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JBT Marel Corp（JBTM）与Martin Marietta Materials（MLM）财务数据对比。点击上方公司名可切换其他公司
Martin Marietta Materials的季度营收约是JBT Marel Corp的1.1倍（$1.1B vs $1.0B），Martin Marietta Materials净利率更高（24.5% vs 5.3%，领先19.2%），JBT Marel Corp同比增速更快（115.6% vs -30.1%），Martin Marietta Materials自由现金流更多（$424.0M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -4.5%）
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。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商，业务覆盖美国26个州、加拿大及加勒比地区，主要为道路、人行道、地基等各类基建项目提供所需原材料。
JBTM vs MLM — 直观对比
营收规模更大
MLM
是对方的1.1倍
$1.0B
营收增速更快
JBTM
高出145.7%
-30.1%
净利率更高
MLM
高出19.2%
5.3%
自由现金流更多
MLM
多$340.5M
$83.5M
两年增速更快
JBTM
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $53.1M | $279.0M |
| 毛利率 | 34.5% | 35.0% |
| 营业利润率 | 7.2% | 24.6% |
| 净利率 | 5.3% | 24.5% |
| 营收同比 | 115.6% | -30.1% |
| 净利润同比 | 858.6% | -4.8% |
| 每股收益（稀释后） | $1.04 | $4.59 |
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JBTMMLM
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.8B | ||
| Q2 25 | $934.8M | $1.8B | ||
| Q1 25 | $854.1M | $1.4B | ||
| Q4 24 | $467.6M | $1.6B | ||
| Q3 24 | $453.8M | $1.9B | ||
| Q2 24 | $402.3M | $1.8B | ||
| Q1 24 | $392.3M | $1.3B |
净利润JBTMMLM
| Q4 25 | $53.1M | $279.0M | ||
| Q3 25 | $66.0M | $414.0M | ||
| Q2 25 | $3.4M | $328.0M | ||
| Q1 25 | $-173.0M | $116.0M | ||
| Q4 24 | $-7.0M | $293.0M | ||
| Q3 24 | $38.9M | $363.0M | ||
| Q2 24 | $30.7M | $294.0M | ||
| Q1 24 | $22.8M | $1.0B |
毛利率JBTMMLM
| Q4 25 | 34.5% | 35.0% | ||
| Q3 25 | 35.9% | 33.1% | ||
| Q2 25 | 35.8% | 30.0% | ||
| Q1 25 | 34.2% | 24.8% | ||
| Q4 24 | 38.4% | 30.0% | ||
| Q3 24 | 36.1% | 31.7% | ||
| Q2 24 | 35.6% | 29.3% | ||
| Q1 24 | 35.8% | 21.7% |
营业利润率JBTMMLM
| Q4 25 | 7.2% | 24.6% | ||
| Q3 25 | 10.2% | 27.4% | ||
| Q2 25 | 5.2% | 25.3% | ||
| Q1 25 | -3.9% | 14.3% | ||
| Q4 24 | 3.4% | 24.4% | ||
| Q3 24 | 10.3% | 25.9% | ||
| Q2 24 | 6.7% | 22.6% | ||
| Q1 24 | 7.4% | — |
净利率JBTMMLM
| Q4 25 | 5.3% | 24.5% | ||
| Q3 25 | 6.6% | 22.4% | ||
| Q2 25 | 0.4% | 18.1% | ||
| Q1 25 | -20.3% | 8.6% | ||
| Q4 24 | -1.5% | 18.0% | ||
| Q3 24 | 8.6% | 19.2% | ||
| Q2 24 | 7.6% | 16.7% | ||
| Q1 24 | 5.8% | 83.5% |
每股收益（稀释后）JBTMMLM
| Q4 25 | $1.04 | $4.59 | ||
| Q3 25 | $1.26 | $6.85 | ||
| Q2 25 | $0.07 | $5.43 | ||
| Q1 25 | $-3.35 | $1.90 | ||
| Q4 24 | $-0.22 | $4.87 | ||
| Q3 24 | $1.21 | $5.91 | ||
| Q2 24 | $0.95 | $4.76 | ||
| Q1 24 | $0.71 | $16.87 |
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 | $67.0M |
| 总债务越低越好 | $1.5B | $5.3B |
| 股东权益账面价值 | $4.5B | $10.0B |
| 总资产 | $8.2B | $18.7B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.53× |
8季度趋势，按日历期对齐
现金及短期投资JBTMMLM
| Q4 25 | $167.9M | $67.0M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | — | $225.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | $1.2B | $670.0M | ||
