vs
JBT Marel Corp(JBTM)与帕兰提尔科技(PLTR)财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是JBT Marel Corp的1.4倍($1.4B vs $1.0B),帕兰提尔科技净利率更高(43.3% vs 5.3%,领先38.0%),JBT Marel Corp同比增速更快(115.6% vs 70.0%),帕兰提尔科技自由现金流更多($764.0M vs $83.5M),过去两年JBT Marel Corp的营收复合增速更高(60.3% vs 48.9%)
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。
帕兰提尔科技是美国上市企业,专注研发数据集成与分析平台,为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库,广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
JBTM vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.4倍
$1.0B
营收增速更快
JBTM
高出45.6%
70.0%
净利率更高
PLTR
高出38.0%
5.3%
自由现金流更多
PLTR
多$680.5M
$83.5M
两年增速更快
JBTM
近两年复合增速
48.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $53.1M | $608.7M |
| 毛利率 | 34.5% | 84.6% |
| 营业利润率 | 7.2% | 40.9% |
| 净利率 | 5.3% | 43.3% |
| 营收同比 | 115.6% | 70.0% |
| 净利润同比 | 858.6% | 670.4% |
| 每股收益(稀释后) | $1.04 | $0.24 |
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
JBTM
PLTR
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $934.8M | $1.0B | ||
| Q1 25 | $854.1M | $883.9M | ||
| Q4 24 | $467.6M | $827.5M | ||
| Q3 24 | $453.8M | $725.5M | ||
| Q2 24 | $402.3M | $678.1M | ||
| Q1 24 | $392.3M | $634.3M |
净利润
JBTM
PLTR
| Q4 25 | $53.1M | $608.7M | ||
| Q3 25 | $66.0M | $475.6M | ||
| Q2 25 | $3.4M | $326.7M | ||
| Q1 25 | $-173.0M | $214.0M | ||
| Q4 24 | $-7.0M | $79.0M | ||
| Q3 24 | $38.9M | $143.5M | ||
| Q2 24 | $30.7M | $134.1M | ||
| Q1 24 | $22.8M | $105.5M |
毛利率
JBTM
PLTR
| Q4 25 | 34.5% | 84.6% | ||
| Q3 25 | 35.9% | 82.4% | ||
| Q2 25 | 35.8% | 80.8% | ||
| Q1 25 | 34.2% | 80.4% | ||
| Q4 24 | 38.4% | 78.9% | ||
| Q3 24 | 36.1% | 79.8% | ||
| Q2 24 | 35.6% | 81.0% | ||
| Q1 24 | 35.8% | 81.7% |
营业利润率
JBTM
PLTR
| Q4 25 | 7.2% | 40.9% | ||
| Q3 25 | 10.2% | 33.3% | ||
| Q2 25 | 5.2% | 26.8% | ||
| Q1 25 | -3.9% | 19.9% | ||
| Q4 24 | 3.4% | 1.3% | ||
| Q3 24 | 10.3% | 15.6% | ||
| Q2 24 | 6.7% | 15.5% | ||
| Q1 24 | 7.4% | 12.8% |
净利率
JBTM
PLTR
| Q4 25 | 5.3% | 43.3% | ||
| Q3 25 | 6.6% | 40.3% | ||
| Q2 25 | 0.4% | 32.6% | ||
| Q1 25 | -20.3% | 24.2% | ||
| Q4 24 | -1.5% | 9.5% | ||
| Q3 24 | 8.6% | 19.8% | ||
| Q2 24 | 7.6% | 19.8% | ||
| Q1 24 | 5.8% | 16.6% |
每股收益(稀释后)
JBTM
PLTR
| Q4 25 | $1.04 | $0.24 | ||
| Q3 25 | $1.26 | $0.18 | ||
| Q2 25 | $0.07 | $0.13 | ||
| Q1 25 | $-3.35 | $0.08 | ||
| Q4 24 | $-0.22 | $0.03 | ||
| Q3 24 | $1.21 | $0.06 | ||
| Q2 24 | $0.95 | $0.06 | ||
| Q1 24 | $0.71 | $0.04 |
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 | $7.2B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $7.4B |
