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JBS N.V.（JBS）与网飞（NFLX）财务数据对比。点击上方公司名可切换其他公司
JBS N.V.的季度营收约是网飞的1.8倍（$22.6B vs $12.2B），网飞净利率更高（43.1% vs 2.9%，领先40.3%），网飞同比增速更快（16.2% vs 13.4%），网飞自由现金流更多（$5.1B vs $-264.6M）
JBS N.V.是巴西跨国企业，为全球规模最大的肉类加工集团，生产工厂化加工的牛肉、鸡肉、三文鱼、羊肉、猪肉等产品，同时销售肉类加工衍生的各类副产品，总部设于圣保罗，1953年在戈亚斯州阿纳波利斯成立。
网飞是来自美国的会员制点播流媒体服务平台，主要提供不同品类的原创及引进电影、电视剧内容，业务覆盖全球众多国家和地区，支持多语言服务，致力于为全球用户提供多元优质的视听娱乐体验。
JBS vs NFLX — 直观对比
营收规模更大
JBS
是对方的1.8倍
$12.2B
营收增速更快
NFLX
高出2.8%
13.4%
净利率更高
NFLX
高出40.3%
2.9%
自由现金流更多
NFLX
多$5.4B
$-264.6M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $22.6B | $12.2B |
| 净利润 | $644.1M | $5.3B |
| 毛利率 | 13.2% | 51.9% |
| 营业利润率 | 5.4% | 32.3% |
| 净利率 | 2.9% | 43.1% |
| 营收同比 | 13.4% | 16.2% |
| 净利润同比 | -14.9% | 82.8% |
| 每股收益（稀释后） | $0.52 | $1.23 |
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JBSNFLX
| Q1 26 | — | $12.2B | ||
| Q4 25 | — | $12.1B | ||
| Q3 25 | $22.6B | $11.5B | ||
| Q2 25 | — | $11.1B | ||
| Q1 25 | — | $10.5B | ||
| Q4 24 | — | $10.2B | ||
| Q3 24 | $19.9B | $9.8B | ||
| Q2 24 | — | $9.6B |
净利润JBSNFLX
| Q1 26 | — | $5.3B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $644.1M | $2.5B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $756.6M | $2.4B | ||
| Q2 24 | — | $2.1B |
毛利率JBSNFLX
| Q1 26 | — | 51.9% | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | 13.2% | 46.4% | ||
| Q2 25 | — | 51.9% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 43.7% | ||
| Q3 24 | 16.5% | 47.9% | ||
| Q2 24 | — | 45.9% |
营业利润率JBSNFLX
| Q1 26 | — | 32.3% | ||
| Q4 25 | — | 24.5% | ||
| Q3 25 | 5.4% | 28.2% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 31.7% | ||
| Q4 24 | — | 22.2% | ||
| Q3 24 | 7.8% | 29.6% | ||
| Q2 24 | — | 27.2% |
净利率JBSNFLX
| Q1 26 | — | 43.1% | ||
| Q4 25 | — | 20.1% | ||
| Q3 25 | 2.9% | 22.1% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 27.4% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | 3.8% | 24.1% | ||
| Q2 24 | — | 22.5% |
每股收益（稀释后）JBSNFLX
| Q1 26 | — | $1.23 | ||
| Q4 25 | — | $-17.14 | ||
| Q3 25 | $0.52 | $5.87 | ||
| Q2 25 | — | $7.19 | ||
| Q1 25 | — | $0.66 | ||
| Q4 24 | — | $4.27 | ||
| Q3 24 | $0.62 | $5.40 | ||
| Q2 24 | — | $4.88 |
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 | $485.5B | $12.3B |
| 总债务越低越好 | $213.0M | $13.4B |
| 股东权益账面价值 | $9.5B | $31.1B |
| 总资产 | $44.2B | $61.0B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资JBSNFLX
| Q1 26 | — | $12.3B | ||
| Q4 25 | — | $9.1B | ||
| Q3 25 | $485.5B | $9.3B | ||
| Q2 25 | — | $8.4B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $9.6B | ||
| Q3 24 | $5.1B | $9.2B | ||
| Q2 24 | — | $6.7B |
总债务JBSNFLX
| Q1 26 | — | $13.4B | ||
| Q4 25 | — | $13.5B | ||
| Q3 25 | $213.0M | $14.5B | ||
| Q2 25 | — | $14.5B | ||
| Q1 25 | — | $14.0B | ||
| Q4 24 | — | $13.8B | ||
| Q3 24 | — | $14.2B | ||
| Q2 24 | — | $12.2B |
股东权益JBSNFLX
| Q1 26 | — | $31.1B | ||
| Q4 25 | — | $26.6B | ||
| Q3 25 | $9.5B | $26.0B | ||
| Q2 25 | — | $25.0B | ||
| Q1 25 | — | $24.0B | ||
| Q4 24 | — | $24.7B | ||
| Q3 24 | $9.5B | $22.7B | ||
| Q2 24 | — | $22.1B |
总资产JBSNFLX
| Q1 26 | — | $61.0B | ||
| Q4 25 | — | $55.6B | ||
| Q3 25 | $44.2B | $54.9B | ||
| Q2 25 | — | $53.1B | ||
| Q1 25 | — | $52.1B | ||
| Q4 24 | — | $53.6B | ||
| Q3 24 | — | $52.3B | ||
| Q2 24 | — | $49.1B |
负债/权益比JBSNFLX
| Q1 26 | — | 0.43× | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | 0.02× | 0.56× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.62× | ||
| Q2 24 | — | 0.55× |
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 | $996.4M | $5.3B |
| 自由现金流经营现金流 - 资本支出 | $-264.6M | $5.1B |
| 自由现金流率自由现金流/营收 | -1.2% | 41.6% |
| 资本支出强度资本支出/营收 | 5.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.55× | 1.00× |
| 过去12个月自由现金流最近4个季度 | — | $11.9B |
8季度趋势，按日历期对齐
经营现金流JBSNFLX
| Q1 26 | — | $5.3B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $996.4M | $2.8B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $1.3B |
自由现金流JBSNFLX
| Q1 26 | — | $5.1B | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | $-264.6M | $2.7B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.2B |
自由现金流率JBSNFLX
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | -1.2% | 23.1% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 22.3% | ||
| Q2 24 | — | 12.7% |
资本支出强度JBSNFLX
| Q1 26 | — | 1.6% | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 5.6% | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.8% |
现金转化率JBSNFLX
| Q1 26 | — | 1.00× | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 1.55× | 1.11× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | — | 0.97× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | — | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
