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CASEYS GENERAL STORES INC（CASY）与捷普（JBL）财务数据对比。点击上方公司名可切换其他公司
捷普的季度营收约是CASEYS GENERAL STORES INC的1.8倍（$8.3B vs $4.5B），CASEYS GENERAL STORES INC净利率更高（4.6% vs 1.8%，领先2.8%），捷普同比增速更快（18.7% vs 14.2%），捷普自由现金流更多（$228.0M vs $176.0M），过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs 10.8%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
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。
CASY vs JBL — 直观对比
营收规模更大
JBL
是对方的1.8倍
$4.5B
营收增速更快
JBL
高出4.6%
14.2%
净利率更高
CASY
高出2.8%
1.8%
自由现金流更多
JBL
多$52.0M
$176.0M
两年增速更快
CASY
近两年复合增速
10.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $8.3B |
| 净利润 | $206.3M | $146.0M |
| 毛利率 | — | 8.9% |
| 营业利润率 | 6.1% | 3.4% |
| 净利率 | 4.6% | 1.8% |
| 营收同比 | 14.2% | 18.7% |
| 净利润同比 | 14.0% | 46.0% |
| 每股收益（稀释后） | $5.53 | $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CASYJBL
| Q4 25 | $4.5B | $8.3B | ||
| Q3 25 | $4.6B | $8.3B | ||
| Q2 25 | $4.0B | $7.8B | ||
| Q1 25 | $3.9B | $6.7B | ||
| Q4 24 | $3.9B | $7.0B | ||
| Q3 24 | $4.1B | $7.0B | ||
| Q2 24 | $3.6B | $6.8B | ||
| Q1 24 | $3.3B | $6.8B |
净利润CASYJBL
| Q4 25 | $206.3M | $146.0M | ||
| Q3 25 | $215.4M | $218.0M | ||
| Q2 25 | $98.3M | $222.0M | ||
| Q1 25 | $87.1M | $117.0M | ||
| Q4 24 | $180.9M | $100.0M | ||
| Q3 24 | $180.2M | $138.0M | ||
| Q2 24 | $87.0M | $129.0M | ||
| Q1 24 | $86.9M | $927.0M |
毛利率CASYJBL
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 9.3% |
营业利润率CASYJBL
| Q4 25 | 6.1% | 3.4% | ||
| Q3 25 | 6.1% | 4.1% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | 2.8% | 3.6% | ||
| Q4 24 | 6.1% | 2.8% | ||
| Q3 24 | 5.8% | 4.6% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | 3.4% | 16.7% |
净利率CASYJBL
| Q4 25 | 4.6% | 1.8% | ||
| Q3 25 | 4.7% | 2.6% | ||
| Q2 25 | 2.5% | 2.8% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 4.6% | 1.4% | ||
| Q3 24 | 4.4% | 2.0% | ||
| Q2 24 | 2.4% | 1.9% | ||
| Q1 24 | 2.6% | 13.7% |
每股收益（稀释后）CASYJBL
| Q4 25 | $5.53 | $1.35 | ||
| Q3 25 | $5.77 | $1.95 | ||
| Q2 25 | $2.63 | $2.03 | ||
| Q1 25 | $2.33 | $1.06 | ||
| Q4 24 | $4.85 | $0.88 | ||
| Q3 24 | $4.83 | $1.33 | ||
| Q2 24 | $2.34 | $1.06 | ||
| Q1 24 | $2.33 | $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 | $492.0M | $1.6B |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $3.8B | $1.3B |
| 总资产 | $8.6B | $19.3B |
| 负债/权益比越低杠杆越低 | — | 2.15× |
8季度趋势，按日历期对齐
现金及短期投资CASYJBL
| Q4 25 | $492.0M | $1.6B | ||
| Q3 25 | $458.1M | $1.9B | ||
| Q2 25 | $326.7M | $1.5B | ||
| Q1 25 | $394.8M | $1.6B | ||
| Q4 24 | $351.7M | $2.1B | ||
