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JBT Marel Corp（JBTM）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.3倍（$1.0B vs $766.5M），JBT Marel Corp净利率更高（5.3% vs 2.2%，领先3.1%），JBT Marel Corp同比增速更快（115.6% vs 2.5%），JBT Marel Corp自由现金流更多（$83.5M vs $28.9M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
JBTM vs SCSC — 直观对比
营收规模更大
JBTM
是对方的1.3倍
$766.5M
营收增速更快
JBTM
高出113.0%
2.5%
净利率更高
JBTM
高出3.1%
2.2%
自由现金流更多
JBTM
多$54.6M
$28.9M
两年增速更快
JBTM
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $766.5M |
| 净利润 | $53.1M | $16.5M |
| 毛利率 | 34.5% | 13.4% |
| 营业利润率 | 7.2% | 2.3% |
| 净利率 | 5.3% | 2.2% |
| 营收同比 | 115.6% | 2.5% |
| 净利润同比 | 858.6% | -3.3% |
| 每股收益（稀释后） | $1.04 | $0.75 |
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JBTMSCSC
| Q4 25 | $1.0B | $766.5M | ||
| Q3 25 | $1.0B | $739.6M | ||
| Q2 25 | $934.8M | $812.9M | ||
| Q1 25 | $854.1M | $704.8M | ||
| Q4 24 | $467.6M | $747.5M | ||
| Q3 24 | $453.8M | $775.6M | ||
| Q2 24 | $402.3M | $746.1M | ||
| Q1 24 | $392.3M | $752.6M |
净利润JBTMSCSC
| Q4 25 | $53.1M | $16.5M | ||
| Q3 25 | $66.0M | $19.9M | ||
| Q2 25 | $3.4M | $20.1M | ||
| Q1 25 | $-173.0M | $17.4M | ||
| Q4 24 | $-7.0M | $17.1M | ||
| Q3 24 | $38.9M | $17.0M | ||
| Q2 24 | $30.7M | $16.1M | ||
| Q1 24 | $22.8M | $12.8M |
毛利率JBTMSCSC
| Q4 25 | 34.5% | 13.4% | ||
| Q3 25 | 35.9% | 14.5% | ||
| Q2 25 | 35.8% | 12.9% | ||
| Q1 25 | 34.2% | 14.2% | ||
| Q4 24 | 38.4% | 13.6% | ||
| Q3 24 | 36.1% | 13.1% | ||
| Q2 24 | 35.6% | 13.0% | ||
| Q1 24 | 35.8% | 12.6% |
营业利润率JBTMSCSC
| Q4 25 | 7.2% | 2.3% | ||
| Q3 25 | 10.2% | 3.5% | ||
| Q2 25 | 5.2% | 3.3% | ||
| Q1 25 | -3.9% | 3.2% | ||
| Q4 24 | 3.4% | 2.5% | ||
| Q3 24 | 10.3% | 2.3% | ||
| Q2 24 | 6.7% | 2.9% | ||
| Q1 24 | 7.4% | 2.3% |
净利率JBTMSCSC
| Q4 25 | 5.3% | 2.2% | ||
| Q3 25 | 6.6% | 2.7% | ||
| Q2 25 | 0.4% | 2.5% | ||
| Q1 25 | -20.3% | 2.5% | ||
| Q4 24 | -1.5% | 2.3% | ||
| Q3 24 | 8.6% | 2.2% | ||
| Q2 24 | 7.6% | 2.2% | ||
| Q1 24 | 5.8% | 1.7% |
每股收益（稀释后）JBTMSCSC
| Q4 25 | $1.04 | $0.75 | ||
| Q3 25 | $1.26 | $0.89 | ||
| Q2 25 | $0.07 | $0.87 | ||
| Q1 25 | $-3.35 | $0.74 | ||
| Q4 24 | $-0.22 | $0.70 | ||
| Q3 24 | $1.21 | $0.69 | ||
| Q2 24 | $0.95 | $0.66 | ||
| Q1 24 | $0.71 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $910.9M |
| 总资产 | $8.2B | $1.7B |
| 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JBTMSCSC
| Q4 25 | $167.9M | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | — | $126.2M | ||
| Q1 25 | — | $146.3M | ||
| Q4 24 | $1.2B | $110.5M | ||
| Q3 24 | — | $145.0M | ||
| Q2 24 | — | $185.5M | ||
| Q1 24 | — | $159.1M |
总债务JBTMSCSC
| 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JBTMSCSC
| Q4 25 | $4.5B | $910.9M | ||
| Q3 25 | $4.4B | $914.0M | ||
| Q2 25 | $4.4B | $906.4M | ||
| Q1 25 | $4.1B | $901.7M | ||
| Q4 24 | $1.5B | $900.7M | ||
| Q3 24 | $1.6B | $920.9M | ||
| Q2 24 | $1.5B | $924.3M | ||
| Q1 24 | $1.5B | $944.1M |
总资产JBTMSCSC
| Q4 25 | $8.2B | $1.7B | ||
| Q3 25 | $8.2B | $1.7B | ||
| Q2 25 | $8.3B | $1.8B | ||
| Q1 25 | $8.0B | $1.7B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.7B | $1.8B |
负债/权益比JBTMSCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $28.9M |
| 自由现金流率自由现金流/营收 | 8.3% | 3.8% |
| 资本支出强度资本支出/营收 | 3.4% | 0.3% |
| 现金转化率经营现金流/净利润 | 2.21× | 1.87× |
| 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JBTMSCSC
| Q4 25 | $117.4M | $30.8M | ||
| Q3 25 | $87.7M | $23.2M | ||
| Q2 25 | $102.2M | — | ||
| Q1 25 | $34.4M | $66.1M | ||
| Q4 24 | $128.7M | $-6.2M | ||
| Q3 24 | $71.9M | $44.8M | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $10.4M | $160.2M |
自由现金流JBTMSCSC
| Q4 25 | $83.5M | $28.9M | ||
| Q3 25 | $56.5M | $20.8M | ||
| Q2 25 | $83.7M | — | ||
| Q1 25 | $14.4M | $64.6M | ||
| Q4 24 | $118.7M | $-8.2M | ||
| Q3 24 | $65.0M | $42.5M | ||
| Q2 24 | $11.1M | — | ||
| Q1 24 | $-100.0K | $157.7M |
自由现金流率JBTMSCSC
| Q4 25 | 8.3% | 3.8% | ||
| Q3 25 | 5.6% | 2.8% | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 1.7% | 9.2% | ||
| Q4 24 | 25.4% | -1.1% | ||
| Q3 24 | 14.3% | 5.5% | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | -0.0% | 21.0% |
资本支出强度JBTMSCSC
| Q4 25 | 3.4% | 0.3% | ||
| Q3 25 | 3.1% | 0.3% | ||
| Q2 25 | 2.0% | 0.3% | ||
| Q1 25 | 2.3% | 0.2% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 2.6% | 0.2% | ||
| Q1 24 | 2.7% | 0.3% |
现金转化率JBTMSCSC
| Q4 25 | 2.21× | 1.87× | ||
| Q3 25 | 1.33× | 1.17× | ||
| Q2 25 | 30.06× | — | ||
| Q1 25 | — | 3.79× | ||
| Q4 24 | — | -0.36× | ||
| Q3 24 | 1.85× | 2.64× | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.46× | 12.51× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
