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JBG SMITH Properties（JBGS）与MIMEDX GROUP, INC.（MDXG）财务数据对比。点击上方公司名可切换其他公司
JBG SMITH Properties的季度营收约是MIMEDX GROUP, INC.的1.1倍（$127.6M vs $118.1M），MIMEDX GROUP, INC.净利率更高（12.9% vs -18.1%，领先30.9%），MIMEDX GROUP, INC.同比增速更快（27.1% vs 5.7%），过去两年MIMEDX GROUP, INC.的营收复合增速更高（18.1% vs -2.9%）
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。
MiMedx是一家总部位于美国佐治亚州玛丽埃塔的生物医疗企业，成立于2008年。该企业以胎盘、羊膜囊、脐带等分娩组织为原料，开发可用于植皮手术的医用真皮产品，在生物再生医疗领域开展业务。
JBGS vs MDXG — 直观对比
营收规模更大
JBGS
是对方的1.1倍
$118.1M
营收增速更快
MDXG
高出21.4%
5.7%
净利率更高
MDXG
高出30.9%
-18.1%
两年增速更快
MDXG
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $118.1M |
| 净利润 | $-23.0M | $15.2M |
| 毛利率 | — | 83.9% |
| 营业利润率 | — | 17.8% |
| 净利率 | -18.1% | 12.9% |
| 营收同比 | 5.7% | 27.1% |
| 净利润同比 | 57.1% | 104.2% |
| 每股收益（稀释后） | $-0.32 | $0.10 |
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JBGSMDXG
| Q1 26 | $127.6M | — | ||
| Q4 25 | $127.6M | $118.1M | ||
| Q3 25 | $123.9M | $113.7M | ||
| Q2 25 | $126.5M | $98.6M | ||
| Q1 25 | $120.7M | $88.2M | ||
| Q4 24 | $130.8M | $92.9M | ||
| Q3 24 | $136.0M | $84.1M | ||
| Q2 24 | $135.3M | $87.2M |
净利润JBGSMDXG
| Q1 26 | $-23.0M | — | ||
| Q4 25 | $-45.5M | $15.2M | ||
| Q3 25 | $-28.6M | $16.7M | ||
| Q2 25 | $-19.2M | $9.6M | ||
| Q1 25 | $-45.7M | $7.0M | ||
| Q4 24 | $-59.9M | $7.4M | ||
| Q3 24 | $-27.0M | $8.1M | ||
| Q2 24 | $-24.4M | $17.6M |
毛利率JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | — | 83.9% | ||
| Q3 25 | — | 83.5% | ||
| Q2 25 | — | 81.1% | ||
| Q1 25 | — | 81.2% | ||
| Q4 24 | — | 81.8% | ||
| Q3 24 | — | 81.8% | ||
| Q2 24 | — | 83.0% |
营业利润率JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | -47.5% | 17.8% | ||
| Q3 25 | -27.5% | 19.5% | ||
| Q2 25 | -18.4% | 12.5% | ||
| Q1 25 | -44.7% | 9.4% | ||
| Q4 24 | -53.6% | 11.9% | ||
| Q3 24 | -22.4% | 13.3% | ||
| Q2 24 | -24.3% | 26.9% |
净利率JBGSMDXG
| Q1 26 | -18.1% | — | ||
| Q4 25 | -35.7% | 12.9% | ||
| Q3 25 | -23.1% | 14.7% | ||
| Q2 25 | -15.2% | 9.8% | ||
| Q1 25 | -37.9% | 8.0% | ||
| Q4 24 | -45.8% | 8.0% | ||
| Q3 24 | -19.8% | 9.6% | ||
| Q2 24 | -18.0% | 20.2% |
每股收益（稀释后）JBGSMDXG
| Q1 26 | $-0.32 | — | ||
| Q4 25 | $-0.76 | $0.10 | ||
| Q3 25 | $-0.48 | $0.11 | ||
| Q2 25 | $-0.29 | $0.06 | ||
| Q1 25 | $-0.56 | $0.05 | ||
| Q4 24 | $-0.70 | $0.05 | ||
| Q3 24 | $-0.32 | $0.05 | ||
| Q2 24 | $-0.27 | $0.12 |
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 | — | $166.1M |
| 总债务越低越好 | — | $18.0M |
| 股东权益账面价值 | — | $256.5M |
| 总资产 | $4.3B | $342.7M |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | $75.3M | $166.1M | ||
| Q3 25 | $64.4M | $142.1M | ||
| Q2 25 | $61.4M | $118.9M | ||
| Q1 25 | $81.3M | $106.4M | ||
| Q4 24 | $145.8M | $104.4M | ||
| Q3 24 | $137.0M | $88.8M | ||
| Q2 24 | $163.5M | $69.0M |
总债务JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | — | $18.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $256.5M | ||
| Q3 25 | $1.2B | $238.9M | ||
| Q2 25 | $1.3B | $216.6M | ||
| Q1 25 | $1.6B | $202.8M | ||
| Q4 24 | $1.8B | $193.1M | ||
| Q3 24 | $1.9B | $181.0M | ||
| Q2 24 | $2.0B | $168.0M |
总资产JBGSMDXG
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.4B | $342.7M | ||
| Q3 25 | $4.4B | $319.0M | ||
| Q2 25 | $4.5B | $291.1M | ||
| Q1 25 | $4.7B | $270.4M | ||
| Q4 24 | $5.0B | $263.9M | ||
| Q3 24 | $5.2B | $243.9M | ||
| Q2 24 | $5.3B | $230.2M |
负债/权益比JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $25.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.64× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | $73.3M | $25.0M | ||
| Q3 25 | $8.9M | $29.3M | ||
| Q2 25 | $18.8M | $14.4M | ||
| Q1 25 | $12.9M | $5.3M | ||
| Q4 24 | $129.4M | $18.8M | ||
| Q3 24 | $26.4M | $19.6M | ||
| Q2 24 | $23.8M | $21.8M |
现金转化率JBGSMDXG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.75× | ||
| Q2 25 | — | 1.50× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.53× | ||
| Q3 24 | — | 2.42× | ||
| Q2 24 | — | 1.24× |
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
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
MDXG
| Wound | $78.7M | 67% |
| Surgical | $39.4M | 33% |
