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JBT Marel Corp（JBTM）与Cloudflare, Inc.（NET）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Cloudflare, Inc.的1.6倍（$1.0B vs $614.5M），JBT Marel Corp净利率更高（5.3% vs -2.0%，领先7.2%），JBT Marel Corp同比增速更快（115.6% vs 33.6%），Cloudflare, Inc.自由现金流更多（$105.2M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 27.4%）
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。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业，提供内容分发网络（CDN）、云网络安全、DDoS防护等多元互联网服务，同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理，可有效提升访问性能，抵御恶意流量。
JBTM vs NET — 直观对比
营收规模更大
JBTM
是对方的1.6倍
$614.5M
营收增速更快
JBTM
高出82.0%
33.6%
净利率更高
JBTM
高出7.2%
-2.0%
自由现金流更多
NET
多$21.7M
$83.5M
两年增速更快
JBTM
近两年复合增速
27.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $614.5M |
| 净利润 | $53.1M | $-12.1M |
| 毛利率 | 34.5% | 73.6% |
| 营业利润率 | 7.2% | -8.0% |
| 净利率 | 5.3% | -2.0% |
| 营收同比 | 115.6% | 33.6% |
| 净利润同比 | 858.6% | 6.0% |
| 每股收益（稀释后） | $1.04 | $-0.03 |
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JBTMNET
| Q4 25 | $1.0B | $614.5M | ||
| Q3 25 | $1.0B | $562.0M | ||
| Q2 25 | $934.8M | $512.3M | ||
| Q1 25 | $854.1M | $479.1M | ||
| Q4 24 | $467.6M | $459.9M | ||
| Q3 24 | $453.8M | $430.1M | ||
| Q2 24 | $402.3M | $401.0M | ||
| Q1 24 | $392.3M | $378.6M |
净利润JBTMNET
| Q4 25 | $53.1M | $-12.1M | ||
| Q3 25 | $66.0M | $-1.3M | ||
| Q2 25 | $3.4M | $-50.4M | ||
| Q1 25 | $-173.0M | $-38.5M | ||
| Q4 24 | $-7.0M | $-12.8M | ||
| Q3 24 | $38.9M | $-15.3M | ||
| Q2 24 | $30.7M | $-15.1M | ||
| Q1 24 | $22.8M | $-35.5M |
毛利率JBTMNET
| Q4 25 | 34.5% | 73.6% | ||
| Q3 25 | 35.9% | 74.0% | ||
| Q2 25 | 35.8% | 74.9% | ||
| Q1 25 | 34.2% | 75.9% | ||
| Q4 24 | 38.4% | 76.4% | ||
| Q3 24 | 36.1% | 77.7% | ||
| Q2 24 | 35.6% | 77.8% | ||
| Q1 24 | 35.8% | 77.5% |
营业利润率JBTMNET
| Q4 25 | 7.2% | -8.0% | ||
| Q3 25 | 10.2% | -6.7% | ||
| Q2 25 | 5.2% | -13.1% | ||
| Q1 25 | -3.9% | -11.1% | ||
| Q4 24 | 3.4% | -7.5% | ||
| Q3 24 | 10.3% | -7.2% | ||
| Q2 24 | 6.7% | -8.7% | ||
| Q1 24 | 7.4% | -14.4% |
净利率JBTMNET
| Q4 25 | 5.3% | -2.0% | ||
| Q3 25 | 6.6% | -0.2% | ||
| Q2 25 | 0.4% | -9.8% | ||
| Q1 25 | -20.3% | -8.0% | ||
| Q4 24 | -1.5% | -2.8% | ||
| Q3 24 | 8.6% | -3.6% | ||
| Q2 24 | 7.6% | -3.8% | ||
| Q1 24 | 5.8% | -9.4% |
每股收益（稀释后）JBTMNET
| Q4 25 | $1.04 | $-0.03 | ||
| Q3 25 | $1.26 | $0.00 | ||
| Q2 25 | $0.07 | $-0.15 | ||
| Q1 25 | $-3.35 | $-0.11 | ||
| Q4 24 | $-0.22 | $-0.05 | ||
| Q3 24 | $1.21 | $-0.04 | ||
| Q2 24 | $0.95 | $-0.04 | ||
| Q1 24 | $0.71 | $-0.10 |
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 | $943.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $1.5B |
| 总资产 | $8.2B | $6.0B |
| 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JBTMNET
| Q4 25 | $167.9M | $943.5M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $204.5M | ||
| Q4 24 | $1.2B | $147.7M | ||
| Q3 24 | — | $182.9M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | — | $254.4M |
总债务JBTMNET
| 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JBTMNET
| Q4 25 | $4.5B | $1.5B | ||
| Q3 25 | $4.4B | $1.3B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $973.1M | ||
| Q2 24 | $1.5B | $881.5M | ||
| Q1 24 | $1.5B | $797.2M |
总资产JBTMNET
| Q4 25 | $8.2B | $6.0B | ||
| Q3 25 | $8.2B | $5.8B | ||
| Q2 25 | $8.3B | $5.6B | ||
| Q1 25 | $8.0B | $3.7B | ||
| Q4 24 | $3.4B | $3.3B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.7B | $2.9B | ||
| Q1 24 | $2.7B | $2.8B |
负债/权益比JBTMNET
| 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 | $190.4M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $105.2M |
| 自由现金流率自由现金流/营收 | 8.3% | 17.1% |
| 资本支出强度资本支出/营收 | 3.4% | 13.9% |
| 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 | $287.5M |
8季度趋势，按日历期对齐
经营现金流JBTMNET
| Q4 25 | $117.4M | $190.4M | ||
| Q3 25 | $87.7M | $167.1M | ||
| Q2 25 | $102.2M | $99.8M | ||
| Q1 25 | $34.4M | $145.8M | ||
| Q4 24 | $128.7M | $127.3M | ||
| Q3 24 | $71.9M | $104.7M | ||
| Q2 24 | $21.6M | $74.8M | ||
| Q1 24 | $10.4M | $73.6M |
自由现金流JBTMNET
| Q4 25 | $83.5M | $105.2M | ||
| Q3 25 | $56.5M | $82.5M | ||
| Q2 25 | $83.7M | $39.9M | ||
| Q1 25 | $14.4M | $59.9M | ||
| Q4 24 | $118.7M | $54.2M | ||
| Q3 24 | $65.0M | $54.5M | ||
| Q2 24 | $11.1M | $45.2M | ||
| Q1 24 | $-100.0K | $41.5M |
自由现金流率JBTMNET
| Q4 25 | 8.3% | 17.1% | ||
| Q3 25 | 5.6% | 14.7% | ||
| Q2 25 | 9.0% | 7.8% | ||
| Q1 25 | 1.7% | 12.5% | ||
| Q4 24 | 25.4% | 11.8% | ||
| Q3 24 | 14.3% | 12.7% | ||
| Q2 24 | 2.8% | 11.3% | ||
| Q1 24 | -0.0% | 11.0% |
资本支出强度JBTMNET
| Q4 25 | 3.4% | 13.9% | ||
| Q3 25 | 3.1% | 15.1% | ||
| Q2 25 | 2.0% | 11.7% | ||
| Q1 25 | 2.3% | 17.9% | ||
| Q4 24 | 2.1% | 15.9% | ||
| Q3 24 | 1.5% | 11.7% | ||
| Q2 24 | 2.6% | 7.4% | ||
| Q1 24 | 2.7% | 8.5% |
现金转化率JBTMNET
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 30.06× | — | ||
| 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
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
