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捷普（JBL）与纽蒙特（NEM）财务数据对比。点击上方公司名可切换其他公司
捷普的季度营收约是纽蒙特的1.1倍（$8.3B vs $7.3B），纽蒙特净利率更高（26.0% vs 1.8%，领先24.3%），捷普同比增速更快（18.7% vs -31.4%），纽蒙特自由现金流更多（$1.2B vs $228.0M），过去两年纽蒙特的营收复合增速更高（28.8% vs 10.8%）
捷普（Jabil Inc.）是美国跨国制造企业，业务涵盖电子电路板组件及系统的设计、研发与生产，同时提供供应链服务，核心客户以原始设备制造商（OEM）为主。公司总部位于佛罗里达州圣彼得堡Gateway区域，是坦帕湾地区规模最大的企业之一。
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业，为全球规模最大的金矿开采集团。公司成立于1921年，在全球十余个国家持有金矿资产，还与巴里克矿业共同持有内华达金矿的部分股权，除黄金外也开采铜、银、锌、铅等多种金属。
JBL vs NEM — 直观对比
营收规模更大
JBL
是对方的1.1倍
$7.3B
营收增速更快
JBL
高出50.2%
-31.4%
净利率更高
NEM
高出24.3%
1.8%
自由现金流更多
NEM
多$977.0M
$228.0M
两年增速更快
NEM
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.3B | $7.3B |
| 净利润 | $146.0M | $1.9B |
| 毛利率 | 8.9% | — |
| 营业利润率 | 3.4% | — |
| 净利率 | 1.8% | 26.0% |
| 营收同比 | 18.7% | -31.4% |
| 净利润同比 | 46.0% | -8.3% |
| 每股收益（稀释后） | $1.35 | $1.68 |
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JBLNEM
| Q1 26 | — | $7.3B | ||
| Q4 25 | $8.3B | $6.8B | ||
| Q3 25 | $8.3B | $5.5B | ||
| Q2 25 | $7.8B | $5.3B | ||
| Q1 25 | $6.7B | $5.0B | ||
| Q4 24 | $7.0B | $5.7B | ||
| Q3 24 | $7.0B | $4.6B | ||
| Q2 24 | $6.8B | $4.4B |
净利润JBLNEM
| Q1 26 | — | $1.9B | ||
| Q4 25 | $146.0M | $1.3B | ||
| Q3 25 | $218.0M | $1.8B | ||
| Q2 25 | $222.0M | $2.1B | ||
| Q1 25 | $117.0M | $1.9B | ||
| Q4 24 | $100.0M | $1.4B | ||
| Q3 24 | $138.0M | $922.0M | ||
| Q2 24 | $129.0M | $853.0M |
毛利率JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 9.0% | — |
营业利润率JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 47.6% | ||
| Q3 25 | 4.1% | 45.4% | ||
| Q2 25 | 5.1% | 58.6% | ||
| Q1 25 | 3.6% | 49.3% | ||
| Q4 24 | 2.8% | 36.3% | ||
| Q3 24 | 4.6% | 23.0% | ||
| Q2 24 | 3.9% | 23.5% |
净利率JBLNEM
| Q1 26 | — | 26.0% | ||
| Q4 25 | 1.8% | 19.1% | ||
| Q3 25 | 2.6% | 33.2% | ||
| Q2 25 | 2.8% | 38.8% | ||
| Q1 25 | 1.7% | 37.7% | ||
| Q4 24 | 1.4% | 24.8% | ||
| Q3 24 | 2.0% | 20.0% | ||
| Q2 24 | 1.9% | 19.4% |
每股收益（稀释后）JBLNEM
| Q1 26 | — | $1.68 | ||
| Q4 25 | $1.35 | $1.19 | ||
| Q3 25 | $1.95 | $1.67 | ||
| Q2 25 | $2.03 | $1.85 | ||
| Q1 25 | $1.06 | $1.68 | ||
| Q4 24 | $0.88 | $1.23 | ||
| Q3 24 | $1.33 | $0.80 | ||
| Q2 24 | $1.06 | $0.74 |
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 | $1.6B | $4.7B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $1.3B | $31.4B |
| 总资产 | $19.3B | $55.5B |
| 负债/权益比越低杠杆越低 | 2.15× | — |
8季度趋势，按日历期对齐
现金及短期投资JBLNEM
| Q1 26 | — | $4.7B | ||
| Q4 25 | $1.6B | $8.2B | ||
| Q3 25 | $1.9B | $6.0B | ||
| Q2 25 | $1.5B | $6.7B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $2.1B | $3.6B | ||
| Q3 24 | $2.2B | $3.1B | ||
| Q2 24 | $2.5B | $2.7B |
总债务JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $5.1B | ||
| Q3 25 | $2.9B | $5.2B | ||
