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Fabrinet（FN）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
Fabrinet的季度营收约是JBT Marel Corp的1.1倍（$1.1B vs $1.0B），Fabrinet净利率更高（9.9% vs 5.3%，领先4.7%），JBT Marel Corp同比增速更快（115.6% vs 35.9%），JBT Marel Corp自由现金流更多（$83.5M vs $-5.3M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 24.4%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs JBTM — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
JBTM
高出79.7%
35.9%
净利率更高
FN
高出4.7%
5.3%
自由现金流更多
JBTM
多$88.8M
$-5.3M
两年增速更快
JBTM
近两年复合增速
24.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $112.6M | $53.1M |
| 毛利率 | 12.2% | 34.5% |
| 营业利润率 | 10.1% | 7.2% |
| 净利率 | 9.9% | 5.3% |
| 营收同比 | 35.9% | 115.6% |
| 净利润同比 | 30.0% | 858.6% |
| 每股收益（稀释后） | $3.11 | $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FNJBTM
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $978.1M | $1.0B | ||
| Q2 25 | $909.7M | $934.8M | ||
| Q1 25 | $871.8M | $854.1M | ||
| Q4 24 | $833.6M | $467.6M | ||
| Q3 24 | $804.2M | $453.8M | ||
| Q2 24 | $753.3M | $402.3M | ||
| Q1 24 | $731.5M | $392.3M |
净利润FNJBTM
| Q4 25 | $112.6M | $53.1M | ||
| Q3 25 | $95.9M | $66.0M | ||
| Q2 25 | $87.2M | $3.4M | ||
| Q1 25 | $81.3M | $-173.0M | ||
| Q4 24 | $86.6M | $-7.0M | ||
| Q3 24 | $77.4M | $38.9M | ||
| Q2 24 | $81.1M | $30.7M | ||
| Q1 24 | $80.9M | $22.8M |
毛利率FNJBTM
| Q4 25 | 12.2% | 34.5% | ||
| Q3 25 | 11.9% | 35.9% | ||
| Q2 25 | 12.2% | 35.8% | ||
| Q1 25 | 11.7% | 34.2% | ||
| Q4 24 | 12.1% | 38.4% | ||
| Q3 24 | 12.3% | 36.1% | ||
| Q2 24 | 12.3% | 35.6% | ||
| Q1 24 | 12.4% | 35.8% |
营业利润率FNJBTM
| Q4 25 | 10.1% | 7.2% | ||
| Q3 25 | 9.6% | 10.2% | ||
| Q2 25 | 9.8% | 5.2% | ||
| Q1 25 | 9.0% | -3.9% | ||
| Q4 24 | 9.5% | 3.4% | ||
| Q3 24 | 9.6% | 10.3% | ||
| Q2 24 | 9.7% | 6.7% | ||
| Q1 24 | 9.7% | 7.4% |
净利率FNJBTM
| Q4 25 | 9.9% | 5.3% | ||
| Q3 25 | 9.8% | 6.6% | ||
| Q2 25 | 9.6% | 0.4% | ||
| Q1 25 | 9.3% | -20.3% | ||
| Q4 24 | 10.4% | -1.5% | ||
| Q3 24 | 9.6% | 8.6% | ||
| Q2 24 | 10.8% | 7.6% | ||
| Q1 24 | 11.1% | 5.8% |
每股收益（稀释后）FNJBTM
| Q4 25 | $3.11 | $1.04 | ||
| Q3 25 | $2.66 | $1.26 | ||
| Q2 25 | $2.41 | $0.07 | ||
| Q1 25 | $2.25 | $-3.35 | ||
| Q4 24 | $2.38 | $-0.22 | ||
| Q3 24 | $2.13 | $1.21 | ||
| Q2 24 | $2.22 | $0.95 | ||
| Q1 24 | $2.21 | $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 | $960.8M | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.2B | $4.5B |
| 总资产 | $3.3B | $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FNJBTM
| Q4 25 | $960.8M | $167.9M | ||
| Q3 25 | $968.8M | — | ||
| Q2 25 | $934.2M | — | ||
| Q1 25 | $950.7M | — | ||
| Q4 24 | $934.6M | $1.2B | ||
| Q3 24 | $908.9M | — | ||
| Q2 24 | $858.6M | — | ||
| Q1 24 | $794.0M | — |
总债务FNJBTM
| 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FNJBTM
| Q4 25 | $2.2B | $4.5B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.0B | $4.4B | ||
| Q1 25 | $1.9B | $4.1B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
总资产FNJBTM
| Q4 25 | $3.3B | $8.2B | ||
| Q3 25 | $3.0B | $8.2B | ||
| Q2 25 | $2.8B | $8.3B | ||
| Q1 25 | $2.6B | $8.0B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.3B | $2.7B | ||
| Q1 24 | $2.2B | $2.7B |
负债/权益比FNJBTM
| 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 | $46.3M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $83.5M |
| 自由现金流率自由现金流/营收 | -0.5% | 8.3% |
| 资本支出强度资本支出/营收 | 4.6% | 3.4% |
| 现金转化率经营现金流/净利润 | 0.41× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $238.1M |
8季度趋势，按日历期对齐
经营现金流FNJBTM
| Q4 25 | $46.3M | $117.4M | ||
| Q3 25 | $102.6M | $87.7M | ||
| Q2 25 | $55.1M | $102.2M | ||
| Q1 25 | $74.2M | $34.4M | ||
| Q4 24 | $115.9M | $128.7M | ||
| Q3 24 | $83.2M | $71.9M | ||
| Q2 24 | $83.1M | $21.6M | ||
| Q1 24 | $100.9M | $10.4M |
自由现金流FNJBTM
| Q4 25 | $-5.3M | $83.5M | ||
| Q3 25 | $57.3M | $56.5M | ||
| Q2 25 | $4.7M | $83.7M | ||
| Q1 25 | $45.7M | $14.4M | ||
| Q4 24 | $94.0M | $118.7M | ||
| Q3 24 | $62.9M | $65.0M | ||
| Q2 24 | $70.4M | $11.1M | ||
| Q1 24 | $87.3M | $-100.0K |
自由现金流率FNJBTM
| Q4 25 | -0.5% | 8.3% | ||
| Q3 25 | 5.9% | 5.6% | ||
| Q2 25 | 0.5% | 9.0% | ||
| Q1 25 | 5.2% | 1.7% | ||
| Q4 24 | 11.3% | 25.4% | ||
| Q3 24 | 7.8% | 14.3% | ||
| Q2 24 | 9.3% | 2.8% | ||
| Q1 24 | 11.9% | -0.0% |
资本支出强度FNJBTM
| Q4 25 | 4.6% | 3.4% | ||
| Q3 25 | 4.6% | 3.1% | ||
| Q2 25 | 5.5% | 2.0% | ||
| Q1 25 | 3.3% | 2.3% | ||
| Q4 24 | 2.6% | 2.1% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 1.7% | 2.6% | ||
| Q1 24 | 1.9% | 2.7% |
现金转化率FNJBTM
| Q4 25 | 0.41× | 2.21× | ||
| Q3 25 | 1.07× | 1.33× | ||
| Q2 25 | 0.63× | 30.06× | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 1.85× | ||
| Q2 24 | 1.02× | 0.70× | ||
| Q1 24 | 1.25× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
JBTM
暂无分部数据
