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Genuine Parts Company（GPC）与捷普（JBL）财务数据对比。点击上方公司名可切换其他公司
捷普的季度营收约是Genuine Parts Company的1.3倍（$8.3B vs $6.3B），Genuine Parts Company净利率更高（3.0% vs 1.8%，领先1.3%），捷普同比增速更快（18.7% vs 6.8%），捷普自由现金流更多（$228.0M vs $-33.6M），过去两年捷普的营收复合增速更高（10.8% vs 2.5%）
Genuine Parts Company（简称GPC）是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商，1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立，现有约6万名员工，业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
捷普（Jabil Inc.）是美国跨国制造企业，业务涵盖电子电路板组件及系统的设计、研发与生产，同时提供供应链服务，核心客户以原始设备制造商（OEM）为主。公司总部位于佛罗里达州圣彼得堡Gateway区域，是坦帕湾地区规模最大的企业之一。
GPC vs JBL — 直观对比
营收规模更大
JBL
是对方的1.3倍
$6.3B
营收增速更快
JBL
高出11.9%
6.8%
净利率更高
GPC
高出1.3%
1.8%
自由现金流更多
JBL
多$261.6M
$-33.6M
两年增速更快
JBL
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $8.3B |
| 净利润 | $188.5M | $146.0M |
| 毛利率 | 37.3% | 8.9% |
| 营业利润率 | — | 3.4% |
| 净利率 | 3.0% | 1.8% |
| 营收同比 | 6.8% | 18.7% |
| 净利润同比 | -3.0% | 46.0% |
| 每股收益（稀释后） | $1.37 | $1.35 |
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GPCJBL
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.0B | $8.3B | ||
| Q3 25 | $6.3B | $8.3B | ||
| Q2 25 | $6.2B | $7.8B | ||
| Q1 25 | $5.9B | $6.7B | ||
| Q4 24 | $5.8B | $7.0B | ||
| Q3 24 | $6.0B | $7.0B | ||
| Q2 24 | $6.0B | $6.8B |
净利润GPCJBL
| Q1 26 | $188.5M | — | ||
| Q4 25 | $-609.5M | $146.0M | ||
| Q3 25 | $226.2M | $218.0M | ||
| Q2 25 | $254.9M | $222.0M | ||
| Q1 25 | $194.4M | $117.0M | ||
| Q4 24 | $133.1M | $100.0M | ||
| Q3 24 | $226.6M | $138.0M | ||
| Q2 24 | $295.5M | $129.0M |
毛利率GPCJBL
| Q1 26 | 37.3% | — | ||
| Q4 25 | 35.0% | 8.9% | ||
| Q3 25 | 37.4% | 9.5% | ||
| Q2 25 | 37.7% | 8.7% | ||
| Q1 25 | 37.1% | 8.6% | ||
| Q4 24 | 35.9% | 8.7% | ||
| Q3 24 | 36.8% | 9.5% | ||
| Q2 24 | 36.6% | 9.0% |
营业利润率GPCJBL
| Q1 26 | — | — | ||
| Q4 25 | -13.8% | 3.4% | ||
| Q3 25 | 4.7% | 4.1% | ||
| Q2 25 | 5.5% | 5.1% | ||
| Q1 25 | 4.3% | 3.6% | ||
| Q4 24 | 2.9% | 2.8% | ||
| Q3 24 | 5.0% | 4.6% | ||
| Q2 24 | 6.5% | 3.9% |
净利率GPCJBL
| Q1 26 | 3.0% | — | ||
| Q4 25 | -10.1% | 1.8% | ||
| Q3 25 | 3.6% | 2.6% | ||
| Q2 25 | 4.1% | 2.8% | ||
| Q1 25 | 3.3% | 1.7% | ||
| Q4 24 | 2.3% | 1.4% | ||
| Q3 24 | 3.8% | 2.0% | ||
| Q2 24 | 5.0% | 1.9% |
每股收益（稀释后）GPCJBL
| Q1 26 | $1.37 | — | ||
| Q4 25 | $-4.38 | $1.35 | ||
| Q3 25 | $1.62 | $1.95 | ||
| Q2 25 | $1.83 | $2.03 | ||
| Q1 25 | $1.40 | $1.06 | ||
| Q4 24 | $0.96 | $0.88 | ||
| Q3 24 | $1.62 | $1.33 | ||
| Q2 24 | $2.11 | $1.06 |
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 | $500.0M | $1.6B |
| 总债务越低越好 | $4.6B | $2.9B |
| 股东权益账面价值 | $4.5B | $1.3B |
| 总资产 | $21.0B | $19.3B |
| 负债/权益比越低杠杆越低 | 1.03× | 2.15× |
8季度趋势，按日历期对齐
现金及短期投资GPCJBL
