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JBT Marel Corp（JBTM）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.8倍（$1.0B vs $566.0M），JBT Marel Corp净利率更高（5.3% vs -1.4%，领先6.7%），JBT Marel Corp同比增速更快（115.6% vs -16.9%），JBT Marel Corp自由现金流更多（$83.5M vs $-8.0M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
JBTM vs LPX — 直观对比
营收规模更大
JBTM
是对方的1.8倍
$566.0M
营收增速更快
JBTM
高出132.5%
-16.9%
净利率更高
JBTM
高出6.7%
-1.4%
自由现金流更多
JBTM
多$91.5M
$-8.0M
两年增速更快
JBTM
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $566.0M |
| 净利润 | $53.1M | $-8.0M |
| 毛利率 | 34.5% | 15.0% |
| 营业利润率 | 7.2% | -1.6% |
| 净利率 | 5.3% | -1.4% |
| 营收同比 | 115.6% | -16.9% |
| 净利润同比 | 858.6% | -112.9% |
| 每股收益（稀释后） | $1.04 | $-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JBTMLPX
| Q4 25 | $1.0B | $566.0M | ||
| Q3 25 | $1.0B | $663.0M | ||
| Q2 25 | $934.8M | $755.0M | ||
| Q1 25 | $854.1M | $724.0M | ||
| Q4 24 | $467.6M | $681.0M | ||
| Q3 24 | $453.8M | $722.0M | ||
| Q2 24 | $402.3M | $814.0M | ||
| Q1 24 | $392.3M | $724.0M |
净利润JBTMLPX
| Q4 25 | $53.1M | $-8.0M | ||
| Q3 25 | $66.0M | $9.0M | ||
| Q2 25 | $3.4M | $54.0M | ||
| Q1 25 | $-173.0M | $91.0M | ||
| Q4 24 | $-7.0M | $62.0M | ||
| Q3 24 | $38.9M | $90.0M | ||
| Q2 24 | $30.7M | $160.0M | ||
| Q1 24 | $22.8M | $108.0M |
毛利率JBTMLPX
| Q4 25 | 34.5% | 15.0% | ||
| Q3 25 | 35.9% | 19.5% | ||
| Q2 25 | 35.8% | 23.6% | ||
| Q1 25 | 34.2% | 27.2% | ||
| Q4 24 | 38.4% | 23.8% | ||
| Q3 24 | 36.1% | 26.7% | ||
| Q2 24 | 35.6% | 32.3% | ||
| Q1 24 | 35.8% | 29.6% |
营业利润率JBTMLPX
| Q4 25 | 7.2% | -1.6% | ||
| Q3 25 | 10.2% | 2.7% | ||
| Q2 25 | 5.2% | 10.6% | ||
| Q1 25 | -3.9% | 16.6% | ||
| Q4 24 | 3.4% | 11.0% | ||
| Q3 24 | 10.3% | 16.1% | ||
| Q2 24 | 6.7% | 23.8% | ||
| Q1 24 | 7.4% | 20.0% |
净利率JBTMLPX
| Q4 25 | 5.3% | -1.4% | ||
| Q3 25 | 6.6% | 1.4% | ||
| Q2 25 | 0.4% | 7.2% | ||
| Q1 25 | -20.3% | 12.6% | ||
| Q4 24 | -1.5% | 9.1% | ||
| Q3 24 | 8.6% | 12.5% | ||
| Q2 24 | 7.6% | 19.7% | ||
| Q1 24 | 5.8% | 14.9% |
每股收益（稀释后）JBTMLPX
| Q4 25 | $1.04 | $-0.12 | ||
| Q3 25 | $1.26 | $0.13 | ||
| Q2 25 | $0.07 | $0.77 | ||
| Q1 25 | $-3.35 | $1.30 | ||
| Q4 24 | $-0.22 | $0.90 | ||
| Q3 24 | $1.21 | $1.28 | ||
| Q2 24 | $0.95 | $2.23 | ||
| Q1 24 | $0.71 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $1.5B | $348.0M |
| 股东权益账面价值 | $4.5B | $1.7B |
| 总资产 | $8.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资JBTMLPX
| Q4 25 | $167.9M | $292.0M | ||
| Q3 25 | — | $316.0M | ||
| Q2 25 | — | $333.0M | ||
| Q1 25 | — | $256.0M | ||
