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JBT Marel Corp（JBTM）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是JBT Marel Corp的1.4倍（$1.4B vs $1.0B），ROKU, INC净利率更高（5.8% vs 5.3%，领先0.5%），JBT Marel Corp同比增速更快（115.6% vs 16.1%），ROKU, INC自由现金流更多（$106.6M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 25.8%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
JBTM vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.4倍
$1.0B
营收增速更快
JBTM
高出99.4%
16.1%
净利率更高
ROKU
高出0.5%
5.3%
自由现金流更多
ROKU
多$23.1M
$83.5M
两年增速更快
JBTM
近两年复合增速
25.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $53.1M | $80.5M |
| 毛利率 | 34.5% | 43.5% |
| 营业利润率 | 7.2% | 4.7% |
| 净利率 | 5.3% | 5.8% |
| 营收同比 | 115.6% | 16.1% |
| 净利润同比 | 858.6% | 326.4% |
| 每股收益（稀释后） | $1.04 | $0.55 |
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JBTMROKU
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $934.8M | $1.1B | ||
| Q1 25 | $854.1M | $1.0B | ||
| Q4 24 | $467.6M | $1.2B | ||
| Q3 24 | $453.8M | $1.1B | ||
| Q2 24 | $402.3M | $968.2M | ||
| Q1 24 | $392.3M | $881.5M |
净利润JBTMROKU
| Q4 25 | $53.1M | $80.5M | ||
| Q3 25 | $66.0M | $24.8M | ||
| Q2 25 | $3.4M | $10.5M | ||
| Q1 25 | $-173.0M | $-27.4M | ||
| Q4 24 | $-7.0M | $-35.5M | ||
| Q3 24 | $38.9M | $-9.0M | ||
| Q2 24 | $30.7M | $-34.0M | ||
| Q1 24 | $22.8M | $-50.9M |
毛利率JBTMROKU
| Q4 25 | 34.5% | 43.5% | ||
| Q3 25 | 35.9% | 43.4% | ||
| Q2 25 | 35.8% | 44.8% | ||
| Q1 25 | 34.2% | 43.6% | ||
| Q4 24 | 38.4% | 42.7% | ||
| Q3 24 | 36.1% | 45.2% | ||
| Q2 24 | 35.6% | 43.9% | ||
| Q1 24 | 35.8% | 44.1% |
营业利润率JBTMROKU
| Q4 25 | 7.2% | 4.7% | ||
| Q3 25 | 10.2% | 0.8% | ||
| Q2 25 | 5.2% | -2.1% | ||
| Q1 25 | -3.9% | -5.7% | ||
| Q4 24 | 3.4% | -3.3% | ||
| Q3 24 | 10.3% | -3.4% | ||
| Q2 24 | 6.7% | -7.4% | ||
| Q1 24 | 7.4% | -8.2% |
净利率JBTMROKU
| Q4 25 | 5.3% | 5.8% | ||
| Q3 25 | 6.6% | 2.0% | ||
| Q2 25 | 0.4% | 0.9% | ||
| Q1 25 | -20.3% | -2.7% | ||
| Q4 24 | -1.5% | -3.0% | ||
| Q3 24 | 8.6% | -0.9% | ||
| Q2 24 | 7.6% | -3.5% | ||
| Q1 24 | 5.8% | -5.8% |
每股收益（稀释后）JBTMROKU
| Q4 25 | $1.04 | $0.55 | ||
| Q3 25 | $1.26 | $0.16 | ||
| Q2 25 | $0.07 | $0.07 | ||
| Q1 25 | $-3.35 | $-0.19 | ||
| Q4 24 | $-0.22 | $-0.24 | ||
| Q3 24 | $1.21 | $-0.06 | ||
| Q2 24 | $0.95 | $-0.24 | ||
| Q1 24 | $0.71 | $-0.35 |
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 | $2.3B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $2.7B |
| 总资产 | $8.2B | $4.4B |
| 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JBTMROKU
| Q4 25 | $167.9M | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
总债务JBTMROKU
| 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JBTMROKU
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $4.4B | $2.6B | ||
| Q2 25 | $4.4B | $2.6B | ||
| Q1 25 | $4.1B | $2.5B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.6B | $2.5B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.5B | $2.4B |
总资产JBTMROKU
| Q4 25 | $8.2B | $4.4B | ||
| Q3 25 | $8.2B | $4.4B | ||
| Q2 25 | $8.3B | $4.3B | ||
| Q1 25 | $8.0B | $4.2B | ||
| Q4 24 | $3.4B | $4.3B | ||
| Q3 24 | $2.8B | $4.3B | ||
| Q2 24 | $2.7B | $4.1B | ||
| Q1 24 | $2.7B | $4.2B |
负债/权益比JBTMROKU
| 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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $106.6M |
| 自由现金流率自由现金流/营收 | 8.3% | 7.6% |
| 资本支出强度资本支出/营收 | 3.4% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.21× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $478.4M |
8季度趋势，按日历期对齐
经营现金流JBTMROKU
| Q4 25 | $117.4M | $107.7M | ||
| Q3 25 | $87.7M | $127.6M | ||
| Q2 25 | $102.2M | $109.7M | ||
| Q1 25 | $34.4M | $138.7M | ||
| Q4 24 | $128.7M | $79.3M | ||
| Q3 24 | $71.9M | $68.7M | ||
| Q2 24 | $21.6M | $23.4M | ||
| Q1 24 | $10.4M | $46.7M |
自由现金流JBTMROKU
| Q4 25 | $83.5M | $106.6M | ||
| Q3 25 | $56.5M | $126.5M | ||
| Q2 25 | $83.7M | $108.6M | ||
| Q1 25 | $14.4M | $136.8M | ||
| Q4 24 | $118.7M | $76.8M | ||
| Q3 24 | $65.0M | $67.6M | ||
| Q2 24 | $11.1M | $22.5M | ||
| Q1 24 | $-100.0K | $46.0M |
自由现金流率JBTMROKU
| Q4 25 | 8.3% | 7.6% | ||
| Q3 25 | 5.6% | 10.4% | ||
| Q2 25 | 9.0% | 9.8% | ||
| Q1 25 | 1.7% | 13.4% | ||
| Q4 24 | 25.4% | 6.4% | ||
| Q3 24 | 14.3% | 6.4% | ||
| Q2 24 | 2.8% | 2.3% | ||
| Q1 24 | -0.0% | 5.2% |
资本支出强度JBTMROKU
| Q4 25 | 3.4% | 0.1% | ||
| Q3 25 | 3.1% | 0.1% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 2.3% | 0.2% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 2.6% | 0.1% | ||
| Q1 24 | 2.7% | 0.1% |
现金转化率JBTMROKU
| Q4 25 | 2.21× | 1.34× | ||
| Q3 25 | 1.33× | 5.14× | ||
| Q2 25 | 30.06× | 10.45× | ||
| 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
业务分部营收拆解
JBTM
暂无分部数据
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
