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GRIFFON CORP（GFF）与骏利亨德森（JBI）财务数据对比。点击上方公司名可切换其他公司
GRIFFON CORP的季度营收约是骏利亨德森的3.0倍（$649.1M vs $219.3M）。GRIFFON CORP净利率更高（9.9% vs 6.9%，领先3.0%）。GRIFFON CORP同比增速更快（2.6% vs -4.7%）。GRIFFON CORP自由现金流更多（$99.3M vs $8.3M）。过去两年GRIFFON CORP的营收复合增速更高（-1.8% vs -8.8%）
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
GFF vs JBI — 直观对比
营收规模更大
GFF
是对方的3.0倍
$219.3M
营收增速更快
GFF
高出7.3%
-4.7%
净利率更高
GFF
高出3.0%
6.9%
自由现金流更多
GFF
多$91.0M
$8.3M
两年增速更快
GFF
近两年复合增速
-8.8%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $649.1M | $219.3M |
| 净利润 | $64.4M | $15.2M |
| 毛利率 | 41.1% | 39.1% |
| 营业利润率 | 17.5% | 13.4% |
| 净利率 | 9.9% | 6.9% |
| 营收同比 | 2.6% | -4.7% |
| 净利润同比 | -9.1% | 28.8% |
| 每股收益（稀释后） | $1.41 | $0.11 |
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GFFJBI
| Q4 25 | $649.1M | — | ||
| Q3 25 | $662.2M | $219.3M | ||
| Q2 25 | $613.6M | $228.1M | ||
| Q1 25 | $611.7M | $210.5M | ||
| Q4 24 | $632.4M | $230.8M | ||
| Q3 24 | $659.7M | $230.1M | ||
| Q2 24 | $647.8M | $248.4M | ||
| Q1 24 | $672.9M | $254.5M |
净利润GFFJBI
| Q4 25 | $64.4M | — | ||
| Q3 25 | $43.6M | $15.2M | ||
| Q2 25 | $-120.1M | $20.7M | ||
| Q1 25 | $56.8M | $10.8M | ||
| Q4 24 | $70.9M | $300.0K | ||
| Q3 24 | $62.5M | $11.8M | ||
| Q2 24 | $41.1M | $27.6M | ||
| Q1 24 | $64.1M | $30.7M |
毛利率GFFJBI
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.7% | 39.1% | ||
| Q2 25 | 43.2% | 40.9% | ||
| Q1 25 | 41.2% | 38.9% | ||
| Q4 24 | 41.8% | 37.8% | ||
| Q3 24 | 39.9% | 39.6% | ||
| Q2 24 | 38.5% | 43.9% | ||
| Q1 24 | 40.2% | 43.4% |
营业利润率GFFJBI
| Q4 25 | 17.5% | — | ||
| Q3 25 | 18.0% | 13.4% | ||
| Q2 25 | -20.5% | 15.8% | ||
| Q1 25 | 16.5% | 12.0% | ||
| Q4 24 | 17.7% | 5.5% | ||
| Q3 24 | 16.9% | 11.6% | ||
| Q2 24 | 13.8% | 20.8% | ||
| Q1 24 | 16.9% | 21.8% |
净利率GFFJBI
| Q4 25 | 9.9% | — | ||
| Q3 25 | 6.6% | 6.9% | ||
| Q2 25 | -19.6% | 9.1% | ||
| Q1 25 | 9.3% | 5.1% | ||
| Q4 24 | 11.2% | 0.1% | ||
| Q3 24 | 9.5% | 5.1% | ||
| Q2 24 | 6.3% | 11.1% | ||
| Q1 24 | 9.5% | 12.1% |
每股收益（稀释后）GFFJBI
| Q4 25 | $1.41 | — | ||
| Q3 25 | $1.04 | $0.11 | ||
| Q2 25 | $-2.65 | $0.15 | ||
| Q1 25 | $1.21 | $0.08 | ||
| Q4 24 | $1.49 | $0.01 | ||
| Q3 24 | $1.29 | $0.08 | ||
| Q2 24 | $0.84 | $0.19 | ||
| Q1 24 | $1.28 | $0.21 |
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 | $95.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $108.9M | $560.8M |
| 总资产 | $2.1B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GFFJBI
| Q4 25 | $95.3M | — | ||
| Q3 25 | $99.0M | — | ||
| Q2 25 | $107.3M | — | ||
| Q1 25 | $127.8M | — | ||
| Q4 24 | $152.0M | — | ||
| Q3 24 | $114.4M | $102.1M | ||
| Q2 24 | $133.5M | $110.1M | ||
| Q1 24 | $123.0M | — |
总债务GFFJBI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
股东权益GFFJBI
| Q4 25 | $108.9M | — | ||
| Q3 25 | $74.0M | $560.8M | ||
| Q2 25 | $63.9M | $543.8M | ||
| Q1 25 | $214.7M | $526.8M | ||
| Q4 24 | $227.8M | $518.8M | ||
| Q3 24 | $224.9M | $526.6M | ||
| Q2 24 | $223.5M | $556.3M | ||
| Q1 24 | $202.2M | $535.4M |
总资产GFFJBI
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.4B | $1.4B |
负债/权益比GFFJBI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 22.71× | — | ||
| Q1 25 | 7.16× | — | ||
| Q4 24 | 6.48× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 6.74× | — | ||
| Q1 24 | 7.84× | — |
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 | $107.0M | $15.0M |
| 自由现金流经营现金流 - 资本支出 | $99.3M | $8.3M |
| 自由现金流率自由现金流/营收 | 15.3% | 3.8% |
| 资本支出强度资本支出/营收 | 1.2% | 3.1% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $278.9M | $140.1M |
8季度趋势，按日历期对齐
经营现金流GFFJBI
| Q4 25 | $107.0M | — | ||
| Q3 25 | $75.0M | $15.0M | ||
| Q2 25 | $123.1M | $51.4M | ||
| Q1 25 | $16.5M | $48.3M | ||
| Q4 24 | $142.9M | $51.4M | ||
| Q3 24 | $72.1M | $43.0M | ||
| Q2 24 | $122.1M | $31.0M | ||
| Q1 24 | $39.8M | $28.6M |
自由现金流GFFJBI
| Q4 25 | $99.3M | — | ||
| Q3 25 | $62.4M | $8.3M | ||
| Q2 25 | $114.4M | $44.6M | ||
| Q1 25 | $2.8M | $41.9M | ||
| Q4 24 | $125.5M | $45.3M | ||
| Q3 24 | $51.6M | $39.3M | ||
| Q2 24 | $107.5M | $25.3M | ||
| Q1 24 | $20.8M | $24.0M |
自由现金流率GFFJBI
| Q4 25 | 15.3% | — | ||
| Q3 25 | 9.4% | 3.8% | ||
| Q2 25 | 18.6% | 19.6% | ||
| Q1 25 | 0.5% | 19.9% | ||
| Q4 24 | 19.8% | 19.6% | ||
| Q3 24 | 7.8% | 17.1% | ||
| Q2 24 | 16.6% | 10.2% | ||
| Q1 24 | 3.1% | 9.4% |
资本支出强度GFFJBI
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 1.4% | 3.0% | ||
| Q1 25 | 2.2% | 3.0% | ||
| Q4 24 | 2.8% | 2.6% | ||
| Q3 24 | 3.1% | 1.6% | ||
| Q2 24 | 2.2% | 2.3% | ||
| Q1 24 | 2.8% | 1.8% |
现金转化率GFFJBI
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.72× | 0.99× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | 0.29× | 4.47× | ||
| Q4 24 | 2.02× | 171.33× | ||
| Q3 24 | 1.15× | 3.64× | ||
| Q2 24 | 2.97× | 1.12× | ||
| Q1 24 | 0.62× | 0.93× |
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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
