vs
AeroVironment Inc（AVAV）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AeroVironment Inc的2.1倍（$1.0B vs $472.5M），JBT Marel Corp净利率更高（5.3% vs -3.6%，领先8.9%），AeroVironment Inc同比增速更快（181.9% vs 115.6%），JBT Marel Corp自由现金流更多（$83.5M vs $-55.9M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 59.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs JBTM — 直观对比
营收规模更大
JBTM
是对方的2.1倍
$472.5M
营收增速更快
AVAV
高出66.3%
115.6%
净利率更高
JBTM
高出8.9%
-3.6%
自由现金流更多
JBTM
多$139.4M
$-55.9M
两年增速更快
JBTM
近两年复合增速
59.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $1.0B |
| 净利润 | $-17.1M | $53.1M |
| 毛利率 | 22.0% | 34.5% |
| 营业利润率 | -6.4% | 7.2% |
| 净利率 | -3.6% | 5.3% |
| 营收同比 | 181.9% | 115.6% |
| 净利润同比 | -875.1% | 858.6% |
| 每股收益（稀释后） | $-0.34 | $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AVAVJBTM
| Q4 25 | $472.5M | $1.0B | ||
| Q3 25 | $454.7M | $1.0B | ||
| Q2 25 | $275.1M | $934.8M | ||
| Q1 25 | $167.6M | $854.1M | ||
| Q4 24 | $188.5M | $467.6M | ||
| Q3 24 | $189.5M | $453.8M | ||
| Q2 24 | $197.0M | $402.3M | ||
| Q1 24 | $186.6M | $392.3M |
净利润AVAVJBTM
| Q4 25 | $-17.1M | $53.1M | ||
| Q3 25 | $-67.4M | $66.0M | ||
| Q2 25 | $16.7M | $3.4M | ||
| Q1 25 | $-1.8M | $-173.0M | ||
| Q4 24 | $7.5M | $-7.0M | ||
| Q3 24 | $21.2M | $38.9M | ||
| Q2 24 | $6.0M | $30.7M | ||
| Q1 24 | $13.9M | $22.8M |
毛利率AVAVJBTM
| Q4 25 | 22.0% | 34.5% | ||
| Q3 25 | 20.9% | 35.9% | ||
| Q2 25 | 36.5% | 35.8% | ||
| Q1 25 | 37.7% | 34.2% | ||
| Q4 24 | 39.1% | 38.4% | ||
| Q3 24 | 43.0% | 36.1% | ||
| Q2 24 | 38.4% | 35.6% | ||
| Q1 24 | 36.1% | 35.8% |
营业利润率AVAVJBTM
| Q4 25 | -6.4% | 7.2% | ||
| Q3 25 | -15.2% | 10.2% | ||
| Q2 25 | 5.0% | 5.2% | ||
| Q1 25 | -1.8% | -3.9% | ||
| Q4 24 | 3.7% | 3.4% | ||
| Q3 24 | 12.2% | 10.3% | ||
| Q2 24 | 3.0% | 6.7% | ||
| Q1 24 | 7.7% | 7.4% |
净利率AVAVJBTM
| Q4 25 | -3.6% | 5.3% | ||
| Q3 25 | -14.8% | 6.6% | ||
| Q2 25 | 6.1% | 0.4% | ||
| Q1 25 | -1.0% | -20.3% | ||
| Q4 24 | 4.0% | -1.5% | ||
| Q3 24 | 11.2% | 8.6% | ||
| Q2 24 | 3.1% | 7.6% | ||
| Q1 24 | 7.4% | 5.8% |
每股收益（稀释后）AVAVJBTM
| Q4 25 | $-0.34 | $1.04 | ||
| Q3 25 | $-1.44 | $1.26 | ||
| Q2 25 | $0.59 | $0.07 | ||
| Q1 25 | $-0.06 | $-3.35 | ||
| Q4 24 | $0.27 | $-0.22 | ||
| Q3 24 | $0.75 | $1.21 | ||
| Q2 24 | $0.18 | $0.95 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $167.9M |
| 总债务越低越好 | $747.5M | $1.5B |
| 股东权益账面价值 | $4.4B | $4.5B |
| 总资产 | $5.6B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AVAVJBTM
| Q4 25 | $588.5M | $167.9M | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | — | ||
| Q1 25 | $47.0M | — | ||
| Q4 24 | $69.0M | $1.2B | ||
