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GREIF, INC（GEF）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GREIF, INC的1.0倍（$1.0B vs $994.8M），GREIF, INC净利率更高（17.6% vs 5.3%，领先12.3%），JBT Marel Corp同比增速更快（115.6% vs -21.4%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -9.2%）
格瑞夫公司是全球工业包装产品及服务领域的领先企业，总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家，目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等，2018年位列《财富》美国1000强第617位。
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。
GEF vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.0倍
$994.8M
营收增速更快
JBTM
高出137.0%
-21.4%
净利率更高
GEF
高出12.3%
5.3%
两年增速更快
JBTM
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $994.8M | $1.0B |
| 净利润 | $174.6M | $53.1M |
| 毛利率 | 20.4% | 34.5% |
| 营业利润率 | 25.8% | 7.2% |
| 净利率 | 17.6% | 5.3% |
| 营收同比 | -21.4% | 115.6% |
| 净利润同比 | 1930.2% | 858.6% |
| 每股收益（稀释后） | — | $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GEFJBTM
| Q4 25 | $994.8M | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.4B | $934.8M | ||
| Q1 25 | $1.3B | $854.1M | ||
| Q4 24 | $1.4B | $467.6M | ||
| Q3 24 | $1.5B | $453.8M | ||
| Q2 24 | $1.4B | $402.3M | ||
| Q1 24 | $1.2B | $392.3M |
净利润GEFJBTM
| Q4 25 | $174.6M | $53.1M | ||
| Q3 25 | $64.0M | $66.0M | ||
| Q2 25 | $47.3M | $3.4M | ||
| Q1 25 | $8.6M | $-173.0M | ||
| Q4 24 | $70.1M | $-7.0M | ||
| Q3 24 | $87.1M | $38.9M | ||
| Q2 24 | $44.4M | $30.7M | ||
| Q1 24 | $67.2M | $22.8M |
毛利率GEFJBTM
| Q4 25 | 20.4% | 34.5% | ||
| Q3 25 | 22.7% | 35.9% | ||
| Q2 25 | 23.1% | 35.8% | ||
| Q1 25 | 19.4% | 34.2% | ||
| Q4 24 | 20.4% | 38.4% | ||
| Q3 24 | 20.0% | 36.1% | ||
| Q2 24 | 19.7% | 35.6% | ||
| Q1 24 | 18.4% | 35.8% |
营业利润率GEFJBTM
| Q4 25 | 25.8% | 7.2% | ||
| Q3 25 | 6.4% | 10.2% | ||
| Q2 25 | 8.6% | 5.2% | ||
| Q1 25 | 4.7% | -3.9% | ||
| Q4 24 | 8.9% | 3.4% | ||
| Q3 24 | 11.8% | 10.3% | ||
| Q2 24 | 7.2% | 6.7% | ||
| Q1 24 | 5.7% | 7.4% |
净利率GEFJBTM
| Q4 25 | 17.6% | 5.3% | ||
| Q3 25 | 5.6% | 6.6% | ||
| Q2 25 | 3.4% | 0.4% | ||
| Q1 25 | 0.7% | -20.3% | ||
| Q4 24 | 4.9% | -1.5% | ||
| Q3 24 | 6.0% | 8.6% | ||
| Q2 24 | 3.2% | 7.6% | ||
| Q1 24 | 5.6% | 5.8% |
每股收益（稀释后）GEFJBTM
| Q4 25 | — | $1.04 | ||
| Q3 25 | — | $1.26 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-3.35 | ||
| Q4 24 | — | $-0.22 | ||
| Q3 24 | — | $1.21 | ||
| Q2 24 | — | $0.95 | ||
| Q1 24 | — | $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 | $243.5M | $167.9M |
| 总债务越低越好 | $655.1M | $1.5B |
| 股东权益账面价值 | $2.9B | $4.5B |
| 总资产 | $5.5B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资GEFJBTM
| Q4 25 | $243.5M | $167.9M | ||
| Q3 25 | $285.2M | — | ||
| Q2 25 | $252.7M | — | ||
| Q1 25 | $201.1M | — | ||
| Q4 24 | $197.7M | $1.2B | ||
| Q3 24 | $194.2M | — | ||
| Q2 24 | $196.0M | — | ||
| Q1 24 | $179.3M | — |
总债务GEFJBTM
| Q4 25 | $655.1M | $1.5B | ||
| Q3 25 | $2.3B | $1.5B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.7B | $1.3B | ||
| Q3 24 | $2.9B | $648.3M | ||
| Q2 24 | $2.9B | $647.7M | ||
| Q1 24 | $2.3B | $647.0M |
股东权益GEFJBTM
| Q4 25 | $2.9B | $4.5B | ||
| Q3 25 | $2.2B | $4.4B | ||
| Q2 25 | $2.1B | $4.4B | ||
| Q1 25 | $2.0B | $4.1B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.0B | $1.5B | ||
| Q1 24 | $2.0B | $1.5B |
总资产GEFJBTM
| Q4 25 | $5.5B | $8.2B | ||
| Q3 25 | $6.7B | $8.2B | ||
| Q2 25 | $6.8B | $8.3B | ||
| Q1 25 | $6.6B | $8.0B | ||
| Q4 24 | $6.6B | $3.4B | ||
| Q3 24 | $6.8B | $2.8B | ||
| Q2 24 | $6.8B | $2.7B | ||
| Q1 24 | $6.0B | $2.7B |
负债/权益比GEFJBTM
| Q4 25 | 0.22× | 0.33× | ||
| Q3 25 | 1.06× | 0.34× | ||
| Q2 25 | 1.12× | 0.35× | ||
| Q1 25 | 1.24× | 0.48× | ||
| Q4 24 | 1.31× | 0.81× | ||
| Q3 24 | 1.41× | 0.41× | ||
| Q2 24 | 1.44× | 0.43× | ||
| Q1 24 | 1.15× | 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 | $-24.4M | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | -0.14× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流GEFJBTM
| Q4 25 | $-24.4M | $117.4M | ||
| Q3 25 | $197.7M | $87.7M | ||
| Q2 25 | $136.4M | $102.2M | ||
| Q1 25 | $-30.8M | $34.4M | ||
| Q4 24 | $187.2M | $128.7M | ||
| Q3 24 | $76.8M | $71.9M | ||
| Q2 24 | $87.5M | $21.6M | ||
| Q1 24 | $4.5M | $10.4M |
自由现金流GEFJBTM
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $83.7M | ||
| Q1 25 | — | $14.4M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $11.1M | ||
| Q1 24 | — | $-100.0K |
自由现金流率GEFJBTM
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | -0.0% |
资本支出强度GEFJBTM
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 2.7% |
现金转化率GEFJBTM
| Q4 25 | -0.14× | 2.21× | ||
| Q3 25 | 3.09× | 1.33× | ||
| Q2 25 | 2.88× | 30.06× | ||
| Q1 25 | -3.58× | — | ||
| Q4 24 | 2.67× | — | ||
| Q3 24 | 0.88× | 1.85× | ||
| Q2 24 | 1.97× | 0.70× | ||
| Q1 24 | 0.07× | 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
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
JBTM
暂无分部数据
