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江森自控（JCI）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是江森自控的1.3倍（$7.7B vs $5.8B），江森自控净利率更高（9.0% vs 0.8%，领先8.2%），江森自控同比增速更快（6.8% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs -7.0%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
JCI vs SW — 直观对比
营收规模更大
SW
是对方的1.3倍
$5.8B
营收增速更快
JCI
高出6.1%
0.7%
净利率更高
JCI
高出8.2%
0.8%
两年增速更快
SW
近两年复合增速
-7.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.8B | $7.7B |
| 净利润 | $524.0M | $63.0M |
| 毛利率 | 35.8% | 16.4% |
| 营业利润率 | — | 3.3% |
| 净利率 | 9.0% | 0.8% |
| 营收同比 | 6.8% | 0.7% |
| 净利润同比 | 25.1% | 0.0% |
| 每股收益（稀释后） | $0.85 | $0.12 |
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JCISW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $5.8B | $7.6B | ||
| Q3 25 | $6.4B | $8.0B | ||
| Q2 25 | $6.1B | $7.9B | ||
| Q1 25 | $5.7B | $7.7B | ||
| Q4 24 | $5.4B | $7.5B | ||
| Q3 24 | $2.9B | $7.7B | ||
| Q2 24 | $7.2B | $3.0B |
净利润JCISW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $524.0M | $97.0M | ||
| Q3 25 | $1.7B | $246.0M | ||
| Q2 25 | $701.0M | $-28.0M | ||
| Q1 25 | $478.0M | $384.0M | ||
| Q4 24 | $419.0M | $146.0M | ||
| Q3 24 | $633.0M | $-150.0M | ||
| Q2 24 | $975.0M | $132.0M |
毛利率JCISW
| Q1 26 | — | 16.4% | ||
| Q4 25 | 35.8% | 18.2% | ||
| Q3 25 | 36.5% | 19.6% | ||
| Q2 25 | 37.1% | 19.1% | ||
| Q1 25 | 36.5% | 20.6% | ||
| Q4 24 | 35.5% | 19.1% | ||
| Q3 24 | 48.4% | 17.6% | ||
| Q2 24 | 34.4% | 23.3% |
营业利润率JCISW
| Q1 26 | — | 3.3% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | 5.5% | 6.6% | ||
| Q2 25 | 11.6% | 3.2% | ||
| Q1 25 | 8.8% | 7.2% | ||
| Q4 24 | 7.5% | 5.3% | ||
| Q3 24 | 6.9% | 0.7% | ||
| Q2 24 | 17.7% | 8.2% |
净利率JCISW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 9.0% | 1.3% | ||
| Q3 25 | 26.3% | 3.1% | ||
| Q2 25 | 11.6% | -0.4% | ||
| Q1 25 | 8.4% | 5.0% | ||
| Q4 24 | 7.7% | 1.9% | ||
| Q3 24 | 21.6% | -2.0% | ||
| Q2 24 | 13.5% | 4.4% |
每股收益（稀释后）JCISW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.85 | $0.18 | ||
| Q3 25 | $2.61 | $0.47 | ||
| Q2 25 | $1.07 | $-0.05 | ||
| Q1 25 | $0.72 | $0.73 | ||
| Q4 24 | $0.63 | $-0.12 | ||
| Q3 24 | $0.93 | $-0.30 | ||
| Q2 24 | $1.45 | $0.51 |
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 | $552.0M | — |
| 总债务越低越好 | $8.7B | $980.0M |
| 股东权益账面价值 | $13.2B | $18.1B |
| 总资产 | $38.0B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资JCISW
| Q1 26 | — | — | ||
| Q4 25 | $552.0M | $892.0M | ||
| Q3 25 | $379.0M | $851.0M | ||
| Q2 25 | $731.0M | $778.0M | ||
| Q1 25 | $795.0M | $797.0M | ||
| Q4 24 | $1.2B | $855.0M | ||
| Q3 24 | $606.0M | — | ||
| Q2 24 | $862.0M | $26.8K |
总债务JCISW
| Q1 26 | — | $980.0M | ||
