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Dynatrace, Inc.（DT）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Dynatrace, Inc.的2.0倍（$1.0B vs $515.5M），Dynatrace, Inc.净利率更高（7.8% vs 5.3%，领先2.5%），JBT Marel Corp同比增速更快（115.6% vs 18.2%），JBT Marel Corp自由现金流更多（$83.5M vs $27.2M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 16.3%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
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。
DT vs JBTM — 直观对比
营收规模更大
JBTM
是对方的2.0倍
$515.5M
营收增速更快
JBTM
高出97.4%
18.2%
净利率更高
DT
高出2.5%
5.3%
自由现金流更多
JBTM
多$56.3M
$27.2M
两年增速更快
JBTM
近两年复合增速
16.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $1.0B |
| 净利润 | $40.1M | $53.1M |
| 毛利率 | 81.4% | 34.5% |
| 营业利润率 | 14.1% | 7.2% |
| 净利率 | 7.8% | 5.3% |
| 营收同比 | 18.2% | 115.6% |
| 净利润同比 | -88.9% | 858.6% |
| 每股收益（稀释后） | $0.13 | $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DTJBTM
| Q4 25 | $515.5M | $1.0B | ||
| Q3 25 | $493.8M | $1.0B | ||
| Q2 25 | $477.3M | $934.8M | ||
| Q1 25 | $445.2M | $854.1M | ||
| Q4 24 | $436.2M | $467.6M | ||
| Q3 24 | $418.1M | $453.8M | ||
| Q2 24 | $399.2M | $402.3M | ||
| Q1 24 | $380.8M | $392.3M |
净利润DTJBTM
| Q4 25 | $40.1M | $53.1M | ||
| Q3 25 | $57.2M | $66.0M | ||
| Q2 25 | $48.0M | $3.4M | ||
| Q1 25 | $39.3M | $-173.0M | ||
| Q4 24 | $361.8M | $-7.0M | ||
| Q3 24 | $44.0M | $38.9M | ||
| Q2 24 | $38.6M | $30.7M | ||
| Q1 24 | $37.9M | $22.8M |
毛利率DTJBTM
| Q4 25 | 81.4% | 34.5% | ||
| Q3 25 | 81.8% | 35.9% | ||
| Q2 25 | 82.1% | 35.8% | ||
| Q1 25 | 80.9% | 34.2% | ||
| Q4 24 | 81.1% | 38.4% | ||
| Q3 24 | 81.4% | 36.1% | ||
| Q2 24 | 81.3% | 35.6% | ||
| Q1 24 | 81.1% | 35.8% |
营业利润率DTJBTM
| Q4 25 | 14.1% | 7.2% | ||
| Q3 25 | 14.8% | 10.2% | ||
| Q2 25 | 13.1% | 5.2% | ||
| Q1 25 | 9.6% | -3.9% | ||
| Q4 24 | 10.9% | 3.4% | ||
| Q3 24 | 11.2% | 10.3% | ||
| Q2 24 | 10.5% | 6.7% | ||
| Q1 24 | 6.1% | 7.4% |
净利率DTJBTM
| Q4 25 | 7.8% | 5.3% | ||
| Q3 25 | 11.6% | 6.6% | ||
| Q2 25 | 10.0% | 0.4% | ||
| Q1 25 | 8.8% | -20.3% | ||
| Q4 24 | 82.9% | -1.5% | ||
| Q3 24 | 10.5% | 8.6% | ||
| Q2 24 | 9.7% | 7.6% | ||
| Q1 24 | 10.0% | 5.8% |
每股收益（稀释后）DTJBTM
| Q4 25 | $0.13 | $1.04 | ||
| Q3 25 | $0.19 | $1.26 | ||
| Q2 25 | $0.16 | $0.07 | ||
| Q1 25 | $0.12 | $-3.35 | ||
| Q4 24 | $1.19 | $-0.22 | ||
| Q3 24 | $0.15 | $1.21 | ||
| Q2 24 | $0.13 | $0.95 | ||
| Q1 24 | $0.13 | $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 | $1.2B | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.7B | $4.5B |
| 总资产 | $4.1B | $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DTJBTM
| Q4 25 | $1.2B | $167.9M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $836.9M | — |
总债务DTJBTM
| 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DTJBTM
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.8B | $4.4B | ||
| Q2 25 | $2.7B | $4.4B | ||
| Q1 25 | $2.6B | $4.1B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.1B | $1.5B | ||
| Q1 24 | $2.0B | $1.5B |
总资产DTJBTM
| Q4 25 | $4.1B | $8.2B | ||
| Q3 25 | $4.1B | $8.2B | ||
| Q2 25 | $4.1B | $8.3B | ||
| Q1 25 | $4.1B | $8.0B | ||
| Q4 24 | $3.7B | $3.4B | ||
| Q3 24 | $3.3B | $2.8B | ||
| Q2 24 | $3.3B | $2.7B | ||
| Q1 24 | $3.4B | $2.7B |
负债/权益比DTJBTM
| 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 | $33.8M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $83.5M |
| 自由现金流率自由现金流/营收 | 5.3% | 8.3% |
| 资本支出强度资本支出/营收 | 1.3% | 3.4% |
| 现金转化率经营现金流/净利润 | 0.84× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $238.1M |
8季度趋势，按日历期对齐
经营现金流DTJBTM
| Q4 25 | $33.8M | $117.4M | ||
| Q3 25 | $32.0M | $87.7M | ||
| Q2 25 | $269.7M | $102.2M | ||
| Q1 25 | $162.8M | $34.4M | ||
| Q4 24 | $42.2M | $128.7M | ||
| Q3 24 | $23.6M | $71.9M | ||
| Q2 24 | $230.7M | $21.6M | ||
| Q1 24 | $131.7M | $10.4M |
自由现金流DTJBTM
| Q4 25 | $27.2M | $83.5M | ||
| Q3 25 | $27.8M | $56.5M | ||
| Q2 25 | $262.2M | $83.7M | ||
| Q1 25 | $148.2M | $14.4M | ||
| Q4 24 | $37.6M | $118.7M | ||
| Q3 24 | $20.1M | $65.0M | ||
| Q2 24 | $227.4M | $11.1M | ||
| Q1 24 | $121.9M | $-100.0K |
自由现金流率DTJBTM
| Q4 25 | 5.3% | 8.3% | ||
| Q3 25 | 5.6% | 5.6% | ||
| Q2 25 | 54.9% | 9.0% | ||
| Q1 25 | 33.3% | 1.7% | ||
| Q4 24 | 8.6% | 25.4% | ||
| Q3 24 | 4.8% | 14.3% | ||
| Q2 24 | 57.0% | 2.8% | ||
| Q1 24 | 32.0% | -0.0% |
资本支出强度DTJBTM
| Q4 25 | 1.3% | 3.4% | ||
| Q3 25 | 0.8% | 3.1% | ||
| Q2 25 | 1.6% | 2.0% | ||
| Q1 25 | 3.3% | 2.3% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 0.8% | 1.5% | ||
| Q2 24 | 0.8% | 2.6% | ||
| Q1 24 | 2.6% | 2.7% |
现金转化率DTJBTM
| Q4 25 | 0.84× | 2.21× | ||
| Q3 25 | 0.56× | 1.33× | ||
| Q2 25 | 5.62× | 30.06× | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | 1.85× | ||
| Q2 24 | 5.97× | 0.70× | ||
| Q1 24 | 3.47× | 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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
JBTM
暂无分部数据
