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大都会人寿（MET）与铁姆肯公司（TKR）财务数据对比。点击上方公司名可切换其他公司
铁姆肯公司的季度营收约是大都会人寿的1.9倍（$1.1B vs $600.0M），大都会人寿净利率更高（134.8% vs 5.6%，领先129.2%），大都会人寿同比增速更快（7.9% vs 3.5%），过去两年大都会人寿的营收复合增速更高（2.0% vs -3.4%）
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
铁姆肯公司是全球领先的工程轴承与工业运动产品制造商，总部位于美国俄亥俄州北坎顿市，业务覆盖全球45个国家，可为多个工业领域客户提供高品质的相关产品及适配解决方案。
MET vs TKR — 直观对比
营收规模更大
TKR
是对方的1.9倍
$600.0M
营收增速更快
MET
高出4.4%
3.5%
净利率更高
MET
高出129.2%
5.6%
两年增速更快
MET
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $600.0M | $1.1B |
| 净利润 | $809.0M | $62.3M |
| 毛利率 | — | 29.3% |
| 营业利润率 | — | 9.8% |
| 净利率 | 134.8% | 5.6% |
| 营收同比 | 7.9% | 3.5% |
| 净利润同比 | -36.3% | -12.5% |
| 每股收益（稀释后） | $1.18 | $0.89 |
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METTKR
| Q4 25 | $600.0M | $1.1B | ||
| Q3 25 | $621.0M | $1.2B | ||
| Q2 25 | $604.0M | $1.2B | ||
| Q1 25 | $611.0M | $1.1B | ||
| Q4 24 | $556.0M | $1.1B | ||
| Q3 24 | $554.0M | $1.1B | ||
| Q2 24 | $558.0M | $1.2B | ||
| Q1 24 | $577.0M | $1.2B |
净利润METTKR
| Q4 25 | $809.0M | $62.3M | ||
| Q3 25 | $896.0M | $69.3M | ||
| Q2 25 | $729.0M | $78.5M | ||
| Q1 25 | $945.0M | $78.3M | ||
| Q4 24 | $1.3B | $71.2M | ||
| Q3 24 | $1.3B | $81.8M | ||
| Q2 24 | $946.0M | $96.2M | ||
| Q1 24 | $867.0M | $103.5M |
毛利率METTKR
| Q4 25 | — | 29.3% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 30.6% | ||
| Q2 24 | — | 31.6% | ||
| Q1 24 | — | 33.4% |
营业利润率METTKR
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | — | 13.0% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | 15.5% |
净利率METTKR
| Q4 25 | 134.8% | 5.6% | ||
| Q3 25 | 144.3% | 6.0% | ||
| Q2 25 | 120.7% | 6.7% | ||
| Q1 25 | 154.7% | 6.9% | ||
| Q4 24 | 228.6% | 6.6% | ||
| Q3 24 | 242.2% | 7.3% | ||
| Q2 24 | 169.5% | 8.1% | ||
| Q1 24 | 150.3% | 8.7% |
每股收益（稀释后）METTKR
| Q4 25 | $1.18 | $0.89 | ||
| Q3 25 | $1.22 | $0.99 | ||
| Q2 25 | $1.03 | $1.12 | ||
| Q1 25 | $1.28 | $1.11 | ||
| Q4 24 | $1.75 | $1.01 | ||
| Q3 24 | $1.81 | $1.16 | ||
| Q2 24 | $1.28 | $1.36 | ||
| Q1 24 | $1.10 | $1.46 |
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 | $25.6B | $364.4M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $28.4B | $3.2B |
| 总资产 | $745.2B | $6.7B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资METTKR
| Q4 25 | $25.6B | $364.4M | ||
| Q3 25 | $26.2B | $449.1M | ||
| Q2 25 | $27.5B | $419.3M | ||
| Q1 25 | $26.9B | $376.1M | ||
| Q4 24 | $25.2B | $373.2M | ||
| Q3 24 | $26.4B | $412.7M | ||
| Q2 24 | $24.6B | $469.9M | ||
| Q1 24 | $24.7B | $421.9M |
总债务METTKR
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
股东权益METTKR
| Q4 25 | $28.4B | $3.2B | ||
| Q3 25 | $28.9B | $3.1B | ||
| Q2 25 | $27.7B | $3.1B | ||
| Q1 25 | $27.5B | $2.9B | ||
| Q4 24 | $27.4B | $2.8B | ||
| Q3 24 | $30.9B | $2.9B | ||
| Q2 24 | $27.3B | $2.8B | ||
| Q1 24 | $28.5B | $2.6B |
总资产METTKR
| Q4 25 | $745.2B | $6.7B | ||
| Q3 25 | $719.7B | $6.8B | ||
| Q2 25 | $702.5B | $6.8B | ||
| Q1 25 | $688.3B | $6.6B | ||
| Q4 24 | $677.5B | $6.4B | ||
| Q3 24 | $705.0B | $6.8B | ||
| Q2 24 | $675.7B | $6.6B | ||
| Q1 24 | $677.6B | $6.5B |
负债/权益比METTKR
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
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 | $7.1B | $183.3M |
| 自由现金流经营现金流 - 资本支出 | — | $140.7M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | 8.75× | 2.94× |
| 过去12个月自由现金流最近4个季度 | — | $406.1M |
8季度趋势，按日历期对齐
经营现金流METTKR
| Q4 25 | $7.1B | $183.3M | ||
| Q3 25 | $3.6B | $201.1M | ||
| Q2 25 | $2.2B | $111.3M | ||
| Q1 25 | $4.3B | $58.6M | ||
| Q4 24 | $4.6B | $178.6M | ||
| Q3 24 | $4.2B | $123.2M | ||
| Q2 24 | $3.5B | $124.6M | ||
| Q1 24 | $2.3B | $49.3M |
自由现金流METTKR
| Q4 25 | — | $140.7M | ||
| Q3 25 | — | $163.8M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $23.4M | ||
| Q4 24 | — | $125.0M | ||
| Q3 24 | — | $88.2M | ||
| Q2 24 | — | $87.3M | ||
| Q1 24 | — | $5.2M |
自由现金流率METTKR
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 0.4% |
资本支出强度METTKR
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 3.7% |
现金转化率METTKR
| Q4 25 | 8.75× | 2.94× | ||
| Q3 25 | 3.98× | 2.90× | ||
| Q2 25 | 3.00× | 1.42× | ||
| Q1 25 | 4.51× | 0.75× | ||
| Q4 24 | 3.63× | 2.51× | ||
| Q3 24 | 3.11× | 1.51× | ||
| Q2 24 | 3.69× | 1.30× | ||
| Q1 24 | 2.69× | 0.48× |
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
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
