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JBT Marel Corp（JBTM）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
JBT Marel Corp的季度营收约是朗美通的1.5倍（$1.0B vs $665.5M），朗美通净利率更高（11.8% vs 5.3%，领先6.5%），JBT Marel Corp同比增速更快（115.6% vs 65.5%），JBT Marel Corp自由现金流更多（$83.5M vs $43.1M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 34.8%）
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
JBTM vs LITE — 直观对比
营收规模更大
JBTM
是对方的1.5倍
$665.5M
营收增速更快
JBTM
高出50.1%
65.5%
净利率更高
LITE
高出6.5%
5.3%
自由现金流更多
JBTM
多$40.4M
$43.1M
两年增速更快
JBTM
近两年复合增速
34.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $665.5M |
| 净利润 | $53.1M | $78.2M |
| 毛利率 | 34.5% | 36.1% |
| 营业利润率 | 7.2% | 9.7% |
| 净利率 | 5.3% | 11.8% |
| 营收同比 | 115.6% | 65.5% |
| 净利润同比 | 858.6% | 228.4% |
| 每股收益（稀释后） | $1.04 | $0.89 |
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JBTMLITE
| Q4 25 | $1.0B | $665.5M | ||
| Q3 25 | $1.0B | $533.8M | ||
| Q2 25 | $934.8M | $480.7M | ||
| Q1 25 | $854.1M | $425.2M | ||
| Q4 24 | $467.6M | $402.2M | ||
| Q3 24 | $453.8M | $336.9M | ||
| Q2 24 | $402.3M | $308.3M | ||
| Q1 24 | $392.3M | $366.5M |
净利润JBTMLITE
| Q4 25 | $53.1M | $78.2M | ||
| Q3 25 | $66.0M | $4.2M | ||
| Q2 25 | $3.4M | $213.3M | ||
| Q1 25 | $-173.0M | $-44.1M | ||
| Q4 24 | $-7.0M | $-60.9M | ||
| Q3 24 | $38.9M | $-82.4M | ||
| Q2 24 | $30.7M | $-252.5M | ||
| Q1 24 | $22.8M | $-127.0M |
毛利率JBTMLITE
| Q4 25 | 34.5% | 36.1% | ||
| Q3 25 | 35.9% | 34.0% | ||
| Q2 25 | 35.8% | 33.3% | ||
| Q1 25 | 34.2% | 28.8% | ||
| Q4 24 | 38.4% | 24.8% | ||
| Q3 24 | 36.1% | 23.1% | ||
| Q2 24 | 35.6% | 16.6% | ||
| Q1 24 | 35.8% | 16.2% |
营业利润率JBTMLITE
| Q4 25 | 7.2% | 9.7% | ||
| Q3 25 | 10.2% | 1.3% | ||
| Q2 25 | 5.2% | -1.7% | ||
| Q1 25 | -3.9% | -8.9% | ||
| Q4 24 | 3.4% | -12.8% | ||
| Q3 24 | 10.3% | -24.5% | ||
| Q2 24 | 6.7% | -43.3% | ||
| Q1 24 | 7.4% | -31.3% |
净利率JBTMLITE
| Q4 25 | 5.3% | 11.8% | ||
| Q3 25 | 6.6% | 0.8% | ||
| Q2 25 | 0.4% | 44.4% | ||
| Q1 25 | -20.3% | -10.4% | ||
| Q4 24 | -1.5% | -15.1% | ||
| Q3 24 | 8.6% | -24.5% | ||
| Q2 24 | 7.6% | -81.9% | ||
| Q1 24 | 5.8% | -34.7% |
每股收益（稀释后）JBTMLITE
| Q4 25 | $1.04 | $0.89 | ||
| Q3 25 | $1.26 | $0.05 | ||
| Q2 25 | $0.07 | $3.10 | ||
| Q1 25 | $-3.35 | $-0.64 | ||
| Q4 24 | $-0.22 | $-0.88 | ||
| Q3 24 | $1.21 | $-1.21 | ||
| Q2 24 | $0.95 | $-3.75 | ||
| Q1 24 | $0.71 | $-1.88 |
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 | $167.9M | $1.2B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $846.6M |
| 总资产 | $8.2B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资JBTMLITE
| Q4 25 | $167.9M | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $877.1M | ||
| Q1 25 | — | $866.7M | ||
| Q4 24 | $1.2B | $896.7M | ||
| Q3 24 | — | $916.1M | ||
| Q2 24 | — | $887.0M | ||
| Q1 24 | — | $870.9M |
总债务JBTMLITE
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | — |
股东权益JBTMLITE
| Q4 25 | $4.5B | $846.6M | ||
| Q3 25 | $4.4B | $780.8M | ||
| Q2 25 | $4.4B | $1.1B | ||
| Q1 25 | $4.1B | $879.5M | ||
| Q4 24 | $1.5B | $872.3M | ||
| Q3 24 | $1.6B | $895.9M | ||
| Q2 24 | $1.5B | $957.3M | ||
| Q1 24 | $1.5B | $1.2B |
总资产JBTMLITE
| Q4 25 | $8.2B | $4.8B | ||
| Q3 25 | $8.2B | $4.6B | ||
| Q2 25 | $8.3B | $4.2B | ||
| Q1 25 | $8.0B | $4.0B | ||
| Q4 24 | $3.4B | $4.0B | ||
| Q3 24 | $2.8B | $4.0B | ||
| Q2 24 | $2.7B | $3.9B | ||
| Q1 24 | $2.7B | $4.2B |
负债/权益比JBTMLITE
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 0.43× | — |
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 | $117.4M | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $43.1M |
| 自由现金流率自由现金流/营收 | 8.3% | 6.5% |
| 资本支出强度资本支出/营收 | 3.4% | 12.6% |
| 现金转化率经营现金流/净利润 | 2.21× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流JBTMLITE
| Q4 25 | $117.4M | $126.7M | ||
| Q3 25 | $87.7M | $57.9M | ||
| Q2 25 | $102.2M | $64.0M | ||
| Q1 25 | $34.4M | $-1.6M | ||
| Q4 24 | $128.7M | $24.3M | ||
| Q3 24 | $71.9M | $39.6M | ||
| Q2 24 | $21.6M | $35.5M | ||
| Q1 24 | $10.4M | $-7.0M |
自由现金流JBTMLITE
| Q4 25 | $83.5M | $43.1M | ||
| Q3 25 | $56.5M | $-18.3M | ||
| Q2 25 | $83.7M | $10.1M | ||
| Q1 25 | $14.4M | $-64.4M | ||
| Q4 24 | $118.7M | $-15.9M | ||
| Q3 24 | $65.0M | $-34.5M | ||
| Q2 24 | $11.1M | $10.9M | ||
| Q1 24 | $-100.0K | $-26.6M |
自由现金流率JBTMLITE
| Q4 25 | 8.3% | 6.5% | ||
| Q3 25 | 5.6% | -3.4% | ||
| Q2 25 | 9.0% | 2.1% | ||
| Q1 25 | 1.7% | -15.1% | ||
| Q4 24 | 25.4% | -4.0% | ||
| Q3 24 | 14.3% | -10.2% | ||
| Q2 24 | 2.8% | 3.5% | ||
| Q1 24 | -0.0% | -7.3% |
资本支出强度JBTMLITE
| Q4 25 | 3.4% | 12.6% | ||
| Q3 25 | 3.1% | 14.3% | ||
| Q2 25 | 2.0% | 11.2% | ||
| Q1 25 | 2.3% | 14.8% | ||
| Q4 24 | 2.1% | 10.0% | ||
| Q3 24 | 1.5% | 22.0% | ||
| Q2 24 | 2.6% | 8.0% | ||
| Q1 24 | 2.7% | 5.3% |
现金转化率JBTMLITE
| Q4 25 | 2.21× | 1.62× | ||
| Q3 25 | 1.33× | 13.79× | ||
| Q2 25 | 30.06× | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.46× | — |
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
JBTM
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