| Q4 24 | $1.2B | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | — | $317.0M | ||
| Q1 24 | — | $244.0M |
总债务JBTMLPX
| Q4 25 | $1.5B | $348.0M | ||
| Q3 25 | $1.5B | $348.0M | ||
| Q2 25 | $1.5B | $348.0M | ||
| Q1 25 | $2.0B | $348.0M | ||
| Q4 24 | $1.3B | $348.0M | ||
| Q3 24 | $648.3M | $347.0M | ||
| Q2 24 | $647.7M | $347.0M | ||
| Q1 24 | $647.0M | $347.0M |
股东权益JBTMLPX
| Q4 25 | $4.5B | $1.7B | ||
| Q3 25 | $4.4B | $1.7B | ||
| Q2 25 | $4.4B | $1.7B | ||
| Q1 25 | $4.1B | $1.7B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | $1.5B | $1.6B |
总资产JBTMLPX
| Q4 25 | $8.2B | $2.6B | ||
| Q3 25 | $8.2B | $2.6B | ||
| Q2 25 | $8.3B | $2.7B | ||
| Q1 25 | $8.0B | $2.6B | ||
| Q4 24 | $3.4B | $2.6B | ||
| Q3 24 | $2.8B | $2.6B | ||
| Q2 24 | $2.7B | $2.5B | ||
| Q1 24 | $2.7B | $2.5B |
负债/权益比JBTMLPX
| Q4 25 | 0.33× | 0.20× | ||
| Q3 25 | 0.34× | 0.20× | ||
| Q2 25 | 0.35× | 0.20× | ||
| Q1 25 | 0.48× | 0.21× | ||
| Q4 24 | 0.81× | 0.21× | ||
| Q3 24 | 0.41× | 0.21× | ||
| Q2 24 | 0.43× | 0.21× | ||
| Q1 24 | 0.43× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $-8.0M |
| 自由现金流率自由现金流/营收 | 8.3% | -1.4% |
| 资本支出强度资本支出/营收 | 3.4% | 13.3% |
| 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 | $238.1M | $91.0M |
8季度趋势，按日历期对齐
经营现金流JBTMLPX
| Q4 25 | $117.4M | $67.0M | ||
| Q3 25 | $87.7M | $89.0M | ||
| Q2 25 | $102.2M | $162.0M | ||
| Q1 25 | $34.4M | $64.0M | ||
| Q4 24 | $128.7M | $105.0M | ||
| Q3 24 | $71.9M | $183.0M | ||
| Q2 24 | $21.6M | $212.0M | ||
| Q1 24 | $10.4M | $105.0M |
自由现金流JBTMLPX
| Q4 25 | $83.5M | $-8.0M | ||
| Q3 25 | $56.5M | $5.0M | ||
| Q2 25 | $83.7M | $94.0M | ||
| Q1 25 | $14.4M | $0 | ||
| Q4 24 | $118.7M | $43.0M | ||
| Q3 24 | $65.0M | $139.0M | ||
| Q2 24 | $11.1M | $176.0M | ||
| Q1 24 | $-100.0K | $64.0M |
自由现金流率JBTMLPX
| Q4 25 | 8.3% | -1.4% | ||
| Q3 25 | 5.6% | 0.8% | ||
| Q2 25 | 9.0% | 12.5% | ||
| Q1 25 | 1.7% | 0.0% | ||
| Q4 24 | 25.4% | 6.3% | ||
| Q3 24 | 14.3% | 19.3% | ||
| Q2 24 | 2.8% | 21.6% | ||
| Q1 24 | -0.0% | 8.8% |
资本支出强度JBTMLPX
| Q4 25 | 3.4% | 13.3% | ||
| Q3 25 | 3.1% | 12.7% | ||
| Q2 25 | 2.0% | 9.0% | ||
| Q1 25 | 2.3% | 8.8% | ||
| Q4 24 | 2.1% | 9.1% | ||
| Q3 24 | 1.5% | 6.1% | ||
| Q2 24 | 2.6% | 4.4% | ||
| Q1 24 | 2.7% | 5.7% |
现金转化率JBTMLPX
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | 9.89× | ||
| Q2 25 | 30.06× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | 1.85× | 2.03× | ||
| Q2 24 | 0.70× | 1.32× | ||
| Q1 24 | 0.46× | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
