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JBG SMITH Properties（JBGS）与Ingevity Corp（NGVT）财务数据对比。点击上方公司名可切换其他公司
Ingevity Corp的季度营收约是JBG SMITH Properties的1.5倍（$185.4M vs $127.6M），JBG SMITH Properties净利率更高（-18.1% vs -45.6%，领先27.6%），Ingevity Corp同比增速更快（36.7% vs 5.7%），过去两年JBG SMITH Properties的营收复合增速更高（-2.9% vs -26.2%）
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。
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
JBGS vs NGVT — 直观对比
营收规模更大
NGVT
是对方的1.5倍
$127.6M
营收增速更快
NGVT
高出31.0%
5.7%
净利率更高
JBGS
高出27.6%
-45.6%
两年增速更快
JBGS
近两年复合增速
-26.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $185.4M |
| 净利润 | $-23.0M | $-84.6M |
| 毛利率 | — | 41.2% |
| 营业利润率 | — | -47.7% |
| 净利率 | -18.1% | -45.6% |
| 营收同比 | 5.7% | 36.7% |
| 净利润同比 | 57.1% | -609.6% |
| 每股收益（稀释后） | $-0.32 | $-2.33 |
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JBGSNGVT
| Q1 26 | $127.6M | — | ||
| Q4 25 | $127.6M | $185.4M | ||
| Q3 25 | $123.9M | $333.1M | ||
| Q2 25 | $126.5M | $365.1M | ||
| Q1 25 | $120.7M | $284.0M | ||
| Q4 24 | $130.8M | $135.6M | ||
| Q3 24 | $136.0M | $333.8M | ||
| Q2 24 | $135.3M | $390.6M |
净利润JBGSNGVT
| Q1 26 | $-23.0M | — | ||
| Q4 25 | $-45.5M | $-84.6M | ||
| Q3 25 | $-28.6M | $43.5M | ||
| Q2 25 | $-19.2M | $-146.5M | ||
| Q1 25 | $-45.7M | $20.5M | ||
| Q4 24 | $-59.9M | $16.6M | ||
| Q3 24 | $-27.0M | $-107.2M | ||
| Q2 24 | $-24.4M | $-283.7M |
毛利率JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 41.2% | ||
| Q3 25 | — | 40.2% | ||
| Q2 25 | — | 37.8% | ||
| Q1 25 | — | 39.9% | ||
| Q4 24 | — | 81.3% | ||
| Q3 24 | — | 39.4% | ||
| Q2 24 | — | 31.5% |
营业利润率JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | -47.5% | -47.7% | ||
| Q3 25 | -27.5% | 18.7% | ||
| Q2 25 | -18.4% | -39.1% | ||
| Q1 25 | -44.7% | 9.4% | ||
| Q4 24 | -53.6% | — | ||
| Q3 24 | -22.4% | 33.0% | ||
| Q2 24 | -24.3% | 25.9% |
净利率JBGSNGVT
| Q1 26 | -18.1% | — | ||
| Q4 25 | -35.7% | -45.6% | ||
| Q3 25 | -23.1% | 13.1% | ||
| Q2 25 | -15.2% | -40.1% | ||
| Q1 25 | -37.9% | 7.2% | ||
| Q4 24 | -45.8% | 12.2% | ||
| Q3 24 | -19.8% | -32.1% | ||
| Q2 24 | -18.0% | -72.6% |
每股收益（稀释后）JBGSNGVT
| Q1 26 | $-0.32 | — | ||
| Q4 25 | $-0.76 | $-2.33 | ||
| Q3 25 | $-0.48 | $1.18 | ||
| Q2 25 | $-0.29 | $-4.02 | ||
| Q1 25 | $-0.56 | $0.56 | ||
| Q4 24 | $-0.70 | $0.44 | ||
| Q3 24 | $-0.32 | $-2.94 | ||
| Q2 24 | $-0.27 | $-7.81 |
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 | — | $78.1M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | — | $29.7M |
| 总资产 | $4.3B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 39.10× |
8季度趋势，按日历期对齐
现金及短期投资JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | $75.3M | $78.1M | ||
| Q3 25 | $64.4M | $83.4M | ||
| Q2 25 | $61.4M | $76.9M | ||
| Q1 25 | $81.3M | $71.5M | ||
| Q4 24 | $145.8M | $68.0M | ||
| Q3 24 | $137.0M | $135.5M | ||
| Q2 24 | $163.5M | $107.4M |
总债务JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $29.7M | ||
| Q3 25 | $1.2B | $138.1M | ||
| Q2 25 | $1.3B | $120.7M | ||
| Q1 25 | $1.6B | $234.6M | ||
| Q4 24 | $1.8B | $195.2M | ||
| Q3 24 | $1.9B | $214.5M | ||
| Q2 24 | $2.0B | $284.8M |
总资产JBGSNGVT
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $4.4B | $1.8B | ||
| Q2 25 | $4.5B | $1.9B | ||
| Q1 25 | $4.7B | $2.1B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $5.2B | $2.2B | ||
| Q2 24 | $5.3B | $2.3B |
负债/权益比JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 39.10× | ||
| Q3 25 | — | 8.39× | ||
| Q2 25 | — | 10.24× | ||
| Q1 25 | — | 5.68× | ||
| Q4 24 | — | 6.86× | ||
| Q3 24 | — | 6.52× | ||
| Q2 24 | — | 4.92× |
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 | — | $97.1M |
| 自由现金流经营现金流 - 资本支出 | — | $73.5M |
| 自由现金流率自由现金流/营收 | — | 39.6% |
| 资本支出强度资本支出/营收 | — | 12.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $273.5M |
8季度趋势，按日历期对齐
经营现金流JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | $73.3M | $97.1M | ||
| Q3 25 | $8.9M | $129.7M | ||
| Q2 25 | $18.8M | $79.0M | ||
| Q1 25 | $12.9M | $25.4M | ||
| Q4 24 | $129.4M | $64.5M | ||
| Q3 24 | $26.4M | $46.5M | ||
| Q2 24 | $23.8M | $29.7M |
自由现金流JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | $73.5M | ||
| Q3 25 | — | $117.8M | ||
| Q2 25 | — | $66.8M | ||
| Q1 25 | — | $15.4M | ||
| Q4 24 | — | $39.6M | ||
| Q3 24 | — | $28.5M | ||
| Q2 24 | — | $11.6M |
自由现金流率JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 39.6% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 18.3% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 3.0% |
资本支出强度JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 4.6% |
现金转化率JBGSNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.98× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.24× | ||
| Q4 24 | — | 3.89× | ||
| Q3 24 | — | — | ||
| Q2 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% |
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
