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捷普（JBL）与Smurfit Westrock（SW）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Smurfit Westrock的1.1倍（$8.3B vs $7.7B），捷普净利率更高（2.7% vs 0.8%，领先1.9%），捷普同比增速更快（23.1% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs 10.6%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
JBL vs SW — 直观对比
营收规模更大
JBL
是对方的1.1倍
$7.7B
营收增速更快
JBL
高出22.4%
0.7%
净利率更高
JBL
高出1.9%
0.8%
两年增速更快
SW
近两年复合增速
10.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.3B | $7.7B |
| 净利润 | $222.0M | $63.0M |
| 毛利率 | 9.0% | 16.4% |
| 营业利润率 | 4.5% | 3.3% |
| 净利率 | 2.7% | 0.8% |
| 营收同比 | 23.1% | 0.7% |
| 净利润同比 | 90.6% | — |
| 每股收益（稀释后） | $2.08 | $0.12 |
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JBLSW
| Q1 26 | $8.3B | $7.7B | ||
| Q4 25 | $8.3B | $7.6B | ||
| Q3 25 | $8.3B | $8.0B | ||
| Q2 25 | $7.8B | $7.9B | ||
| Q1 25 | $6.7B | $7.7B | ||
| Q4 24 | $7.0B | $7.5B | ||
| Q3 24 | $7.0B | $7.7B | ||
| Q2 24 | $6.8B | $3.0B |
净利润JBLSW
| Q1 26 | $222.0M | $63.0M | ||
| Q4 25 | $146.0M | $97.0M | ||
| Q3 25 | $218.0M | $246.0M | ||
| Q2 25 | $222.0M | $-28.0M | ||
| Q1 25 | $117.0M | $384.0M | ||
| Q4 24 | $100.0M | $146.0M | ||
| Q3 24 | $138.0M | $-150.0M | ||
| Q2 24 | $129.0M | $132.0M |
毛利率JBLSW
| Q1 26 | 9.0% | 16.4% | ||
| Q4 25 | 8.9% | 18.2% | ||
| Q3 25 | 9.5% | 19.6% | ||
| Q2 25 | 8.7% | 19.1% | ||
| Q1 25 | 8.6% | 20.6% | ||
| Q4 24 | 8.7% | 19.1% | ||
| Q3 24 | 9.5% | 17.6% | ||
| Q2 24 | 9.0% | 23.3% |
营业利润率JBLSW
| Q1 26 | 4.5% | 3.3% | ||
| Q4 25 | 3.4% | 5.1% | ||
| Q3 25 | 4.1% | 6.6% | ||
| Q2 25 | 5.1% | 3.2% | ||
| Q1 25 | 3.6% | 7.2% | ||
| Q4 24 | 2.8% | 5.3% | ||
| Q3 24 | 4.6% | 0.7% | ||
| Q2 24 | 3.9% | 8.2% |
净利率JBLSW
| Q1 26 | 2.7% | 0.8% | ||
| Q4 25 | 1.8% | 1.3% | ||
| Q3 25 | 2.6% | 3.1% | ||
| Q2 25 | 2.8% | -0.4% | ||
| Q1 25 | 1.7% | 5.0% | ||
| Q4 24 | 1.4% | 1.9% | ||
| Q3 24 | 2.0% | -2.0% | ||
| Q2 24 | 1.9% | 4.4% |
每股收益（稀释后）JBLSW
| Q1 26 | $2.08 | $0.12 | ||
| Q4 25 | $1.35 | $0.18 | ||
| Q3 25 | $1.95 | $0.47 | ||
| Q2 25 | $2.03 | $-0.05 | ||
| Q1 25 | $1.06 | $0.73 | ||
| Q4 24 | $0.88 | $-0.12 | ||
| Q3 24 | $1.33 | $-0.30 | ||
| Q2 24 | $1.06 | $0.51 |
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 | $1.8B | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $1.3B | $18.1B |
| 总资产 | $20.6B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资JBLSW
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.6B | $892.0M | ||
| Q3 25 | $1.9B | $851.0M | ||
| Q2 25 | $1.5B | $778.0M | ||
| Q1 25 | $1.6B | $797.0M | ||
