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JBT Marel Corp（JBTM）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.2倍（$1.0B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 5.3%，领先23.4%），JBT Marel Corp同比增速更快（115.6% vs 35.8%），Ubiquiti Inc.自由现金流更多（$260.3M vs $83.5M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 28.6%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
JBTM vs UI — 直观对比
营收规模更大
JBTM
是对方的1.2倍
$814.9M
营收增速更快
JBTM
高出79.7%
35.8%
净利率更高
UI
高出23.4%
5.3%
自由现金流更多
UI
多$176.8M
$83.5M
两年增速更快
JBTM
近两年复合增速
28.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $814.9M |
| 净利润 | $53.1M | $233.6M |
| 毛利率 | 34.5% | 45.9% |
| 营业利润率 | 7.2% | 35.9% |
| 净利率 | 5.3% | 28.7% |
| 营收同比 | 115.6% | 35.8% |
| 净利润同比 | 858.6% | 70.8% |
| 每股收益（稀释后） | $1.04 | $3.86 |
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JBTMUI
| Q4 25 | $1.0B | $814.9M | ||
| Q3 25 | $1.0B | $733.8M | ||
| Q2 25 | $934.8M | $759.2M | ||
| Q1 25 | $854.1M | $664.2M | ||
| Q4 24 | $467.6M | $599.9M | ||
| Q3 24 | $453.8M | $550.3M | ||
| Q2 24 | $402.3M | $507.5M | ||
| Q1 24 | $392.3M | $493.0M |
净利润JBTMUI
| Q4 25 | $53.1M | $233.6M | ||
| Q3 25 | $66.0M | $207.9M | ||
| Q2 25 | $3.4M | $266.7M | ||
| Q1 25 | $-173.0M | $180.4M | ||
| Q4 24 | $-7.0M | $136.8M | ||
| Q3 24 | $38.9M | $128.0M | ||
| Q2 24 | $30.7M | $103.8M | ||
| Q1 24 | $22.8M | $76.3M |
毛利率JBTMUI
| Q4 25 | 34.5% | 45.9% | ||
| Q3 25 | 35.9% | 46.0% | ||
| Q2 25 | 35.8% | 45.1% | ||
| Q1 25 | 34.2% | 44.5% | ||
| Q4 24 | 38.4% | 41.2% | ||
| Q3 24 | 36.1% | 42.1% | ||
| Q2 24 | 35.6% | 40.2% | ||
| Q1 24 | 35.8% | 35.3% |
营业利润率JBTMUI
| Q4 25 | 7.2% | 35.9% | ||
| Q3 25 | 10.2% | 35.7% | ||
| Q2 25 | 5.2% | 34.4% | ||
| Q1 25 | -3.9% | 34.2% | ||
| Q4 24 | 3.4% | 29.8% | ||
| Q3 24 | 10.3% | 30.7% | ||
| Q2 24 | 6.7% | 27.3% | ||
| Q1 24 | 7.4% | 22.6% |
净利率JBTMUI
| Q4 25 | 5.3% | 28.7% | ||
| Q3 25 | 6.6% | 28.3% | ||
| Q2 25 | 0.4% | 35.1% | ||
| Q1 25 | -20.3% | 27.2% | ||
| Q4 24 | -1.5% | 22.8% | ||
| Q3 24 | 8.6% | 23.3% | ||
| Q2 24 | 7.6% | 20.5% | ||
| Q1 24 | 5.8% | 15.5% |
每股收益（稀释后）JBTMUI
| Q4 25 | $1.04 | $3.86 | ||
| Q3 25 | $1.26 | $3.43 | ||
| Q2 25 | $0.07 | $4.40 | ||
| Q1 25 | $-3.35 | $2.98 | ||
| Q4 24 | $-0.22 | $2.26 | ||
| Q3 24 | $1.21 | $2.12 | ||
| Q2 24 | $0.95 | $1.72 | ||
| Q1 24 | $0.71 | $1.26 |
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 | $302.8M |
| 总债务越低越好 | $1.5B | $47.5M |
| 股东权益账面价值 | $4.5B | $1.0B |
| 总资产 | $8.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资JBTMUI
| Q4 25 | $167.9M | $302.8M | ||
| Q3 25 | — | $177.2M | ||
| Q2 25 | — | $149.7M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | $1.2B | $133.1M | ||
