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JBS N.V.（JBS）与TJX Companies（TJX）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TJX Companies的1.5倍（$22.6B vs $15.1B），TJX Companies净利率更高（9.5% vs 2.9%，领先6.7%），JBS N.V.同比增速更快（13.4% vs 7.5%），TJX Companies自由现金流更多（$1.0B 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。
TJX Companies是美国跨国折扣百货零售集团，总部位于马萨诸塞州弗雷明汉。1987年作为Zayre集团的子公司成立，1989年完成企业重组后成为Zayre集团的法定承继主体，是全球折扣零售行业的领先企业，业务布局覆盖全球多个主要市场。
JBS vs TJX — 直观对比
营收规模更大
JBS
是对方的1.5倍
$15.1B
营收增速更快
JBS
高出5.9%
7.5%
净利率更高
TJX
高出6.7%
2.9%
自由现金流更多
TJX
多$1.3B
$-264.6M
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $22.6B | $15.1B |
| 净利润 | $644.1M | $1.4B |
| 毛利率 | 13.2% | 32.6% |
| 营业利润率 | 5.4% | — |
| 净利率 | 2.9% | 9.5% |
| 营收同比 | 13.4% | 7.5% |
| 净利润同比 | -14.9% | 11.2% |
| 每股收益（稀释后） | $0.52 | $1.28 |
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JBSTJX
| Q4 25 | — | $15.1B | ||
| Q3 25 | $22.6B | $14.4B | ||
| Q2 25 | — | $13.1B | ||
| Q1 25 | — | $16.4B | ||
| Q4 24 | — | $14.1B | ||
| Q3 24 | $19.9B | $13.5B | ||
| Q2 24 | — | $12.5B | ||
| Q1 24 | — | $16.4B |
净利润JBSTJX
| Q4 25 | — | $1.4B | ||
| Q3 25 | $644.1M | $1.2B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $756.6M | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.4B |
毛利率JBSTJX
| Q4 25 | — | 32.6% | ||
| Q3 25 | 13.2% | 30.7% | ||
| Q2 25 | — | 29.5% | ||
| Q1 25 | — | 30.5% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | 16.5% | 30.4% | ||
| Q2 24 | — | 30.0% | ||
| Q1 24 | — | 29.8% |
营业利润率JBSTJX
| Q4 25 | — | — | ||
| Q3 25 | 5.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 7.8% | 10.9% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | — | 11.2% |
净利率JBSTJX
| Q4 25 | — | 9.5% | ||
| Q3 25 | 2.9% | 8.6% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 8.6% | ||
| Q4 24 | — | 9.2% | ||
| Q3 24 | 3.8% | 8.2% | ||
| Q2 24 | — | 8.6% | ||
| Q1 24 | — | 8.5% |
每股收益（稀释后）JBSTJX
| Q4 25 | — | $1.28 | ||
| Q3 25 | $0.52 | $1.10 | ||
| Q2 25 | — | $0.92 | ||
| Q1 25 | — | $1.23 | ||
| Q4 24 | — | $1.14 | ||
| Q3 24 | $0.62 | $0.96 | ||
| Q2 24 | — | $0.93 | ||
| Q1 24 | — | $1.22 |
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 | $4.6B |
| 总债务越低越好 | $213.0M | — |
| 股东权益账面价值 | $9.5B | $9.4B |
| 总资产 | $44.2B | $35.2B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资JBSTJX
| Q4 25 | — | $4.6B | ||
| Q3 25 | $485.5B | $4.6B | ||
| Q2 25 | — | $4.3B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | $5.1B | $5.3B | ||
| Q2 24 | — | $5.1B | ||
| Q1 24 | — | $5.6B |
总债务JBSTJX
| Q4 25 | — | — | ||
| Q3 25 | $213.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JBSTJX
| Q4 25 | — | $9.4B | ||
| Q3 25 | $9.5B | $8.9B | ||
| Q2 25 | — | $8.5B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | $9.5B | $7.8B | ||
| Q2 24 | — | $7.5B | ||
| Q1 24 | — | $7.3B |
总资产JBSTJX
| Q4 25 | — | $35.2B | ||
| Q3 25 | $44.2B | $32.9B | ||
| Q2 25 | — | $31.9B | ||
| Q1 25 | — | $31.7B | ||
| Q4 24 | — | $32.4B | ||
| Q3 24 | — | $30.6B | ||
| Q2 24 | — | $29.7B | ||
| Q1 24 | — | $29.7B |
负债/权益比JBSTJX
| Q4 25 | — | — | ||
| Q3 25 | 0.02× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $-264.6M | $1.0B |
| 自由现金流率自由现金流/营收 | -1.2% | 6.6% |
| 资本支出强度资本支出/营收 | 5.6% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.55× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $4.4B |
8季度趋势，按日历期对齐
经营现金流JBSTJX
| Q4 25 | — | $1.5B | ||
| Q3 25 | $996.4M | $1.8B | ||
| Q2 25 | — | $394.0M | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $737.0M | ||
| Q1 24 | — | $2.8B |
自由现金流JBSTJX
| Q4 25 | — | $1.0B | ||
| Q3 25 | $-264.6M | $1.3B | ||
| Q2 25 | — | $-103.0M | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $624.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $318.0M | ||
| Q1 24 | — | $2.4B |
自由现金流率JBSTJX
| Q4 25 | — | 6.6% | ||
| Q3 25 | -1.2% | 9.2% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 7.9% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 14.4% |
资本支出强度JBSTJX
| Q4 25 | — | 3.5% | ||
| Q3 25 | 5.6% | 3.2% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.7% |
现金转化率JBSTJX
| Q4 25 | — | 1.06× | ||
| Q3 25 | 1.55× | 1.44× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 1.93× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 2.00× |
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
JBS
暂无分部数据
TJX
| Marmaxx | $9.0B | 60% |
| Home Goods | $2.5B | 17% |
| TJX International | $2.0B | 14% |
| Tjx Canada | $1.5B | 10% |
