vs
JBG SMITH Properties（JBGS）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是JBG SMITH Properties的1.1倍（$137.5M vs $127.6M），STRATTEC SECURITY CORP净利率更高（3.6% vs -35.7%，领先39.3%），STRATTEC SECURITY CORP同比增速更快（5.9% vs -2.5%），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
JBGS vs STRT — 直观对比
营收规模更大
STRT
是对方的1.1倍
$127.6M
营收增速更快
STRT
高出8.3%
-2.5%
净利率更高
STRT
高出39.3%
-35.7%
两年增速更快
STRT
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $137.5M |
| 净利润 | $-45.5M | $4.9M |
| 毛利率 | — | 16.5% |
| 营业利润率 | -47.5% | 3.5% |
| 净利率 | -35.7% | 3.6% |
| 营收同比 | -2.5% | 5.9% |
| 净利润同比 | 24.0% | 275.1% |
| 每股收益（稀释后） | $-0.76 | $1.20 |
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JBGSSTRT
| Q4 25 | $127.6M | $137.5M | ||
| Q3 25 | $123.9M | $152.4M | ||
| Q2 25 | $126.5M | $152.0M | ||
| Q1 25 | $120.7M | $144.1M | ||
| Q4 24 | $130.8M | $129.9M | ||
| Q3 24 | $136.0M | $139.1M | ||
| Q2 24 | $135.3M | — | ||
| Q1 24 | $145.2M | $140.8M |
净利润JBGSSTRT
| Q4 25 | $-45.5M | $4.9M | ||
| Q3 25 | $-28.6M | $8.5M | ||
| Q2 25 | $-19.2M | $8.3M | ||
| Q1 25 | $-45.7M | $5.4M | ||
| Q4 24 | $-59.9M | $1.3M | ||
| Q3 24 | $-27.0M | $3.7M | ||
| Q2 24 | $-24.4M | — | ||
| Q1 24 | $-32.3M | $1.5M |
毛利率JBGSSTRT
| Q4 25 | — | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 10.4% |
营业利润率JBGSSTRT
| Q4 25 | -47.5% | 3.5% | ||
| Q3 25 | -27.5% | 6.9% | ||
| Q2 25 | -18.4% | 5.6% | ||
| Q1 25 | -44.7% | 4.9% | ||
| Q4 24 | -53.6% | 1.6% | ||
| Q3 24 | -22.4% | 3.6% | ||
| Q2 24 | -24.3% | — | ||
| Q1 24 | -30.1% | 1.4% |
净利率JBGSSTRT
| Q4 25 | -35.7% | 3.6% | ||
| Q3 25 | -23.1% | 5.6% | ||
| Q2 25 | -15.2% | 5.4% | ||
| Q1 25 | -37.9% | 3.7% | ||
| Q4 24 | -45.8% | 1.0% | ||
| Q3 24 | -19.8% | 2.7% | ||
| Q2 24 | -18.0% | — | ||
| Q1 24 | -22.2% | 1.1% |
每股收益（稀释后）JBGSSTRT
| Q4 25 | $-0.76 | $1.20 | ||
| Q3 25 | $-0.48 | $2.07 | ||
| Q2 25 | $-0.29 | $2.02 | ||
| Q1 25 | $-0.56 | $1.32 | ||
| Q4 24 | $-0.70 | $0.32 | ||
| Q3 24 | $-0.32 | $0.92 | ||
| Q2 24 | $-0.27 | — | ||
| Q1 24 | $-0.36 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $236.8M |
| 总资产 | $4.4B | $392.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JBGSSTRT
| Q4 25 | $75.3M | $99.0M | ||
| Q3 25 | $64.4M | $90.5M | ||
| Q2 25 | $61.4M | $84.6M | ||
| Q1 25 | $81.3M | $62.1M | ||
| Q4 24 | $145.8M | $42.6M | ||
| Q3 24 | $137.0M | $34.4M | ||
| Q2 24 | $163.5M | — | ||
| Q1 24 | $220.5M | $9.6M |
股东权益JBGSSTRT
| Q4 25 | $1.2B | $236.8M | ||
| Q3 25 | $1.2B | $230.5M | ||
| Q2 25 | $1.3B | $221.6M | ||
| Q1 25 | $1.6B | $210.7M | ||
| Q4 24 | $1.8B | $204.5M | ||
| Q3 24 | $1.9B | $203.0M | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.1B | $193.8M |
总资产JBGSSTRT
| Q4 25 | $4.4B | $392.2M | ||
| Q3 25 | $4.4B | $390.1M | ||
| Q2 25 | $4.5B | $391.5M | ||
| Q1 25 | $4.7B | $387.4M | ||
| Q4 24 | $5.0B | $355.9M | ||
| Q3 24 | $5.2B | $366.9M | ||
| Q2 24 | $5.3B | — | ||
| Q1 24 | $5.4B | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流JBGSSTRT
| Q4 25 | $73.3M | $13.9M | ||
| Q3 25 | $8.9M | $11.3M | ||
| Q2 25 | $18.8M | $30.2M | ||
| Q1 25 | $12.9M | $20.7M | ||
| Q4 24 | $129.4M | $9.4M | ||
| Q3 24 | $26.4M | $11.3M | ||
| Q2 24 | $23.8M | — | ||
| Q1 24 | $37.0M | $-309.0K |
自由现金流JBGSSTRT
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.0M |
自由现金流率JBGSSTRT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.4% |
资本支出强度JBGSSTRT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.2% |
现金转化率JBGSSTRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
