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江森自控(JCI)与摩根士丹利(MS)财务数据对比。点击上方公司名可切换其他公司
摩根士丹利的季度营收约是江森自控的1.7倍($10.7B vs $6.1B),摩根士丹利净利率更高(52.6% vs 10.0%,领先42.6%),摩根士丹利同比增速更快(16.0% vs 8.2%),过去两年江森自控的营收复合增速更高(-7.8% vs -15.8%)
江森自控是总部位于爱尔兰科克的跨国综合企业,专注于为各类建筑提供消防、暖通空调及安防设备,业务覆盖六大洲近2000个地点,2019年中期员工规模达10.5万人,曾位列2017年《财富》全球500强第389位。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商,在全球42个国家设有办事处,员工超8万名,服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位,同年位居福布斯全球2000强第30位。
JCI vs MS — 直观对比
营收规模更大
MS
是对方的1.7倍
$6.1B
营收增速更快
MS
高出7.8%
8.2%
净利率更高
MS
高出42.6%
10.0%
两年增速更快
JCI
近两年复合增速
-15.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.1B | $10.7B |
| 净利润 | $616.0M | $5.6B |
| 毛利率 | 36.8% | — |
| 营业利润率 | — | — |
| 净利率 | 10.0% | 52.6% |
| 营收同比 | 8.2% | 16.0% |
| 净利润同比 | 17.1% | — |
| 每股收益(稀释后) | — | — |
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
JCI
MS
| Q2 26 | $6.1B | — | ||
| Q1 26 | — | $10.7B | ||
| Q4 25 | $5.8B | $17.9B | ||
| Q3 25 | $6.4B | $18.2B | ||
| Q2 25 | $6.1B | $16.8B | ||
| Q1 25 | $5.7B | $17.7B | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $2.9B | $15.4B |
净利润
JCI
MS
| Q2 26 | $616.0M | — | ||
| Q1 26 | — | $5.6B | ||
| Q4 25 | $524.0M | $4.4B | ||
| Q3 25 | $1.7B | $4.6B | ||
| Q2 25 | $701.0M | $3.5B | ||
| Q1 25 | $478.0M | $4.3B | ||
| Q4 24 | $419.0M | — | ||
| Q3 24 | $633.0M | $3.2B |
毛利率
JCI
MS
| Q2 26 | 36.8% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 35.8% | — | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 37.1% | — | ||
| Q1 25 | 36.5% | — | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 48.4% | — |
营业利润率
JCI
MS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 32.2% | ||
| Q3 25 | 5.5% | 33.1% | ||
| Q2 25 | 11.6% | 27.5% | ||
| Q1 25 | 8.8% | 31.3% | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 6.9% | 27.4% |
净利率
JCI
MS
| Q2 26 | 10.0% | — | ||
| Q1 26 | — | 52.6% | ||
| Q4 25 | 9.0% | 24.6% | ||
| Q3 25 | 26.3% | 25.3% | ||
| Q2 25 | 11.6% | 21.1% | ||
| Q1 25 | 8.4% | 24.3% | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 21.6% | 20.7% |
每股收益(稀释后)
JCI
MS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $0.85 | $2.68 | ||
| Q3 25 | $2.61 | $2.80 | ||
| Q2 25 | $1.07 | $2.13 | ||
| Q1 25 | $0.72 | $2.60 | ||
| Q4 24 | $0.63 | — | ||
| Q3 24 | $0.93 | $1.88 |
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 | $698.0M | — |
| 总债务越低越好 | $9.5B | — |
| 股东权益账面价值 | $13.5B | $5.1M |
| 总资产 | $38.4B | $1581.4B |
| 负债/权益比越低杠杆越低 | 0.70× | — |
8季度趋势,按日历期对齐
现金及短期投资
JCI
MS
| Q2 26 | $698.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $552.0M | $111.7B | ||
| Q3 25 | $379.0M | $103.7B | ||
| Q2 25 | $731.0M | $109.1B | ||
| Q1 25 | $795.0M | $90.7B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $606.0M | $91.1B |
总债务
JCI
MS
| Q2 26 | $9.5B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $8.7B | $341.7B | ||
| Q3 25 | $8.6B | $324.1B | ||
| Q2 25 | $8.4B | $320.1B | ||
| Q1 25 | $8.2B | $297.0B | ||
| Q4 24 | $8.6B | — | ||
| Q3 24 | $8.0B | $291.2B |
股东权益
JCI
MS
| Q2 26 | $13.5B | — | ||
| Q1 26 | — | $5.1M | ||
| Q4 25 | $13.2B | $111.6B | ||
| Q3 25 | $12.9B | $110.0B | ||
| Q2 25 | $15.8B | $108.2B | ||
| Q1 25 | $15.8B | $106.8B | ||
| Q4 24 | $15.9B | — | ||
| Q3 24 | $16.1B | $103.6B |
总资产
JCI
MS
| Q2 26 | $38.4B | — | ||
| Q1 26 | — | $1581.4B | ||
| Q4 25 | $38.0B | $1420.3B | ||
| Q3 25 | $37.9B | $1364.8B | ||
| Q2 25 | $43.4B | $1353.9B | ||
| Q1 25 | $42.4B | $1300.3B | ||
| Q4 24 | $42.1B | — | ||
| Q3 24 | $42.7B | $1258.0B |
负债/权益比
JCI
MS
| Q2 26 | 0.70× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 3.06× | ||
| Q3 25 | 0.66× | 2.95× | ||
| Q2 25 | 0.53× | 2.96× | ||
| Q1 25 | 0.52× | 2.78× | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.50× | 2.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图