| Q4 24 | $2.1B | $855.0M | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.5B | $26.8K |
总债务JBLSW
| Q1 26 | — | $980.0M | ||
| Q4 25 | $2.9B | $13.4B | ||
| Q3 25 | $2.9B | $13.3B | ||
| Q2 25 | $2.9B | $13.3B | ||
| Q1 25 | $2.9B | $12.9B | ||
| Q4 24 | $2.9B | $12.5B | ||
| Q3 24 | $2.9B | $13.2B | ||
| Q2 24 | $2.9B | — |
股东权益JBLSW
| Q1 26 | $1.3B | $18.1B | ||
| Q4 25 | $1.3B | $18.3B | ||
| Q3 25 | $1.5B | $18.4B | ||
| Q2 25 | $1.3B | $18.3B | ||
| Q1 25 | $1.4B | $17.9B | ||
| Q4 24 | $1.6B | $17.4B | ||
| Q3 24 | $1.7B | $18.0B | ||
| Q2 24 | $2.3B | $14.5K |
总资产JBLSW
| Q1 26 | $20.6B | $45.2B | ||
| Q4 25 | $19.3B | $45.2B | ||
| Q3 25 | $18.5B | $45.6B | ||
| Q2 25 | $18.6B | $45.7B | ||
| Q1 25 | $17.4B | $44.6B | ||
| Q4 24 | $17.8B | $43.8B | ||
| Q3 24 | $17.4B | $45.0B | ||
| Q2 24 | $17.4B | $26.8K |
负债/权益比JBLSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 2.15× | 0.73× | ||
| Q3 25 | 1.91× | 0.72× | ||
| Q2 25 | 2.24× | 0.73× | ||
| Q1 25 | 2.12× | 0.72× | ||
| Q4 24 | 1.81× | 0.72× | ||
| Q3 24 | 1.66× | 0.73× | ||
| 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 | $734.0M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.31× | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流JBLSW
| Q1 26 | $734.0M | $204.0M | ||
| Q4 25 | $323.0M | $1.2B | ||
| Q3 25 | $588.0M | $1.1B | ||
| Q2 25 | $406.0M | $829.0M | ||
| Q1 25 | $334.0M | $235.0M | ||
| Q4 24 | $312.0M | $781.0M | ||
| Q3 24 | $535.0M | $320.0M | ||
| Q2 24 | $515.0M | $340.0M |
自由现金流JBLSW
| Q1 26 | — | — | ||
| Q4 25 | $228.0M | $612.0M | ||
| Q3 25 | $419.0M | $523.0M | ||
| Q2 25 | $320.0M | $307.0M | ||
| Q1 25 | $218.0M | $-242.0M | ||
| Q4 24 | $215.0M | $212.0M | ||
| Q3 24 | $411.0M | $-192.0M | ||
| Q2 24 | $409.0M | $163.0M |
自由现金流率JBLSW
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 8.1% | ||
| Q3 25 | 5.1% | 6.5% | ||
| Q2 25 | 4.1% | 3.9% | ||
| Q1 25 | 3.2% | -3.2% | ||
| Q4 24 | 3.1% | 2.8% | ||
| Q3 24 | 5.9% | -2.5% | ||
| Q2 24 | 6.0% | 5.5% |
资本支出强度JBLSW
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 7.7% | ||
| Q3 25 | 2.0% | 7.6% | ||
| Q2 25 | 1.1% | 6.6% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 1.4% | 7.5% | ||
| Q3 24 | 1.8% | 6.7% | ||
| Q2 24 | 1.6% | 6.0% |
现金转化率JBLSW
| Q1 26 | 3.31× | 3.24× | ||
| Q4 25 | 2.21× | 12.32× | ||
| Q3 25 | 2.70× | 4.61× | ||
| Q2 25 | 1.83× | — | ||
| Q1 25 | 2.85× | 0.61× | ||
| Q4 24 | 3.12× | 5.35× | ||
| Q3 24 | 3.88× | — | ||
| Q2 24 | 3.99× | 2.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