| Q1 26 | $500.0M | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.5B |
总债务GPCJBL
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $4.3B | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.9B |
股东权益GPCJBL
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $1.3B | ||
| Q3 25 | $4.8B | $1.5B | ||
| Q2 25 | $4.7B | $1.3B | ||
| Q1 25 | $4.4B | $1.4B | ||
| Q4 24 | $4.3B | $1.6B | ||
| Q3 24 | $4.7B | $1.7B | ||
| Q2 24 | $4.5B | $2.3B |
总资产GPCJBL
| Q1 26 | $21.0B | — | ||
| Q4 25 | $20.8B | $19.3B | ||
| Q3 25 | $20.7B | $18.5B | ||
| Q2 25 | $20.4B | $18.6B | ||
| Q1 25 | $19.8B | $17.4B | ||
| Q4 24 | $19.3B | $17.8B | ||
| Q3 24 | $20.3B | $17.4B | ||
| Q2 24 | $18.9B | $17.4B |
负债/权益比GPCJBL
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.08× | 2.15× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 2.12× | ||
| Q4 24 | 0.99× | 1.81× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.26× |
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 | — | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | $228.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 2.7% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | $548.0M | $1.2B |
8季度趋势，按日历期对齐
经营现金流GPCJBL
| Q1 26 | — | — | ||
| Q4 25 | $380.1M | $323.0M | ||
| Q3 25 | $341.6M | $588.0M | ||
| Q2 25 | $209.9M | $406.0M | ||
| Q1 25 | $-40.8M | $334.0M | ||
| Q4 24 | $155.0M | $312.0M | ||
| Q3 24 | $484.3M | $535.0M | ||
| Q2 24 | $293.6M | $515.0M |
自由现金流GPCJBL
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | $228.0M | ||
| Q3 25 | $240.0M | $419.0M | ||
| Q2 25 | $81.0M | $320.0M | ||
| Q1 25 | $-160.7M | $218.0M | ||
| Q4 24 | $-26.7M | $215.0M | ||
| Q3 24 | $358.0M | $411.0M | ||
| Q2 24 | $150.1M | $409.0M |
自由现金流率GPCJBL
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | 2.7% | ||
| Q3 25 | 3.8% | 5.1% | ||
| Q2 25 | 1.3% | 4.1% | ||
| Q1 25 | -2.7% | 3.2% | ||
| Q4 24 | -0.5% | 3.1% | ||
| Q3 24 | 6.0% | 5.9% | ||
| Q2 24 | 2.5% | 6.0% |
资本支出强度GPCJBL
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.1% | ||
| Q3 25 | 1.6% | 2.0% | ||
| Q2 25 | 2.1% | 1.1% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 3.1% | 1.4% | ||
| Q3 24 | 2.1% | 1.8% | ||
| Q2 24 | 2.4% | 1.6% |
现金转化率GPCJBL
| Q1 26 | — | — | ||
| Q4 25 | — | 2.21× | ||
| Q3 25 | 1.51× | 2.70× | ||
| Q2 25 | 0.82× | 1.83× | ||
| Q1 25 | -0.21× | 2.85× | ||
| Q4 24 | 1.17× | 3.12× | ||
| Q3 24 | 2.14× | 3.88× | ||
| Q2 24 | 0.99× | 3.99× |
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
GPC
暂无分部数据
JBL
| Intelligent Infrastructure | $4.0B | 49% |
| Transferred Over Time | $2.9B | 35% |
| Connected Living And Digital Commerce | $1.2B | 15% |
| Transferred At Point In Time | $127.0M | 2% |
