vs
Loews Corporation（L）与SIGNET JEWELERS LTD（SIG）财务数据对比。点击上方公司名可切换其他公司
SIGNET JEWELERS LTD的季度营收约是Loews Corporation的1.7倍（$1.4B vs $827.0M），Loews Corporation净利率更高（48.6% vs 1.4%，领先47.2%），Loews Corporation同比增速更快（4.8% vs 3.1%），Loews Corporation自由现金流更多（$426.0M vs $-1.5M），过去两年Loews Corporation的营收复合增速更高（7.9% vs -25.4%）
Loews Corporation是一家总部位于美国的多元化综合企业集团，旗下子公司业务覆盖财产保险、天然气管道运输、酒店运营、油气勘探生产等核心领域，主要服务北美市场的商业、消费者及工业客户。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
L vs SIG — 直观对比
营收规模更大
SIG
是对方的1.7倍
$827.0M
营收增速更快
L
高出1.7%
3.1%
净利率更高
L
高出47.2%
1.4%
自由现金流更多
L
多$427.5M
$-1.5M
两年增速更快
L
近两年复合增速
-25.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $827.0M | $1.4B |
| 净利润 | $402.0M | $20.0M |
| 毛利率 | — | 37.3% |
| 营业利润率 | 65.4% | 1.7% |
| 净利率 | 48.6% | 1.4% |
| 营收同比 | 4.8% | 3.1% |
| 净利润同比 | 115.0% | 185.7% |
| 每股收益（稀释后） | $1.93 | $0.49 |
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LSIG
| Q4 25 | $827.0M | $1.4B | ||
| Q3 25 | $732.0M | $1.5B | ||
| Q2 25 | $769.0M | $1.5B | ||
| Q1 25 | $846.0M | $2.4B | ||
| Q4 24 | $789.0M | $1.3B | ||
| Q3 24 | $683.0M | $1.5B | ||
| Q2 24 | $711.0M | $1.5B | ||
| Q1 24 | $710.0M | $2.5B |
净利润LSIG
| Q4 25 | $402.0M | $20.0M | ||
| Q3 25 | $504.0M | $-9.1M | ||
| Q2 25 | $391.0M | $33.5M | ||
| Q1 25 | $370.0M | $100.6M | ||
| Q4 24 | $187.0M | $7.0M | ||
| Q3 24 | $401.0M | $-98.5M | ||
| Q2 24 | $369.0M | $52.1M | ||
| Q1 24 | $457.0M | $626.2M |
毛利率LSIG
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 38.6% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 42.6% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 38.0% | ||
| Q2 24 | — | 37.9% | ||
| Q1 24 | — | 43.3% |
营业利润率LSIG
| Q4 25 | 65.4% | 1.7% | ||
| Q3 25 | 94.1% | 0.2% | ||
| Q2 25 | 70.1% | 3.1% | ||
| Q1 25 | 60.8% | 6.5% | ||
| Q4 24 | 23.8% | 0.7% | ||
| Q3 24 | 80.5% | -6.8% | ||
| Q2 24 | 71.3% | 3.3% | ||
| Q1 24 | 88.6% | 16.7% |
净利率LSIG
| Q4 25 | 48.6% | 1.4% | ||
| Q3 25 | 68.9% | -0.6% | ||
| Q2 25 | 50.8% | 2.2% | ||
| Q1 25 | 43.7% | 4.3% | ||
| Q4 24 | 23.7% | 0.5% | ||
| Q3 24 | 58.7% | -6.6% | ||
| Q2 24 | 51.9% | 3.4% | ||
| Q1 24 | 64.4% | 25.1% |
每股收益（稀释后）LSIG
| Q4 25 | $1.93 | $0.49 | ||
| Q3 25 | $2.43 | $-0.22 | ||
| Q2 25 | $1.87 | $0.78 | ||
| Q1 25 | $1.74 | $2.25 | ||
| Q4 24 | $0.87 | $0.12 | ||
| Q3 24 | $1.82 | $-2.28 | ||
| Q2 24 | $1.67 | $-0.90 | ||
| Q1 24 | $2.05 | $11.77 |
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 | $6.0B | $234.7M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $18.7B | $1.7B |
| 总资产 | $86.3B | $5.4B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资LSIG
| Q4 25 | $6.0B | $234.7M | ||
| Q3 25 | $5.4B | $281.4M | ||
