vs
Jefferies Financial Group Inc.（JEF）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Jefferies Financial Group Inc.的1.1倍（$1.9B vs $1.7B），Jefferies Financial Group Inc.净利率更高（12.6% vs 11.9%，领先0.8%）
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
JEF vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
净利率更高
JEF
高出0.8%
11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $211.3M | $228.0M |
| 毛利率 | 95.7% | 35.8% |
| 营业利润率 | 15.2% | 16.5% |
| 净利率 | 12.6% | 11.9% |
| 营收同比 | — | 6.5% |
| 净利润同比 | — | 14.5% |
| 每股收益（稀释后） | $0.85 | — |
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JEFMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.0B | $2.1B |
净利润JEFMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $211.3M | $165.0M | ||
| Q3 25 | $242.5M | $189.0M | ||
| Q2 25 | $91.4M | $270.0M | ||
| Q1 25 | $136.8M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $181.0M | $167.0M | ||
| Q2 24 | $154.7M | $258.0M |
毛利率JEFMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 95.7% | 33.9% | ||
| Q3 25 | 97.7% | 34.2% | ||
| Q2 25 | 96.5% | 37.6% | ||
| Q1 25 | 96.4% | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | 96.9% | 36.6% | ||
| Q2 24 | 96.4% | 37.5% |
营业利润率JEFMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 15.2% | 13.8% | ||
| Q3 25 | 22.1% | 15.8% | ||
| Q2 25 | 11.0% | 20.1% | ||
| Q1 25 | 13.2% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 20.7% | 18.0% | ||
| Q2 24 | 22.0% | 19.0% |
净利率JEFMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 12.6% | 9.2% | ||
| Q3 25 | 16.1% | 9.9% | ||
| Q2 25 | 7.4% | 13.2% | ||
| Q1 25 | 12.0% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 14.8% | 8.4% | ||
| Q2 24 | 14.9% | 12.3% |
每股收益（稀释后）JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.85 | $0.81 | ||
| Q3 25 | $1.01 | $0.90 | ||
| Q2 25 | $0.40 | $1.28 | ||
| Q1 25 | $0.57 | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | $0.75 | $0.77 | ||
| Q2 24 | $0.64 | $1.17 |
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 | $14.0B | — |
| 总债务越低越好 | $15.9B | $2.9B |
| 股东权益账面价值 | $10.6B | $27.0M |
| 总资产 | $76.0B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.50× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | $14.0B | $647.0M | ||
| Q3 25 | $11.5B | $559.0M | ||
| Q2 25 | $11.3B | $390.0M | ||
| Q1 25 | $11.2B | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | $10.6B | $646.0M | ||
| Q2 24 | $10.8B | $398.0M |
总债务JEFMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $15.9B | $2.9B | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — |
股东权益JEFMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $10.6B | $-185.0M | ||
| Q3 25 | $10.4B | $-78.0M | ||
| Q2 25 | $10.3B | $-84.0M | ||
| Q1 25 | $10.2B | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $10.0B | $-88.0M | ||
| Q2 24 | $9.9B | $-26.0M |
总资产JEFMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $76.0B | $5.2B | ||
| Q3 25 | $69.3B | $5.3B | ||
| Q2 25 | $67.3B | $5.3B | ||
| Q1 25 | $70.2B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | $63.3B | $5.3B | ||
| Q2 24 | $63.0B | $5.4B |
负债/权益比JEFMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.28× | — |
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 | $2.0B | — |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 114.2% | — |
| 资本支出强度资本支出/营收 | 3.4% | 1.8% |
| 现金转化率经营现金流/净利润 | 9.30× | — |
| 过去12个月自由现金流最近4个季度 | $-1.7B | — |
8季度趋势，按日历期对齐
经营现金流JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $418.0M | ||
| Q3 25 | $184.2M | $456.0M | ||
| Q2 25 | $-978.3M | $306.0M | ||
| Q1 25 | $-2.7B | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $416.0M | ||
| Q2 24 | — | $346.0M |
自由现金流JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $371.0M | ||
| Q3 25 | $126.0M | $415.0M | ||
| Q2 25 | $-1.0B | $270.0M | ||
| Q1 25 | $-2.7B | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | 114.2% | 20.7% | ||
| Q3 25 | 8.4% | 21.6% | ||
| Q2 25 | -83.3% | 13.2% | ||
| Q1 25 | -237.2% | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度JEFMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 3.4% | 2.6% | ||
| Q3 25 | 3.9% | 2.1% | ||
| Q2 25 | 3.6% | 1.8% | ||
| Q1 25 | 4.3% | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率JEFMAS
| Q1 26 | — | — | ||
| Q4 25 | 9.30× | 2.53× | ||
| Q3 25 | 0.76× | 2.41× | ||
| Q2 25 | -10.70× | 1.13× | ||
| Q1 25 | -19.48× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× |
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
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
MAS
暂无分部数据