| Q3 24 | $305.0M | $2.2B | ||
| Q2 24 | $206.5M | $2.5B | ||
| Q1 24 | $177.9M | $2.6B |
总债务CASYJBL
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | — | $2.9B |
股东权益CASYJBL
| Q4 25 | $3.8B | $1.3B | ||
| Q3 25 | $3.6B | $1.5B | ||
| Q2 25 | $3.5B | $1.3B | ||
| Q1 25 | $3.4B | $1.4B | ||
| Q4 24 | $3.3B | $1.6B | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $3.0B | $2.3B | ||
| Q1 24 | $2.9B | $2.7B |
总资产CASYJBL
| Q4 25 | $8.6B | $19.3B | ||
| Q3 25 | $8.4B | $18.5B | ||
| Q2 25 | $8.2B | $18.6B | ||
| Q1 25 | $8.2B | $17.4B | ||
| Q4 24 | $7.7B | $17.8B | ||
| Q3 24 | $6.5B | $17.4B | ||
| Q2 24 | $6.3B | $17.4B | ||
| Q1 24 | $6.2B | $17.1B |
负债/权益比CASYJBL
| Q4 25 | — | 2.15× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | 0.69× | 2.24× | ||
| Q1 25 | — | 2.12× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | 0.52× | 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 | $347.1M | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $176.0M | $228.0M |
| 自由现金流率自由现金流/营收 | 3.9% | 2.7% |
| 资本支出强度资本支出/营收 | 3.8% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.68× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $682.2M | $1.2B |
8季度趋势，按日历期对齐
经营现金流CASYJBL
| Q4 25 | $347.1M | $323.0M | ||
| Q3 25 | $372.4M | $588.0M | ||
| Q2 25 | $333.9M | $406.0M | ||
| Q1 25 | $204.9M | $334.0M | ||
| Q4 24 | $270.7M | $312.0M | ||
| Q3 24 | $281.4M | $535.0M | ||
| Q2 24 | $288.4M | $515.0M | ||
| Q1 24 | $122.8M | $218.0M |
自由现金流CASYJBL
| Q4 25 | $176.0M | $228.0M | ||
| Q3 25 | $262.4M | $419.0M | ||
| Q2 25 | $153.1M | $320.0M | ||
| Q1 25 | $90.7M | $218.0M | ||
| Q4 24 | $160.0M | $215.0M | ||
| Q3 24 | $180.8M | $411.0M | ||
| Q2 24 | $92.1M | $409.0M | ||
| Q1 24 | $-27.0M | $-48.0M |
自由现金流率CASYJBL
| Q4 25 | 3.9% | 2.7% | ||
| Q3 25 | 5.7% | 5.1% | ||
| Q2 25 | 3.8% | 4.1% | ||
| Q1 25 | 2.3% | 3.2% | ||
| Q4 24 | 4.1% | 3.1% | ||
| Q3 24 | 4.4% | 5.9% | ||
| Q2 24 | 2.6% | 6.0% | ||
| Q1 24 | -0.8% | -0.7% |
资本支出强度CASYJBL
| Q4 25 | 3.8% | 1.1% | ||
| Q3 25 | 2.4% | 2.0% | ||
| Q2 25 | 4.5% | 1.1% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.8% | 1.4% | ||
| Q3 24 | 2.5% | 1.8% | ||
| Q2 24 | 5.5% | 1.6% | ||
| Q1 24 | 4.5% | 3.9% |
现金转化率CASYJBL
| Q4 25 | 1.68× | 2.21× | ||
| Q3 25 | 1.73× | 2.70× | ||
| Q2 25 | 3.40× | 1.83× | ||
| Q1 25 | 2.35× | 2.85× | ||
| Q4 24 | 1.50× | 3.12× | ||
| Q3 24 | 1.56× | 3.88× | ||
| Q2 24 | 3.31× | 3.99× | ||
| Q1 24 | 1.41× | 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
CASY
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% |
