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JBT Marel Corp（JBTM）与Worthington Steel, Inc.（WS）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Worthington Steel, Inc.的1.2倍（$1.0B vs $871.9M），JBT Marel Corp净利率更高（5.3% vs 2.2%，领先3.1%），JBT Marel Corp同比增速更快（115.6% vs 18.0%），JBT Marel Corp自由现金流更多（$83.5M vs $74.6M），过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 3.9%）
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。
沃辛顿钢铁是总部位于美国俄亥俄州哥伦布市的工业制造企业，下设消费品和建筑建材两大业务板块，主营各类压力容器的设计与生产，覆盖丙烷、氧气、氦气储罐，制冷剂及工业气瓶，露营与民用气瓶，以及用于存储、处理、加热、扩容和流量控制的供水系统罐体等产品。
JBTM vs WS — 直观对比
营收规模更大
JBTM
是对方的1.2倍
$871.9M
营收增速更快
JBTM
高出97.6%
18.0%
净利率更高
JBTM
高出3.1%
2.2%
自由现金流更多
JBTM
多$8.9M
$74.6M
两年增速更快
JBTM
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $871.9M |
| 净利润 | $53.1M | $18.8M |
| 毛利率 | 34.5% | 10.7% |
| 营业利润率 | 7.2% | 2.5% |
| 净利率 | 5.3% | 2.2% |
| 营收同比 | 115.6% | 18.0% |
| 净利润同比 | 858.6% | 46.9% |
| 每股收益（稀释后） | $1.04 | $0.37 |
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JBTMWS
| Q4 25 | $1.0B | $871.9M | ||
| Q3 25 | $1.0B | $872.9M | ||
| Q2 25 | $934.8M | $832.9M | ||
| Q1 25 | $854.1M | $687.4M | ||
| Q4 24 | $467.6M | $739.0M | ||
| Q3 24 | $453.8M | $834.0M | ||
| Q2 24 | $402.3M | — | ||
| Q1 24 | $392.3M | $805.8M |
净利润JBTMWS
| Q4 25 | $53.1M | $18.8M | ||
| Q3 25 | $66.0M | $36.8M | ||
| Q2 25 | $3.4M | $55.7M | ||
| Q1 25 | $-173.0M | $13.8M | ||
| Q4 24 | $-7.0M | $12.8M | ||
| Q3 24 | $38.9M | $28.4M | ||
| Q2 24 | $30.7M | — | ||
| Q1 24 | $22.8M | $49.0M |
毛利率JBTMWS
| Q4 25 | 34.5% | 10.7% | ||
| Q3 25 | 35.9% | 13.2% | ||
| Q2 25 | 35.8% | 15.2% | ||
| Q1 25 | 34.2% | 11.8% | ||
| Q4 24 | 38.4% | 10.8% | ||
| Q3 24 | 36.1% | 12.0% | ||
| Q2 24 | 35.6% | — | ||
| Q1 24 | 35.8% | 14.9% |
营业利润率JBTMWS
| Q4 25 | 7.2% | 2.5% | ||
| Q3 25 | 10.2% | 5.5% | ||
| Q2 25 | 5.2% | 8.0% | ||
| Q1 25 | -3.9% | 2.7% | ||
| Q4 24 | 3.4% | 2.6% | ||
| Q3 24 | 10.3% | 5.2% | ||
| Q2 24 | 6.7% | — | ||
| Q1 24 | 7.4% | 8.2% |
净利率JBTMWS
| Q4 25 | 5.3% | 2.2% | ||
| Q3 25 | 6.6% | 4.2% | ||
| Q2 25 | 0.4% | 6.7% | ||
| Q1 25 | -20.3% | 2.0% | ||
| Q4 24 | -1.5% | 1.7% | ||
| Q3 24 | 8.6% | 3.4% | ||
| Q2 24 | 7.6% | — | ||
| Q1 24 | 5.8% | 6.1% |
每股收益（稀释后）JBTMWS
| Q4 25 | $1.04 | $0.37 | ||
| Q3 25 | $1.26 | $0.72 | ||
| Q2 25 | $0.07 | $1.11 | ||
| Q1 25 | $-3.35 | $0.27 | ||
| Q4 24 | $-0.22 | $0.25 | ||
| Q3 24 | $1.21 | $0.56 | ||
| Q2 24 | $0.95 | — | ||
| Q1 24 | $0.71 | $0.98 |
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 | $89.8M |
| 总债务越低越好 | $1.5B | $72.1M |
| 股东权益账面价值 | $4.5B | $1.1B |
| 总资产 | $8.2B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资JBTMWS
| Q4 25 | $167.9M | $89.8M | ||
