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科慕（CC）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
科慕的季度营收约是JBT Marel Corp的1.3倍（$1.3B vs $1.0B），JBT Marel Corp净利率更高（5.3% vs -3.5%，领先8.8%），JBT Marel Corp同比增速更快（115.6% vs -2.1%），科慕自由现金流更多（$92.0M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -1.2%）
科慕公司是一家美国化工企业，2015年7月从杜邦分拆成立，总部位于美国特拉华州威尔明顿。公司主营产品包括具备不粘特性的知名品牌特氟龙（聚四氟乙烯PTFE）、二氧化钛以及制冷剂气体，在特种化工领域拥有深厚的技术积累。
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。
CC vs JBTM — 直观对比
营收规模更大
CC
是对方的1.3倍
$1.0B
营收增速更快
JBTM
高出117.6%
-2.1%
净利率更高
JBTM
高出8.8%
-3.5%
自由现金流更多
CC
多$8.5M
$83.5M
两年增速更快
JBTM
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $-47.0M | $53.1M |
| 毛利率 | 11.7% | 34.5% |
| 营业利润率 | — | 7.2% |
| 净利率 | -3.5% | 5.3% |
| 营收同比 | -2.1% | 115.6% |
| 净利润同比 | -261.5% | 858.6% |
| 每股收益（稀释后） | $-0.32 | $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CCJBTM
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.6B | $934.8M | ||
| Q1 25 | $1.4B | $854.1M | ||
| Q4 24 | $1.4B | $467.6M | ||
| Q3 24 | $1.5B | $453.8M | ||
| Q2 24 | $1.6B | $402.3M | ||
| Q1 24 | $1.4B | $392.3M |
净利润CCJBTM
| Q4 25 | $-47.0M | $53.1M | ||
| Q3 25 | $46.0M | $66.0M | ||
| Q2 25 | $-380.0M | $3.4M | ||
| Q1 25 | $-5.0M | $-173.0M | ||
| Q4 24 | $-13.0M | $-7.0M | ||
| Q3 24 | $-32.0M | $38.9M | ||
| Q2 24 | $60.0M | $30.7M | ||
| Q1 24 | $54.0M | $22.8M |
毛利率CCJBTM
| Q4 25 | 11.7% | 34.5% | ||
| Q3 25 | 15.6% | 35.9% | ||
| Q2 25 | 17.2% | 35.8% | ||
| Q1 25 | 17.3% | 34.2% | ||
| Q4 24 | 19.4% | 38.4% | ||
| Q3 24 | 19.0% | 36.1% | ||
| Q2 24 | 19.8% | 35.6% | ||
| Q1 24 | 20.9% | 35.8% |
营业利润率CCJBTM
| Q4 25 | — | 7.2% | ||
| Q3 25 | 2.5% | 10.2% | ||
| Q2 25 | -15.4% | 5.2% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | -0.1% | 3.4% | ||
| Q3 24 | -2.1% | 10.3% | ||
| Q2 24 | 4.4% | 6.7% | ||
| Q1 24 | 5.1% | 7.4% |
净利率CCJBTM
| Q4 25 | -3.5% | 5.3% | ||
| Q3 25 | 3.1% | 6.6% | ||
| Q2 25 | -23.5% | 0.4% | ||
| Q1 25 | -0.4% | -20.3% | ||
| Q4 24 | -1.0% | -1.5% | ||
| Q3 24 | -2.1% | 8.6% | ||
| Q2 24 | 3.9% | 7.6% | ||
| Q1 24 | 4.0% | 5.8% |
每股收益（稀释后）CCJBTM
| Q4 25 | $-0.32 | $1.04 | ||
| Q3 25 | $0.31 | $1.26 | ||
| Q2 25 | $-2.53 | $0.07 | ||
| Q1 25 | $-0.03 | $-3.35 | ||
| Q4 24 | $-0.07 | $-0.22 | ||
| Q3 24 | $-0.22 | $1.21 | ||
| Q2 24 | $0.39 | $0.95 | ||
| Q1 24 | $0.36 | $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 | $670.0M | $167.9M |
| 总债务越低越好 | $4.1B | $1.5B |
| 股东权益账面价值 | $250.0M | $4.5B |
| 总资产 | $7.4B | $8.2B |
| 负债/权益比越低杠杆越低 | 16.40× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资CCJBTM
| Q4 25 | $670.0M | $167.9M | ||
| Q3 25 | $613.0M | — | ||
| Q2 25 | $502.0M | — | ||
| Q1 25 | $464.0M | — | ||
