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JBT Marel Corp（JBTM）与PIPER SANDLER COMPANIES（PIPR）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PIPER SANDLER COMPANIES的1.5倍（$1.0B vs $667.0M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 5.3%，领先11.8%），JBT Marel Corp同比增速更快（115.6% vs 37.4%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 39.2%）
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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
JBTM vs PIPR — 直观对比
营收规模更大
JBTM
是对方的1.5倍
$667.0M
营收增速更快
JBTM
高出78.2%
37.4%
净利率更高
PIPR
高出11.8%
5.3%
两年增速更快
JBTM
近两年复合增速
39.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $667.0M |
| 净利润 | $53.1M | $114.0M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 7.2% | 28.3% |
| 净利率 | 5.3% | 17.1% |
| 营收同比 | 115.6% | 37.4% |
| 净利润同比 | 858.6% | 65.0% |
| 每股收益（稀释后） | $1.04 | $6.41 |
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JBTMPIPR
| Q4 25 | $1.0B | $667.0M | ||
| Q3 25 | $1.0B | $480.1M | ||
| Q2 25 | $934.8M | $398.6M | ||
| Q1 25 | $854.1M | $358.6M | ||
| Q4 24 | $467.6M | $485.4M | ||
| Q3 24 | $453.8M | $360.9M | ||
| Q2 24 | $402.3M | $340.8M | ||
| Q1 24 | $392.3M | $344.4M |
净利润JBTMPIPR
| Q4 25 | $53.1M | $114.0M | ||
| Q3 25 | $66.0M | $60.3M | ||
| Q2 25 | $3.4M | $42.2M | ||
| Q1 25 | $-173.0M | $64.9M | ||
| Q4 24 | $-7.0M | $69.1M | ||
| Q3 24 | $38.9M | $34.8M | ||
| Q2 24 | $30.7M | $34.8M | ||
| Q1 24 | $22.8M | $42.5M |
毛利率JBTMPIPR
| Q4 25 | 34.5% | — | ||
| Q3 25 | 35.9% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 38.4% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 35.8% | — |
营业利润率JBTMPIPR
| Q4 25 | 7.2% | 28.3% | ||
| Q3 25 | 10.2% | 22.4% | ||
| Q2 25 | 5.2% | 12.3% | ||
| Q1 25 | -3.9% | 8.2% | ||
| Q4 24 | 3.4% | 16.9% | ||
| Q3 24 | 10.3% | 15.4% | ||
| Q2 24 | 6.7% | 8.3% | ||
| Q1 24 | 7.4% | 15.2% |
净利率JBTMPIPR
| Q4 25 | 5.3% | 17.1% | ||
| Q3 25 | 6.6% | 12.6% | ||
| Q2 25 | 0.4% | 10.6% | ||
| Q1 25 | -20.3% | 18.1% | ||
| Q4 24 | -1.5% | 14.2% | ||
| Q3 24 | 8.6% | 9.6% | ||
| Q2 24 | 7.6% | 10.2% | ||
| Q1 24 | 5.8% | 12.3% |
每股收益（稀释后）JBTMPIPR
| Q4 25 | $1.04 | $6.41 | ||
| Q3 25 | $1.26 | $3.38 | ||
| Q2 25 | $0.07 | $2.38 | ||
| Q1 25 | $-3.35 | $3.65 | ||
| Q4 24 | $-0.22 | $3.88 | ||
| Q3 24 | $1.21 | $1.96 | ||
| Q2 24 | $0.95 | $1.97 | ||
| Q1 24 | $0.71 | $2.43 |
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 | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $1.4B |
| 总资产 | $8.2B | $2.6B |
| 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JBTMPIPR
| Q4 25 | $167.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务JBTMPIPR
| 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JBTMPIPR
| Q4 25 | $4.5B | $1.4B | ||
| Q3 25 | $4.4B | $1.3B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.1B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
总资产JBTMPIPR
| Q4 25 | $8.2B | $2.6B | ||
| Q3 25 | $8.2B | $2.2B | ||
| Q2 25 | $8.3B | $2.0B | ||
| Q1 25 | $8.0B | $1.8B | ||
| Q4 24 | $3.4B | $2.3B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.7B | $1.9B | ||
| Q1 24 | $2.7B | $1.8B |
负债/权益比JBTMPIPR
| 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 | $729.8M |
| 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× | 6.40× |
| 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JBTMPIPR
| Q4 25 | $117.4M | $729.8M | ||
| Q3 25 | $87.7M | $31.9M | ||
| Q2 25 | $102.2M | $32.1M | ||
| Q1 25 | $34.4M | $-207.2M | ||
| Q4 24 | $128.7M | $163.8M | ||
| Q3 24 | $71.9M | $80.1M | ||
| Q2 24 | $21.6M | $266.5M | ||
| Q1 24 | $10.4M | $-197.2M |
自由现金流JBTMPIPR
| Q4 25 | $83.5M | — | ||
| Q3 25 | $56.5M | — | ||
| Q2 25 | $83.7M | — | ||
| Q1 25 | $14.4M | — | ||
| Q4 24 | $118.7M | — | ||
| Q3 24 | $65.0M | — | ||
| Q2 24 | $11.1M | — | ||
| Q1 24 | $-100.0K | — |
自由现金流率JBTMPIPR
| Q4 25 | 8.3% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 25.4% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | -0.0% | — |
资本支出强度JBTMPIPR
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 2.7% | — |
现金转化率JBTMPIPR
| Q4 25 | 2.21× | 6.40× | ||
| Q3 25 | 1.33× | 0.53× | ||
| Q2 25 | 30.06× | 0.76× | ||
| Q1 25 | — | -3.19× | ||
| Q4 24 | — | 2.37× | ||
| Q3 24 | 1.85× | 2.30× | ||
| Q2 24 | 0.70× | 7.66× | ||
| Q1 24 | 0.46× | -4.64× |
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
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
