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DROPBOX, INC.（DBX）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DROPBOX, INC.的1.6倍（$1.0B vs $636.2M），DROPBOX, INC.净利率更高（17.1% vs 5.3%，领先11.8%），JBT Marel Corp同比增速更快（115.6% vs -1.1%），DROPBOX, INC.自由现金流更多（$224.9M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 0.4%）
Dropbox是总部位于美国加利福尼亚州旧金山的云服务企业，2007年由麻省理工学院学生德鲁·休斯顿与阿拉什·费尔多西创立，初创阶段获得创业孵化器Y Combinator的种子投资，核心业务包含云存储、文件同步、个人云及配套客户端软件等服务。
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。
DBX vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.6倍
$636.2M
营收增速更快
JBTM
高出116.7%
-1.1%
净利率更高
DBX
高出11.8%
5.3%
自由现金流更多
DBX
多$141.4M
$83.5M
两年增速更快
JBTM
近两年复合增速
0.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $636.2M | $1.0B |
| 净利润 | $108.7M | $53.1M |
| 毛利率 | 79.2% | 34.5% |
| 营业利润率 | 25.5% | 7.2% |
| 净利率 | 17.1% | 5.3% |
| 营收同比 | -1.1% | 115.6% |
| 净利润同比 | 5.7% | 858.6% |
| 每股收益（稀释后） | $0.43 | $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DBXJBTM
| Q4 25 | $636.2M | $1.0B | ||
| Q3 25 | $634.4M | $1.0B | ||
| Q2 25 | $625.7M | $934.8M | ||
| Q1 25 | $624.7M | $854.1M | ||
| Q4 24 | $643.6M | $467.6M | ||
| Q3 24 | $638.8M | $453.8M | ||
| Q2 24 | $634.5M | $402.3M | ||
| Q1 24 | $631.3M | $392.3M |
净利润DBXJBTM
| Q4 25 | $108.7M | $53.1M | ||
| Q3 25 | $123.8M | $66.0M | ||
| Q2 25 | $125.6M | $3.4M | ||
| Q1 25 | $150.3M | $-173.0M | ||
| Q4 24 | $102.8M | $-7.0M | ||
| Q3 24 | $106.7M | $38.9M | ||
| Q2 24 | $110.5M | $30.7M | ||
| Q1 24 | $132.3M | $22.8M |
毛利率DBXJBTM
| Q4 25 | 79.2% | 34.5% | ||
| Q3 25 | 79.8% | 35.9% | ||
| Q2 25 | 80.2% | 35.8% | ||
| Q1 25 | 81.3% | 34.2% | ||
| Q4 24 | 81.2% | 38.4% | ||
| Q3 24 | 82.5% | 36.1% | ||
| Q2 24 | 83.1% | 35.6% | ||
| Q1 24 | 83.2% | 35.8% |
营业利润率DBXJBTM
| Q4 25 | 25.5% | 7.2% | ||
| Q3 25 | 27.5% | 10.2% | ||
| Q2 25 | 26.9% | 5.2% | ||
| Q1 25 | 29.4% | -3.9% | ||
| Q4 24 | 13.7% | 3.4% | ||
| Q3 24 | 20.0% | 10.3% | ||
| Q2 24 | 20.0% | 6.7% | ||
| Q1 24 | 22.7% | 7.4% |
净利率DBXJBTM
| Q4 25 | 17.1% | 5.3% | ||
| Q3 25 | 19.5% | 6.6% | ||
| Q2 25 | 20.1% | 0.4% | ||
| Q1 25 | 24.1% | -20.3% | ||
| Q4 24 | 16.0% | -1.5% | ||
| Q3 24 | 16.7% | 8.6% | ||
| Q2 24 | 17.4% | 7.6% | ||
| Q1 24 | 21.0% | 5.8% |
每股收益（稀释后）DBXJBTM
| Q4 25 | $0.43 | $1.04 | ||
| Q3 25 | $0.47 | $1.26 | ||
| Q2 25 | $0.45 | $0.07 | ||
| Q1 25 | $0.51 | $-3.35 | ||
| Q4 24 | $0.33 | $-0.22 | ||
| Q3 24 | $0.34 | $1.21 | ||
| Q2 24 | $0.34 | $0.95 | ||
| Q1 24 | $0.39 | $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 | $891.3M | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $-1.8B | $4.5B |
