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JBT Marel Corp（JBTM）与Monolithic Power Systems（MPWR）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Monolithic Power Systems的1.3倍（$1.0B vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 5.3%，领先18.8%），JBT Marel Corp同比增速更快（115.6% vs 26.1%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 25.9%）
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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
JBTM vs MPWR — 直观对比
营收规模更大
JBTM
是对方的1.3倍
$804.2M
营收增速更快
JBTM
高出89.4%
26.1%
净利率更高
MPWR
高出18.8%
5.3%
两年增速更快
JBTM
近两年复合增速
25.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $804.2M |
| 净利润 | $53.1M | $193.2M |
| 毛利率 | 34.5% | 55.3% |
| 营业利润率 | 7.2% | 30.0% |
| 净利率 | 5.3% | 24.0% |
| 营收同比 | 115.6% | 26.1% |
| 净利润同比 | 858.6% | 43.1% |
| 每股收益（稀释后） | $1.04 | $3.92 |
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JBTMMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $1.0B | $751.2M | ||
| Q3 25 | $1.0B | $737.2M | ||
| Q2 25 | $934.8M | $664.6M | ||
| Q1 25 | $854.1M | $637.6M | ||
| Q4 24 | $467.6M | $621.7M | ||
| Q3 24 | $453.8M | $620.1M | ||
| Q2 24 | $402.3M | $507.4M |
净利润JBTMMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $53.1M | $171.7M | ||
| Q3 25 | $66.0M | $179.8M | ||
| Q2 25 | $3.4M | $135.0M | ||
| Q1 25 | $-173.0M | $135.1M | ||
| Q4 24 | $-7.0M | $1.3B | ||
| Q3 24 | $38.9M | $144.4M | ||
| Q2 24 | $30.7M | $100.4M |
毛利率JBTMMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 34.5% | 55.2% | ||
| Q3 25 | 35.9% | 55.1% | ||
| Q2 25 | 35.8% | 55.1% | ||
| Q1 25 | 34.2% | 55.4% | ||
| Q4 24 | 38.4% | 55.4% | ||
| Q3 24 | 36.1% | 55.4% | ||
| Q2 24 | 35.6% | 55.3% |
营业利润率JBTMMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 7.2% | 26.6% | ||
| Q3 25 | 10.2% | 26.5% | ||
| Q2 25 | 5.2% | 24.8% | ||
| Q1 25 | -3.9% | 26.5% | ||
| Q4 24 | 3.4% | 26.3% | ||
| Q3 24 | 10.3% | 26.5% | ||
| Q2 24 | 6.7% | 23.0% |
净利率JBTMMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 5.3% | 22.9% | ||
| Q3 25 | 6.6% | 24.4% | ||
| Q2 25 | 0.4% | 20.3% | ||
| Q1 25 | -20.3% | 21.2% | ||
| Q4 24 | -1.5% | 201.8% | ||
| Q3 24 | 8.6% | 23.3% | ||
| Q2 24 | 7.6% | 19.8% |
每股收益（稀释后）JBTMMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | $1.04 | $3.50 | ||
| Q3 25 | $1.26 | $3.74 | ||
| Q2 25 | $0.07 | $2.81 | ||
| Q1 25 | $-3.35 | $2.81 | ||
| Q4 24 | $-0.22 | $25.71 | ||
| Q3 24 | $1.21 | $2.95 | ||
| Q2 24 | $0.95 | $2.05 |
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 | $1.4B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $3.7B |
| 总资产 | $8.2B | $4.4B |
| 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JBTMMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $167.9M | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $1.2B | $862.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.3B |
总债务JBTMMPWR
| Q1 26 | — | — | ||
| 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 | — |
股东权益JBTMMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $4.5B | $3.5B | ||
| Q3 25 | $4.4B | $3.4B | ||
| Q2 25 | $4.4B | $3.2B | ||
| Q1 25 | $4.1B | $3.1B | ||
| Q4 24 | $1.5B | $3.0B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.5B | $2.2B |
总资产JBTMMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $8.2B | $4.2B | ||
| Q3 25 | $8.2B | $4.1B | ||
| Q2 25 | $8.3B | $3.9B | ||
| Q1 25 | $8.0B | $3.7B | ||
| Q4 24 | $3.4B | $3.5B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.7B | $2.6B |
负债/权益比JBTMMPWR
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $83.5M | — |
| 自由现金流率自由现金流/营收 | 8.3% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流JBTMMPWR
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | $104.9M | ||
| Q3 25 | $87.7M | $239.3M | ||
| Q2 25 | $102.2M | $237.6M | ||
| Q1 25 | $34.4M | $256.4M | ||
| Q4 24 | $128.7M | $167.7M | ||
| Q3 24 | $71.9M | $231.7M | ||
| Q2 24 | $21.6M | $141.0M |
自由现金流JBTMMPWR
| Q1 26 | — | — | ||
| Q4 25 | $83.5M | $63.9M | ||
| Q3 25 | $56.5M | $196.8M | ||
| Q2 25 | $83.7M | $189.5M | ||
| Q1 25 | $14.4M | $216.0M | ||
| Q4 24 | $118.7M | $102.9M | ||
| Q3 24 | $65.0M | $197.9M | ||
| Q2 24 | $11.1M | $109.5M |
自由现金流率JBTMMPWR
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 8.5% | ||
| Q3 25 | 5.6% | 26.7% | ||
| Q2 25 | 9.0% | 28.5% | ||
| Q1 25 | 1.7% | 33.9% | ||
| Q4 24 | 25.4% | 16.5% | ||
| Q3 24 | 14.3% | 31.9% | ||
| Q2 24 | 2.8% | 21.6% |
资本支出强度JBTMMPWR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 5.5% | ||
| Q3 25 | 3.1% | 5.8% | ||
| Q2 25 | 2.0% | 7.2% | ||
| Q1 25 | 2.3% | 6.3% | ||
| Q4 24 | 2.1% | 10.4% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | 2.6% | 6.2% |
现金转化率JBTMMPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | 0.61× | ||
| Q3 25 | 1.33× | 1.33× | ||
| Q2 25 | 30.06× | 1.76× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 1.85× | 1.60× | ||
| Q2 24 | 0.70× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
