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雅培（ABT）与捷普（JBL）财务数据对比。点击上方公司名可切换其他公司
雅培的季度营收约是捷普的1.4倍（$11.5B vs $8.3B），雅培净利率更高（15.5% vs 1.8%，领先13.7%），捷普同比增速更快（18.7% vs 4.4%），雅培自由现金流更多（$2.6B vs $228.0M），过去两年捷普的营收复合增速更高（10.8% vs 7.2%）
雅培是总部位于美国伊利诺伊州雅培园的跨国医疗健康企业，业务覆盖美国境外市场药品销售、诊断产品、营养产品及医疗器械等板块，在全球医疗健康领域拥有较高的行业知名度与广泛的市场覆盖。
捷普（Jabil Inc.）是美国跨国制造企业，业务涵盖电子电路板组件及系统的设计、研发与生产，同时提供供应链服务，核心客户以原始设备制造商（OEM）为主。公司总部位于佛罗里达州圣彼得堡Gateway区域，是坦帕湾地区规模最大的企业之一。
ABT vs JBL — 直观对比
营收规模更大
ABT
是对方的1.4倍
$8.3B
营收增速更快
JBL
高出14.3%
4.4%
净利率更高
ABT
高出13.7%
1.8%
自由现金流更多
ABT
多$2.4B
$228.0M
两年增速更快
JBL
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $11.5B | $8.3B |
| 净利润 | $1.8B | $146.0M |
| 毛利率 | 57.0% | 8.9% |
| 营业利润率 | 19.6% | 3.4% |
| 净利率 | 15.5% | 1.8% |
| 营收同比 | 4.4% | 18.7% |
| 净利润同比 | -80.8% | 46.0% |
| 每股收益（稀释后） | $1.01 | $1.35 |
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ABTJBL
| Q4 25 | $11.5B | $8.3B | ||
| Q3 25 | $11.4B | $8.3B | ||
| Q2 25 | $11.1B | $7.8B | ||
| Q1 25 | $10.4B | $6.7B | ||
| Q4 24 | $11.0B | $7.0B | ||
| Q3 24 | $10.6B | $7.0B | ||
| Q2 24 | $10.4B | $6.8B | ||
| Q1 24 | $10.0B | $6.8B |
净利润ABTJBL
| Q4 25 | $1.8B | $146.0M | ||
| Q3 25 | $1.6B | $218.0M | ||
| Q2 25 | $1.8B | $222.0M | ||
| Q1 25 | $1.3B | $117.0M | ||
| Q4 24 | $9.2B | $100.0M | ||
| Q3 24 | $1.6B | $138.0M | ||
| Q2 24 | $1.3B | $129.0M | ||
| Q1 24 | $1.2B | $927.0M |
毛利率ABTJBL
| Q4 25 | 57.0% | 8.9% | ||
| Q3 25 | 55.4% | 9.5% | ||
| Q2 25 | 56.4% | 8.7% | ||
| Q1 25 | 56.9% | 8.6% | ||
| Q4 24 | 55.0% | 8.7% | ||
| Q3 24 | 55.8% | 9.5% | ||
| Q2 24 | 55.6% | 9.0% | ||
| Q1 24 | 55.2% | 9.3% |
营业利润率ABTJBL
| Q4 25 | 19.6% | 3.4% | ||
| Q3 25 | 18.1% | 4.1% | ||
| Q2 25 | 18.4% | 5.1% | ||
| Q1 25 | 16.3% | 3.6% | ||
| Q4 24 | 17.4% | 2.8% | ||
| Q3 24 | 17.5% | 4.6% | ||
| Q2 24 | 16.1% | 3.9% | ||
| Q1 24 | 13.9% | 16.7% |
净利率ABTJBL
| Q4 25 | 15.5% | 1.8% | ||
| Q3 25 | 14.5% | 2.6% | ||
| Q2 25 | 16.0% | 2.8% | ||
| Q1 25 | 12.8% | 1.7% | ||
| Q4 24 | 84.1% | 1.4% | ||
| Q3 24 | 15.5% | 2.0% | ||
| Q2 24 | 12.5% | 1.9% | ||
| Q1 24 | 12.3% | 13.7% |
每股收益（稀释后）ABTJBL
| Q4 25 | $1.01 | $1.35 | ||
| Q3 25 | $0.94 | $1.95 | ||
| Q2 25 | $1.01 | $2.03 | ||
| Q1 25 | $0.76 | $1.06 | ||
| Q4 24 | $5.26 | $0.88 | ||
| Q3 24 | $0.94 | $1.33 | ||
| Q2 24 | $0.74 | $1.06 | ||
| Q1 24 | $0.70 | $7.31 |
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 | $8.9B | $1.6B |
| 总债务越低越好 | $12.9B | $2.9B |
| 股东权益账面价值 | $52.1B | $1.3B |
| 总资产 | $86.7B | $19.3B |
| 负债/权益比越低杠杆越低 | 0.25× | 2.15× |
8季度趋势，按日历期对齐
现金及短期投资ABTJBL
| Q4 25 | $8.9B | $1.6B | ||
| Q3 25 | $7.7B | $1.9B | ||
| Q2 25 | $7.3B | $1.5B | ||
| Q1 25 | $6.8B | $1.6B | ||
| Q4 24 | $8.0B | $2.1B | ||
| Q3 24 | $7.8B | $2.2B | ||
