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Traeger, Inc.（COOK）与JBG SMITH Properties（JBGS）财务数据对比。点击上方公司名可切换其他公司
Traeger, Inc.的季度营收约是JBG SMITH Properties的1.1倍（$145.4M vs $127.6M），Traeger, Inc.净利率更高（-11.8% vs -35.7%，领先23.9%），JBG SMITH Properties同比增速更快（-2.5% vs -13.8%），过去两年Traeger, Inc.的营收复合增速更高（0.2% vs -6.3%）
Traeger, Inc.是一家专注于户外烹饪设备研发生产的企业，主营高端木颗粒烤炉、配套配件及专用木颗粒燃料，主要面向北美、欧洲、澳洲市场，通过零售渠道和直营模式服务家庭及商用餐饮客户。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
COOK vs JBGS — 直观对比
营收规模更大
COOK
是对方的1.1倍
$127.6M
营收增速更快
JBGS
高出11.3%
-13.8%
净利率更高
COOK
高出23.9%
-35.7%
两年增速更快
COOK
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.4M | $127.6M |
| 净利润 | $-17.2M | $-45.5M |
| 毛利率 | 37.4% | — |
| 营业利润率 | -8.0% | -47.5% |
| 净利率 | -11.8% | -35.7% |
| 营收同比 | -13.8% | -2.5% |
| 净利润同比 | -147.2% | 24.0% |
| 每股收益（稀释后） | $-0.13 | $-0.76 |
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COOKJBGS
| Q4 25 | $145.4M | $127.6M | ||
| Q3 25 | $125.4M | $123.9M | ||
| Q2 25 | $145.5M | $126.5M | ||
| Q1 25 | $143.3M | $120.7M | ||
| Q4 24 | $168.6M | $130.8M | ||
| Q3 24 | $122.0M | $136.0M | ||
| Q2 24 | $168.5M | $135.3M | ||
| Q1 24 | $144.9M | $145.2M |
净利润COOKJBGS
| Q4 25 | $-17.2M | $-45.5M | ||
| Q3 25 | $-89.8M | $-28.6M | ||
| Q2 25 | $-7.4M | $-19.2M | ||
| Q1 25 | $-778.0K | $-45.7M | ||
| Q4 24 | $-7.0M | $-59.9M | ||
| Q3 24 | $-19.8M | $-27.0M | ||
| Q2 24 | $-2.6M | $-24.4M | ||
| Q1 24 | $-4.7M | $-32.3M |
毛利率COOKJBGS
| Q4 25 | 37.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.2% | — | ||
| Q1 25 | 41.5% | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 42.3% | — | ||
| Q2 24 | 42.9% | — | ||
| Q1 24 | 43.2% | — |
营业利润率COOKJBGS
| Q4 25 | -8.0% | -47.5% | ||
| Q3 25 | -66.5% | -27.5% | ||
| Q2 25 | -4.2% | -18.4% | ||
| Q1 25 | 2.4% | -44.7% | ||
| Q4 24 | -0.1% | -53.6% | ||
| Q3 24 | -6.1% | -22.4% | ||
| Q2 24 | 2.8% | -24.3% | ||
| Q1 24 | -0.1% | -30.1% |
净利率COOKJBGS
| Q4 25 | -11.8% | -35.7% | ||
| Q3 25 | -71.6% | -23.1% | ||
| Q2 25 | -5.1% | -15.2% | ||
| Q1 25 | -0.5% | -37.9% | ||
| Q4 24 | -4.1% | -45.8% | ||
| Q3 24 | -16.2% | -19.8% | ||
| Q2 24 | -1.5% | -18.0% | ||
| Q1 24 | -3.2% | -22.2% |
每股收益（稀释后）COOKJBGS
| Q4 25 | $-0.13 | $-0.76 | ||
| Q3 25 | $-0.67 | $-0.48 | ||
| Q2 25 | $-0.06 | $-0.29 | ||
| Q1 25 | $-0.01 | $-0.56 | ||
| Q4 24 | $-0.06 | $-0.70 | ||
| Q3 24 | $-0.15 | $-0.32 | ||
| Q2 24 | $-0.02 | $-0.27 | ||
| Q1 24 | $-0.04 | $-0.36 |
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 | $19.6M | $75.3M |
| 总债务越低越好 | $403.3M | — |
| 股东权益账面价值 | $170.8M | $1.2B |
| 总资产 | $676.0M | $4.4B |
| 负债/权益比越低杠杆越低 | 2.36× | — |
8季度趋势，按日历期对齐
现金及短期投资COOKJBGS
| Q4 25 | $19.6M | $75.3M | ||
| Q3 25 | $5.9M | $64.4M | ||
| Q2 25 | $10.3M | $61.4M | ||
| Q1 25 | $12.0M | $81.3M | ||
| Q4 24 | $15.0M | $145.8M | ||
| Q3 24 | $16.9M | $137.0M | ||
| Q2 24 | $18.0M | $163.5M | ||
| Q1 24 | $23.6M | $220.5M |
总债务COOKJBGS
| Q4 25 | $403.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $403.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益COOKJBGS
| Q4 25 | $170.8M | $1.2B | ||
| Q3 25 | $186.1M | $1.2B | ||
| Q2 25 | $274.2M | $1.3B | ||
| Q1 25 | $279.6M | $1.6B | ||
| Q4 24 | $276.4M | $1.8B | ||
| Q3 24 | $279.8M | $1.9B | ||
| Q2 24 | $297.3M | $2.0B | ||
| Q1 24 | $294.6M | $2.1B |
总资产COOKJBGS
| Q4 25 | $676.0M | $4.4B | ||
| Q3 25 | $689.6M | $4.4B | ||
| Q2 25 | $780.6M | $4.5B | ||
| Q1 25 | $825.6M | $4.7B | ||
| Q4 24 | $830.7M | $5.0B | ||
| Q3 24 | $818.1M | $5.2B | ||
| Q2 24 | $842.4M | $5.3B | ||
| Q1 24 | $862.1M | $5.4B |
负债/权益比COOKJBGS
| Q4 25 | 2.36× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $15.5M | $73.3M |
| 自由现金流经营现金流 - 资本支出 | $14.2M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $13.6M | — |
8季度趋势，按日历期对齐
经营现金流COOKJBGS
| Q4 25 | $15.5M | $73.3M | ||
| Q3 25 | $7.6M | $8.9M | ||
| Q2 25 | $18.3M | $18.8M | ||
| Q1 25 | $-20.8M | $12.9M | ||
| Q4 24 | $7.5M | $129.4M | ||
| Q3 24 | $15.1M | $26.4M | ||
| Q2 24 | $13.9M | $23.8M | ||
| Q1 24 | $-12.6M | $37.0M |
自由现金流COOKJBGS
| Q4 25 | $14.2M | — | ||
| Q3 25 | $6.4M | — | ||
| Q2 25 | $15.7M | — | ||
| Q1 25 | $-22.7M | — | ||
| Q4 24 | $5.5M | — | ||
| Q3 24 | $12.8M | — | ||
| Q2 24 | $11.8M | — | ||
| Q1 24 | $-18.3M | — |
自由现金流率COOKJBGS
| Q4 25 | 9.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | -15.8% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | -12.6% | — |
资本支出强度COOKJBGS
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 3.9% | — |
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
COOK
| Grills | $60.6M | 42% |
| Accessories | $49.2M | 34% |
| Consumables | $35.5M | 24% |
JBGS
暂无分部数据
