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JBT Marel Corp（JBTM）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.3倍（$1.0B vs $764.6M），JBT Marel Corp净利率更高（5.3% vs 2.2%，领先3.0%），JBT Marel Corp同比增速更快（115.6% vs 27.7%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
JBTM vs STC — 直观对比
营收规模更大
JBTM
是对方的1.3倍
$764.6M
营收增速更快
JBTM
高出87.9%
27.7%
净利率更高
JBTM
高出3.0%
2.2%
两年增速更快
JBTM
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $764.6M |
| 净利润 | $53.1M | $17.0M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 7.2% | — |
| 净利率 | 5.3% | 2.2% |
| 营收同比 | 115.6% | 27.7% |
| 净利润同比 | 858.6% | 448.4% |
| 每股收益（稀释后） | $1.04 | — |
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JBTMSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $1.0B | $790.6M | ||
| Q3 25 | $1.0B | $796.9M | ||
| Q2 25 | $934.8M | $722.2M | ||
| Q1 25 | $854.1M | $612.0M | ||
| Q4 24 | $467.6M | $665.9M | ||
| Q3 24 | $453.8M | $667.9M | ||
| Q2 24 | $402.3M | $602.2M |
净利润JBTMSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $53.1M | $36.3M | ||
| Q3 25 | $66.0M | $44.3M | ||
| Q2 25 | $3.4M | $31.9M | ||
| Q1 25 | $-173.0M | $3.1M | ||
| Q4 24 | $-7.0M | $22.7M | ||
| Q3 24 | $38.9M | $30.1M | ||
| Q2 24 | $30.7M | $17.3M |
毛利率JBTMSTC
| 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JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 6.5% | ||
| Q3 25 | 10.2% | 7.7% | ||
| Q2 25 | 5.2% | 6.5% | ||
| Q1 25 | -3.9% | 1.0% | ||
| Q4 24 | 3.4% | 5.3% | ||
| Q3 24 | 10.3% | 6.4% | ||
| Q2 24 | 6.7% | 4.8% |
净利率JBTMSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.3% | 4.6% | ||
| Q3 25 | 6.6% | 5.6% | ||
| Q2 25 | 0.4% | 4.4% | ||
| Q1 25 | -20.3% | 0.5% | ||
| Q4 24 | -1.5% | 3.4% | ||
| Q3 24 | 8.6% | 4.5% | ||
| Q2 24 | 7.6% | 2.9% |
每股收益（稀释后）JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.04 | $1.26 | ||
| Q3 25 | $1.26 | $1.55 | ||
| Q2 25 | $0.07 | $1.13 | ||
| Q1 25 | $-3.35 | $0.11 | ||
| Q4 24 | $-0.22 | $0.81 | ||
| Q3 24 | $1.21 | $1.07 | ||
| Q2 24 | $0.95 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | — |
| 总资产 | $8.2B | — |
| 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JBTMSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $167.9M | $369.7M | ||
| Q3 25 | — | $233.2M | ||
| Q2 25 | — | $223.8M | ||
| Q1 25 | — | $194.2M | ||
| Q4 24 | $1.2B | $257.5M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $176.7M |
总债务JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | $445.8M | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — |
股东权益JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $1.6B | ||
| Q3 25 | $4.4B | $1.5B | ||
| Q2 25 | $4.4B | $1.4B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B |
总资产JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $8.2B | $3.3B | ||
| Q3 25 | $8.2B | $2.8B | ||
| Q2 25 | $8.3B | $2.8B | ||
| Q1 25 | $8.0B | $2.7B | ||
| Q4 24 | $3.4B | $2.7B | ||
| Q3 24 | $2.8B | $2.7B | ||
| Q2 24 | $2.7B | $2.6B |
负债/权益比JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | 0.32× | ||
| Q3 24 | 0.41× | — | ||
| Q2 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 | — |
| 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JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | $89.5M | ||
| Q3 25 | $87.7M | $92.6M | ||
| Q2 25 | $102.2M | $53.4M | ||
| Q1 25 | $34.4M | $-29.9M | ||
| Q4 24 | $128.7M | $68.0M | ||
| Q3 24 | $71.9M | $76.1M | ||
| Q2 24 | $21.6M | $21.1M |
自由现金流JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | $83.5M | $62.3M | ||
| Q3 25 | $56.5M | $73.6M | ||
| Q2 25 | $83.7M | $38.7M | ||
| Q1 25 | $14.4M | $-42.2M | ||
| Q4 24 | $118.7M | $55.6M | ||
| Q3 24 | $65.0M | $67.4M | ||
| Q2 24 | $11.1M | $11.9M |
自由现金流率JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 7.9% | ||
| Q3 25 | 5.6% | 9.2% | ||
| Q2 25 | 9.0% | 5.4% | ||
| Q1 25 | 1.7% | -6.9% | ||
| Q4 24 | 25.4% | 8.4% | ||
| Q3 24 | 14.3% | 10.1% | ||
| Q2 24 | 2.8% | 2.0% |
资本支出强度JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 3.4% | ||
| Q3 25 | 3.1% | 2.4% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 2.3% | 2.0% | ||
| Q4 24 | 2.1% | 1.9% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | 2.6% | 1.5% |
现金转化率JBTMSTC
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | 2.47× | ||
| Q3 25 | 1.33× | 2.09× | ||
| Q2 25 | 30.06× | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | 1.85× | 2.53× | ||
| Q2 24 | 0.70× | 1.22× |
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
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
