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Loews Corporation（L）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
Loews Corporation的季度营收约是STEWART INFORMATION SERVICES CORP的1.1倍（$827.0M vs $764.6M），Loews Corporation净利率更高（48.6% vs 2.2%，领先46.4%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 4.8%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% vs 7.9%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
L vs STC — 直观对比
营收规模更大
L
是对方的1.1倍
$764.6M
营收增速更快
STC
高出22.8%
4.8%
净利率更高
L
高出46.4%
2.2%
两年增速更快
STC
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $827.0M | $764.6M |
| 净利润 | $402.0M | $17.0M |
| 毛利率 | — | — |
| 营业利润率 | 65.4% | — |
| 净利率 | 48.6% | 2.2% |
| 营收同比 | 4.8% | 27.7% |
| 净利润同比 | 115.0% | 448.4% |
| 每股收益（稀释后） | $1.93 | — |
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LSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $827.0M | $790.6M | ||
| Q3 25 | $732.0M | $796.9M | ||
| Q2 25 | $769.0M | $722.2M | ||
| Q1 25 | $846.0M | $612.0M | ||
| Q4 24 | $789.0M | $665.9M | ||
| Q3 24 | $683.0M | $667.9M | ||
| Q2 24 | $711.0M | $602.2M |
净利润LSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $402.0M | $36.3M | ||
| Q3 25 | $504.0M | $44.3M | ||
| Q2 25 | $391.0M | $31.9M | ||
| Q1 25 | $370.0M | $3.1M | ||
| Q4 24 | $187.0M | $22.7M | ||
| Q3 24 | $401.0M | $30.1M | ||
| Q2 24 | $369.0M | $17.3M |
营业利润率LSTC
| Q1 26 | — | — | ||
| Q4 25 | 65.4% | 6.5% | ||
| Q3 25 | 94.1% | 7.7% | ||
| Q2 25 | 70.1% | 6.5% | ||
| Q1 25 | 60.8% | 1.0% | ||
| Q4 24 | 23.8% | 5.3% | ||
| Q3 24 | 80.5% | 6.4% | ||
| Q2 24 | 71.3% | 4.8% |
净利率LSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 48.6% | 4.6% | ||
| Q3 25 | 68.9% | 5.6% | ||
| Q2 25 | 50.8% | 4.4% | ||
| Q1 25 | 43.7% | 0.5% | ||
| Q4 24 | 23.7% | 3.4% | ||
| Q3 24 | 58.7% | 4.5% | ||
| Q2 24 | 51.9% | 2.9% |
每股收益（稀释后）LSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.93 | $1.26 | ||
| Q3 25 | $2.43 | $1.55 | ||
| Q2 25 | $1.87 | $1.13 | ||
| Q1 25 | $1.74 | $0.11 | ||
| Q4 24 | $0.87 | $0.81 | ||
| Q3 24 | $1.82 | $1.07 | ||
| Q2 24 | $1.67 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $18.7B | — |
| 总资产 | $86.3B | — |
| 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LSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $6.0B | $369.7M | ||
| Q3 25 | $5.4B | $233.2M | ||
| Q2 25 | $4.5B | $223.8M | ||
| Q1 25 | $4.4B | $194.2M | ||
| Q4 24 | $4.6B | $257.5M | ||
| Q3 24 | $5.2B | $228.7M | ||
| Q2 24 | $4.9B | $176.7M |
总债务LSTC
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $7.9B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.9B | $445.8M | ||
| Q3 24 | $8.8B | — | ||
| Q2 24 | $8.6B | — |
股东权益LSTC
| Q1 26 | — | — | ||
| Q4 25 | $18.7B | $1.6B | ||
| Q3 25 | $18.3B | $1.5B | ||
| Q2 25 | $17.5B | $1.4B | ||
| Q1 25 | $17.2B | $1.4B | ||
| Q4 24 | $17.1B | $1.4B | ||
| Q3 24 | $17.4B | $1.4B | ||
| Q2 24 | $16.4B | $1.4B |
总资产LSTC
| Q1 26 | — | — | ||
| Q4 25 | $86.3B | $3.3B | ||
| Q3 25 | $85.9B | $2.8B | ||
| Q2 25 | $84.7B | $2.8B | ||
| Q1 25 | $83.1B | $2.7B | ||
| Q4 24 | $81.9B | $2.7B | ||
| Q3 24 | $83.6B | $2.7B | ||
| Q2 24 | $81.1B | $2.6B |
负债/权益比LSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.52× | 0.32× | ||
| Q3 24 | 0.51× | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $426.0M | — |
| 自由现金流率自由现金流/营收 | 51.5% | — |
| 资本支出强度资本支出/营收 | 23.1% | — |
| 现金转化率经营现金流/净利润 | 1.53× | — |
| 过去12个月自由现金流最近4个季度 | $2.7B | — |
8季度趋势，按日历期对齐
经营现金流LSTC
| Q1 26 | — | — | ||
| Q4 25 | $617.0M | $89.5M | ||
| Q3 25 | $920.0M | $92.6M | ||
| Q2 25 | $1.0B | $53.4M | ||
| Q1 25 | $736.0M | $-29.9M | ||
| Q4 24 | $941.0M | $68.0M | ||
| Q3 24 | $934.0M | $76.1M | ||
| Q2 24 | $952.0M | $21.1M |
自由现金流LSTC
| Q1 26 | — | — | ||
| Q4 25 | $426.0M | $62.3M | ||
| Q3 25 | $764.0M | $73.6M | ||
| Q2 25 | $872.0M | $38.7M | ||
| Q1 25 | $638.0M | $-42.2M | ||
| Q4 24 | $767.0M | $55.6M | ||
| Q3 24 | $794.0M | $67.4M | ||
| Q2 24 | $793.0M | $11.9M |
自由现金流率LSTC
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 7.9% | ||
| Q3 25 | 104.4% | 9.2% | ||
| Q2 25 | 113.4% | 5.4% | ||
| Q1 25 | 75.4% | -6.9% | ||
| Q4 24 | 97.2% | 8.4% | ||
| Q3 24 | 116.3% | 10.1% | ||
| Q2 24 | 111.5% | 2.0% |
资本支出强度LSTC
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | 3.4% | ||
| Q3 25 | 21.3% | 2.4% | ||
| Q2 25 | 17.4% | 2.0% | ||
| Q1 25 | 11.6% | 2.0% | ||
| Q4 24 | 22.1% | 1.9% | ||
| Q3 24 | 20.5% | 1.3% | ||
| Q2 24 | 22.4% | 1.5% |
现金转化率LSTC
| Q1 26 | — | — | ||
| Q4 25 | 1.53× | 2.47× | ||
| Q3 25 | 1.83× | 2.09× | ||
| Q2 25 | 2.57× | 1.67× | ||
| Q1 25 | 1.99× | -9.73× | ||
| Q4 24 | 5.03× | 2.99× | ||
| Q3 24 | 2.33× | 2.53× | ||
| Q2 24 | 2.58× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