| Q4 25 | $8.7B | $13.4B | ||
| Q3 25 | $8.6B | $13.3B | ||
| Q2 25 | $8.4B | $13.3B | ||
| Q1 25 | $8.2B | $12.9B | ||
| Q4 24 | $8.6B | $12.5B | ||
| Q3 24 | $8.0B | $13.2B | ||
| Q2 24 | $7.9B | — |
股东权益JCISW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $13.2B | $18.3B | ||
| Q3 25 | $12.9B | $18.4B | ||
| Q2 25 | $15.8B | $18.3B | ||
| Q1 25 | $15.8B | $17.9B | ||
| Q4 24 | $15.9B | $17.4B | ||
| Q3 24 | $16.1B | $18.0B | ||
| Q2 24 | $16.0B | $14.5K |
总资产JCISW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $38.0B | $45.2B | ||
| Q3 25 | $37.9B | $45.6B | ||
| Q2 25 | $43.4B | $45.7B | ||
| Q1 25 | $42.4B | $44.6B | ||
| Q4 24 | $42.1B | $43.8B | ||
| Q3 24 | $42.7B | $45.0B | ||
| Q2 24 | $43.3B | $26.8K |
负债/权益比JCISW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 0.66× | 0.73× | ||
| Q3 25 | 0.66× | 0.72× | ||
| Q2 25 | 0.53× | 0.73× | ||
| Q1 25 | 0.52× | 0.72× | ||
| Q4 24 | 0.54× | 0.72× | ||
| Q3 24 | 0.50× | 0.73× | ||
| Q2 24 | 0.49× | — |
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 | $611.0M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $531.0M | — |
| 自由现金流率自由现金流/营收 | 9.2% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.17× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流JCISW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $611.0M | $1.2B | ||
| Q3 25 | $968.0M | $1.1B | ||
| Q2 25 | $787.0M | $829.0M | ||
| Q1 25 | $550.0M | $235.0M | ||
| Q4 24 | $249.0M | $781.0M | ||
| Q3 24 | $1.4B | $320.0M | ||
| Q2 24 | $1.0B | $340.0M |
自由现金流JCISW
| Q1 26 | — | — | ||
| Q4 25 | $531.0M | $612.0M | ||
| Q3 25 | $838.0M | $523.0M | ||
| Q2 25 | $693.0M | $307.0M | ||
| Q1 25 | $456.0M | $-242.0M | ||
| Q4 24 | $133.0M | $212.0M | ||
| Q3 24 | $1.2B | $-192.0M | ||
| Q2 24 | $922.0M | $163.0M |
自由现金流率JCISW
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 8.1% | ||
| Q3 25 | 13.0% | 6.5% | ||
| Q2 25 | 11.5% | 3.9% | ||
| Q1 25 | 8.0% | -3.2% | ||
| Q4 24 | 2.5% | 2.8% | ||
| Q3 24 | 40.4% | -2.5% | ||
| Q2 24 | 12.8% | 5.5% |
资本支出强度JCISW
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 7.7% | ||
| Q3 25 | 2.0% | 7.6% | ||
| Q2 25 | 1.6% | 6.6% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 2.1% | 7.5% | ||
| Q3 24 | 5.8% | 6.7% | ||
| Q2 24 | 1.4% | 6.0% |
现金转化率JCISW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 1.17× | 12.32× | ||
| Q3 25 | 0.57× | 4.61× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.15× | 0.61× | ||
| Q4 24 | 0.59× | 5.35× | ||
| Q3 24 | 2.14× | — | ||
| Q2 24 | 1.05× | 2.58× |
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
JCI
| Productsand Systems | $3.9B | 67% |
| Services | $1.9B | 33% |
SW
暂无分部数据