| Q3 24 | — | $52.0M | ||
| Q2 24 | — | $109.0M | ||
| Q1 24 | — | $2.6B |
总债务JBTMMLM
| Q4 25 | $1.5B | $5.3B | ||
| Q3 25 | $1.5B | $5.5B | ||
| Q2 25 | $1.5B | $5.4B | ||
| Q1 25 | $2.0B | $5.4B | ||
| Q4 24 | $1.3B | $5.4B | ||
| Q3 24 | $648.3M | $4.0B | ||
| Q2 24 | $647.7M | $4.3B | ||
| Q1 24 | $647.0M | $4.3B |
股东权益JBTMMLM
| Q4 25 | $4.5B | $10.0B | ||
| Q3 25 | $4.4B | $9.7B | ||
| Q2 25 | $4.4B | $9.4B | ||
| Q1 25 | $4.1B | $9.1B | ||
| Q4 24 | $1.5B | $9.5B | ||
| Q3 24 | $1.6B | $9.2B | ||
| Q2 24 | $1.5B | $8.8B | ||
| Q1 24 | $1.5B | $8.9B |
总资产JBTMMLM
| Q4 25 | $8.2B | $18.7B | ||
| Q3 25 | $8.2B | $18.7B | ||
| Q2 25 | $8.3B | $18.1B | ||
| Q1 25 | $8.0B | $17.7B | ||
| Q4 24 | $3.4B | $18.2B | ||
| Q3 24 | $2.8B | $16.5B | ||
| Q2 24 | $2.7B | $16.3B | ||
| Q1 24 | $2.7B | $16.2B |
负债/权益比JBTMMLM
| Q4 25 | 0.33× | 0.53× | ||
| Q3 25 | 0.34× | 0.57× | ||
| Q2 25 | 0.35× | 0.58× | ||
| Q1 25 | 0.48× | 0.60× | ||
| Q4 24 | 0.81× | 0.57× | ||
| Q3 24 | 0.41× | 0.44× | ||
| Q2 24 | 0.43× | 0.49× | ||
| Q1 24 | 0.43× | 0.49× |
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 | $629.0M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $424.0M |
| 自由现金流率自由现金流/营收 | 8.3% | 37.2% |
| 资本支出强度资本支出/营收 | 3.4% | 18.0% |
| 现金转化率经营现金流/净利润 | 2.21× | 2.25× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $978.0M |
8季度趋势，按日历期对齐
经营现金流JBTMMLM
| Q4 25 | $117.4M | $629.0M | ||
| Q3 25 | $87.7M | $551.0M | ||
| Q2 25 | $102.2M | $387.0M | ||
| Q1 25 | $34.4M | $218.0M | ||
| Q4 24 | $128.7M | $686.0M | ||
| Q3 24 | $71.9M | $600.0M | ||
| Q2 24 | $21.6M | $1.0M | ||
| Q1 24 | $10.4M | $172.0M |
自由现金流JBTMMLM
| Q4 25 | $83.5M | $424.0M | ||
| Q3 25 | $56.5M | $361.0M | ||
| Q2 25 | $83.7M | $208.0M | ||
| Q1 25 | $14.4M | $-15.0M | ||
| Q4 24 | $118.7M | $453.0M | ||
| Q3 24 | $65.0M | $317.0M | ||
| Q2 24 | $11.1M | $-138.0M | ||
| Q1 24 | $-100.0K | $-28.0M |
自由现金流率JBTMMLM
| Q4 25 | 8.3% | 37.2% | ||
| Q3 25 | 5.6% | 19.6% | ||
| Q2 25 | 9.0% | 11.5% | ||
| Q1 25 | 1.7% | -1.1% | ||
| Q4 24 | 25.4% | 27.8% | ||
| Q3 24 | 14.3% | 16.8% | ||
| Q2 24 | 2.8% | -7.8% | ||
| Q1 24 | -0.0% | -2.2% |
资本支出强度JBTMMLM
| Q4 25 | 3.4% | 18.0% | ||
| Q3 25 | 3.1% | 10.3% | ||
| Q2 25 | 2.0% | 9.9% | ||
| Q1 25 | 2.3% | 17.2% | ||
| Q4 24 | 2.1% | 14.3% | ||
| Q3 24 | 1.5% | 15.0% | ||
| Q2 24 | 2.6% | 7.9% | ||
| Q1 24 | 2.7% | 16.0% |
现金转化率JBTMMLM
| Q4 25 | 2.21× | 2.25× | ||
| Q3 25 | 1.33× | 1.33× | ||
| Q2 25 | 30.06× | 1.18× | ||
| Q1 25 | — | 1.88× | ||
| Q4 24 | — | 2.34× | ||
| Q3 24 | 1.85× | 1.65× | ||
| Q2 24 | 0.70× | 0.00× | ||
| Q1 24 | 0.46× | 0.16× |
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
MLM
| Building Materials Business East Group | $774.0M | 68% |
| Building Materials Business West Group | $233.0M | 20% |
| Services | $88.0M | 8% |
| Other | $45.0M | 4% |
