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JBT Marel Corp（JBTM）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是JBT Marel Corp的1.9倍（$1.9B vs $1.0B），泰佩思琦净利率更高（17.9% vs 5.3%，领先12.6%），JBT Marel Corp同比增速更快（115.6% vs 21.0%），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 9.9%）
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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
JBTM vs TPR — 直观对比
营收规模更大
TPR
是对方的1.9倍
$1.0B
营收增速更快
JBTM
高出94.6%
21.0%
净利率更高
TPR
高出12.6%
5.3%
两年增速更快
JBTM
近两年复合增速
9.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $53.1M | $343.8M |
| 毛利率 | 34.5% | 76.9% |
| 营业利润率 | 7.2% | 22.3% |
| 净利率 | 5.3% | 17.9% |
| 营收同比 | 115.6% | 21.0% |
| 净利润同比 | 858.6% | — |
| 每股收益（稀释后） | $1.04 | $1.65 |
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JBTMTPR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.0B | $2.5B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $934.8M | $1.7B | ||
| Q1 25 | $854.1M | $1.6B | ||
| Q4 24 | $467.6M | $2.2B | ||
| Q3 24 | $453.8M | $1.5B | ||
| Q2 24 | $402.3M | $1.6B |
净利润JBTMTPR
| Q1 26 | — | $343.8M | ||
| Q4 25 | $53.1M | $561.3M | ||
| Q3 25 | $66.0M | $274.8M | ||
| Q2 25 | $3.4M | $-517.1M | ||
| Q1 25 | $-173.0M | $203.3M | ||
| Q4 24 | $-7.0M | $310.4M | ||
| Q3 24 | $38.9M | $186.6M | ||
| Q2 24 | $30.7M | $159.3M |
毛利率JBTMTPR
| Q1 26 | — | 76.9% | ||
| Q4 25 | 34.5% | 75.5% | ||
| Q3 25 | 35.9% | 76.3% | ||
| Q2 25 | 35.8% | 76.3% | ||
| Q1 25 | 34.2% | 76.1% | ||
| Q4 24 | 38.4% | 74.4% | ||
| Q3 24 | 36.1% | 75.3% | ||
| Q2 24 | 35.6% | 74.9% |
营业利润率JBTMTPR
| Q1 26 | — | 22.3% | ||
| Q4 25 | 7.2% | 28.6% | ||
| Q3 25 | 10.2% | 19.3% | ||
| Q2 25 | 5.2% | -33.9% | ||
| Q1 25 | -3.9% | 16.0% | ||
| Q4 24 | 3.4% | 22.4% | ||
| Q3 24 | 10.3% | 16.7% | ||
| Q2 24 | 6.7% | 14.8% |
净利率JBTMTPR
| Q1 26 | — | 17.9% | ||
| Q4 25 | 5.3% | 22.4% | ||
| Q3 25 | 6.6% | 16.1% | ||
| Q2 25 | 0.4% | -30.0% | ||
| Q1 25 | -20.3% | 12.8% | ||
| Q4 24 | -1.5% | 14.1% | ||
| Q3 24 | 8.6% | 12.4% | ||
| Q2 24 | 7.6% | 10.0% |
每股收益（稀释后）JBTMTPR
| Q1 26 | — | $1.65 | ||
| Q4 25 | $1.04 | $2.68 | ||
| Q3 25 | $1.26 | $1.28 | ||
| Q2 25 | $0.07 | $-2.30 | ||
| Q1 25 | $-3.35 | $0.95 | ||
| Q4 24 | $-0.22 | $1.38 | ||
| Q3 24 | $1.21 | $0.79 | ||
| Q2 24 | $0.95 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | $1.5B | $2.4B |
| 股东权益账面价值 | $4.5B | $682.4M |
| 总资产 | $8.2B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.33× | 3.48× |
8季度趋势，按日历期对齐
现金及短期投资JBTMTPR
| Q1 26 | — | $1.1B | ||
| Q4 25 | $167.9M | $1.1B | ||
| Q3 25 | — | $743.2M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.2B |
总债务JBTMTPR
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $648.3M | $7.0B | ||
| Q2 24 | $647.7M | $6.9B |
股东权益JBTMTPR
| Q1 26 | — | $682.4M | ||
| Q4 25 | $4.5B | $551.2M | ||
| Q3 25 | $4.4B | $399.5M | ||
| Q2 25 | $4.4B | $857.8M | ||
| Q1 25 | $4.1B | $1.5B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $3.0B | ||
| Q2 24 | $1.5B | $2.9B |
总资产JBTMTPR
| Q1 26 | — | $6.5B | ||
| Q4 25 | $8.2B | $6.5B | ||
| Q3 25 | $8.2B | $6.4B | ||
| Q2 25 | $8.3B | $6.6B | ||
| Q1 25 | $8.0B | $7.3B | ||
| Q4 24 | $3.4B | $7.3B | ||
| Q3 24 | $2.8B | $13.7B | ||
| Q2 24 | $2.7B | $13.4B |
负债/权益比JBTMTPR
| Q1 26 | — | 3.48× | ||
| Q4 25 | 0.33× | 4.32× | ||
| Q3 25 | 0.34× | 5.95× | ||
| Q2 25 | 0.35× | 2.77× | ||
| Q1 25 | 0.48× | 1.59× | ||
| Q4 24 | 0.81× | 1.78× | ||
| Q3 24 | 0.41× | 2.35× | ||
| Q2 24 | 0.43× | 2.39× |
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JBTMTPR
| Q1 26 | — | — | ||
| Q4 25 | $117.4M | $1.1B | ||
| Q3 25 | $87.7M | $112.6M | ||
| Q2 25 | $102.2M | $446.8M | ||
| Q1 25 | $34.4M | $144.3M | ||
| Q4 24 | $128.7M | $506.0M | ||
| Q3 24 | $71.9M | $119.5M | ||
| Q2 24 | $21.6M | $256.0M |
自由现金流JBTMTPR
| Q1 26 | — | — | ||
| Q4 25 | $83.5M | $1.0B | ||
| Q3 25 | $56.5M | $80.2M | ||
| Q2 25 | $83.7M | $411.5M | ||
| Q1 25 | $14.4M | $113.4M | ||
| Q4 24 | $118.7M | $475.1M | ||
| Q3 24 | $65.0M | $93.9M | ||
| Q2 24 | $11.1M | $209.8M |
自由现金流率JBTMTPR
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 41.5% | ||
| Q3 25 | 5.6% | 4.7% | ||
| Q2 25 | 9.0% | 23.9% | ||
| Q1 25 | 1.7% | 7.2% | ||
| Q4 24 | 25.4% | 21.6% | ||
| Q3 24 | 14.3% | 6.2% | ||
| Q2 24 | 2.8% | 13.2% |
资本支出强度JBTMTPR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 1.7% | ||
| Q3 25 | 3.1% | 1.9% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 2.3% | 2.0% | ||
| Q4 24 | 2.1% | 1.4% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 2.6% | 2.9% |
现金转化率JBTMTPR
| Q1 26 | — | — | ||
| Q4 25 | 2.21× | 1.93× | ||
| Q3 25 | 1.33× | 0.41× | ||
| Q2 25 | 30.06× | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | 1.85× | 0.64× | ||
| Q2 24 | 0.70× | 1.61× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
