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JBT Marel Corp（JBTM）与西蒙地产集团（SPG）财务数据对比。点击上方公司名可切换其他公司
西蒙地产集团的季度营收约是JBT Marel Corp的1.8倍（$1.8B vs $1.0B），西蒙地产集团净利率更高（197.6% vs 5.3%，领先192.3%），JBT Marel Corp同比增速更快（115.6% vs 13.2%），西蒙地产集团自由现金流更多（$948.8M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 11.4%）
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。
西蒙地产集团是美国头部房地产投资信托企业，核心投资范畴涵盖购物中心、奥特莱斯、社区及生活方式中心，是美国规模最大的购物中心持有方，总部位于印第安纳州印第安纳波利斯，截至2024年12月末共持有232处物业的相关权益。
JBTM vs SPG — 直观对比
营收规模更大
SPG
是对方的1.8倍
$1.0B
营收增速更快
JBTM
高出102.3%
13.2%
净利率更高
SPG
高出192.3%
5.3%
自由现金流更多
SPG
多$865.3M
$83.5M
两年增速更快
JBTM
近两年复合增速
11.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.8B |
| 净利润 | $53.1M | $3.5B |
| 毛利率 | 34.5% | — |
| 营业利润率 | 7.2% | 49.7% |
| 净利率 | 5.3% | 197.6% |
| 营收同比 | 115.6% | 13.2% |
| 净利润同比 | 858.6% | 358.7% |
| 每股收益（稀释后） | $1.04 | $9.34 |
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JBTMSPG
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $934.8M | $1.5B | ||
| Q1 25 | $854.1M | $1.5B | ||
| Q4 24 | $467.6M | $1.6B | ||
| Q3 24 | $453.8M | $1.5B | ||
| Q2 24 | $402.3M | $1.5B | ||
| Q1 24 | $392.3M | $1.4B |
净利润JBTMSPG
| Q4 25 | $53.1M | $3.5B | ||
| Q3 25 | $66.0M | $702.7M | ||
| Q2 25 | $3.4M | $643.7M | ||
| Q1 25 | $-173.0M | $477.9M | ||
| Q4 24 | $-7.0M | $771.8M | ||
| Q3 24 | $38.9M | $546.7M | ||
| Q2 24 | $30.7M | $569.4M | ||
| Q1 24 | $22.8M | $841.2M |
毛利率JBTMSPG
| 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% | — | ||
| Q1 24 | 35.8% | — |
营业利润率JBTMSPG
| Q4 25 | 7.2% | 49.7% | ||
| Q3 25 | 10.2% | 50.8% | ||
| Q2 25 | 5.2% | 49.7% | ||
| Q1 25 | -3.9% | 49.4% | ||
| Q4 24 | 3.4% | 52.8% | ||
| Q3 24 | 10.3% | 51.9% | ||
| Q2 24 | 6.7% | 51.7% | ||
| Q1 24 | 7.4% | 51.0% |
净利率JBTMSPG
| Q4 25 | 5.3% | 197.6% | ||
| Q3 25 | 6.6% | 43.9% | ||
| Q2 25 | 0.4% | 43.0% | ||
| Q1 25 | -20.3% | 32.4% | ||
| Q4 24 | -1.5% | 48.8% | ||
| Q3 24 | 8.6% | 36.9% | ||
| Q2 24 | 7.6% | 39.0% | ||
| Q1 24 | 5.8% | 58.3% |
每股收益（稀释后）JBTMSPG
| Q4 25 | $1.04 | $9.34 | ||
| Q3 25 | $1.26 | $1.86 | ||
| Q2 25 | $0.07 | $1.70 | ||
| Q1 25 | $-3.35 | $1.27 | ||
| Q4 24 | $-0.22 | $2.04 | ||
| Q3 24 | $1.21 | $1.46 | ||
| Q2 24 | $0.95 | $1.51 | ||
| Q1 24 | $0.71 | $2.25 |
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 | $823.1M |
| 总债务越低越好 | $1.5B | $28.4B |
| 股东权益账面价值 | $4.5B | $5.2B |
| 总资产 | $8.2B | $40.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 5.46× |
8季度趋势，按日历期对齐
现金及短期投资JBTMSPG
| Q4 25 | $167.9M | $823.1M | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.6B |
总债务JBTMSPG
| Q4 25 | $1.5B | $28.4B | ||