| Q3 24 | — | $165.2M | ||
| Q2 24 | — | $126.3M | ||
| Q1 24 | — | $102.5M |
总债务JBTMUI
| Q4 25 | $1.5B | $47.5M | ||
| Q3 25 | $1.5B | $133.8M | ||
| Q2 25 | $1.5B | $250.0M | ||
| Q1 25 | $2.0B | $340.0M | ||
| Q4 24 | $1.3B | $406.3M | ||
| Q3 24 | $648.3M | $552.5M | ||
| Q2 24 | $647.7M | $708.1M | ||
| Q1 24 | $647.0M | $877.5M |
股东权益JBTMUI
| Q4 25 | $4.5B | $1.0B | ||
| Q3 25 | $4.4B | $828.4M | ||
| Q2 25 | $4.4B | $668.3M | ||
| Q1 25 | $4.1B | $436.1M | ||
| Q4 24 | $1.5B | $290.4M | ||
| Q3 24 | $1.6B | $188.1M | ||
| Q2 24 | $1.5B | $95.1M | ||
| Q1 24 | $1.5B | $25.9M |
总资产JBTMUI
| Q4 25 | $8.2B | $1.6B | ||
| Q3 25 | $8.2B | $1.5B | ||
| Q2 25 | $8.3B | $1.5B | ||
| Q1 25 | $8.0B | $1.3B | ||
| Q4 24 | $3.4B | $1.2B | ||
| Q3 24 | $2.8B | $1.2B | ||
| Q2 24 | $2.7B | $1.2B | ||
| Q1 24 | $2.7B | $1.2B |
负债/权益比JBTMUI
| Q4 25 | 0.33× | 0.05× | ||
| Q3 25 | 0.34× | 0.16× | ||
| Q2 25 | 0.35× | 0.37× | ||
| Q1 25 | 0.48× | 0.78× | ||
| Q4 24 | 0.81× | 1.40× | ||
| Q3 24 | 0.41× | 2.94× | ||
| Q2 24 | 0.43× | 7.45× | ||
| Q1 24 | 0.43× | 33.92× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $260.3M |
| 自由现金流率自由现金流/营收 | 8.3% | 31.9% |
| 资本支出强度资本支出/营收 | 3.4% | 0.4% |
| 现金转化率经营现金流/净利润 | 2.21× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $699.5M |
8季度趋势，按日历期对齐
经营现金流JBTMUI
| Q4 25 | $117.4M | $263.9M | ||
| Q3 25 | $87.7M | $198.5M | ||
| Q2 25 | $102.2M | $130.4M | ||
| Q1 25 | $34.4M | $123.6M | ||
| Q4 24 | $128.7M | $152.4M | ||
| Q3 24 | $71.9M | $233.7M | ||
| Q2 24 | $21.6M | $231.4M | ||
| Q1 24 | $10.4M | $163.9M |
自由现金流JBTMUI
| Q4 25 | $83.5M | $260.3M | ||
| Q3 25 | $56.5M | $193.3M | ||
| Q2 25 | $83.7M | $125.2M | ||
| Q1 25 | $14.4M | $120.7M | ||
| Q4 24 | $118.7M | $150.4M | ||
| Q3 24 | $65.0M | $231.1M | ||
| Q2 24 | $11.1M | $229.5M | ||
| Q1 24 | $-100.0K | $160.6M |
自由现金流率JBTMUI
| Q4 25 | 8.3% | 31.9% | ||
| Q3 25 | 5.6% | 26.3% | ||
| Q2 25 | 9.0% | 16.5% | ||
| Q1 25 | 1.7% | 18.2% | ||
| Q4 24 | 25.4% | 25.1% | ||
| Q3 24 | 14.3% | 42.0% | ||
| Q2 24 | 2.8% | 45.2% | ||
| Q1 24 | -0.0% | 32.6% |
资本支出强度JBTMUI
| Q4 25 | 3.4% | 0.4% | ||
| Q3 25 | 3.1% | 0.7% | ||
| Q2 25 | 2.0% | 0.7% | ||
| Q1 25 | 2.3% | 0.4% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 1.5% | 0.5% | ||
| Q2 24 | 2.6% | 0.4% | ||
| Q1 24 | 2.7% | 0.7% |
现金转化率JBTMUI
| Q4 25 | 2.21× | 1.13× | ||
| Q3 25 | 1.33× | 0.95× | ||
| Q2 25 | 30.06× | 0.49× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | 1.85× | 1.83× | ||
| Q2 24 | 0.70× | 2.23× | ||
| Q1 24 | 0.46× | 2.15× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
