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盈透证券（IBKR）与J.M. Smucker Company (The)（SJM）财务数据对比。点击上方公司名可切换其他公司
J.M. Smucker Company (The)的季度营收约是盈透证券的1.4倍（$2.3B vs $1.7B），盈透证券净利率更高（70.2% vs 10.4%，领先59.8%），盈透证券同比增速更快（17.0% vs 2.6%），过去两年盈透证券的营收复合增速更高（87.6% vs 2.2%）
盈透证券集团是总部位于美国康涅狄格州格林威治的跨国经纪机构，运营着美国日均营收交易量最高的电子交易平台，2024年日均处理交易达260万笔。作为全球最大的外汇市场经纪商，同时也是头部主经纪商之一，服务商品经纪机构，可提供股票、期权、期货等多品类资产的经纪服务。
J.M.斯马克公司是美国食品饮料生产企业，总部位于俄亥俄州奥维尔，1897年成立之初主营苹果酱生产，目前旗下设消费食品、宠物食品、咖啡三大业务板块，核心品牌Smucker's主打果酱、花生酱、糖浆、无皮冷冻三明治、冰淇淋顶料等产品。
IBKR vs SJM — 直观对比
营收规模更大
SJM
是对方的1.4倍
$1.7B
营收增速更快
IBKR
高出14.4%
2.6%
净利率更高
IBKR
高出59.8%
10.4%
两年增速更快
IBKR
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.3B |
| 净利润 | $1.2B | $241.3M |
| 毛利率 | — | 37.3% |
| 营业利润率 | — | 18.0% |
| 净利率 | 70.2% | 10.4% |
| 营收同比 | 17.0% | 2.6% |
| 净利润同比 | 21.5% | 1084.9% |
| 每股收益（稀释后） | $0.59 | $2.26 |
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IBKRSJM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $667.0M | $2.3B | ||
| Q3 25 | $603.0M | $2.1B | ||
| Q2 25 | $578.0M | $2.1B | ||
| Q1 25 | $592.0M | $2.2B | ||
| Q4 24 | $558.0M | $2.3B | ||
| Q3 24 | $507.0M | $2.1B | ||
| Q2 24 | $474.0M | $2.2B |
净利润IBKRSJM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $241.3M | ||
| Q3 25 | $1.2B | $-43.9M | ||
| Q2 25 | $1.0B | $-729.0M | ||
| Q1 25 | $964.0M | $-662.3M | ||
| Q4 24 | $969.0M | $-24.5M | ||
| Q3 24 | $834.0M | $185.0M | ||
| Q2 24 | $809.0M | $245.1M |
毛利率IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 41.4% |
营业利润率IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | -27.9% | ||
| Q1 25 | — | -27.2% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 18.4% |
净利率IBKRSJM
| Q1 26 | 70.2% | — | ||
| Q4 25 | 180.1% | 10.4% | ||
| Q3 25 | 196.7% | -2.1% | ||
| Q2 25 | 174.0% | -34.0% | ||
| Q1 25 | 162.8% | -30.3% | ||
| Q4 24 | 173.7% | -1.1% | ||
| Q3 24 | 164.5% | 8.7% | ||
| Q2 24 | 170.7% | 11.1% |
每股收益（稀释后）IBKRSJM
| Q1 26 | $0.59 | — | ||
| Q4 25 | $-0.82 | $2.26 | ||
| Q3 25 | $0.59 | $-0.41 | ||
| Q2 25 | $0.51 | $-6.86 | ||
| Q1 25 | $1.94 | $-6.22 | ||
| Q4 24 | $2.00 | $-0.23 | ||
| Q3 24 | $1.67 | $1.74 | ||
| Q2 24 | $1.65 | $2.31 |
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 | $5.1B | — |
| 总债务越低越好 | $12.0M | $7.0B |
| 股东权益账面价值 | $5.6B | $6.1B |
| 总资产 | $218.7B | $17.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资IBKRSJM
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.9B | — |
总债务IBKRSJM
| Q1 26 | $12.0M | — | ||
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | — | $7.8B |
股东权益IBKRSJM
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.4B | $6.1B | ||
| Q3 25 | $5.1B | $5.9B | ||
| Q2 25 | $4.8B | $6.1B | ||
| Q1 25 | $4.5B | $6.9B | ||
| Q4 24 | $4.3B | $7.6B | ||
| Q3 24 | $4.1B | $7.8B | ||
| Q2 24 | $3.9B | $7.7B |
总资产IBKRSJM
| Q1 26 | $218.7B | — | ||
| Q4 25 | $203.2B | $17.6B | ||
| Q3 25 | $200.2B | $17.7B | ||
| Q2 25 | $181.5B | $17.6B | ||
| Q1 25 | $157.7B | $18.4B | ||
| Q4 24 | $150.1B | $20.0B | ||
| Q3 24 | $148.5B | $20.3B | ||
| Q2 24 | $136.6B | $20.3B |
负债/权益比IBKRSJM
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.01× |
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 | — | $346.5M |
| 自由现金流经营现金流 - 资本支出 | — | $280.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 1.44× |
| 过去12个月自由现金流最近4个季度 | — | $635.5M |
8季度趋势，按日历期对齐
经营现金流IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $346.5M | ||
| Q3 25 | $4.5B | $-10.6M | ||
| Q2 25 | $7.1B | $393.9M | ||
| Q1 25 | $2.6B | $239.4M | ||
| Q4 24 | $1.8B | $404.2M | ||
| Q3 24 | $3.6B | $172.9M | ||
| Q2 24 | $1.6B | $428.1M |
自由现金流IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | — | $280.2M | ||
| Q3 25 | — | $-94.9M | ||
| Q2 25 | — | $298.9M | ||
| Q1 25 | — | $151.3M | ||
| Q4 24 | — | $317.2M | ||
| Q3 24 | — | $49.2M | ||
| Q2 24 | — | $297.5M |
自由现金流率IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 13.5% |
资本支出强度IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 4.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 5.9% |
现金转化率IBKRSJM
| Q1 26 | — | — | ||
| Q4 25 | 1.34× | 1.44× | ||
| Q3 25 | 3.78× | — | ||
| Q2 25 | 7.10× | — | ||
| Q1 25 | 2.68× | — | ||
| Q4 24 | 1.90× | — | ||
| Q3 24 | 4.29× | 0.93× | ||
| Q2 24 | 2.00× | 1.75× |
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
IBKR
暂无分部数据
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