| Q2 25 | $2.9B | $7.1B | ||
| Q1 25 | $2.9B | $7.5B | ||
| Q4 24 | $2.9B | $8.5B | ||
| Q3 24 | $2.9B | $8.6B | ||
| Q2 24 | $2.9B | $8.7B |
股东权益JBLNEM
| Q1 26 | — | $31.4B | ||
| Q4 25 | $1.3B | $33.9B | ||
| Q3 25 | $1.5B | $33.2B | ||
| Q2 25 | $1.3B | $32.1B | ||
| Q1 25 | $1.4B | $31.2B | ||
| Q4 24 | $1.6B | $29.9B | ||
| Q3 24 | $1.7B | $29.7B | ||
| Q2 24 | $2.3B | $29.4B |
总资产JBLNEM
| Q1 26 | — | $55.5B | ||
| Q4 25 | $19.3B | $57.1B | ||
| Q3 25 | $18.5B | $54.7B | ||
| Q2 25 | $18.6B | $55.2B | ||
| Q1 25 | $17.4B | $55.5B | ||
| Q4 24 | $17.8B | $56.3B | ||
| Q3 24 | $17.4B | $56.2B | ||
| Q2 24 | $17.4B | $55.7B |
负债/权益比JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | 2.15× | 0.15× | ||
| Q3 25 | 1.91× | 0.16× | ||
| Q2 25 | 2.24× | 0.22× | ||
| Q1 25 | 2.12× | 0.24× | ||
| Q4 24 | 1.81× | 0.28× | ||
| Q3 24 | 1.66× | 0.29× | ||
| Q2 24 | 1.26× | 0.30× |
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 | $323.0M | — |
| 自由现金流经营现金流 - 资本支出 | $228.0M | $1.2B |
| 自由现金流率自由现金流/营收 | 2.7% | 16.5% |
| 资本支出强度资本支出/营收 | 1.1% | 11.3% |
| 现金转化率经营现金流/净利润 | 2.21× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $7.3B |
8季度趋势，按日历期对齐
经营现金流JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | $323.0M | $3.6B | ||
| Q3 25 | $588.0M | $2.3B | ||
| Q2 25 | $406.0M | $2.4B | ||
| Q1 25 | $334.0M | $2.0B | ||
| Q4 24 | $312.0M | $2.5B | ||
| Q3 24 | $535.0M | $1.6B | ||
| Q2 24 | $515.0M | $1.4B |
自由现金流JBLNEM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $228.0M | $2.8B | ||
| Q3 25 | $419.0M | $1.6B | ||
| Q2 25 | $320.0M | $1.7B | ||
| Q1 25 | $218.0M | $1.2B | ||
| Q4 24 | $215.0M | $1.6B | ||
| Q3 24 | $411.0M | $771.0M | ||
| Q2 24 | $409.0M | $628.0M |
自由现金流率JBLNEM
| Q1 26 | — | 16.5% | ||
| Q4 25 | 2.7% | 41.3% | ||
| Q3 25 | 5.1% | 28.4% | ||
| Q2 25 | 4.1% | 32.2% | ||
| Q1 25 | 3.2% | 24.1% | ||
| Q4 24 | 3.1% | 28.9% | ||
| Q3 24 | 5.9% | 16.7% | ||
| Q2 24 | 6.0% | 14.3% |
资本支出强度JBLNEM
| Q1 26 | — | 11.3% | ||
| Q4 25 | 1.1% | 11.9% | ||
| Q3 25 | 2.0% | 13.2% | ||
| Q2 25 | 1.1% | 12.7% | ||
| Q1 25 | 1.7% | 16.5% | ||
| Q4 24 | 1.4% | 15.5% | ||
| Q3 24 | 1.8% | 19.0% | ||
| Q2 24 | 1.6% | 18.2% |
现金转化率JBLNEM
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | 2.78× | ||
| Q3 25 | 2.70× | 1.25× | ||
| Q2 25 | 1.83× | 1.16× | ||
| Q1 25 | 2.85× | 1.07× | ||
| Q4 24 | 3.12× | 1.79× | ||
| Q3 24 | 3.88× | 1.79× | ||
| Q2 24 | 3.99× | 1.67× |
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
JBL
| Intelligent Infrastructure | $4.0B | 49% |
| Transferred Over Time | $2.9B | 35% |
| Connected Living And Digital Commerce | $1.2B | 15% |
| Transferred At Point In Time | $127.0M | 2% |
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |
