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Jefferies Financial Group Inc.（JEF）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
Jefferies Financial Group Inc.的季度营收约是SEI INVESTMENTS CO的2.7倍（$1.7B vs $622.2M）。SEI INVESTMENTS CO净利率更高（28.0% vs 12.6%，领先15.4%）
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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
JEF vs SEIC — 直观对比
营收规模更大
JEF
是对方的2.7倍
$622.2M
净利率更高
SEIC
高出15.4%
12.6%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $622.2M |
| 净利润 | $211.3M | $174.5M |
| 毛利率 | 95.7% | — |
| 营业利润率 | 15.2% | 30.5% |
| 净利率 | 12.6% | 28.0% |
| 营收同比 | — | 13.0% |
| 净利润同比 | — | 15.0% |
| 每股收益（稀释后） | $0.85 | $1.40 |
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JEFSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $1.7B | $607.9M | ||
| Q3 25 | $1.5B | $578.5M | ||
| Q2 25 | $1.2B | $559.6M | ||
| Q1 25 | $1.1B | $551.3M | ||
| Q4 24 | — | $557.2M | ||
| Q3 24 | $1.2B | $537.4M | ||
| Q2 24 | $1.0B | $519.0M |
净利润JEFSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $211.3M | $172.5M | ||
| Q3 25 | $242.5M | $164.2M | ||
| Q2 25 | $91.4M | $227.1M | ||
| Q1 25 | $136.8M | $151.5M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | $181.0M | $154.9M | ||
| Q2 24 | $154.7M | $139.1M |
毛利率JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | 95.7% | 36.8% | ||
| Q3 25 | 97.7% | 35.0% | ||
| Q2 25 | 96.5% | 33.8% | ||
| Q1 25 | 96.4% | 34.9% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | 96.9% | 33.8% | ||
| Q2 24 | 96.4% | 32.7% |
营业利润率JEFSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 15.2% | 26.6% | ||
| Q3 25 | 22.1% | 27.7% | ||
| Q2 25 | 11.0% | 26.6% | ||
| Q1 25 | 13.2% | 28.5% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | 20.7% | 26.8% | ||
| Q2 24 | 22.0% | 26.3% |
净利率JEFSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 12.6% | 28.4% | ||
| Q3 25 | 16.1% | 28.4% | ||
| Q2 25 | 7.4% | 40.6% | ||
| Q1 25 | 12.0% | 27.5% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | 14.8% | 28.8% | ||
| Q2 24 | 14.9% | 26.8% |
每股收益（稀释后）JEFSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.85 | $1.38 | ||
| Q3 25 | $1.01 | $1.30 | ||
| Q2 25 | $0.40 | $1.78 | ||
| Q1 25 | $0.57 | $1.17 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | $0.75 | $1.19 | ||
| Q2 24 | $0.64 | $1.05 |
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 | $363.1M |
| 总债务越低越好 | $15.9B | $32.4M |
| 股东权益账面价值 | $10.6B | $2.5B |
| 总资产 | $76.0B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资JEFSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $14.0B | $399.8M | ||
| Q3 25 | $11.5B | — | ||
| Q2 25 | $11.3B | — | ||
| Q1 25 | $11.2B | $710.7M | ||
| Q4 24 | — | $839.9M | ||
| Q3 24 | $10.6B | $901.1M | ||
| Q2 24 | $10.8B | $768.3M |
总债务JEFSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | $15.9B | — | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — |
股东权益JEFSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $10.6B | $2.4B | ||
| Q3 25 | $10.4B | $2.4B | ||
| Q2 25 | $10.3B | $2.3B | ||
| Q1 25 | $10.2B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $10.0B | $2.4B | ||
| Q2 24 | $9.9B | $2.2B |
总资产JEFSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $76.0B | — | ||
| Q3 25 | $69.3B | — | ||
| Q2 25 | $67.3B | $2.6B | ||
| Q1 25 | $70.2B | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $63.3B | $2.7B | ||
| Q2 24 | $63.0B | $2.5B |
负债/权益比JEFSEIC
| Q1 26 | — | 0.01× | ||
| 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% | — |
| 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JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $126.4M | ||
| Q3 25 | $184.2M | $238.3M | ||
| Q2 25 | $-978.3M | $96.5M | ||
| Q1 25 | $-2.7B | $146.5M | ||
| Q4 24 | — | $195.3M | ||
| Q3 24 | — | $200.0M | ||
| Q2 24 | — | $114.7M |
自由现金流JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $124.8M | ||
| Q3 25 | $126.0M | $229.6M | ||
| Q2 25 | $-1.0B | $92.7M | ||
| Q1 25 | $-2.7B | $137.8M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | — | $193.7M | ||
| Q2 24 | — | $107.0M |
自由现金流率JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | 114.2% | 20.5% | ||
| Q3 25 | 8.4% | 39.7% | ||
| Q2 25 | -83.3% | 16.6% | ||
| Q1 25 | -237.2% | 25.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 20.6% |
资本支出强度JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 0.3% | ||
| Q3 25 | 3.9% | 1.5% | ||
| Q2 25 | 3.6% | 0.7% | ||
| Q1 25 | 4.3% | 1.6% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% |
现金转化率JEFSEIC
| Q1 26 | — | — | ||
| Q4 25 | 9.30× | 0.73× | ||
| Q3 25 | 0.76× | 1.45× | ||
| Q2 25 | -10.70× | 0.43× | ||
| Q1 25 | -19.48× | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 0.82× |
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% |
SEIC
暂无分部数据
