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COMERICA INC（CMA）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COMERICA INC的1.2倍（$1.0B vs $838.0M），COMERICA INC净利率更高（21.0% vs 5.3%，领先15.7%），JBT Marel Corp同比增速更快（115.6% vs 3.3%），过去两年COMERICA INC的营收复合增速更高（108.9% vs 60.3%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
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。
CMA vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.2倍
$838.0M
营收增速更快
JBTM
高出112.2%
3.3%
净利率更高
CMA
高出15.7%
5.3%
两年增速更快
CMA
近两年复合增速
60.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $1.0B |
| 净利润 | $176.0M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 7.2% |
| 净利率 | 21.0% | 5.3% |
| 营收同比 | 3.3% | 115.6% |
| 净利润同比 | -4.3% | 858.6% |
| 每股收益（稀释后） | $1.35 | $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CMAJBTM
| Q4 25 | — | $1.0B | ||
| Q3 25 | $838.0M | $1.0B | ||
| Q2 25 | $849.0M | $934.8M | ||
| Q1 25 | $829.0M | $854.1M | ||
| Q4 24 | $825.0M | $467.6M | ||
| Q3 24 | $811.0M | $453.8M | ||
| Q2 24 | $824.0M | $402.3M | ||
| Q1 24 | $784.0M | $392.3M |
净利润CMAJBTM
| Q4 25 | — | $53.1M | ||
| Q3 25 | $176.0M | $66.0M | ||
| Q2 25 | $199.0M | $3.4M | ||
| Q1 25 | $172.0M | $-173.0M | ||
| Q4 24 | $170.0M | $-7.0M | ||
| Q3 24 | $184.0M | $38.9M | ||
| Q2 24 | $206.0M | $30.7M | ||
| Q1 24 | $138.0M | $22.8M |
毛利率CMAJBTM
| 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CMAJBTM
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 7.4% |
净利率CMAJBTM
| Q4 25 | — | 5.3% | ||
| Q3 25 | 21.0% | 6.6% | ||
| Q2 25 | 23.4% | 0.4% | ||
| Q1 25 | 20.7% | -20.3% | ||
| Q4 24 | 20.6% | -1.5% | ||
| Q3 24 | 22.7% | 8.6% | ||
| Q2 24 | 25.0% | 7.6% | ||
| Q1 24 | 17.6% | 5.8% |
每股收益（稀释后）CMAJBTM
| Q4 25 | — | $1.04 | ||
| Q3 25 | $1.35 | $1.26 | ||
| Q2 25 | $1.42 | $0.07 | ||
| Q1 25 | $1.25 | $-3.35 | ||
| Q4 24 | $1.22 | $-0.22 | ||
| Q3 24 | $1.33 | $1.21 | ||
| Q2 24 | $1.49 | $0.95 | ||
| Q1 24 | $0.98 | $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 | — | $167.9M |
| 总债务越低越好 | $5.4B | $1.5B |
| 股东权益账面价值 | $7.4B | $4.5B |
| 总资产 | $77.4B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资CMAJBTM
| Q4 25 | — | $167.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务CMAJBTM
| Q4 25 | — | $1.5B | ||
| Q3 25 | $5.4B | $1.5B | ||
| Q2 25 | $5.8B | $1.5B | ||
| Q1 25 | $5.7B | $2.0B | ||
| Q4 24 | $6.7B | $1.3B | ||
| Q3 24 | $6.8B | $648.3M | ||
| Q2 24 | $7.1B | $647.7M | ||
| Q1 24 | $7.1B | $647.0M |
股东权益CMAJBTM
| Q4 25 | — | $4.5B | ||
| Q3 25 | $7.4B | $4.4B | ||
| Q2 25 | $6.9B | $4.4B | ||
| Q1 25 | $7.1B | $4.1B | ||
| Q4 24 | $6.5B | $1.5B | ||
| Q3 24 | $7.4B | $1.6B | ||
| Q2 24 | $6.2B | $1.5B | ||
| Q1 24 | $6.0B | $1.5B |
总资产CMAJBTM
| Q4 25 | — | $8.2B | ||
| Q3 25 | $77.4B | $8.2B | ||
| Q2 25 | $78.0B | $8.3B | ||
| Q1 25 | $77.6B | $8.0B | ||
| Q4 24 | $79.3B | $3.4B | ||
| Q3 24 | $79.7B | $2.8B | ||
| Q2 24 | $79.6B | $2.7B | ||
| Q1 24 | $79.4B | $2.7B |
负债/权益比CMAJBTM
| Q4 25 | — | 0.33× | ||
| Q3 25 | 0.73× | 0.34× | ||
| Q2 25 | 0.84× | 0.35× | ||
| Q1 25 | 0.81× | 0.48× | ||
| Q4 24 | 1.02× | 0.81× | ||
| Q3 24 | 0.92× | 0.41× | ||
| Q2 24 | 1.15× | 0.43× | ||
| Q1 24 | 1.18× | 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 | $-270.0M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | -1.53× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流CMAJBTM
| Q4 25 | — | $117.4M | ||
| Q3 25 | $-270.0M | $87.7M | ||
| Q2 25 | $476.0M | $102.2M | ||
| Q1 25 | $273.0M | $34.4M | ||
| Q4 24 | $601.0M | $128.7M | ||
| Q3 24 | $1.0B | $71.9M | ||
| Q2 24 | $111.0M | $21.6M | ||
| Q1 24 | $-205.0M | $10.4M |
自由现金流CMAJBTM
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $83.7M | ||
| Q1 25 | — | $14.4M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $11.1M | ||
| Q1 24 | — | $-100.0K |
自由现金流率CMAJBTM
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | -0.0% |
资本支出强度CMAJBTM
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 2.7% |
现金转化率CMAJBTM
| Q4 25 | — | 2.21× | ||
| Q3 25 | -1.53× | 1.33× | ||
| Q2 25 | 2.39× | 30.06× | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 5.70× | 1.85× | ||
| Q2 24 | 0.54× | 0.70× | ||
| Q1 24 | -1.49× | 0.46× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
