vs
JBT Marel Corp（JBTM）与SUN COMMUNITIES INC（SUI）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SUN COMMUNITIES INC的1.4倍（$1.0B vs $697.2M），JBT Marel Corp净利率更高（5.3% vs 1.7%，领先3.5%），JBT Marel Corp同比增速更快（115.6% vs -25.8%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
JBTM vs SUI — 直观对比
营收规模更大
JBTM
是对方的1.4倍
$697.2M
营收增速更快
JBTM
高出141.4%
-25.8%
净利率更高
JBTM
高出3.5%
1.7%
两年增速更快
JBTM
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $697.2M |
| 净利润 | $53.1M | $12.1M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 7.2% | — |
| 净利率 | 5.3% | 1.7% |
| 营收同比 | 115.6% | -25.8% |
| 净利润同比 | 858.6% | -96.0% |
| 每股收益（稀释后） | $1.04 | $0.07 |
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JBTMSUI
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $697.2M | ||
| Q2 25 | $934.8M | $623.5M | ||
| Q1 25 | $854.1M | $470.2M | ||
| Q4 24 | $467.6M | $745.9M | ||
| Q3 24 | $453.8M | $939.9M | ||
| Q2 24 | $402.3M | $864.0M | ||
| Q1 24 | $392.3M | $671.3M |
净利润JBTMSUI
| Q4 25 | $53.1M | — | ||
| Q3 25 | $66.0M | $12.1M | ||
| Q2 25 | $3.4M | $1.3B | ||
| Q1 25 | $-173.0M | $-41.2M | ||
| Q4 24 | $-7.0M | $-228.4M | ||
| Q3 24 | $38.9M | $300.5M | ||
| Q2 24 | $30.7M | $56.7M | ||
| Q1 24 | $22.8M | $-25.2M |
毛利率JBTMSUI
| 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JBTMSUI
| Q4 25 | 7.2% | — | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | -3.9% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 6.7% | — | ||
| Q1 24 | 7.4% | — |
净利率JBTMSUI
| Q4 25 | 5.3% | — | ||
| Q3 25 | 6.6% | 1.7% | ||
| Q2 25 | 0.4% | 210.8% | ||
| Q1 25 | -20.3% | -8.8% | ||
| Q4 24 | -1.5% | -30.6% | ||
| Q3 24 | 8.6% | 32.0% | ||
| Q2 24 | 7.6% | 6.6% | ||
| Q1 24 | 5.8% | -3.8% |
每股收益（稀释后）JBTMSUI
| Q4 25 | $1.04 | — | ||
| Q3 25 | $1.26 | $0.07 | ||
| Q2 25 | $0.07 | $10.02 | ||
| Q1 25 | $-3.35 | $-0.34 | ||
| Q4 24 | $-0.22 | $-1.80 | ||
| Q3 24 | $1.21 | $2.31 | ||
| Q2 24 | $0.95 | $0.42 | ||
| Q1 24 | $0.71 | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $4.5B | $7.0B |
| 总资产 | $8.2B | $12.8B |
| 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JBTMSUI
| Q4 25 | $167.9M | — | ||
| Q3 25 | — | $542.7M | ||
| Q2 25 | — | $889.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | $47.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务JBTMSUI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | $7.4B | ||
| Q3 24 | $648.3M | — | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | — |
股东权益JBTMSUI
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.4B | $7.0B | ||
| Q2 25 | $4.4B | $7.4B | ||
| Q1 25 | $4.1B | $6.9B | ||
| Q4 24 | $1.5B | $7.1B | ||
| Q3 24 | $1.6B | $7.5B | ||
| Q2 24 | $1.5B | $6.9B | ||
| Q1 24 | $1.5B | $6.9B |
总资产JBTMSUI
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.2B | $12.8B | ||
| Q2 25 | $8.3B | $13.4B | ||
| Q1 25 | $8.0B | $16.5B | ||
| Q4 24 | $3.4B | $16.5B | ||
| Q3 24 | $2.8B | $17.1B | ||
| Q2 24 | $2.7B | $17.0B | ||
| Q1 24 | $2.7B | $17.1B |
负债/权益比JBTMSUI
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | 1.04× | ||
| 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 | $197.8M |
| 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× | 16.35× |
| 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JBTMSUI
| Q4 25 | $117.4M | — | ||
| Q3 25 | $87.7M | $197.8M | ||
| Q2 25 | $102.2M | $256.0M | ||
| Q1 25 | $34.4M | $243.9M | ||
| Q4 24 | $128.7M | $118.0M | ||
| Q3 24 | $71.9M | $189.2M | ||
| Q2 24 | $21.6M | $311.3M | ||
| Q1 24 | $10.4M | $242.5M |
自由现金流JBTMSUI
| Q4 25 | $83.5M | — | ||
| Q3 25 | $56.5M | — | ||
| Q2 25 | $83.7M | — | ||
| Q1 25 | $14.4M | — | ||
| Q4 24 | $118.7M | — | ||
| Q3 24 | $65.0M | — | ||
| Q2 24 | $11.1M | — | ||
| Q1 24 | $-100.0K | — |
自由现金流率JBTMSUI
| Q4 25 | 8.3% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 25.4% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | -0.0% | — |
资本支出强度JBTMSUI
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 2.7% | — |
现金转化率JBTMSUI
| Q4 25 | 2.21× | — | ||
| Q3 25 | 1.33× | 16.35× | ||
| Q2 25 | 30.06× | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.85× | 0.63× | ||
| Q2 24 | 0.70× | 5.49× | ||
| 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
