC
| Q4 25 | — | $11.8M | ||
| Q3 25 | — | $8.3M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-5.3M | ||
| Q4 24 | — | $20.6M | ||
| Q3 24 | — | $5.8M | ||
| Q2 24 | — | $24.6M | ||
| Q1 24 | — | $1.8M |
自由现金流率
GLRE
PLPC
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 17.7% | ||
| Q1 24 | — | 1.3% |
资本支出强度
GLRE
PLPC
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 2.8% |
现金转化率
GLRE
PLPC
| Q4 25 | 2.03× | 2.60× | ||
| Q3 25 | — | 7.21× | ||
| Q2 25 | 208.02× | 2.12× | ||
| Q1 25 | 0.35× | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 1.17× | 1.22× | ||
| Q2 24 | 2.85× | 3.02× | ||
| Q1 24 | 0.66× | 0.60× |
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
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
PLPC
暂无分部数据