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JBT Marel Corp（JBTM）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是JBT Marel Corp的1.2倍（$1.2B vs $1.0B），JBT Marel Corp净利率更高（5.3% vs 4.3%，领先1.0%），JBT Marel Corp同比增速更快（115.6% vs 18.7%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 7.2%）
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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
JBTM vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.2倍
$1.0B
营收增速更快
JBTM
高出96.8%
18.7%
净利率更高
JBTM
高出1.0%
4.3%
两年增速更快
JBTM
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.2B |
| 净利润 | $53.1M | $49.8M |
| 毛利率 | 34.5% | 10.2% |
| 营业利润率 | 7.2% | 5.3% |
| 净利率 | 5.3% | 4.3% |
| 营收同比 | 115.6% | 18.7% |
| 净利润同比 | 858.6% | 27.5% |
| 每股收益（稀释后） | $1.04 | $1.82 |
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JBTMPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $934.8M | — | ||
| Q1 25 | $854.1M | — | ||
| Q4 24 | $467.6M | — | ||
| Q3 24 | $453.8M | — | ||
| Q2 24 | $402.3M | — |
净利润JBTMPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $53.1M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $3.4M | — | ||
| Q1 25 | $-173.0M | — | ||
| Q4 24 | $-7.0M | — | ||
| Q3 24 | $38.9M | — | ||
| Q2 24 | $30.7M | — |
毛利率JBTMPLXS
| Q1 26 | — | 9.9% | ||
| 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% | — |
营业利润率JBTMPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 7.2% | — | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | -3.9% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 6.7% | — |
净利率JBTMPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | -20.3% | — | ||
| Q4 24 | -1.5% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 7.6% | — |
每股收益（稀释后）JBTMPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $1.04 | — | ||
| Q3 25 | $1.26 | — | ||
| Q2 25 | $0.07 | — | ||
| Q1 25 | $-3.35 | — | ||
| Q4 24 | $-0.22 | — | ||
| Q3 24 | $1.21 | — | ||
| Q2 24 | $0.95 | — |
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 | $303.1M |
| 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 | $3.4B |
| 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JBTMPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $167.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务JBTMPLXS
| 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JBTMPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
总资产JBTMPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.3B | — | ||
| Q1 25 | $8.0B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — |
负债/权益比JBTMPLXS
| 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JBTMPLXS
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | — | ||
| Q3 25 | $87.7M | — | ||
| Q2 25 | $102.2M | — | ||
| Q1 25 | $34.4M | — | ||
| Q4 24 | $128.7M | — | ||
| Q3 24 | $71.9M | — | ||
| Q2 24 | $21.6M | — |
自由现金流JBTMPLXS
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率JBTMPLXS
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度JBTMPLXS
| Q1 26 | — | — | ||
| 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% | — |
现金转化率JBTMPLXS
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 30.06× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 0.70× | — |
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
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
