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JBT Marel Corp（JBTM）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.2倍（$1.0B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 5.3%，领先8.0%），Rithm Capital Corp.同比增速更快（508.5% vs 115.6%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
JBTM vs RITM — 直观对比
营收规模更大
JBTM
是对方的1.2倍
$828.2M
营收增速更快
RITM
高出392.9%
115.6%
净利率更高
RITM
高出8.0%
5.3%
两年增速更快
JBTM
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $828.2M |
| 净利润 | $53.1M | $109.5M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 7.2% | 29.9% |
| 净利率 | 5.3% | 13.2% |
| 营收同比 | 115.6% | 508.5% |
| 净利润同比 | 858.6% | 27.7% |
| 每股收益（稀释后） | $1.04 | $0.12 |
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JBTMRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $934.8M | $1.2B | ||
| Q1 25 | $854.1M | $768.4M | ||
| Q4 24 | $467.6M | $2.1B | ||
| Q3 24 | $453.8M | $619.5M | ||
| Q2 24 | $402.3M | $1.2B |
净利润JBTMRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $53.1M | $85.0M | ||
| Q3 25 | $66.0M | $221.5M | ||
| Q2 25 | $3.4M | $311.7M | ||
| Q1 25 | $-173.0M | $78.8M | ||
| Q4 24 | $-7.0M | $290.2M | ||
| Q3 24 | $38.9M | $121.7M | ||
| Q2 24 | $30.7M | $235.6M |
毛利率JBTMRITM
| Q1 26 | — | — | ||
| 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JBTMRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 7.2% | 13.8% | ||
| Q3 25 | 10.2% | 21.4% | ||
| Q2 25 | 5.2% | 25.2% | ||
| Q1 25 | -3.9% | 7.4% | ||
| Q4 24 | 3.4% | 23.8% | ||
| Q3 24 | 10.3% | 7.3% | ||
| Q2 24 | 6.7% | 23.6% |
净利率JBTMRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 5.3% | 5.7% | ||
| Q3 25 | 6.6% | 20.0% | ||
| Q2 25 | 0.4% | 25.6% | ||
| Q1 25 | -20.3% | 10.3% | ||
| Q4 24 | -1.5% | 14.0% | ||
| Q3 24 | 8.6% | 19.7% | ||
| Q2 24 | 7.6% | 19.2% |
每股收益（稀释后）JBTMRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.04 | $0.09 | ||
| Q3 25 | $1.26 | $0.35 | ||
| Q2 25 | $0.07 | $0.53 | ||
| Q1 25 | $-3.35 | $0.07 | ||
| Q4 24 | $-0.22 | $0.50 | ||
| Q3 24 | $1.21 | $0.20 | ||
| Q2 24 | $0.95 | $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 | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $9.1B |
| 总资产 | $8.2B | $53.4B |
| 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JBTMRITM
| Q1 26 | — | — | ||
| Q4 25 | $167.9M | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务JBTMRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $35.4B | ||
| Q3 25 | $1.5B | $32.2B | ||
| Q2 25 | $1.5B | $31.2B | ||
| Q1 25 | $2.0B | $32.2B | ||
| Q4 24 | $1.3B | $32.6B | ||
| Q3 24 | $648.3M | $29.6B | ||
| Q2 24 | $647.7M | $30.1B |
股东权益JBTMRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.5B | $8.4B | ||
| Q3 25 | $4.4B | $8.5B | ||
| Q2 25 | $4.4B | $7.9B | ||
| Q1 25 | $4.1B | $7.8B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.6B | $7.7B | ||
| Q2 24 | $1.5B | $7.3B |
总资产JBTMRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.2B | $53.1B | ||
| Q3 25 | $8.2B | $47.2B | ||
| Q2 25 | $8.3B | $44.3B | ||
| Q1 25 | $8.0B | $45.3B | ||
| Q4 24 | $3.4B | $46.0B | ||
| Q3 24 | $2.8B | $42.3B | ||
| Q2 24 | $2.7B | $42.0B |
负债/权益比JBTMRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | 4.20× | ||
| Q3 25 | 0.34× | 3.79× | ||
| Q2 25 | 0.35× | 3.92× | ||
| Q1 25 | 0.48× | 4.14× | ||
| Q4 24 | 0.81× | 4.18× | ||
| Q3 24 | 0.41× | 3.87× | ||
| Q2 24 | 0.43× | 4.10× |
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JBTMRITM
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | $-114.6M | ||
| Q3 25 | $87.7M | $-2.0B | ||
| Q2 25 | $102.2M | $-557.1M | ||
| Q1 25 | $34.4M | $1.4B | ||
| Q4 24 | $128.7M | $-1.8B | ||
| Q3 24 | $71.9M | $768.1M | ||
| Q2 24 | $21.6M | $-55.7M |
自由现金流JBTMRITM
| 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JBTMRITM
| 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JBTMRITM
| 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JBTMRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | -1.35× | ||
| Q3 25 | 1.33× | -9.22× | ||
| Q2 25 | 30.06× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 1.85× | 6.31× | ||
| Q2 24 | 0.70× | -0.24× |
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
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