| Q3 24 | $81.2M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $107.7M | — |
总债务AVAVJBTM
| Q4 25 | $747.5M | $1.5B | ||
| Q3 25 | $747.5M | $1.5B | ||
| Q2 25 | $30.0M | $1.5B | ||
| Q1 25 | $25.0M | $2.0B | ||
| Q4 24 | $15.0M | $1.3B | ||
| Q3 24 | $17.5M | $648.3M | ||
| Q2 24 | $28.0M | $647.7M | ||
| Q1 24 | $40.0M | $647.0M |
股东权益AVAVJBTM
| Q4 25 | $4.4B | $4.5B | ||
| Q3 25 | $4.4B | $4.4B | ||
| Q2 25 | $886.5M | $4.4B | ||
| Q1 25 | $861.1M | $4.1B | ||
| Q4 24 | $858.4M | $1.5B | ||
| Q3 24 | $845.5M | $1.6B | ||
| Q2 24 | $822.7M | $1.5B | ||
| Q1 24 | $813.0M | $1.5B |
总资产AVAVJBTM
| Q4 25 | $5.6B | $8.2B | ||
| Q3 25 | $5.6B | $8.2B | ||
| Q2 25 | $1.1B | $8.3B | ||
| Q1 25 | $1.0B | $8.0B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $999.2M | $2.8B | ||
| Q2 24 | $1.0B | $2.7B | ||
| Q1 24 | $980.3M | $2.7B |
负债/权益比AVAVJBTM
| Q4 25 | 0.17× | 0.33× | ||
| Q3 25 | 0.17× | 0.34× | ||
| Q2 25 | 0.03× | 0.35× | ||
| Q1 25 | 0.03× | 0.48× | ||
| Q4 24 | 0.02× | 0.81× | ||
| Q3 24 | 0.02× | 0.41× | ||
| Q2 24 | 0.03× | 0.43× | ||
| Q1 24 | 0.05× | 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 | $-45.1M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $83.5M |
| 自由现金流率自由现金流/营收 | -11.8% | 8.3% |
| 资本支出强度资本支出/营收 | 2.3% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $238.1M |
8季度趋势，按日历期对齐
经营现金流AVAVJBTM
| Q4 25 | $-45.1M | $117.4M | ||
| Q3 25 | $-123.7M | $87.7M | ||
| Q2 25 | $-264.0K | $102.2M | ||
| Q1 25 | $-25.8M | $34.4M | ||
| Q4 24 | $-3.6M | $128.7M | ||
| Q3 24 | $28.4M | $71.9M | ||
| Q2 24 | $-11.7M | $21.6M | ||
| Q1 24 | $52.6M | $10.4M |
自由现金流AVAVJBTM
| Q4 25 | $-55.9M | $83.5M | ||
| Q3 25 | $-146.5M | $56.5M | ||
| Q2 25 | $-8.8M | $83.7M | ||
| Q1 25 | $-29.6M | $14.4M | ||
| Q4 24 | $-8.7M | $118.7M | ||
| Q3 24 | $22.9M | $65.0M | ||
| Q2 24 | $-20.8M | $11.1M | ||
| Q1 24 | $48.8M | $-100.0K |
自由现金流率AVAVJBTM
| Q4 25 | -11.8% | 8.3% | ||
| Q3 25 | -32.2% | 5.6% | ||
| Q2 25 | -3.2% | 9.0% | ||
| Q1 25 | -17.7% | 1.7% | ||
| Q4 24 | -4.6% | 25.4% | ||
| Q3 24 | 12.1% | 14.3% | ||
| Q2 24 | -10.5% | 2.8% | ||
| Q1 24 | 26.1% | -0.0% |
资本支出强度AVAVJBTM
| Q4 25 | 2.3% | 3.4% | ||
| Q3 25 | 5.0% | 3.1% | ||
| Q2 25 | 3.1% | 2.0% | ||
| Q1 25 | 2.3% | 2.3% | ||
| Q4 24 | 2.7% | 2.1% | ||
| Q3 24 | 2.9% | 1.5% | ||
| Q2 24 | 4.6% | 2.6% | ||
| Q1 24 | 2.0% | 2.7% |
现金转化率AVAVJBTM
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | -0.02× | 30.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | 1.85× | ||
| Q2 24 | -1.93× | 0.70× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
JBTM
暂无分部数据