| Q2 25 | $4.5B | $264.1M | ||
| Q1 25 | $4.4B | $604.0M | ||
| Q4 24 | $4.6B | $157.7M | ||
| Q3 24 | $5.2B | $403.1M | ||
| Q2 24 | $4.9B | $729.3M | ||
| Q1 24 | $5.4B | $1.4B |
总债务LSIG
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $7.9B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.8B | — | ||
| Q2 24 | $8.6B | — | ||
| Q1 24 | $8.4B | — |
股东权益LSIG
| Q4 25 | $18.7B | $1.7B | ||
| Q3 25 | $18.3B | $1.7B | ||
| Q2 25 | $17.5B | $1.8B | ||
| Q1 25 | $17.2B | $1.9B | ||
| Q4 24 | $17.1B | $1.8B | ||
| Q3 24 | $17.4B | $1.9B | ||
| Q2 24 | $16.4B | $2.1B | ||
| Q1 24 | $16.2B | $2.2B |
总资产LSIG
| Q4 25 | $86.3B | $5.4B | ||
| Q3 25 | $85.9B | $5.3B | ||
| Q2 25 | $84.7B | $5.5B | ||
| Q1 25 | $83.1B | $5.7B | ||
| Q4 24 | $81.9B | $5.7B | ||
| Q3 24 | $83.6B | $5.6B | ||
| Q2 24 | $81.1B | $6.2B | ||
| Q1 24 | $80.9B | $6.8B |
负债/权益比LSIG
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.52× | — | ||
| Q1 24 | 0.52× | — |
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 | $617.0M | $31.0M |
| 自由现金流经营现金流 - 资本支出 | $426.0M | $-1.5M |
| 自由现金流率自由现金流/营收 | 51.5% | -0.1% |
| 资本支出强度资本支出/营收 | 23.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.53× | 1.55× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $591.0M |
8季度趋势，按日历期对齐
经营现金流LSIG
| Q4 25 | $617.0M | $31.0M | ||
| Q3 25 | $920.0M | $86.3M | ||
| Q2 25 | $1.0B | $-175.3M | ||
| Q1 25 | $736.0M | $780.7M | ||
| Q4 24 | $941.0M | $-75.4M | ||
| Q3 24 | $934.0M | $43.8M | ||
| Q2 24 | $952.0M | $-158.2M | ||
| Q1 24 | $198.0M | $752.2M |
自由现金流LSIG
| Q4 25 | $426.0M | $-1.5M | ||
| Q3 25 | $764.0M | $62.3M | ||
| Q2 25 | $872.0M | $-211.9M | ||
| Q1 25 | $638.0M | $742.1M | ||
| Q4 24 | $767.0M | $-138.5M | ||
| Q3 24 | $794.0M | $15.8M | ||
| Q2 24 | $793.0M | $-181.5M | ||
| Q1 24 | $39.0M | $716.1M |
自由现金流率LSIG
| Q4 25 | 51.5% | -0.1% | ||
| Q3 25 | 104.4% | 4.1% | ||
| Q2 25 | 113.4% | -13.7% | ||
| Q1 25 | 75.4% | 31.5% | ||
| Q4 24 | 97.2% | -10.3% | ||
| Q3 24 | 116.3% | 1.1% | ||
| Q2 24 | 111.5% | -12.0% | ||
| Q1 24 | 5.5% | 28.7% |
资本支出强度LSIG
| Q4 25 | 23.1% | 2.3% | ||
| Q3 25 | 21.3% | 1.6% | ||
| Q2 25 | 17.4% | 2.4% | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 22.1% | 4.7% | ||
| Q3 24 | 20.5% | 1.9% | ||
| Q2 24 | 22.4% | 1.5% | ||
| Q1 24 | 22.4% | 1.4% |
现金转化率LSIG
| Q4 25 | 1.53× | 1.55× | ||
| Q3 25 | 1.83× | — | ||
| Q2 25 | 2.57× | -5.23× | ||
| Q1 25 | 1.99× | 7.76× | ||
| Q4 24 | 5.03× | -10.77× | ||
| Q3 24 | 2.33× | — | ||
| Q2 24 | 2.58× | -3.04× | ||
| Q1 24 | 0.43× | 1.20× |
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
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
