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JBT Marel Corp（JBTM）与OMNICELL, INC.（OMCL）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OMNICELL, INC.的3.3倍（$1.0B vs $309.9M），JBT Marel Corp净利率更高（5.3% vs 3.7%，领先1.6%），JBT Marel Corp同比增速更快（115.6% vs 14.9%），JBT Marel Corp自由现金流更多（$83.5M vs $38.6M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 5.8%）
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。
Omnicell是总部位于美国加州山景城的跨国医疗科技企业，专注于为医院及各类医疗机构提供药品管理自动化系统，同时面向零售药房推出用药依从性包装与患者互动软件，旗下产品使用Omnicell及EnlivenHealth两大品牌。
JBTM vs OMCL — 直观对比
营收规模更大
JBTM
是对方的3.3倍
$309.9M
营收增速更快
JBTM
高出100.7%
14.9%
净利率更高
JBTM
高出1.6%
3.7%
自由现金流更多
JBTM
多$44.9M
$38.6M
两年增速更快
JBTM
近两年复合增速
5.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $309.9M |
| 净利润 | $53.1M | $11.4M |
| 毛利率 | 34.5% | 45.3% |
| 营业利润率 | 7.2% | — |
| 净利率 | 5.3% | 3.7% |
| 营收同比 | 115.6% | 14.9% |
| 净利润同比 | 858.6% | 261.7% |
| 每股收益（稀释后） | $1.04 | $0.25 |
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JBTMOMCL
| Q1 26 | — | $309.9M | ||
| Q4 25 | $1.0B | $314.0M | ||
| Q3 25 | $1.0B | $310.6M | ||
| Q2 25 | $934.8M | $290.6M | ||
| Q1 25 | $854.1M | $269.7M | ||
| Q4 24 | $467.6M | $306.9M | ||
| Q3 24 | $453.8M | $282.4M | ||
| Q2 24 | $402.3M | $276.8M |
净利润JBTMOMCL
| Q1 26 | — | $11.4M | ||
| Q4 25 | $53.1M | — | ||
| Q3 25 | $66.0M | $5.5M | ||
| Q2 25 | $3.4M | $5.6M | ||
| Q1 25 | $-173.0M | $-7.0M | ||
| Q4 24 | $-7.0M | — | ||
| Q3 24 | $38.9M | $8.6M | ||
| Q2 24 | $30.7M | $3.7M |
毛利率JBTMOMCL
| Q1 26 | — | 45.3% | ||
| Q4 25 | 34.5% | 41.5% | ||
| Q3 25 | 35.9% | 43.3% | ||
| Q2 25 | 35.8% | 43.9% | ||
| Q1 25 | 34.2% | 41.1% | ||
| Q4 24 | 38.4% | 46.2% | ||
| Q3 24 | 36.1% | 43.3% | ||
| Q2 24 | 35.6% | 41.3% |
营业利润率JBTMOMCL
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 0.1% | ||
| Q3 25 | 10.2% | 2.7% | ||
| Q2 25 | 5.2% | 2.8% | ||
| Q1 25 | -3.9% | -4.3% | ||
| Q4 24 | 3.4% | 4.0% | ||
| Q3 24 | 10.3% | 2.3% | ||
| Q2 24 | 6.7% | 1.2% |
净利率JBTMOMCL
| Q1 26 | — | 3.7% | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.6% | 1.8% | ||
| Q2 25 | 0.4% | 1.9% | ||
| Q1 25 | -20.3% | -2.6% | ||
| Q4 24 | -1.5% | — | ||
| Q3 24 | 8.6% | 3.1% | ||
| Q2 24 | 7.6% | 1.3% |
每股收益（稀释后）JBTMOMCL
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.04 | $-0.05 | ||
| Q3 25 | $1.26 | $0.12 | ||
| Q2 25 | $0.07 | $0.12 | ||
| Q1 25 | $-3.35 | $-0.15 | ||
| Q4 24 | $-0.22 | $0.34 | ||
| Q3 24 | $1.21 | $0.19 | ||
| Q2 24 | $0.95 | $0.08 |
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 | $239.2M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $1.3B |
| 总资产 | $8.2B | $2.0B |
| 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JBTMOMCL
| Q1 26 | — | $239.2M | ||
| Q4 25 | $167.9M | $196.5M | ||
| Q3 25 | — | $180.1M | ||
| Q2 25 | — | $399.0M | ||
| Q1 25 | — | $386.8M | ||
| Q4 24 | $1.2B | $369.2M | ||
| Q3 24 | — | $570.6M | ||
| Q2 24 | — | $556.8M |
总债务JBTMOMCL
| 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JBTMOMCL
| Q1 26 | — | $1.3B | ||
| Q4 25 | $4.5B | $1.2B | ||
| Q3 25 | $4.4B | $1.2B | ||
| Q2 25 | $4.4B | $1.3B | ||
| Q1 25 | $4.1B | $1.3B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
总资产JBTMOMCL
| Q1 26 | — | $2.0B | ||
| Q4 25 | $8.2B | $2.0B | ||
| Q3 25 | $8.2B | $1.9B | ||
| Q2 25 | $8.3B | $2.1B | ||
| Q1 25 | $8.0B | $2.2B | ||
| Q4 24 | $3.4B | $2.1B | ||
| Q3 24 | $2.8B | $2.3B | ||
| Q2 24 | $2.7B | $2.3B |
负债/权益比JBTMOMCL
| 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 | $54.5M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $38.6M |
| 自由现金流率自由现金流/营收 | 8.3% | 12.5% |
| 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× | 4.80× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $110.8M |
8季度趋势，按日历期对齐
经营现金流JBTMOMCL
| Q1 26 | — | $54.5M | ||
| Q4 25 | $117.4M | $30.4M | ||
| Q3 25 | $87.7M | $28.3M | ||
| Q2 25 | $102.2M | $42.8M | ||
| Q1 25 | $34.4M | $25.9M | ||
| Q4 24 | $128.7M | $56.3M | ||
| Q3 24 | $71.9M | $22.8M | ||
| Q2 24 | $21.6M | $58.7M |
自由现金流JBTMOMCL
| Q1 26 | — | $38.6M | ||
| Q4 25 | $83.5M | $22.6M | ||
| Q3 25 | $56.5M | $18.5M | ||
| Q2 25 | $83.7M | $31.0M | ||
| Q1 25 | $14.4M | $14.8M | ||
| Q4 24 | $118.7M | $47.2M | ||
| Q3 24 | $65.0M | $13.9M | ||
| Q2 24 | $11.1M | $49.1M |
自由现金流率JBTMOMCL
| Q1 26 | — | 12.5% | ||
| Q4 25 | 8.3% | 7.2% | ||
| Q3 25 | 5.6% | 6.0% | ||
| Q2 25 | 9.0% | 10.7% | ||
| Q1 25 | 1.7% | 5.5% | ||
| Q4 24 | 25.4% | 15.4% | ||
| Q3 24 | 14.3% | 4.9% | ||
| Q2 24 | 2.8% | 17.8% |
资本支出强度JBTMOMCL
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 2.5% | ||
| Q3 25 | 3.1% | 3.1% | ||
| Q2 25 | 2.0% | 4.1% | ||
| Q1 25 | 2.3% | 4.1% | ||
| Q4 24 | 2.1% | 3.0% | ||
| Q3 24 | 1.5% | 3.1% | ||
| Q2 24 | 2.6% | 3.5% |
现金转化率JBTMOMCL
| Q1 26 | — | 4.80× | ||
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | 5.18× | ||
| Q2 25 | 30.06× | 7.58× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.85× | 2.64× | ||
| Q2 24 | 0.70× | 15.72× |
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
OMCL
| Product revenues | $174.8M | 56% |
| Service revenues | $135.1M | 44% |
