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JBT Marel Corp（JBTM）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是JBT Marel Corp的1.0倍（$1.0B vs $1.0B），思佳讯净利率更高（7.6% vs 5.3%，领先2.4%），JBT Marel Corp同比增速更快（115.6% vs 8.6%），思佳讯自由现金流更多（$339.0M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
JBTM vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.0倍
$1.0B
营收增速更快
JBTM
高出106.9%
8.6%
净利率更高
SWKS
高出2.4%
5.3%
自由现金流更多
SWKS
多$255.5M
$83.5M
两年增速更快
JBTM
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $53.1M | $79.2M |
| 毛利率 | 34.5% | 41.3% |
| 营业利润率 | 7.2% | 10.0% |
| 净利率 | 5.3% | 7.6% |
| 营收同比 | 115.6% | 8.6% |
| 净利润同比 | 858.6% | 15.3% |
| 每股收益（稀释后） | $1.04 | $0.53 |
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JBTMSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $934.8M | $965.0M | ||
| Q1 25 | $854.1M | $953.2M | ||
| Q4 24 | $467.6M | $1.1B | ||
| Q3 24 | $453.8M | $1.0B | ||
| Q2 24 | $402.3M | $905.5M |
净利润JBTMSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $53.1M | $141.4M | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $3.4M | $105.0M | ||
| Q1 25 | $-173.0M | $68.7M | ||
| Q4 24 | $-7.0M | $162.0M | ||
| Q3 24 | $38.9M | $60.5M | ||
| Q2 24 | $30.7M | $120.9M |
毛利率JBTMSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 34.5% | 40.7% | ||
| Q3 25 | 35.9% | — | ||
| Q2 25 | 35.8% | 41.6% | ||
| Q1 25 | 34.2% | 41.1% | ||
| Q4 24 | 38.4% | 41.4% | ||
| Q3 24 | 36.1% | 41.9% | ||
| Q2 24 | 35.6% | 40.2% |
营业利润率JBTMSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 7.2% | 10.1% | ||
| Q3 25 | 10.2% | — | ||
| Q2 25 | 5.2% | 11.5% | ||
| Q1 25 | -3.9% | 10.2% | ||
| Q4 24 | 3.4% | 16.9% | ||
| Q3 24 | 10.3% | 5.8% | ||
| Q2 24 | 6.7% | 14.4% |
净利率JBTMSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 5.3% | 12.9% | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 0.4% | 10.9% | ||
| Q1 25 | -20.3% | 7.2% | ||
| Q4 24 | -1.5% | 15.2% | ||
| Q3 24 | 8.6% | 5.9% | ||
| Q2 24 | 7.6% | 13.4% |
每股收益（稀释后）JBTMSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $1.04 | $0.95 | ||
| Q3 25 | $1.26 | — | ||
| Q2 25 | $0.07 | $0.70 | ||
| Q1 25 | $-3.35 | $0.43 | ||
| Q4 24 | $-0.22 | $1.00 | ||
| Q3 24 | $1.21 | $0.36 | ||
| Q2 24 | $0.95 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $1.5B | $496.6M |
| 股东权益账面价值 | $4.5B | $5.8B |
| 总资产 | $8.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资JBTMSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $167.9M | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.3B |
总债务JBTMSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $1.5B | $496.4M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $496.2M | ||
| Q1 25 | $2.0B | $995.1M | ||
| Q4 24 | $1.3B | $994.7M | ||
| Q3 24 | $648.3M | $994.3M | ||
| Q2 24 | $647.7M | $994.0M |
股东权益JBTMSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $4.5B | $5.8B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | $5.7B | ||
| Q1 25 | $4.1B | $5.9B | ||
| Q4 24 | $1.5B | $6.4B | ||
| Q3 24 | $1.6B | $6.3B | ||
| Q2 24 | $1.5B | $6.3B |
总资产JBTMSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $8.2B | $7.9B | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.3B | $7.7B | ||
| Q1 25 | $8.0B | $7.9B | ||
| Q4 24 | $3.4B | $8.3B | ||
| Q3 24 | $2.8B | $8.3B | ||
| Q2 24 | $2.7B | $8.2B |
负债/权益比JBTMSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.33× | 0.09× | ||
| Q3 25 | 0.34× | — | ||
| Q2 25 | 0.35× | 0.09× | ||
| Q1 25 | 0.48× | 0.17× | ||
| Q4 24 | 0.81× | 0.16× | ||
| Q3 24 | 0.41× | 0.16× | ||
| Q2 24 | 0.43× | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $339.0M |
| 自由现金流率自由现金流/营收 | 8.3% | 32.7% |
| 资本支出强度资本支出/营收 | 3.4% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.21× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $1.1B |
8季度趋势，按日历期对齐
经营现金流JBTMSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $117.4M | $200.0M | ||
| Q3 25 | $87.7M | — | ||
| Q2 25 | $102.2M | $314.2M | ||
| Q1 25 | $34.4M | $409.4M | ||
| Q4 24 | $128.7M | $377.2M | ||
| Q3 24 | $71.9M | $476.1M | ||
| Q2 24 | $21.6M | $273.4M |
自由现金流JBTMSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $83.5M | $144.0M | ||
| Q3 25 | $56.5M | — | ||
| Q2 25 | $83.7M | $252.7M | ||
| Q1 25 | $14.4M | $370.9M | ||
| Q4 24 | $118.7M | $338.2M | ||
| Q3 24 | $65.0M | $393.3M | ||
| Q2 24 | $11.1M | $249.0M |
自由现金流率JBTMSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 8.3% | 13.1% | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 9.0% | 26.2% | ||
| Q1 25 | 1.7% | 38.9% | ||
| Q4 24 | 25.4% | 31.7% | ||
| Q3 24 | 14.3% | 38.4% | ||
| Q2 24 | 2.8% | 27.5% |
资本支出强度JBTMSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 3.4% | 5.1% | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.0% | 6.4% | ||
| Q1 25 | 2.3% | 4.0% | ||
| Q4 24 | 2.1% | 3.6% | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | 2.6% | 2.7% |
现金转化率JBTMSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.21× | 1.41× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 30.06× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 1.85× | 7.87× | ||
| Q2 24 | 0.70× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