| 总资产 | $2.8B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资DBXJBTM
| Q4 25 | $891.3M | $167.9M | ||
| Q3 25 | $730.7M | — | ||
| Q2 25 | $736.3M | — | ||
| Q1 25 | $942.2M | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $517.6M | — | ||
| Q2 24 | $515.1M | — | ||
| Q1 24 | $548.9M | — |
总债务DBXJBTM
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益DBXJBTM
| Q4 25 | $-1.8B | $4.5B | ||
| Q3 25 | $-1.5B | $4.4B | ||
| Q2 25 | $-1.3B | $4.4B | ||
| Q1 25 | $-1.1B | $4.1B | ||
| Q4 24 | $-752.4M | $1.5B | ||
| Q3 24 | $-546.1M | $1.6B | ||
| Q2 24 | $-371.3M | $1.5B | ||
| Q1 24 | $-277.2M | $1.5B |
总资产DBXJBTM
| Q4 25 | $2.8B | $8.2B | ||
| Q3 25 | $2.8B | $8.2B | ||
| Q2 25 | $2.8B | $8.3B | ||
| Q1 25 | $3.0B | $8.0B | ||
| Q4 24 | $3.3B | $3.4B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.7B | $2.7B | ||
| Q1 24 | $2.8B | $2.7B |
负债/权益比DBXJBTM
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 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 | $235.4M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $224.9M | $83.5M |
| 自由现金流率自由现金流/营收 | 35.4% | 8.3% |
| 资本支出强度资本支出/营收 | 1.7% | 3.4% |
| 现金转化率经营现金流/净利润 | 2.17× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $930.8M | $238.1M |
8季度趋势，按日历期对齐
经营现金流DBXJBTM
| Q4 25 | $235.4M | $117.4M | ||
| Q3 25 | $302.1M | $87.7M | ||
| Q2 25 | $260.5M | $102.2M | ||
| Q1 25 | $153.8M | $34.4M | ||
| Q4 24 | $213.8M | $128.7M | ||
| Q3 24 | $274.2M | $71.9M | ||
| Q2 24 | $230.6M | $21.6M | ||
| Q1 24 | $175.5M | $10.4M |
自由现金流DBXJBTM
| Q4 25 | $224.9M | $83.5M | ||
| Q3 25 | $293.7M | $56.5M | ||
| Q2 25 | $258.5M | $83.7M | ||
| Q1 25 | $153.7M | $14.4M | ||
| Q4 24 | $210.5M | $118.7M | ||
| Q3 24 | $270.1M | $65.0M | ||
| Q2 24 | $224.7M | $11.1M | ||
| Q1 24 | $166.3M | $-100.0K |
自由现金流率DBXJBTM
| Q4 25 | 35.4% | 8.3% | ||
| Q3 25 | 46.3% | 5.6% | ||
| Q2 25 | 41.3% | 9.0% | ||
| Q1 25 | 24.6% | 1.7% | ||
| Q4 24 | 32.7% | 25.4% | ||
| Q3 24 | 42.3% | 14.3% | ||
| Q2 24 | 35.4% | 2.8% | ||
| Q1 24 | 26.3% | -0.0% |
资本支出强度DBXJBTM
| Q4 25 | 1.7% | 3.4% | ||
| Q3 25 | 1.3% | 3.1% | ||
| Q2 25 | 0.3% | 2.0% | ||
| Q1 25 | 0.0% | 2.3% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | 0.9% | 2.6% | ||
| Q1 24 | 1.5% | 2.7% |
现金转化率DBXJBTM
| Q4 25 | 2.17× | 2.21× | ||
| Q3 25 | 2.44× | 1.33× | ||
| Q2 25 | 2.07× | 30.06× | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 2.08× | — | ||
| Q3 24 | 2.57× | 1.85× | ||
| Q2 24 | 2.09× | 0.70× | ||
| Q1 24 | 1.33× | 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
DBX
| US | $355.3M | 56% |
| Non Us | $280.9M | 44% |
JBTM
暂无分部数据
