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捷普（JBL）与TIGO ENERGY, INC.（TYGO）财务数据对比。点击上方公司名可切换其他公司
TIGO ENERGY, INC.的季度营收约是捷普的1.1倍（$9.2B vs $8.3B），捷普自由现金流更多（$228.0M vs $-39.3M）
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。
Tigo Energy是一家美国企业，总部位于加利福尼亚州洛斯加托斯，专注服务光伏领域的安装商、经销商与原始设备制造商，主打产品与技术包括组件级功率优化器及智能组件功率电子器件，同时也为行业客户提供配套软件与相关服务。
JBL vs TYGO — 直观对比
营收规模更大
TYGO
是对方的1.1倍
$8.3B
自由现金流更多
JBL
多$267.3M
$-39.3M
损益表 — Q1 FY2026 vs Q4 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $8.3B | $9.2B |
| 净利润 | $146.0M | — |
| 毛利率 | 8.9% | 0.0% |
| 营业利润率 | 3.4% | — |
| 净利率 | 1.8% | — |
| 营收同比 | 18.7% | — |
| 净利润同比 | 46.0% | -1736.1% |
| 每股收益（稀释后） | $1.35 | — |
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JBLTYGO
| Q4 25 | $8.3B | — | ||
| Q3 25 | $8.3B | — | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $7.0B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $6.8B | — | ||
| Q1 24 | $6.8B | — |
净利润JBLTYGO
| Q4 25 | $146.0M | — | ||
| Q3 25 | $218.0M | — | ||
| Q2 25 | $222.0M | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $138.0M | — | ||
| Q2 24 | $129.0M | — | ||
| Q1 24 | $927.0M | — |
毛利率JBLTYGO
| 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% | — | ||
| Q1 24 | 9.3% | — |
营业利润率JBLTYGO
| Q4 25 | 3.4% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 16.7% | — |
净利率JBLTYGO
| Q4 25 | 1.8% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.9% | — | ||
| Q1 24 | 13.7% | — |
每股收益（稀释后）JBLTYGO
| Q4 25 | $1.35 | — | ||
| Q3 25 | $1.95 | — | ||
| Q2 25 | $2.03 | — | ||
| Q1 25 | $1.06 | — | ||
| Q4 24 | $0.88 | — | ||
| Q3 24 | $1.33 | — | ||
| Q2 24 | $1.06 | — | ||
| Q1 24 | $7.31 | — |
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 | $31.2M |
| 总债务越低越好 | $2.9B | $50.0M |
| 股东权益账面价值 | $1.3B | $62.8M |
| 总资产 | $19.3B | $127.8M |
| 负债/权益比越低杠杆越低 | 2.15× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资JBLTYGO
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.6B | — |
总债务JBLTYGO
| 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 | — | ||
| Q1 24 | $2.9B | — |
股东权益JBLTYGO
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.7B | — |
总资产JBLTYGO
| Q4 25 | $19.3B | — | ||
| Q3 25 | $18.5B | — | ||
| Q2 25 | $18.6B | — | ||
| Q1 25 | $17.4B | — | ||
| Q4 24 | $17.8B | — | ||
| Q3 24 | $17.4B | — | ||
| Q2 24 | $17.4B | — | ||
| Q1 24 | $17.1B | — |
负债/权益比JBLTYGO
| 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× | — | ||
| Q1 24 | 1.08× | — |
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 | $-37.2M |
| 自由现金流经营现金流 - 资本支出 | $228.0M | $-39.3M |
| 自由现金流率自由现金流/营收 | 2.7% | -0.4% |
| 资本支出强度资本支出/营收 | 1.1% | 0.0% |
| 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 | $-70.6M |
8季度趋势，按日历期对齐
经营现金流JBLTYGO
| Q4 25 | $323.0M | — | ||
| Q3 25 | $588.0M | — | ||
| Q2 25 | $406.0M | — | ||
| Q1 25 | $334.0M | — | ||
| Q4 24 | $312.0M | — | ||
| Q3 24 | $535.0M | — | ||
| Q2 24 | $515.0M | — | ||
| Q1 24 | $218.0M | — |
自由现金流JBLTYGO
| Q4 25 | $228.0M | — | ||
| Q3 25 | $419.0M | — | ||
| Q2 25 | $320.0M | — | ||
| Q1 25 | $218.0M | — | ||
| Q4 24 | $215.0M | — | ||
| Q3 24 | $411.0M | — | ||
| Q2 24 | $409.0M | — | ||
| Q1 24 | $-48.0M | — |
自由现金流率JBLTYGO
| Q4 25 | 2.7% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 5.9% | — | ||
| Q2 24 | 6.0% | — | ||
| Q1 24 | -0.7% | — |
资本支出强度JBLTYGO
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 3.9% | — |
现金转化率JBLTYGO
| Q4 25 | 2.21× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 1.83× | — | ||
| Q1 25 | 2.85× | — | ||
| Q4 24 | 3.12× | — | ||
| Q3 24 | 3.88× | — | ||
| Q2 24 | 3.99× | — | ||
| Q1 24 | 0.24× | — |
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% |
TYGO
暂无分部数据
