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A.O.史密斯（AOS）与JBT Marel Corp（JBTM）财务数据对比。点击上方公司名可切换其他公司
JBT Marel Corp的季度营收约是A.O.史密斯的1.1倍（$1.0B vs $912.5M）。A.O.史密斯净利率更高（13.7% vs 5.3%，领先8.5%）。JBT Marel Corp同比增速更快（115.6% vs 0.0%）。A.O.史密斯自由现金流更多（$165.5M vs $83.5M）。过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -3.4%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
AOS vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.1倍
$912.5M
营收增速更快
JBTM
高出115.6%
0.0%
净利率更高
AOS
高出8.5%
5.3%
自由现金流更多
AOS
多$82.0M
$83.5M
两年增速更快
JBTM
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $912.5M | $1.0B |
| 净利润 | $125.4M | $53.1M |
| 毛利率 | 38.4% | 34.5% |
| 营业利润率 | 17.9% | 7.2% |
| 净利率 | 13.7% | 5.3% |
| 营收同比 | 0.0% | 115.6% |
| 净利润同比 | 14.3% | 858.6% |
| 每股收益（稀释后） | $0.89 | $1.04 |
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AOSJBTM
| Q4 25 | $912.5M | $1.0B | ||
| Q3 25 | $942.5M | $1.0B | ||
| Q2 25 | $1.0B | $934.8M | ||
| Q1 25 | $963.9M | $854.1M | ||
| Q4 24 | $912.4M | $467.6M | ||
| Q3 24 | $902.6M | $453.8M | ||
| Q2 24 | $1.0B | $402.3M | ||
| Q1 24 | $978.8M | $392.3M |
净利润AOSJBTM
| Q4 25 | $125.4M | $53.1M | ||
| Q3 25 | $132.0M | $66.0M | ||
| Q2 25 | $152.2M | $3.4M | ||
| Q1 25 | $136.6M | $-173.0M | ||
| Q4 24 | $109.7M | $-7.0M | ||
| Q3 24 | $120.1M | $38.9M | ||
| Q2 24 | $156.2M | $30.7M | ||
| Q1 24 | $147.6M | $22.8M |
毛利率AOSJBTM
| Q4 25 | 38.4% | 34.5% | ||
| Q3 25 | 38.7% | 35.9% | ||
| Q2 25 | 39.3% | 35.8% | ||
| Q1 25 | 38.9% | 34.2% | ||
| Q4 24 | 37.1% | 38.4% | ||
| Q3 24 | 37.4% | 36.1% | ||
| Q2 24 | 38.7% | 35.6% | ||
| Q1 24 | 39.3% | 35.8% |
营业利润率AOSJBTM
| Q4 25 | 17.9% | 7.2% | ||
| Q3 25 | 18.6% | 10.2% | ||
| Q2 25 | 20.4% | 5.2% | ||
| Q1 25 | 19.1% | -3.9% | ||
| Q4 24 | 10.1% | 3.4% | ||
| Q3 24 | 19.5% | 10.3% | ||
| Q2 24 | 21.9% | 6.7% | ||
| Q1 24 | 22.0% | 7.4% |
净利率AOSJBTM
| Q4 25 | 13.7% | 5.3% | ||
| Q3 25 | 14.0% | 6.6% | ||
| Q2 25 | 15.0% | 0.4% | ||
| Q1 25 | 14.2% | -20.3% | ||
| Q4 24 | 12.0% | -1.5% | ||
| Q3 24 | 13.3% | 8.6% | ||
| Q2 24 | 15.2% | 7.6% | ||
| Q1 24 | 15.1% | 5.8% |
每股收益（稀释后）AOSJBTM
| Q4 25 | $0.89 | $1.04 | ||
| Q3 25 | $0.94 | $1.26 | ||
| Q2 25 | $1.07 | $0.07 | ||
| Q1 25 | $0.95 | $-3.35 | ||
| Q4 24 | $0.75 | $-0.22 | ||
| Q3 24 | $0.82 | $1.21 | ||
| Q2 24 | $1.06 | $0.95 | ||
| Q1 24 | $1.00 | $0.71 |
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 | $193.2M | $167.9M |
| 总债务越低越好 | $155.0M | $1.5B |
| 股东权益账面价值 | $1.9B | $4.5B |
| 总资产 | $3.1B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.08× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AOSJBTM
| Q4 25 | $193.2M | $167.9M | ||
| Q3 25 | $172.8M | — | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $200.2M | — | ||
| Q4 24 | $276.1M | $1.2B | ||
| Q3 24 | $255.6M | — | ||
| Q2 24 | $233.3M | — | ||
| Q1 24 | $303.1M | — |
总债务AOSJBTM
| Q4 25 | $155.0M | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $193.2M | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益AOSJBTM
| Q4 25 | $1.9B | $4.5B | ||
| Q3 25 | $1.8B | $4.4B | ||
| Q2 25 | $1.8B | $4.4B | ||
| Q1 25 | $1.9B | $4.1B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.9B | $1.5B |
总资产AOSJBTM
| Q4 25 | $3.1B | $8.2B | ||
| Q3 25 | $3.2B | $8.2B | ||
| Q2 25 | $3.2B | $8.3B | ||
| Q1 25 | $3.3B | $8.0B | ||
| Q4 24 | $3.2B | $3.4B | ||
| Q3 24 | $3.2B | $2.8B | ||
| Q2 24 | $3.2B | $2.7B | ||
| Q1 24 | $3.2B | $2.7B |
负债/权益比AOSJBTM
| Q4 25 | 0.08× | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | 0.10× | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $183.1M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $165.5M | $83.5M |
| 自由现金流率自由现金流/营收 | 18.1% | 8.3% |
| 资本支出强度资本支出/营收 | 1.9% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $546.0M | $238.1M |
8季度趋势，按日历期对齐
经营现金流AOSJBTM
| Q4 25 | $183.1M | $117.4M | ||
| Q3 25 | $255.4M | $87.7M | ||
| Q2 25 | $139.6M | $102.2M | ||
| Q1 25 | $38.7M | $34.4M | ||
| Q4 24 | $221.9M | $128.7M | ||
| Q3 24 | $195.9M | $71.9M | ||
| Q2 24 | $57.4M | $21.6M | ||
| Q1 24 | $106.6M | $10.4M |
自由现金流AOSJBTM
| Q4 25 | $165.5M | $83.5M | ||
| Q3 25 | $240.6M | $56.5M | ||
| Q2 25 | $122.5M | $83.7M | ||
| Q1 25 | $17.4M | $14.4M | ||
| Q4 24 | $191.3M | $118.7M | ||
| Q3 24 | $163.4M | $65.0M | ||
| Q2 24 | $34.5M | $11.1M | ||
| Q1 24 | $84.6M | $-100.0K |
自由现金流率AOSJBTM
| Q4 25 | 18.1% | 8.3% | ||
| Q3 25 | 25.5% | 5.6% | ||
| Q2 25 | 12.1% | 9.0% | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 21.0% | 25.4% | ||
| Q3 24 | 18.1% | 14.3% | ||
| Q2 24 | 3.4% | 2.8% | ||
| Q1 24 | 8.6% | -0.0% |
资本支出强度AOSJBTM
| Q4 25 | 1.9% | 3.4% | ||
| Q3 25 | 1.6% | 3.1% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.2% | 2.3% | ||
| Q4 24 | 3.4% | 2.1% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 2.2% | 2.6% | ||
| Q1 24 | 2.2% | 2.7% |
现金转化率AOSJBTM
| Q4 25 | 1.46× | 2.21× | ||
| Q3 25 | 1.93× | 1.33× | ||
| Q2 25 | 0.92× | 30.06× | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.63× | 1.85× | ||
| Q2 24 | 0.37× | 0.70× | ||
| Q1 24 | 0.72× | 0.46× |
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
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
JBTM
暂无分部数据