| Q3 25 | — | $78.3M | ||
| Q2 25 | — | $38.0M | ||
| Q1 25 | — | $63.3M | ||
| Q4 24 | $1.2B | $52.0M | ||
| Q3 24 | — | $36.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $60.8M |
总债务JBTMWS
| Q4 25 | $1.5B | $72.1M | ||
| Q3 25 | $1.5B | $73.4M | ||
| Q2 25 | $1.5B | $151.5M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.3B | $115.0M | ||
| Q3 24 | $648.3M | $122.2M | ||
| Q2 24 | $647.7M | — | ||
| Q1 24 | $647.0M | $147.2M |
股东权益JBTMWS
| Q4 25 | $4.5B | $1.1B | ||
| Q3 25 | $4.4B | $1.1B | ||
| Q2 25 | $4.4B | $1.1B | ||
| Q1 25 | $4.1B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | $937.6M |
总资产JBTMWS
| Q4 25 | $8.2B | $2.1B | ||
| Q3 25 | $8.2B | $2.2B | ||
| Q2 25 | $8.3B | $2.0B | ||
| Q1 25 | $8.0B | $1.8B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | $1.8B |
负债/权益比JBTMWS
| Q4 25 | 0.33× | 0.06× | ||
| Q3 25 | 0.34× | 0.07× | ||
| Q2 25 | 0.35× | 0.14× | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.81× | 0.11× | ||
| Q3 24 | 0.41× | 0.12× | ||
| Q2 24 | 0.43× | — | ||
| Q1 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 | $99.3M |
| 自由现金流经营现金流 - 资本支出 | $83.5M | $74.6M |
| 自由现金流率自由现金流/营收 | 8.3% | 8.6% |
| 资本支出强度资本支出/营收 | 3.4% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.21× | 5.28× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $72.5M |
8季度趋势，按日历期对齐
经营现金流JBTMWS
| Q4 25 | $117.4M | $99.3M | ||
| Q3 25 | $87.7M | $-6.3M | ||
| Q2 25 | $102.2M | $53.9M | ||
| Q1 25 | $34.4M | $53.8M | ||
| Q4 24 | $128.7M | $68.0M | ||
| Q3 24 | $71.9M | $54.6M | ||
| Q2 24 | $21.6M | — | ||
| Q1 24 | $10.4M | $44.7M |
自由现金流JBTMWS
| Q4 25 | $83.5M | $74.6M | ||
| Q3 25 | $56.5M | $-35.7M | ||
| Q2 25 | $83.7M | $8.4M | ||
| Q1 25 | $14.4M | $25.2M | ||
| Q4 24 | $118.7M | $33.2M | ||
| Q3 24 | $65.0M | $33.1M | ||
| Q2 24 | $11.1M | — | ||
| Q1 24 | $-100.0K | $22.3M |
自由现金流率JBTMWS
| Q4 25 | 8.3% | 8.6% | ||
| Q3 25 | 5.6% | -4.1% | ||
| Q2 25 | 9.0% | 1.0% | ||
| Q1 25 | 1.7% | 3.7% | ||
| Q4 24 | 25.4% | 4.5% | ||
| Q3 24 | 14.3% | 4.0% | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | -0.0% | 2.8% |
资本支出强度JBTMWS
| Q4 25 | 3.4% | 2.8% | ||
| Q3 25 | 3.1% | 3.4% | ||
| Q2 25 | 2.0% | 5.5% | ||
| Q1 25 | 2.3% | 4.2% | ||
| Q4 24 | 2.1% | 4.7% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 2.7% | 2.8% |
现金转化率JBTMWS
| Q4 25 | 2.21× | 5.28× | ||
| Q3 25 | 1.33× | -0.17× | ||
| Q2 25 | 30.06× | 0.97× | ||
| Q1 25 | — | 3.90× | ||
| Q4 24 | — | 5.31× | ||
| Q3 24 | 1.85× | 1.92× | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.46× | 0.91× |
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
WS
| Direct | $844.1M | 97% |
| Toll | $27.8M | 3% |