| Q3 25 | $1.5B | $25.8B | ||
| Q2 25 | $1.5B | $25.4B | ||
| Q1 25 | $2.0B | $24.8B | ||
| Q4 24 | $1.3B | $24.3B | ||
| Q3 24 | $648.3M | $25.4B | ||
| Q2 24 | $647.7M | $25.3B | ||
| Q1 24 | $647.0M | $25.5B |
股东权益JBTMSPG
| Q4 25 | $4.5B | $5.2B | ||
| Q3 25 | $4.4B | $2.3B | ||
| Q2 25 | $4.4B | $2.5B | ||
| Q1 25 | $4.1B | $2.6B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.6B | $2.7B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.5B | $3.1B |
总资产JBTMSPG
| Q4 25 | $8.2B | $40.6B | ||
| Q3 25 | $8.2B | $33.6B | ||
| Q2 25 | $8.3B | $33.3B | ||
| Q1 25 | $8.0B | $32.5B | ||
| Q4 24 | $3.4B | $32.4B | ||
| Q3 24 | $2.8B | $33.3B | ||
| Q2 24 | $2.7B | $33.4B | ||
| Q1 24 | $2.7B | $33.7B |
负债/权益比JBTMSPG
| Q4 25 | 0.33× | 5.46× | ||
| Q3 25 | 0.34× | 10.98× | ||
| Q2 25 | 0.35× | 10.36× | ||
| Q1 25 | 0.48× | 9.50× | ||
| Q4 24 | 0.81× | 8.25× | ||
| Q3 24 | 0.41× | 9.37× | ||
| Q2 24 | 0.43× | 8.59× | ||
| Q1 24 | 0.43× | 8.22× |
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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $948.8M |
| 自由现金流率自由现金流/营收 | 8.3% | 53.0% |
| 资本支出强度资本支出/营收 | 3.4% | 14.2% |
| 现金转化率经营现金流/净利润 | 2.21× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $3.2B |
8季度趋势，按日历期对齐
经营现金流JBTMSPG
| Q4 25 | $117.4M | $1.2B | ||
| Q3 25 | $87.7M | $890.3M | ||
| Q2 25 | $102.2M | $1.2B | ||
| Q1 25 | $34.4M | $827.2M | ||
| Q4 24 | $128.7M | $1.1B | ||
| Q3 24 | $71.9M | $892.9M | ||
| Q2 24 | $21.6M | $1.1B | ||
| Q1 24 | $10.4M | $773.1M |
自由现金流JBTMSPG
| Q4 25 | $83.5M | $948.8M | ||
| Q3 25 | $56.5M | $685.0M | ||
| Q2 25 | $83.7M | $971.3M | ||
| Q1 25 | $14.4M | $597.0M | ||
| Q4 24 | $118.7M | $867.7M | ||
| Q3 24 | $65.0M | $706.5M | ||
| Q2 24 | $11.1M | $874.8M | ||
| Q1 24 | $-100.0K | $610.1M |
自由现金流率JBTMSPG
| Q4 25 | 8.3% | 53.0% | ||
| Q3 25 | 5.6% | 42.8% | ||
| Q2 25 | 9.0% | 64.8% | ||
| Q1 25 | 1.7% | 40.5% | ||
| Q4 24 | 25.4% | 54.8% | ||
| Q3 24 | 14.3% | 47.7% | ||
| Q2 24 | 2.8% | 60.0% | ||
| Q1 24 | -0.0% | 42.3% |
资本支出强度JBTMSPG
| Q4 25 | 3.4% | 14.2% | ||
| Q3 25 | 3.1% | 12.8% | ||
| Q2 25 | 2.0% | 16.3% | ||
| Q1 25 | 2.3% | 15.6% | ||
| Q4 24 | 2.1% | 13.8% | ||
| Q3 24 | 1.5% | 12.6% | ||
| Q2 24 | 2.6% | 12.9% | ||
| Q1 24 | 2.7% | 11.3% |
现金转化率JBTMSPG
| Q4 25 | 2.21× | 0.34× | ||
| Q3 25 | 1.33× | 1.27× | ||
| Q2 25 | 30.06× | 1.89× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | 1.85× | 1.63× | ||
| Q2 24 | 0.70× | 1.87× | ||
| Q1 24 | 0.46× | 0.92× |
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
SPG
| Real Estate Segment | $1.7B | 95% |
| Other | $86.3M | 5% |
