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JBT Marel Corp（JBTM）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是JBT Marel Corp的1.4倍（$1.4B vs $1.0B），瑞思迈净利率更高（27.6% vs 5.3%，领先22.3%），JBT Marel Corp同比增速更快（115.6% vs 11.0%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 7.9%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
JBTM vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.0B
营收增速更快
JBTM
高出104.6%
11.0%
净利率更高
RMD
高出22.3%
5.3%
两年增速更快
JBTM
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $53.1M | $392.6M |
| 毛利率 | 34.5% | 61.8% |
| 营业利润率 | 7.2% | 34.6% |
| 净利率 | 5.3% | 27.6% |
| 营收同比 | 115.6% | 11.0% |
| 净利润同比 | 858.6% | 13.9% |
| 每股收益（稀释后） | $1.04 | $2.68 |
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JBTMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $934.8M | $1.3B | ||
| Q1 25 | $854.1M | $1.3B | ||
| Q4 24 | $467.6M | $1.3B | ||
| Q3 24 | $453.8M | $1.2B | ||
| Q2 24 | $402.3M | $1.2B |
净利润JBTMRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $53.1M | $392.6M | ||
| Q3 25 | $66.0M | $348.5M | ||
| Q2 25 | $3.4M | $379.7M | ||
| Q1 25 | $-173.0M | $365.0M | ||
| Q4 24 | $-7.0M | $344.6M | ||
| Q3 24 | $38.9M | $311.4M | ||
| Q2 24 | $30.7M | $292.2M |
毛利率JBTMRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 34.5% | 61.8% | ||
| Q3 25 | 35.9% | 61.5% | ||
| Q2 25 | 35.8% | 60.8% | ||
| Q1 25 | 34.2% | 59.3% | ||
| Q4 24 | 38.4% | 58.6% | ||
| Q3 24 | 36.1% | 58.6% | ||
| Q2 24 | 35.6% | 58.5% |
营业利润率JBTMRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 7.2% | 34.6% | ||
| Q3 25 | 10.2% | 33.4% | ||
| Q2 25 | 5.2% | 33.7% | ||
| Q1 25 | -3.9% | 33.0% | ||
| Q4 24 | 3.4% | 32.5% | ||
| Q3 24 | 10.3% | 31.6% | ||
| Q2 24 | 6.7% | 31.2% |
净利率JBTMRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 5.3% | 27.6% | ||
| Q3 25 | 6.6% | 26.1% | ||
| Q2 25 | 0.4% | 28.2% | ||
| Q1 25 | -20.3% | 28.3% | ||
| Q4 24 | -1.5% | 26.9% | ||
| Q3 24 | 8.6% | 25.4% | ||
| Q2 24 | 7.6% | 23.9% |
每股收益（稀释后）JBTMRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.04 | $2.68 | ||
| Q3 25 | $1.26 | $2.37 | ||
| Q2 25 | $0.07 | $2.58 | ||
| Q1 25 | $-3.35 | $2.48 | ||
| Q4 24 | $-0.22 | $2.34 | ||
| Q3 24 | $1.21 | $2.11 | ||
| Q2 24 | $0.95 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $1.5B | $663.8M |
| 股东权益账面价值 | $4.5B | $6.3B |
| 总资产 | $8.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资JBTMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $167.9M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | $1.2B | $521.9M | ||
| Q3 24 | — | $426.4M | ||
| Q2 24 | — | $238.4M |
总债务JBTMRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $1.5B | $403.9M | ||
| Q3 25 | $1.5B | $408.7M | ||
| Q2 25 | $1.5B | $658.4M | ||
| Q1 25 | $2.0B | $663.1M | ||
| Q4 24 | $1.3B | $662.9M | ||
| Q3 24 | $648.3M | $667.6M | ||
| Q2 24 | $647.7M | $697.3M |
股东权益JBTMRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $4.5B | $6.3B | ||
| Q3 25 | $4.4B | $6.1B | ||
| Q2 25 | $4.4B | $6.0B | ||
| Q1 25 | $4.1B | $5.5B | ||
| Q4 24 | $1.5B | $5.3B | ||
| Q3 24 | $1.6B | $5.2B | ||
| Q2 24 | $1.5B | $4.9B |
总资产JBTMRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $8.2B | $8.5B | ||
| Q3 25 | $8.2B | $8.3B | ||
| Q2 25 | $8.3B | $8.2B | ||
| Q1 25 | $8.0B | $7.6B | ||
| Q4 24 | $3.4B | $7.1B | ||
| Q3 24 | $2.8B | $7.2B | ||
| Q2 24 | $2.7B | $6.9B |
负债/权益比JBTMRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 0.33× | 0.06× | ||
| Q3 25 | 0.34× | 0.07× | ||
| Q2 25 | 0.35× | 0.11× | ||
| Q1 25 | 0.48× | 0.12× | ||
| Q4 24 | 0.81× | 0.13× | ||
| Q3 24 | 0.41× | 0.13× | ||
| Q2 24 | 0.43× | 0.14× |
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JBTMRMD
| Q2 26 | — | — | ||
| Q4 25 | $117.4M | $339.7M | ||
| Q3 25 | $87.7M | $457.3M | ||
| Q2 25 | $102.2M | $538.8M | ||
| Q1 25 | $34.4M | $578.7M | ||
| Q4 24 | $128.7M | $308.6M | ||
| Q3 24 | $71.9M | $325.5M | ||
| Q2 24 | $21.6M | $440.1M |
自由现金流JBTMRMD
| Q2 26 | — | — | ||
| Q4 25 | $83.5M | $311.2M | ||
| Q3 25 | $56.5M | $414.4M | ||
| Q2 25 | $83.7M | $508.2M | ||
| Q1 25 | $14.4M | $557.9M | ||
| Q4 24 | $118.7M | $288.0M | ||
| Q3 24 | $65.0M | $307.7M | ||
| Q2 24 | $11.1M | $415.2M |
自由现金流率JBTMRMD
| Q2 26 | — | — | ||
| Q4 25 | 8.3% | 21.9% | ||
| Q3 25 | 5.6% | 31.0% | ||
| Q2 25 | 9.0% | 37.7% | ||
| Q1 25 | 1.7% | 43.2% | ||
| Q4 24 | 25.4% | 22.5% | ||
| Q3 24 | 14.3% | 25.1% | ||
| Q2 24 | 2.8% | 33.9% |
资本支出强度JBTMRMD
| Q2 26 | — | — | ||
| Q4 25 | 3.4% | 2.0% | ||
| Q3 25 | 3.1% | 3.2% | ||
| Q2 25 | 2.0% | 2.3% | ||
| Q1 25 | 2.3% | 1.6% | ||
| Q4 24 | 2.1% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 2.6% | 2.0% |
现金转化率JBTMRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.21× | 0.87× | ||
| Q3 25 | 1.33× | 1.31× | ||
| Q2 25 | 30.06× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 1.85× | 1.05× | ||
| Q2 24 | 0.70× | 1.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