| 总资产 | $8.2B | $8.9B |
| 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
JBTM
PLTR
| Q4 25 | $167.9M | $7.2B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | $1.2B | $5.2B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.0B | ||
| Q1 24 | — | $3.9B |
总债务
JBTM
PLTR
| 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
JBTM
PLTR
| Q4 25 | $4.5B | $7.4B | ||
| Q3 25 | $4.4B | $6.6B | ||
| Q2 25 | $4.4B | $5.9B | ||
| Q1 25 | $4.1B | $5.4B | ||
| Q4 24 | $1.5B | $5.0B | ||
| Q3 24 | $1.6B | $4.5B | ||
| Q2 24 | $1.5B | $4.1B | ||
| Q1 24 | $1.5B | $3.8B |
总资产
JBTM
PLTR
| Q4 25 | $8.2B | $8.9B | ||
| Q3 25 | $8.2B | $8.1B | ||
| Q2 25 | $8.3B | $7.4B | ||
| Q1 25 | $8.0B | $6.7B | ||
| Q4 24 | $3.4B | $6.3B | ||
| Q3 24 | $2.8B | $5.8B | ||
| Q2 24 | $2.7B | $5.2B | ||
| Q1 24 | $2.7B | $4.8B |
负债/权益比
JBTM
PLTR
| 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 | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $764.0M |
| 自由现金流率自由现金流/营收 | 8.3% | 54.3% |
| 资本支出强度资本支出/营收 | 3.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.21× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $2.1B |
8季度趋势,按日历期对齐
经营现金流
JBTM
PLTR
| Q4 25 | $117.4M | $777.3M | ||
| Q3 25 | $87.7M | $507.7M | ||
| Q2 25 | $102.2M | $539.3M | ||
| Q1 25 | $34.4M | $310.3M | ||
| Q4 24 | $128.7M | $460.3M | ||
| Q3 24 | $71.9M | $419.8M | ||
| Q2 24 | $21.6M | $144.2M | ||
| Q1 24 | $10.4M | $129.6M |
自由现金流
JBTM
PLTR
| Q4 25 | $83.5M | $764.0M | ||
| Q3 25 | $56.5M | $500.9M | ||
| Q2 25 | $83.7M | $531.6M | ||
| Q1 25 | $14.4M | $304.1M | ||
| Q4 24 | $118.7M | $457.2M | ||
| Q3 24 | $65.0M | $415.8M | ||
| Q2 24 | $11.1M | $141.3M | ||
| Q1 24 | $-100.0K | $126.9M |
自由现金流率
JBTM
PLTR
| Q4 25 | 8.3% | 54.3% | ||
| Q3 25 | 5.6% | 42.4% | ||
| Q2 25 | 9.0% | 53.0% | ||
| Q1 25 | 1.7% | 34.4% | ||
| Q4 24 | 25.4% | 55.3% | ||
| Q3 24 | 14.3% | 57.3% | ||
| Q2 24 | 2.8% | 20.8% | ||
| Q1 24 | -0.0% | 20.0% |
资本支出强度
JBTM
PLTR
| Q4 25 | 3.4% | 0.9% | ||
| Q3 25 | 3.1% | 0.6% | ||
| Q2 25 | 2.0% | 0.8% | ||
| Q1 25 | 2.3% | 0.7% | ||
| Q4 24 | 2.1% | 0.4% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 2.6% | 0.4% | ||
| Q1 24 | 2.7% | 0.4% |
现金转化率
JBTM
PLTR
| Q4 25 | 2.21× | 1.28× | ||
| Q3 25 | 1.33× | 1.07× | ||
| Q2 25 | 30.06× | 1.65× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | 1.85× | 2.92× | ||
| Q2 24 | 0.70× | 1.08× | ||
| Q1 24 | 0.46× | 1.23× |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |