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JBG SMITH Properties（JBGS）与WD 40 CO（WDFC）财务数据对比。点击上方公司名可切换其他公司
WD 40 CO的季度营收约是JBG SMITH Properties的1.2倍（$154.4M vs $127.6M），WD 40 CO净利率更高（11.3% vs -35.7%，领先47.0%），WD 40 CO同比增速更快（0.6% vs -2.5%），过去两年WD 40 CO的营收复合增速更高（5.4% 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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
JBGS vs WDFC — 直观对比
营收规模更大
WDFC
是对方的1.2倍
$127.6M
营收增速更快
WDFC
高出3.1%
-2.5%
净利率更高
WDFC
高出47.0%
-35.7%
两年增速更快
WDFC
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $127.6M | $154.4M |
| 净利润 | $-45.5M | $17.5M |
| 毛利率 | — | 56.2% |
| 营业利润率 | -47.5% | 15.1% |
| 净利率 | -35.7% | 11.3% |
| 营收同比 | -2.5% | 0.6% |
| 净利润同比 | 24.0% | -7.8% |
| 每股收益（稀释后） | $-0.76 | $1.28 |
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JBGSWDFC
| Q4 25 | $127.6M | $154.4M | ||
| Q3 25 | $123.9M | $163.5M | ||
| Q2 25 | $126.5M | $156.9M | ||
| Q1 25 | $120.7M | $146.1M | ||
| Q4 24 | $130.8M | $153.5M | ||
| Q3 24 | $136.0M | $156.0M | ||
| Q2 24 | $135.3M | $155.0M | ||
| Q1 24 | $145.2M | $139.1M |
净利润JBGSWDFC
| Q4 25 | $-45.5M | $17.5M | ||
| Q3 25 | $-28.6M | $21.2M | ||
| Q2 25 | $-19.2M | $21.0M | ||
| Q1 25 | $-45.7M | $29.9M | ||
| Q4 24 | $-59.9M | $18.9M | ||
| Q3 24 | $-27.0M | $16.8M | ||
| Q2 24 | $-24.4M | $19.8M | ||
| Q1 24 | $-32.3M | $15.5M |
毛利率JBGSWDFC
| Q4 25 | — | 56.2% | ||
| Q3 25 | — | 54.7% | ||
| Q2 25 | — | 56.2% | ||
| Q1 25 | — | 54.6% | ||
| Q4 24 | — | 54.8% | ||
| Q3 24 | — | 54.1% | ||
| Q2 24 | — | 53.1% | ||
| Q1 24 | — | 52.4% |
营业利润率JBGSWDFC
| Q4 25 | -47.5% | 15.1% | ||
| Q3 25 | -27.5% | 17.1% | ||
| Q2 25 | -18.4% | 17.4% | ||
| Q1 25 | -44.7% | 15.9% | ||
| Q4 24 | -53.6% | 16.4% | ||
| Q3 24 | -22.4% | 15.4% | ||
| Q2 24 | -24.3% | 17.5% | ||
| Q1 24 | -30.1% | 15.1% |
净利率JBGSWDFC
| Q4 25 | -35.7% | 11.3% | ||
| Q3 25 | -23.1% | 13.0% | ||
| Q2 25 | -15.2% | 13.4% | ||
| Q1 25 | -37.9% | 20.4% | ||
| Q4 24 | -45.8% | 12.3% | ||
| Q3 24 | -19.8% | 10.8% | ||
| Q2 24 | -18.0% | 12.8% | ||
| Q1 24 | -22.2% | 11.2% |
每股收益（稀释后）JBGSWDFC
| Q4 25 | $-0.76 | $1.28 | ||
| Q3 25 | $-0.48 | $1.57 | ||
| Q2 25 | $-0.29 | $1.54 | ||
| Q1 25 | $-0.56 | $2.19 | ||
| Q4 24 | $-0.70 | $1.39 | ||
| Q3 24 | $-0.32 | $1.23 | ||
| Q2 24 | $-0.27 | $1.46 | ||
| Q1 24 | $-0.36 | $1.14 |
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 | $48.6M |
| 总债务越低越好 | — | $85.7M |
| 股东权益账面价值 | $1.2B | $264.1M |
| 总资产 | $4.4B | $459.7M |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资JBGSWDFC
| Q4 25 | $75.3M | $48.6M | ||
| Q3 25 | $64.4M | $58.1M | ||
| Q2 25 | $61.4M | $51.7M | ||
| Q1 25 | $81.3M | $53.0M | ||
| Q4 24 | $145.8M | $54.9M | ||
| Q3 24 | $137.0M | $46.7M | ||
| Q2 24 | $163.5M | $45.3M | ||
| Q1 24 | $220.5M | $55.4M |
总债务JBGSWDFC
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $85.9M |
股东权益JBGSWDFC
| Q4 25 | $1.2B | $264.1M | ||
| Q3 25 | $1.2B | $268.2M | ||
| Q2 25 | $1.3B | $257.1M | ||
| Q1 25 | $1.6B | $242.1M | ||
| Q4 24 | $1.8B | $226.3M | ||
| Q3 24 | $1.9B | $230.5M | ||
| Q2 24 | $2.0B | $222.2M | ||
| Q1 24 | $2.1B | $216.3M |
总资产JBGSWDFC
| Q4 25 | $4.4B | $459.7M | ||
| Q3 25 | $4.4B | $475.8M | ||
| Q2 25 | $4.5B | $456.0M | ||
| Q1 25 | $4.7B | $458.3M | ||
| Q4 24 | $5.0B | $447.3M | ||
| Q3 24 | $5.2B | $449.0M | ||
| Q2 24 | $5.3B | $443.6M | ||
| Q1 24 | $5.4B | $442.0M |
负债/权益比JBGSWDFC
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.40× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 5.9% |
| 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 | — | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | $78.2M |
8季度趋势，按日历期对齐
经营现金流JBGSWDFC
| Q4 25 | $73.3M | $10.0M | ||
| Q3 25 | $8.9M | $29.9M | ||
| Q2 25 | $18.8M | $35.1M | ||
| Q1 25 | $12.9M | $8.0M | ||
| Q4 24 | $129.4M | $14.9M | ||
| Q3 24 | $26.4M | $27.2M | ||
| Q2 24 | $23.8M | $19.9M | ||
| Q1 24 | $37.0M | $18.0M |
自由现金流JBGSWDFC
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $28.6M | ||
| Q2 25 | — | $34.0M | ||
| Q1 25 | — | $6.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | — | $26.4M | ||
| Q2 24 | — | $18.7M | ||
| Q1 24 | — | $16.7M |
自由现金流率JBGSWDFC
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 17.5% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | — | 12.0% |
资本支出强度JBGSWDFC
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.9% |
现金转化率JBGSWDFC
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 1.16× |
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
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
