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EXACT SCIENCES CORP（EXAS）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EXACT SCIENCES CORP的1.1倍（$1.0B vs $878.4M），JBT Marel Corp净利率更高（5.3% vs -9.8%，领先15.1%），JBT Marel Corp同比增速更快（115.6% vs 23.1%），EXACT SCIENCES CORP自由现金流更多（$120.4M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 17.4%）
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
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。
EXAS vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.1倍
$878.4M
营收增速更快
JBTM
高出92.4%
23.1%
净利率更高
JBTM
高出15.1%
-9.8%
自由现金流更多
EXAS
多$36.9M
$83.5M
两年增速更快
JBTM
近两年复合增速
17.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $878.4M | $1.0B |
| 净利润 | $-86.0M | $53.1M |
| 毛利率 | 70.1% | 34.5% |
| 营业利润率 | -9.4% | 7.2% |
| 净利率 | -9.8% | 5.3% |
| 营收同比 | 23.1% | 115.6% |
| 净利润同比 | 90.1% | 858.6% |
| 每股收益（稀释后） | $-0.45 | $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EXASJBTM
| Q4 25 | $878.4M | $1.0B | ||
| Q3 25 | $850.7M | $1.0B | ||
| Q2 25 | $811.1M | $934.8M | ||
| Q1 25 | $706.8M | $854.1M | ||
| Q4 24 | $713.4M | $467.6M | ||
| Q3 24 | $708.7M | $453.8M | ||
| Q2 24 | $699.3M | $402.3M | ||
| Q1 24 | $637.5M | $392.3M |
净利润EXASJBTM
| Q4 25 | $-86.0M | $53.1M | ||
| Q3 25 | $-19.6M | $66.0M | ||
| Q2 25 | $-1.2M | $3.4M | ||
| Q1 25 | $-101.2M | $-173.0M | ||
| Q4 24 | $-864.6M | $-7.0M | ||
| Q3 24 | $-38.2M | $38.9M | ||
| Q2 24 | $-15.8M | $30.7M | ||
| Q1 24 | $-110.2M | $22.8M |
毛利率EXASJBTM
| Q4 25 | 70.1% | 34.5% | ||
| Q3 25 | 68.6% | 35.9% | ||
| Q2 25 | 69.3% | 35.8% | ||
| Q1 25 | 70.8% | 34.2% | ||
| Q4 24 | 69.0% | 38.4% | ||
| Q3 24 | 69.4% | 36.1% | ||
| Q2 24 | 69.8% | 35.6% | ||
| Q1 24 | 70.0% | 35.8% |
营业利润率EXASJBTM
| Q4 25 | -9.4% | 7.2% | ||
| Q3 25 | -3.0% | 10.2% | ||
| Q2 25 | -0.3% | 5.2% | ||
| Q1 25 | -13.6% | -3.9% | ||
| Q4 24 | -122.8% | 3.4% | ||
| Q3 24 | -5.6% | 10.3% | ||
| Q2 24 | -3.8% | 6.7% | ||
| Q1 24 | -16.7% | 7.4% |
净利率EXASJBTM
| Q4 25 | -9.8% | 5.3% | ||
| Q3 25 | -2.3% | 6.6% | ||
| Q2 25 | -0.1% | 0.4% | ||
| Q1 25 | -14.3% | -20.3% | ||
| Q4 24 | -121.2% | -1.5% | ||
| Q3 24 | -5.4% | 8.6% | ||
| Q2 24 | -2.3% | 7.6% | ||
| Q1 24 | -17.3% | 5.8% |
每股收益（稀释后）EXASJBTM
| Q4 25 | $-0.45 | $1.04 | ||
| Q3 25 | $-0.10 | $1.26 | ||
| Q2 25 | $-0.01 | $0.07 | ||
| Q1 25 | $-0.54 | $-3.35 | ||
| Q4 24 | $-4.69 | $-0.22 | ||
| Q3 24 | $-0.21 | $1.21 | ||
| Q2 24 | $-0.09 | $0.95 | ||
| Q1 24 | $-0.60 | $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 | $964.7M | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.4B | $4.5B |
| 总资产 | $5.9B | $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EXASJBTM
| Q4 25 | $964.7M | $167.9M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $858.4M | — | ||
| Q1 25 | $786.2M | — | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $946.8M | — | ||
| Q1 24 | $652.1M | — |
总债务EXASJBTM
| 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EXASJBTM
| Q4 25 | $2.4B | $4.5B | ||
| Q3 25 | $2.5B | $4.4B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $2.4B | $4.1B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $3.2B | $1.5B | ||
| Q1 24 | $3.1B | $1.5B |
总资产EXASJBTM
| Q4 25 | $5.9B | $8.2B | ||
| Q3 25 | $5.9B | $8.2B | ||
| Q2 25 | $5.8B | $8.3B | ||
| Q1 25 | $5.7B | $8.0B | ||
| Q4 24 | $5.9B | $3.4B | ||
| Q3 24 | $6.7B | $2.8B | ||
| Q2 24 | $6.7B | $2.7B | ||
| Q1 24 | $6.4B | $2.7B |
负债/权益比EXASJBTM
| 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 | $151.7M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $120.4M | $83.5M |
| 自由现金流率自由现金流/营收 | 13.7% | 8.3% |
| 资本支出强度资本支出/营收 | 3.6% | 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 | $356.8M | $238.1M |
8季度趋势，按日历期对齐
经营现金流EXASJBTM
| Q4 25 | $151.7M | $117.4M | ||
| Q3 25 | $219.9M | $87.7M | ||
| Q2 25 | $89.0M | $102.2M | ||
| Q1 25 | $30.8M | $34.4M | ||
| Q4 24 | $47.1M | $128.7M | ||
| Q3 24 | $138.7M | $71.9M | ||
| Q2 24 | $107.1M | $21.6M | ||
| Q1 24 | $-82.3M | $10.4M |
自由现金流EXASJBTM
| Q4 25 | $120.4M | $83.5M | ||
| Q3 25 | $190.0M | $56.5M | ||
| Q2 25 | $46.7M | $83.7M | ||
| Q1 25 | $-365.0K | $14.4M | ||
| Q4 24 | $10.7M | $118.7M | ||
| Q3 24 | $112.6M | $65.0M | ||
| Q2 24 | $71.2M | $11.1M | ||
| Q1 24 | $-120.0M | $-100.0K |
自由现金流率EXASJBTM
| Q4 25 | 13.7% | 8.3% | ||
| Q3 25 | 22.3% | 5.6% | ||
| Q2 25 | 5.8% | 9.0% | ||
| Q1 25 | -0.1% | 1.7% | ||
| Q4 24 | 1.5% | 25.4% | ||
| Q3 24 | 15.9% | 14.3% | ||
| Q2 24 | 10.2% | 2.8% | ||
| Q1 24 | -18.8% | -0.0% |
资本支出强度EXASJBTM
| Q4 25 | 3.6% | 3.4% | ||
| Q3 25 | 3.5% | 3.1% | ||
| Q2 25 | 5.2% | 2.0% | ||
| Q1 25 | 4.4% | 2.3% | ||
| Q4 24 | 5.1% | 2.1% | ||
| Q3 24 | 3.7% | 1.5% | ||
| Q2 24 | 5.1% | 2.6% | ||
| Q1 24 | 5.9% | 2.7% |
现金转化率EXASJBTM
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 30.06× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 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
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
JBTM
暂无分部数据
