vs
爱科（AGCO）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是爱科的1.3倍（$3.9B vs $2.9B），Raymond James Financial净利率更高（14.1% vs 3.3%，领先10.8%），Raymond James Financial同比增速更快（13.0% vs 1.1%），过去两年Raymond James Financial的营收复合增速更高（1.3% vs -0.1%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
AGCO vs RJF — 直观对比
营收规模更大
RJF
是对方的1.3倍
$2.9B
营收增速更快
RJF
高出11.9%
1.1%
净利率更高
RJF
高出10.8%
3.3%
两年增速更快
RJF
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.9B |
| 净利润 | $95.5M | $544.0M |
| 毛利率 | 25.4% | — |
| 营业利润率 | 7.9% | — |
| 净利率 | 3.3% | 14.1% |
| 营收同比 | 1.1% | 13.0% |
| 净利润同比 | 137.3% | 10.0% |
| 每股收益（稀释后） | $1.30 | $2.83 |
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AGCORJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.9B | $4.2B | ||
| Q3 25 | $2.5B | $4.2B | ||
| Q2 25 | $2.6B | $3.8B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $3.2B | $3.8B |
净利润AGCORJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $95.5M | $563.0M | ||
| Q3 25 | $305.7M | $604.0M | ||
| Q2 25 | $314.8M | $436.0M | ||
| Q1 25 | $10.5M | $495.0M | ||
| Q4 24 | $-255.7M | $600.0M | ||
| Q3 24 | $30.0M | $602.0M | ||
| Q2 24 | $-367.1M | $492.0M |
毛利率AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 26.1% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 23.9% | — | ||
| Q3 24 | 23.2% | — | ||
| Q2 24 | 25.8% | — |
营业利润率AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | — | ||
| Q3 25 | 6.1% | — | ||
| Q2 25 | 6.2% | 14.7% | ||
| Q1 25 | 2.4% | 17.5% | ||
| Q4 24 | -9.3% | 18.6% | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | -7.4% | 17.1% |
净利率AGCORJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 3.3% | 13.5% | ||
| Q3 25 | 12.3% | 14.4% | ||
| Q2 25 | 11.9% | 11.3% | ||
| Q1 25 | 0.5% | 12.9% | ||
| Q4 24 | -8.9% | 14.9% | ||
| Q3 24 | 1.2% | 15.0% | ||
| Q2 24 | -11.3% | 13.1% |
每股收益（稀释后）AGCORJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.30 | $2.79 | ||
| Q3 25 | $4.09 | $2.96 | ||
| Q2 25 | $4.22 | $2.12 | ||
| Q1 25 | $0.14 | $2.36 | ||
| Q4 24 | $-3.42 | $2.86 | ||
| Q3 24 | $0.40 | $2.85 | ||
| Q2 24 | $-4.92 | $2.31 |
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 | $861.8M | $5.4B |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.3B | $52.0M |
| 总资产 | $11.9B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
现金及短期投资AGCORJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $861.8M | $9.9B | ||
| Q3 25 | $884.1M | $11.4B | ||
| Q2 25 | $783.9M | $9.2B | ||
| Q1 25 | $562.6M | $9.7B | ||
| Q4 24 | $612.7M | $10.0B | ||
| Q3 24 | $622.6M | $11.0B | ||
| Q2 24 | $657.3M | $9.1B |
总债务AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — |
股东权益AGCORJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $4.3B | $12.6B | ||
| Q3 25 | $4.5B | $12.5B | ||
| Q2 25 | $4.2B | $12.3B | ||
| Q1 25 | $3.8B | $12.2B | ||
| Q4 24 | $3.7B | $11.9B | ||
| Q3 24 | $4.1B | $11.7B | ||
| Q2 24 | $4.1B | $11.2B |
总资产AGCORJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $11.9B | $88.8B | ||
| Q3 25 | $12.5B | $88.2B | ||
| Q2 25 | $12.3B | $84.8B | ||
| Q1 25 | $11.5B | $83.1B | ||
| Q4 24 | $11.2B | $82.3B | ||
| Q3 24 | $13.5B | $83.0B | ||
| Q2 24 | $13.6B | $80.6B |
负债/权益比AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.74× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.95× | — | ||
| Q2 24 | 0.95× | — |
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 | $763.6M | — |
| 自由现金流经营现金流 - 资本支出 | $675.0M | — |
| 自由现金流率自由现金流/营收 | 23.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 8.00× | — |
| 过去12个月自由现金流最近4个季度 | $740.2M | — |
8季度趋势，按日历期对齐
经营现金流AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $-10.0M | ||
| Q3 25 | $71.0M | $796.0M | ||
| Q2 25 | $365.7M | $691.0M | ||
| Q1 25 | $-212.2M | $117.0M | ||
| Q4 24 | $797.9M | $830.0M | ||
| Q3 24 | $26.5M | $510.0M | ||
| Q2 24 | $235.5M | $711.0M |
自由现金流AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | $675.0M | $-56.0M | ||
| Q3 25 | $2.1M | $752.0M | ||
| Q2 25 | $323.5M | $634.0M | ||
| Q1 25 | $-260.4M | $71.0M | ||
| Q4 24 | $683.9M | $789.0M | ||
| Q3 24 | $-59.8M | $460.0M | ||
| Q2 24 | $137.5M | $655.0M |
自由现金流率AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | -1.3% | ||
| Q3 25 | 0.1% | 17.9% | ||
| Q2 25 | 12.3% | 16.5% | ||
| Q1 25 | -12.7% | 1.8% | ||
| Q4 24 | 23.7% | 19.6% | ||
| Q3 24 | -2.3% | 11.5% | ||
| Q2 24 | 4.2% | 17.4% |
资本支出强度AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 1.6% | 1.5% | ||
| Q1 25 | 2.4% | 1.2% | ||
| Q4 24 | 3.9% | 1.0% | ||
| Q3 24 | 3.3% | 1.2% | ||
| Q2 24 | 3.0% | 1.5% |
现金转化率AGCORJF
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | -0.02× | ||
| Q3 25 | 0.23× | 1.32× | ||
| Q2 25 | 1.16× | 1.58× | ||
| Q1 25 | -20.21× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 0.88× | 0.85× | ||
| Q2 24 | — | 1.45× |
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
AGCO
暂无分部数据
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