| Q2 24 | $7.2B | $2.5B | ||
| Q1 24 | $6.7B | $2.6B |
总债务ABTJBL
| Q4 25 | $12.9B | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $14.1B | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.9B |
股东权益ABTJBL
| Q4 25 | $52.1B | $1.3B | ||
| Q3 25 | $51.0B | $1.5B | ||
| Q2 25 | $50.6B | $1.3B | ||
| Q1 25 | $48.8B | $1.4B | ||
| Q4 24 | $47.7B | $1.6B | ||
| Q3 24 | $39.8B | $1.7B | ||
| Q2 24 | $39.3B | $2.3B | ||
| Q1 24 | $38.8B | $2.7B |
总资产ABTJBL
| Q4 25 | $86.7B | $19.3B | ||
| Q3 25 | $84.2B | $18.5B | ||
| Q2 25 | $84.0B | $18.6B | ||
| Q1 25 | $81.4B | $17.4B | ||
| Q4 24 | $81.4B | $17.8B | ||
| Q3 24 | $74.4B | $17.4B | ||
| Q2 24 | $73.0B | $17.4B | ||
| Q1 24 | $72.5B | $17.1B |
负债/权益比ABTJBL
| Q4 25 | 0.25× | 2.15× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 2.12× | ||
| Q4 24 | 0.30× | 1.81× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.26× | ||
| Q1 24 | — | 1.08× |
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 | $3.3B | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $2.6B | $228.0M |
| 自由现金流率自由现金流/营收 | 22.9% | 2.7% |
| 资本支出强度资本支出/营收 | 6.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.87× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $7.4B | $1.2B |
8季度趋势，按日历期对齐
经营现金流ABTJBL
| Q4 25 | $3.3B | $323.0M | ||
| Q3 25 | $2.8B | $588.0M | ||
| Q2 25 | $2.0B | $406.0M | ||
| Q1 25 | $1.4B | $334.0M | ||
| Q4 24 | $2.9B | $312.0M | ||
| Q3 24 | $2.7B | $535.0M | ||
| Q2 24 | $2.0B | $515.0M | ||
| Q1 24 | $1.0B | $218.0M |
自由现金流ABTJBL
| Q4 25 | $2.6B | $228.0M | ||
| Q3 25 | $2.3B | $419.0M | ||
| Q2 25 | $1.5B | $320.0M | ||
| Q1 25 | $933.0M | $218.0M | ||
| Q4 24 | $2.1B | $215.0M | ||
| Q3 24 | $2.1B | $411.0M | ||
| Q2 24 | $1.4B | $409.0M | ||
| Q1 24 | $627.0M | $-48.0M |
自由现金流率ABTJBL
| Q4 25 | 22.9% | 2.7% | ||
| Q3 25 | 20.2% | 5.1% | ||
| Q2 25 | 13.9% | 4.1% | ||
| Q1 25 | 9.0% | 3.2% | ||
| Q4 24 | 19.6% | 3.1% | ||
| Q3 24 | 20.2% | 5.9% | ||
| Q2 24 | 13.8% | 6.0% | ||
| Q1 24 | 6.3% | -0.7% |
资本支出强度ABTJBL
| Q4 25 | 6.0% | 1.1% | ||
| Q3 25 | 4.4% | 2.0% | ||
| Q2 25 | 4.5% | 1.1% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 6.6% | 1.4% | ||
| Q3 24 | 5.2% | 1.8% | ||
| Q2 24 | 5.1% | 1.6% | ||
| Q1 24 | 4.0% | 3.9% |
现金转化率ABTJBL
| Q4 25 | 1.87× | 2.21× | ||
| Q3 25 | 1.70× | 2.70× | ||
| Q2 25 | 1.15× | 1.83× | ||
| Q1 25 | 1.07× | 2.85× | ||
| Q4 24 | 0.31× | 3.12× | ||
| Q3 24 | 1.64× | 3.88× | ||
| Q2 24 | 1.51× | 3.99× | ||
| Q1 24 | 0.84× | 0.24× |
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
ABT
暂无分部数据
JBL
| Intelligent Infrastructure | $4.0B | 49% |
| Transferred Over Time | $2.9B | 35% |
| Connected Living And Digital Commerce | $1.2B | 15% |
| Transferred At Point In Time | $127.0M | 2% |