| Q4 24 | $713.0M | $1.2B | ||
| Q3 24 | $596.0M | — | ||
| Q2 24 | $604.0M | — | ||
| Q1 24 | $746.0M | — |
总债务CCJBTM
| Q4 25 | $4.1B | $1.5B | ||
| Q3 25 | $4.1B | $1.5B | ||
| Q2 25 | $4.1B | $1.5B | ||
| Q1 25 | $4.1B | $2.0B | ||
| Q4 24 | $4.1B | $1.3B | ||
| Q3 24 | $4.0B | $648.3M | ||
| Q2 24 | $4.0B | $647.7M | ||
| Q1 24 | $4.0B | $647.0M |
股东权益CCJBTM
| Q4 25 | $250.0M | $4.5B | ||
| Q3 25 | $274.0M | $4.4B | ||
| Q2 25 | $228.0M | $4.4B | ||
| Q1 25 | $566.0M | $4.1B | ||
| Q4 24 | $571.0M | $1.5B | ||
| Q3 24 | $643.0M | $1.6B | ||
| Q2 24 | $714.0M | $1.5B | ||
| Q1 24 | $753.0M | $1.5B |
总资产CCJBTM
| Q4 25 | $7.4B | $8.2B | ||
| Q3 25 | $7.5B | $8.2B | ||
| Q2 25 | $7.5B | $8.3B | ||
| Q1 25 | $7.4B | $8.0B | ||
| Q4 24 | $7.5B | $3.4B | ||
| Q3 24 | $7.5B | $2.8B | ||
| Q2 24 | $7.2B | $2.7B | ||
| Q1 24 | $8.0B | $2.7B |
负债/权益比CCJBTM
| Q4 25 | 16.40× | 0.33× | ||
| Q3 25 | 14.96× | 0.34× | ||
| Q2 25 | 17.99× | 0.35× | ||
| Q1 25 | 7.18× | 0.48× | ||
| Q4 24 | 7.11× | 0.81× | ||
| Q3 24 | 6.20× | 0.41× | ||
| Q2 24 | 5.53× | 0.43× | ||
| Q1 24 | 5.27× | 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 | $137.0M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $92.0M | $83.5M |
| 自由现金流率自由现金流/营收 | 6.9% | 8.3% |
| 资本支出强度资本支出/营收 | 3.4% | 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 | $51.0M | $238.1M |
8季度趋势，按日历期对齐
经营现金流CCJBTM
| Q4 25 | $137.0M | $117.4M | ||
| Q3 25 | $146.0M | $87.7M | ||
| Q2 25 | $93.0M | $102.2M | ||
| Q1 25 | $-112.0M | $34.4M | ||
| Q4 24 | $138.0M | $128.7M | ||
| Q3 24 | $139.0M | $71.9M | ||
| Q2 24 | $-620.0M | $21.6M | ||
| Q1 24 | $-290.0M | $10.4M |
自由现金流CCJBTM
| Q4 25 | $92.0M | $83.5M | ||
| Q3 25 | $105.0M | $56.5M | ||
| Q2 25 | $50.0M | $83.7M | ||
| Q1 25 | $-196.0M | $14.4M | ||
| Q4 24 | $29.0M | $118.7M | ||
| Q3 24 | $63.0M | $65.0M | ||
| Q2 24 | $-693.0M | $11.1M | ||
| Q1 24 | $-392.0M | $-100.0K |
自由现金流率CCJBTM
| Q4 25 | 6.9% | 8.3% | ||
| Q3 25 | 7.0% | 5.6% | ||
| Q2 25 | 3.1% | 9.0% | ||
| Q1 25 | -14.3% | 1.7% | ||
| Q4 24 | 2.1% | 25.4% | ||
| Q3 24 | 4.2% | 14.3% | ||
| Q2 24 | -44.6% | 2.8% | ||
| Q1 24 | -28.8% | -0.0% |
资本支出强度CCJBTM
| Q4 25 | 3.4% | 3.4% | ||
| Q3 25 | 2.7% | 3.1% | ||
| Q2 25 | 2.7% | 2.0% | ||
| Q1 25 | 6.1% | 2.3% | ||
| Q4 24 | 8.0% | 2.1% | ||
| Q3 24 | 5.0% | 1.5% | ||
| Q2 24 | 4.7% | 2.6% | ||
| Q1 24 | 7.5% | 2.7% |
现金转化率CCJBTM
| Q4 25 | — | 2.21× | ||
| Q3 25 | 3.17× | 1.33× | ||
| Q2 25 | — | 30.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | -10.33× | 0.70× | ||
| Q1 24 | -5.37× | 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
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 1% |
JBTM
暂无分部数据
