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JBG SMITH Properties（JBGS）与百胜餐饮集团（LCUT）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是JBG SMITH Properties的1.6倍（$204.1M vs $127.6M），百胜餐饮集团净利率更高（8.9% vs -35.7%，领先44.6%），JBG SMITH Properties同比增速更快（-2.5% vs -5.2%），过去两年百胜餐饮集团的营收复合增速更高（19.8% vs -6.3%）
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
百胜餐饮集团是美国跨国快餐企业，1977年百事可乐收购肯德基、必胜客、塔可Bell后将其整合为旗下子公司，1997年百事剥离该业务板块后正式独立为百胜集团。集团目前运营肯德基、必胜客、塔可Bell、哈比特汉堡等多个餐饮品牌，同时布局相关餐饮科技业务，门店网络遍布全球多个国家和地区。
JBGS vs LCUT — 直观对比
营收规模更大
LCUT
是对方的1.6倍
$127.6M
营收增速更快
JBGS
高出2.7%
-5.2%
净利率更高
LCUT
高出44.6%
-35.7%
两年增速更快
LCUT
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $204.1M |
| 净利润 | $-45.5M | $18.2M |
| 毛利率 | — | 38.6% |
| 营业利润率 | -47.5% | 9.8% |
| 净利率 | -35.7% | 8.9% |
| 营收同比 | -2.5% | -5.2% |
| 净利润同比 | 24.0% | 103.5% |
| 每股收益（稀释后） | $-0.76 | $0.83 |
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JBGSLCUT
| Q4 25 | $127.6M | $204.1M | ||
| Q3 25 | $123.9M | $171.9M | ||
| Q2 25 | $126.5M | $131.9M | ||
| Q1 25 | $120.7M | $140.1M | ||
| Q4 24 | $130.8M | $215.2M | ||
| Q3 24 | $136.0M | $183.8M | ||
| Q2 24 | $135.3M | $141.7M | ||
| Q1 24 | $145.2M | $142.2M |
净利润JBGSLCUT
| Q4 25 | $-45.5M | $18.2M | ||
| Q3 25 | $-28.6M | $-1.2M | ||
| Q2 25 | $-19.2M | $-39.7M | ||
| Q1 25 | $-45.7M | $-4.2M | ||
| Q4 24 | $-59.9M | $8.9M | ||
| Q3 24 | $-27.0M | $344.0K | ||
| Q2 24 | $-24.4M | $-18.2M | ||
| Q1 24 | $-32.3M | $-6.3M |
毛利率JBGSLCUT
| Q4 25 | — | 38.6% | ||
| Q3 25 | — | 35.1% | ||
| Q2 25 | — | 38.6% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 37.7% | ||
| Q3 24 | — | 36.7% | ||
| Q2 24 | — | 38.5% | ||
| Q1 24 | — | 40.5% |
营业利润率JBGSLCUT
| Q4 25 | -47.5% | 9.8% | ||
| Q3 25 | -27.5% | 3.9% | ||
| Q2 25 | -18.4% | -28.2% | ||
| Q1 25 | -44.7% | 0.8% | ||
| Q4 24 | -53.6% | 7.2% | ||
| Q3 24 | -22.4% | 4.7% | ||
| Q2 24 | -24.3% | 0.8% | ||
| Q1 24 | -30.1% | 1.3% |
净利率JBGSLCUT
| Q4 25 | -35.7% | 8.9% | ||
| Q3 25 | -23.1% | -0.7% | ||
| Q2 25 | -15.2% | -30.1% | ||
| Q1 25 | -37.9% | -3.0% | ||
| Q4 24 | -45.8% | 4.1% | ||
| Q3 24 | -19.8% | 0.2% | ||
| Q2 24 | -18.0% | -12.8% | ||
| Q1 24 | -22.2% | -4.4% |
每股收益（稀释后）JBGSLCUT
| Q4 25 | $-0.76 | $0.83 | ||
| Q3 25 | $-0.48 | $-0.05 | ||
| Q2 25 | $-0.29 | $-1.83 | ||
| Q1 25 | $-0.56 | $-0.19 | ||
| Q4 24 | $-0.70 | $0.41 | ||
| Q3 24 | $-0.32 | $0.02 | ||
| Q2 24 | $-0.27 | $-0.85 | ||
| Q1 24 | $-0.36 | $-0.29 |
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 | $75.3M | $4.3M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $1.2B | $202.3M |
| 总资产 | $4.4B | $572.6M |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资JBGSLCUT
| Q4 25 | $75.3M | $4.3M | ||
| Q3 25 | $64.4M | $12.1M | ||
| Q2 25 | $61.4M | $12.0M | ||
| Q1 25 | $81.3M | $10.4M | ||
| Q4 24 | $145.8M | $2.9M | ||
| Q3 24 | $137.0M | $6.0M | ||
| Q2 24 | $163.5M | $3.4M | ||
| Q1 24 | $220.5M | $4.6M |
总债务JBGSLCUT
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JBGSLCUT
| Q4 25 | $1.2B | $202.3M | ||
| Q3 25 | $1.2B | $184.6M | ||
| Q2 25 | $1.3B | $185.8M | ||
| Q1 25 | $1.6B | $225.7M | ||
| Q4 24 | $1.8B | $229.9M | ||
| Q3 24 | $1.9B | $220.9M | ||
| Q2 24 | $2.0B | $219.8M | ||
| Q1 24 | $2.1B | $223.7M |
总资产JBGSLCUT
| Q4 25 | $4.4B | $572.6M | ||
| Q3 25 | $4.4B | $581.1M | ||
| Q2 25 | $4.5B | $551.9M | ||
| Q1 25 | $4.7B | $594.6M | ||
| Q4 24 | $5.0B | $634.3M | ||
| Q3 24 | $5.2B | $668.7M | ||
| Q2 24 | $5.3B | $617.0M | ||
| Q1 24 | $5.4B | $602.7M |
负债/权益比JBGSLCUT
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $73.3M | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $2.6M |
| 自由现金流率自由现金流/营收 | — | 1.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.21× |
| 过去12个月自由现金流最近4个季度 | — | $3.3M |
8季度趋势，按日历期对齐
经营现金流JBGSLCUT
| Q4 25 | $73.3M | $3.7M | ||
| Q3 25 | $8.9M | $-22.2M | ||
| Q2 25 | $18.8M | $9.3M | ||
| Q1 25 | $12.9M | $16.7M | ||
| Q4 24 | $129.4M | $20.3M | ||
| Q3 24 | $26.4M | $-22.7M | ||
| Q2 24 | $23.8M | $10.4M | ||
| Q1 24 | $37.0M | $10.5M |
自由现金流JBGSLCUT
| Q4 25 | — | $2.6M | ||
| Q3 25 | — | $-22.7M | ||
| Q2 25 | — | $8.2M | ||
| Q1 25 | — | $15.1M | ||
| Q4 24 | — | $19.7M | ||
| Q3 24 | — | $-23.2M | ||
| Q2 24 | — | $9.9M | ||
| Q1 24 | — | $9.9M |
自由现金流率JBGSLCUT
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | -13.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | -12.6% | ||
| Q2 24 | — | 7.0% | ||
| Q1 24 | — | 7.0% |
资本支出强度JBGSLCUT
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.4% |
现金转化率JBGSLCUT
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | — | -65.89× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
JBGS
暂无分部数据
LCUT
| Kitchenware | $114.3M | 56% |
| Tableware | $41.7M | 20% |
| Home Solutions | $29.4M | 14% |
| Other | $18.8M | 9% |
