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捷普（JBL）与Raymond James Financial（RJF）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Raymond James Financial的2.2倍（$8.3B vs $3.9B），Raymond James Financial净利率更高（14.1% vs 1.8%，领先12.3%），捷普同比增速更快（18.7% vs 13.0%），过去两年捷普的营收复合增速更高（10.8% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
JBL vs RJF — 直观对比
营收规模更大
JBL
是对方的2.2倍
$3.9B
营收增速更快
JBL
高出5.7%
13.0%
净利率更高
RJF
高出12.3%
1.8%
两年增速更快
JBL
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.3B | $3.9B |
| 净利润 | $146.0M | $544.0M |
| 毛利率 | 8.9% | — |
| 营业利润率 | 3.4% | — |
| 净利率 | 1.8% | 14.1% |
| 营收同比 | 18.7% | 13.0% |
| 净利润同比 | 46.0% | 10.0% |
| 每股收益（稀释后） | $1.35 | $2.83 |
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JBLRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $8.3B | $4.2B | ||
| Q3 25 | $8.3B | $4.2B | ||
| Q2 25 | $7.8B | $3.8B | ||
| Q1 25 | $6.7B | $3.8B | ||
| Q4 24 | $7.0B | $4.0B | ||
| Q3 24 | $7.0B | $4.0B | ||
| Q2 24 | $6.8B | $3.8B |
净利润JBLRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $146.0M | $563.0M | ||
| Q3 25 | $218.0M | $604.0M | ||
| Q2 25 | $222.0M | $436.0M | ||
| Q1 25 | $117.0M | $495.0M | ||
| Q4 24 | $100.0M | $600.0M | ||
| Q3 24 | $138.0M | $602.0M | ||
| Q2 24 | $129.0M | $492.0M |
毛利率JBLRJF
| 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JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 5.1% | 14.7% | ||
| Q1 25 | 3.6% | 17.5% | ||
| Q4 24 | 2.8% | 18.6% | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 3.9% | 17.1% |
净利率JBLRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 1.8% | 13.5% | ||
| Q3 25 | 2.6% | 14.4% | ||
| Q2 25 | 2.8% | 11.3% | ||
| Q1 25 | 1.7% | 12.9% | ||
| Q4 24 | 1.4% | 14.9% | ||
| Q3 24 | 2.0% | 15.0% | ||
| Q2 24 | 1.9% | 13.1% |
每股收益（稀释后）JBLRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.35 | $2.79 | ||
| Q3 25 | $1.95 | $2.96 | ||
| Q2 25 | $2.03 | $2.12 | ||
| Q1 25 | $1.06 | $2.36 | ||
| Q4 24 | $0.88 | $2.86 | ||
| Q3 24 | $1.33 | $2.85 | ||
| Q2 24 | $1.06 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $1.3B | $52.0M |
| 总资产 | $19.3B | $91.9B |
| 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JBLRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.6B | $9.9B | ||
| Q3 25 | $1.9B | $11.4B | ||
| Q2 25 | $1.5B | $9.2B | ||
| Q1 25 | $1.6B | $9.7B | ||
| Q4 24 | $2.1B | $10.0B | ||
| Q3 24 | $2.2B | $11.0B | ||
| Q2 24 | $2.5B | $9.1B |
总债务JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — |
股东权益JBLRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $1.3B | $12.6B | ||
| Q3 25 | $1.5B | $12.5B | ||
| Q2 25 | $1.3B | $12.3B | ||
| Q1 25 | $1.4B | $12.2B | ||
| Q4 24 | $1.6B | $11.9B | ||
| Q3 24 | $1.7B | $11.7B | ||
| Q2 24 | $2.3B | $11.2B |
总资产JBLRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $19.3B | $88.8B | ||
| Q3 25 | $18.5B | $88.2B | ||
| Q2 25 | $18.6B | $84.8B | ||
| Q1 25 | $17.4B | $83.1B | ||
| Q4 24 | $17.8B | $82.3B | ||
| Q3 24 | $17.4B | $83.0B | ||
| Q2 24 | $17.4B | $80.6B |
负债/权益比JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.15× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.24× | — | ||
| Q1 25 | 2.12× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.66× | — | ||
| Q2 24 | 1.26× | — |
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 | — |
| 自由现金流率自由现金流/营收 | 2.7% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | $323.0M | $-10.0M | ||
| Q3 25 | $588.0M | $796.0M | ||
| Q2 25 | $406.0M | $691.0M | ||
| Q1 25 | $334.0M | $117.0M | ||
| Q4 24 | $312.0M | $830.0M | ||
| Q3 24 | $535.0M | $510.0M | ||
| Q2 24 | $515.0M | $711.0M |
自由现金流JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | $228.0M | $-56.0M | ||
| Q3 25 | $419.0M | $752.0M | ||
| Q2 25 | $320.0M | $634.0M | ||
| Q1 25 | $218.0M | $71.0M | ||
| Q4 24 | $215.0M | $789.0M | ||
| Q3 24 | $411.0M | $460.0M | ||
| Q2 24 | $409.0M | $655.0M |
自由现金流率JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | -1.3% | ||
| Q3 25 | 5.1% | 17.9% | ||
| Q2 25 | 4.1% | 16.5% | ||
| Q1 25 | 3.2% | 1.8% | ||
| Q4 24 | 3.1% | 19.6% | ||
| Q3 24 | 5.9% | 11.5% | ||
| Q2 24 | 6.0% | 17.4% |
资本支出强度JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.1% | ||
| Q3 25 | 2.0% | 1.1% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 1.7% | 1.2% | ||
| Q4 24 | 1.4% | 1.0% | ||
| Q3 24 | 1.8% | 1.2% | ||
| Q2 24 | 1.6% | 1.5% |
现金转化率JBLRJF
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | -0.02× | ||
| Q3 25 | 2.70× | 1.32× | ||
| Q2 25 | 1.83× | 1.58× | ||
| Q1 25 | 2.85× | 0.24× | ||
| Q4 24 | 3.12× | 1.38× | ||
| Q3 24 | 3.88× | 0.85× | ||
| Q2 24 | 3.99× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
