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格罗方德（GFS）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
格罗方德的季度营收约是JBT Marel Corp的1.7倍（$1.7B vs $1.0B），格罗方德净利率更高（14.8% vs 5.3%，领先9.5%），JBT Marel Corp同比增速更快（115.6% vs -2.9%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -4.3%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
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。
GFS vs JBTM — 直观对比
营收规模更大
GFS
是对方的1.7倍
$1.0B
营收增速更快
JBTM
高出118.5%
-2.9%
净利率更高
GFS
高出9.5%
5.3%
两年增速更快
JBTM
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $249.0M | $53.1M |
| 毛利率 | 24.8% | 34.5% |
| 营业利润率 | 11.6% | 7.2% |
| 净利率 | 14.8% | 5.3% |
| 营收同比 | -2.9% | 115.6% |
| 净利润同比 | 39.9% | 858.6% |
| 每股收益（稀释后） | $0.44 | $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GFSJBTM
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.7B | $934.8M | ||
| Q1 25 | $1.6B | $854.1M | ||
| Q4 24 | — | $467.6M | ||
| Q3 24 | $1.7B | $453.8M | ||
| Q2 24 | $1.6B | $402.3M | ||
| Q1 24 | $1.5B | $392.3M |
净利润GFSJBTM
| Q4 25 | — | $53.1M | ||
| Q3 25 | $249.0M | $66.0M | ||
| Q2 25 | $228.0M | $3.4M | ||
| Q1 25 | $211.0M | $-173.0M | ||
| Q4 24 | — | $-7.0M | ||
| Q3 24 | $178.0M | $38.9M | ||
| Q2 24 | $155.0M | $30.7M | ||
| Q1 24 | $134.0M | $22.8M |
毛利率GFSJBTM
| Q4 25 | — | 34.5% | ||
| Q3 25 | 24.8% | 35.9% | ||
| Q2 25 | 24.2% | 35.8% | ||
| Q1 25 | 22.4% | 34.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | 23.8% | 36.1% | ||
| Q2 24 | 24.2% | 35.6% | ||
| Q1 24 | 25.4% | 35.8% |
营业利润率GFSJBTM
| Q4 25 | — | 7.2% | ||
| Q3 25 | 11.6% | 10.2% | ||
| Q2 25 | 11.6% | 5.2% | ||
| Q1 25 | 9.5% | -3.9% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | 10.6% | 10.3% | ||
| Q2 24 | 9.5% | 6.7% | ||
| Q1 24 | 9.5% | 7.4% |
净利率GFSJBTM
| Q4 25 | — | 5.3% | ||
| Q3 25 | 14.8% | 6.6% | ||
| Q2 25 | 13.5% | 0.4% | ||
| Q1 25 | 13.3% | -20.3% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 10.2% | 8.6% | ||
| Q2 24 | 9.5% | 7.6% | ||
| Q1 24 | 8.7% | 5.8% |
每股收益（稀释后）GFSJBTM
| Q4 25 | — | $1.04 | ||
| Q3 25 | $0.44 | $1.26 | ||
| Q2 25 | $0.41 | $0.07 | ||
| Q1 25 | $0.38 | $-3.35 | ||
| Q4 24 | — | $-0.22 | ||
| Q3 24 | $0.32 | $1.21 | ||
| Q2 24 | $0.28 | $0.95 | ||
| Q1 24 | $0.24 | $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 | $2.0B | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $11.8B | $4.5B |
| 总资产 | $16.7B | $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GFSJBTM
| Q4 25 | — | $167.9M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.2B | — |
总债务GFSJBTM
| 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GFSJBTM
| Q4 25 | — | $4.5B | ||
| Q3 25 | $11.8B | $4.4B | ||
| Q2 25 | $11.5B | $4.4B | ||
| Q1 25 | $11.1B | $4.1B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $11.6B | $1.6B | ||
| Q2 24 | $11.3B | $1.5B | ||
| Q1 24 | $11.3B | $1.5B |
总资产GFSJBTM
| Q4 25 | — | $8.2B | ||
| Q3 25 | $16.7B | $8.2B | ||
| Q2 25 | $16.8B | $8.3B | ||
| Q1 25 | $16.5B | $8.0B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $18.1B | $2.8B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.7B |
负债/权益比GFSJBTM
| 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 | $595.0M | $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 | 2.39× | 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GFSJBTM
| Q4 25 | — | $117.4M | ||
| Q3 25 | $595.0M | $87.7M | ||
| Q2 25 | $431.0M | $102.2M | ||
| Q1 25 | $331.0M | $34.4M | ||
| Q4 24 | — | $128.7M | ||
| Q3 24 | $375.0M | $71.9M | ||
| Q2 24 | $402.0M | $21.6M | ||
| Q1 24 | $488.0M | $10.4M |
自由现金流GFSJBTM
| 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GFSJBTM
| 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GFSJBTM
| 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GFSJBTM
| Q4 25 | — | 2.21× | ||
| Q3 25 | 2.39× | 1.33× | ||
| Q2 25 | 1.89× | 30.06× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.11× | 1.85× | ||
| Q2 24 | 2.59× | 0.70× | ||
| Q1 24 | 3.64× | 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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
JBTM
暂无分部数据
