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JBT Marel Corp（JBTM）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是JBT Marel Corp的1.4倍（$1.4B vs $1.0B），JBT Marel Corp净利率更高（5.3% vs -22.3%，领先27.6%），JBT Marel Corp同比增速更快（115.6% vs 43.2%），罗布乐思自由现金流更多（$308.6M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 32.9%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
JBTM vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.4倍
$1.0B
营收增速更快
JBTM
高出72.4%
43.2%
净利率更高
JBTM
高出27.6%
-22.3%
自由现金流更多
RBLX
多$225.1M
$83.5M
两年增速更快
JBTM
近两年复合增速
32.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $53.1M | $-316.0M |
| 毛利率 | 34.5% | 77.7% |
| 营业利润率 | 7.2% | -25.3% |
| 净利率 | 5.3% | -22.3% |
| 营收同比 | 115.6% | 43.2% |
| 净利润同比 | 858.6% | -43.9% |
| 每股收益（稀释后） | $1.04 | $-0.44 |
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JBTMRBLX
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $934.8M | $1.1B | ||
| Q1 25 | $854.1M | $1.0B | ||
| Q4 24 | $467.6M | $988.2M | ||
| Q3 24 | $453.8M | $919.0M | ||
| Q2 24 | $402.3M | $893.5M | ||
| Q1 24 | $392.3M | $801.3M |
净利润JBTMRBLX
| Q4 25 | $53.1M | $-316.0M | ||
| Q3 25 | $66.0M | $-255.6M | ||
| Q2 25 | $3.4M | $-278.4M | ||
| Q1 25 | $-173.0M | $-215.1M | ||
| Q4 24 | $-7.0M | $-219.6M | ||
| Q3 24 | $38.9M | $-239.3M | ||
| Q2 24 | $30.7M | $-205.9M | ||
| Q1 24 | $22.8M | $-270.6M |
毛利率JBTMRBLX
| Q4 25 | 34.5% | 77.7% | ||
| Q3 25 | 35.9% | 78.2% | ||
| Q2 25 | 35.8% | 78.2% | ||
| Q1 25 | 34.2% | 78.3% | ||
| Q4 24 | 38.4% | 77.9% | ||
| Q3 24 | 36.1% | 77.7% | ||
| Q2 24 | 35.6% | 77.8% | ||
| Q1 24 | 35.8% | 77.7% |
营业利润率JBTMRBLX
| Q4 25 | 7.2% | -25.3% | ||
| Q3 25 | 10.2% | -21.8% | ||
| Q2 25 | 5.2% | -29.8% | ||
| Q1 25 | -3.9% | -24.6% | ||
| Q4 24 | 3.4% | -24.7% | ||
| Q3 24 | 10.3% | -30.4% | ||
| Q2 24 | 6.7% | -26.6% | ||
| Q1 24 | 7.4% | -37.7% |
净利率JBTMRBLX
| Q4 25 | 5.3% | -22.3% | ||
| Q3 25 | 6.6% | -18.8% | ||
| Q2 25 | 0.4% | -25.8% | ||
| Q1 25 | -20.3% | -20.8% | ||
| Q4 24 | -1.5% | -22.2% | ||
| Q3 24 | 8.6% | -26.0% | ||
| Q2 24 | 7.6% | -23.0% | ||
| Q1 24 | 5.8% | -33.8% |
每股收益（稀释后）JBTMRBLX
| Q4 25 | $1.04 | $-0.44 | ||
| Q3 25 | $1.26 | $-0.37 | ||
| Q2 25 | $0.07 | $-0.41 | ||
| Q1 25 | $-3.35 | $-0.32 | ||
| Q4 24 | $-0.22 | $-0.32 | ||
| Q3 24 | $1.21 | $-0.37 | ||
| Q2 24 | $0.95 | $-0.32 | ||
| Q1 24 | $0.71 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $1.5B | $1.2B |
| 股东权益账面价值 | $4.5B | $394.5M |
| 总资产 | $8.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资JBTMRBLX
| Q4 25 | $167.9M | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
总债务JBTMRBLX
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | — |
股东权益JBTMRBLX
| Q4 25 | $4.5B | $394.5M | ||
| Q3 25 | $4.4B | $407.6M | ||
| Q2 25 | $4.4B | $353.2M | ||
| Q1 25 | $4.1B | $310.7M | ||
| Q4 24 | $1.5B | $221.4M | ||
| Q3 24 | $1.6B | $189.9M | ||
| Q2 24 | $1.5B | $121.5M | ||
| Q1 24 | $1.5B | $71.6M |
总资产JBTMRBLX
| Q4 25 | $8.2B | $9.6B | ||
| Q3 25 | $8.2B | $8.6B | ||
| Q2 25 | $8.3B | $7.8B | ||
| Q1 25 | $8.0B | $7.5B | ||
| Q4 24 | $3.4B | $7.2B | ||
| Q3 24 | $2.8B | $6.7B | ||
| Q2 24 | $2.7B | $6.5B | ||
| Q1 24 | $2.7B | $6.3B |
负债/权益比JBTMRBLX
| Q4 25 | 0.33× | 2.98× | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | 5.48× | ||
| 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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $308.6M |
| 自由现金流率自由现金流/营收 | 8.3% | 21.8% |
| 资本支出强度资本支出/营收 | 3.4% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流JBTMRBLX
| Q4 25 | $117.4M | $607.0M | ||
| Q3 25 | $87.7M | $546.2M | ||
| Q2 25 | $102.2M | $199.3M | ||
| Q1 25 | $34.4M | $443.9M | ||
| Q4 24 | $128.7M | $184.5M | ||
| Q3 24 | $71.9M | $247.4M | ||
| Q2 24 | $21.6M | $151.4M | ||
| Q1 24 | $10.4M | $238.9M |
自由现金流JBTMRBLX
| Q4 25 | $83.5M | $308.6M | ||
| Q3 25 | $56.5M | $443.6M | ||
| Q2 25 | $83.7M | $176.7M | ||
| Q1 25 | $14.4M | $426.5M | ||
| Q4 24 | $118.7M | $120.6M | ||
| Q3 24 | $65.0M | $218.0M | ||
| Q2 24 | $11.1M | $111.7M | ||
| Q1 24 | $-100.0K | $192.3M |
自由现金流率JBTMRBLX
| Q4 25 | 8.3% | 21.8% | ||
| Q3 25 | 5.6% | 32.6% | ||
| Q2 25 | 9.0% | 16.3% | ||
| Q1 25 | 1.7% | 41.2% | ||
| Q4 24 | 25.4% | 12.2% | ||
| Q3 24 | 14.3% | 23.7% | ||
| Q2 24 | 2.8% | 12.5% | ||
| Q1 24 | -0.0% | 24.0% |
资本支出强度JBTMRBLX
| Q4 25 | 3.4% | 21.1% | ||
| Q3 25 | 3.1% | 7.5% | ||
| Q2 25 | 2.0% | 2.1% | ||
| Q1 25 | 2.3% | 1.7% | ||
| Q4 24 | 2.1% | 6.5% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 2.6% | 4.4% | ||
| Q1 24 | 2.7% | 5.8% |
现金转化率JBTMRBLX
| 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
