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ARKO Corp.（ARKO）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
ARKO Corp.的季度营收约是JBT Marel Corp的1.8倍（$1.8B vs $1.0B），JBT Marel Corp净利率更高（5.3% vs 0.1%，领先5.2%），JBT Marel Corp同比增速更快（115.6% vs -9.9%），JBT Marel Corp自由现金流更多（$83.5M vs $14.9M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -7.0%）
ARKO Corp.是美国知名的便利店与燃油零售运营商，业务覆盖美国多个州，面向消费者销售生鲜食品、饮品、日用必需品等商品，同时提供燃油零售及面向商业合作伙伴的批发配送服务。
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。
ARKO vs JBTM — 直观对比
营收规模更大
ARKO
是对方的1.8倍
$1.0B
营收增速更快
JBTM
高出125.5%
-9.9%
净利率更高
JBTM
高出5.2%
0.1%
自由现金流更多
JBTM
多$68.6M
$14.9M
两年增速更快
JBTM
近两年复合增速
-7.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.0B |
| 净利润 | $1.9M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | 1.2% | 7.2% |
| 净利率 | 0.1% | 5.3% |
| 营收同比 | -9.9% | 115.6% |
| 净利润同比 | 180.9% | 858.6% |
| 每股收益（稀释后） | $0.01 | $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ARKOJBTM
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $2.0B | $934.8M | ||
| Q1 25 | $1.8B | $854.1M | ||
| Q4 24 | $2.0B | $467.6M | ||
| Q3 24 | $2.3B | $453.8M | ||
| Q2 24 | $2.4B | $402.3M | ||
| Q1 24 | $2.1B | $392.3M |
净利润ARKOJBTM
| Q4 25 | $1.9M | $53.1M | ||
| Q3 25 | $13.5M | $66.0M | ||
| Q2 25 | $20.1M | $3.4M | ||
| Q1 25 | $-12.7M | $-173.0M | ||
| Q4 24 | $-2.3M | $-7.0M | ||
| Q3 24 | $9.7M | $38.9M | ||
| Q2 24 | $14.1M | $30.7M | ||
| Q1 24 | $-594.0K | $22.8M |
毛利率ARKOJBTM
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% | ||
| Q1 24 | — | 35.8% |
营业利润率ARKOJBTM
| Q4 25 | 1.2% | 7.2% | ||
| Q3 25 | 1.8% | 10.2% | ||
| Q2 25 | 2.8% | 5.2% | ||
| Q1 25 | -0.6% | -3.9% | ||
| Q4 24 | 0.7% | 3.4% | ||
| Q3 24 | 1.8% | 10.3% | ||
| Q2 24 | 1.8% | 6.7% | ||
| Q1 24 | -0.2% | 7.4% |
净利率ARKOJBTM
| Q4 25 | 0.1% | 5.3% | ||
| Q3 25 | 0.7% | 6.6% | ||
| Q2 25 | 1.0% | 0.4% | ||
| Q1 25 | -0.7% | -20.3% | ||
| Q4 24 | -0.1% | -1.5% | ||
| Q3 24 | 0.4% | 8.6% | ||
| Q2 24 | 0.6% | 7.6% | ||
| Q1 24 | -0.0% | 5.8% |
每股收益（稀释后）ARKOJBTM
| Q4 25 | $0.01 | $1.04 | ||
| Q3 25 | $0.10 | $1.26 | ||
| Q2 25 | $0.16 | $0.07 | ||
| Q1 25 | $-0.12 | $-3.35 | ||
| Q4 24 | $-0.03 | $-0.22 | ||
| Q3 24 | $0.07 | $1.21 | ||
| Q2 24 | $0.11 | $0.95 | ||
| Q1 24 | $-0.02 | $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 | $311.5M | $167.9M |
| 总债务越低越好 | $912.1M | $1.5B |
| 股东权益账面价值 | $267.2M | $4.5B |
| 总资产 | $3.5B | $8.2B |
| 负债/权益比越低杠杆越低 | 3.41× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资ARKOJBTM
| Q4 25 | $311.5M | $167.9M | ||
| Q3 25 | $313.2M | — | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | — | ||
| Q4 24 | $267.1M | $1.2B | ||
| Q3 24 | $296.8M | — | ||
| Q2 24 | $236.5M | — | ||
| Q1 24 | $189.1M | — |
总债务ARKOJBTM
| Q4 25 | $912.1M | $1.5B | ||
| Q3 25 | $911.6M | $1.5B | ||
| Q2 25 | $916.4M | $1.5B | ||
| Q1 25 | $880.1M | $2.0B | ||
| Q4 24 | $881.0M | $1.3B | ||
| Q3 24 | $884.7M | $648.3M | ||
| Q2 24 | $889.9M | $647.7M | ||
| Q1 24 | $885.0M | $647.0M |
股东权益ARKOJBTM
| Q4 25 | $267.2M | $4.5B | ||
| Q3 25 | $273.1M | $4.4B | ||
| Q2 25 | $264.8M | $4.4B | ||
| Q1 25 | $255.2M | $4.1B | ||
| Q4 24 | $276.9M | $1.5B | ||
| Q3 24 | $280.0M | $1.6B | ||
| Q2 24 | $273.1M | $1.5B | ||
| Q1 24 | $261.2M | $1.5B |
总资产ARKOJBTM
| Q4 25 | $3.5B | $8.2B | ||
| Q3 25 | $3.6B | $8.2B | ||
| Q2 25 | $3.6B | $8.3B | ||
| Q1 25 | $3.6B | $8.0B | ||
| Q4 24 | $3.6B | $3.4B | ||
| Q3 24 | $3.7B | $2.8B | ||
| Q2 24 | $3.7B | $2.7B | ||
| Q1 24 | $3.6B | $2.7B |
负债/权益比ARKOJBTM
| Q4 25 | 3.41× | 0.33× | ||
| Q3 25 | 3.34× | 0.34× | ||
| Q2 25 | 3.46× | 0.35× | ||
| Q1 25 | 3.45× | 0.48× | ||
| Q4 24 | 3.18× | 0.81× | ||
| Q3 24 | 3.16× | 0.41× | ||
| Q2 24 | 3.26× | 0.43× | ||
| Q1 24 | 3.39× | 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 | $44.6M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $14.9M | $83.5M |
| 自由现金流率自由现金流/营收 | 0.8% | 8.3% |
| 资本支出强度资本支出/营收 | 1.7% | 3.4% |
| 现金转化率经营现金流/净利润 | 23.98× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $65.3M | $238.1M |
8季度趋势，按日历期对齐
经营现金流ARKOJBTM
| Q4 25 | $44.6M | $117.4M | ||
| Q3 25 | $49.4M | $87.7M | ||
| Q2 25 | $55.2M | $102.2M | ||
| Q1 25 | $43.4M | $34.4M | ||
| Q4 24 | $22.7M | $128.7M | ||
| Q3 24 | $109.2M | $71.9M | ||
| Q2 24 | $77.2M | $21.6M | ||
| Q1 24 | $12.8M | $10.4M |
自由现金流ARKOJBTM
| Q4 25 | $14.9M | $83.5M | ||
| Q3 25 | $24.5M | $56.5M | ||
| Q2 25 | $9.8M | $83.7M | ||
| Q1 25 | $16.0M | $14.4M | ||
| Q4 24 | $-13.4M | $118.7M | ||
| Q3 24 | $79.9M | $65.0M | ||
| Q2 24 | $57.9M | $11.1M | ||
| Q1 24 | $-16.5M | $-100.0K |
自由现金流率ARKOJBTM
| Q4 25 | 0.8% | 8.3% | ||
| Q3 25 | 1.2% | 5.6% | ||
| Q2 25 | 0.5% | 9.0% | ||
| Q1 25 | 0.9% | 1.7% | ||
| Q4 24 | -0.7% | 25.4% | ||
| Q3 24 | 3.5% | 14.3% | ||
| Q2 24 | 2.4% | 2.8% | ||
| Q1 24 | -0.8% | -0.0% |
资本支出强度ARKOJBTM
| Q4 25 | 1.7% | 3.4% | ||
| Q3 25 | 1.2% | 3.1% | ||
| Q2 25 | 2.3% | 2.0% | ||
| Q1 25 | 1.5% | 2.3% | ||
| Q4 24 | 1.8% | 2.1% | ||
| Q3 24 | 1.3% | 1.5% | ||
| Q2 24 | 0.8% | 2.6% | ||
| Q1 24 | 1.4% | 2.7% |
现金转化率ARKOJBTM
| Q4 25 | 23.98× | 2.21× | ||
| Q3 25 | 3.67× | 1.33× | ||
| Q2 25 | 2.75× | 30.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 1.85× | ||
| Q2 24 | 5.49× | 0.70× | ||
| Q1 24 | — | 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
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
JBTM
暂无分部数据
