vs
Jefferies Financial Group Inc.（JEF）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是Jefferies Financial Group Inc.的1.6倍（$2.6B vs $1.7B），维谛技术净利率更高（14.7% vs 12.6%，领先2.1%），Jefferies Financial Group Inc.自由现金流更多（$1.9B vs $652.8M）
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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
JEF vs VRT — 直观对比
营收规模更大
VRT
是对方的1.6倍
$1.7B
净利率更高
VRT
高出2.1%
12.6%
自由现金流更多
JEF
多$1.3B
$652.8M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.6B |
| 净利润 | $211.3M | $390.1M |
| 毛利率 | 95.7% | 37.7% |
| 营业利润率 | 15.2% | — |
| 净利率 | 12.6% | 14.7% |
| 营收同比 | — | 30.1% |
| 净利润同比 | — | 137.1% |
| 每股收益（稀释后） | $0.85 | $0.99 |
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JEFVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.0B | $2.0B |
净利润JEFVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $211.3M | $445.6M | ||
| Q3 25 | $242.5M | $398.5M | ||
| Q2 25 | $91.4M | $324.2M | ||
| Q1 25 | $136.8M | $164.5M | ||
| Q4 24 | — | $147.0M | ||
| Q3 24 | $181.0M | $176.6M | ||
| Q2 24 | $154.7M | $178.1M |
毛利率JEFVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 95.7% | 38.9% | ||
| Q3 25 | 97.7% | 37.8% | ||
| Q2 25 | 96.5% | 34.0% | ||
| Q1 25 | 96.4% | 33.7% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | 96.9% | 36.5% | ||
| Q2 24 | 96.4% | 38.0% |
营业利润率JEFVRT
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 20.1% | ||
| Q3 25 | 22.1% | 19.3% | ||
| Q2 25 | 11.0% | 16.8% | ||
| Q1 25 | 13.2% | 14.3% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | 20.7% | 17.9% | ||
| Q2 24 | 22.0% | 17.2% |
净利率JEFVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 12.6% | 15.5% | ||
| Q3 25 | 16.1% | 14.9% | ||
| Q2 25 | 7.4% | 12.3% | ||
| Q1 25 | 12.0% | 8.1% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | 14.8% | 8.5% | ||
| Q2 24 | 14.9% | 9.1% |
每股收益（稀释后）JEFVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $0.85 | $1.14 | ||
| Q3 25 | $1.01 | $1.02 | ||
| Q2 25 | $0.40 | $0.83 | ||
| Q1 25 | $0.57 | $0.42 | ||
| Q4 24 | — | $0.38 | ||
| Q3 24 | $0.75 | $0.46 | ||
| Q2 24 | $0.64 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | $15.9B | $0 |
| 股东权益账面价值 | $10.6B | $4.2B |
| 总资产 | $76.0B | $13.4B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资JEFVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $14.0B | $1.7B | ||
| Q3 25 | $11.5B | $1.4B | ||
| Q2 25 | $11.3B | $1.6B | ||
| Q1 25 | $11.2B | $1.5B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $10.6B | $908.7M | ||
| Q2 24 | $10.8B | $579.7M |
总债务JEFVRT
| Q1 26 | — | $0 | ||
| Q4 25 | $15.9B | $2.9B | ||
| Q3 25 | $16.0B | $2.9B | ||
| Q2 25 | $15.4B | $2.9B | ||
| Q1 25 | $14.8B | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $12.9B | $2.9B | ||
| Q2 24 | $12.7B | $2.9B |
股东权益JEFVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $10.6B | $3.9B | ||
| Q3 25 | $10.4B | $3.5B | ||
| Q2 25 | $10.3B | $3.1B | ||
| Q1 25 | $10.2B | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $10.0B | $1.8B | ||
| Q2 24 | $9.9B | $1.5B |
总资产JEFVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $76.0B | $12.2B | ||
| Q3 25 | $69.3B | $10.8B | ||
| Q2 25 | $67.3B | $10.4B | ||
| Q1 25 | $70.2B | $9.5B | ||
| Q4 24 | — | $9.1B | ||
| Q3 24 | $63.3B | $8.9B | ||
| Q2 24 | $63.0B | $8.1B |
负债/权益比JEFVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.50× | 0.74× | ||
| Q3 25 | 1.53× | 0.83× | ||
| Q2 25 | 1.49× | 0.93× | ||
| Q1 25 | 1.45× | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | 1.29× | 1.62× | ||
| Q2 24 | 1.28× | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 114.2% | 24.6% |
| 资本支出强度资本支出/营收 | 3.4% | 4.2% |
| 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 | $2.3B |
8季度趋势，按日历期对齐
经营现金流JEFVRT
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $978.9M | ||
| Q3 25 | $184.2M | $508.7M | ||
| Q2 25 | $-978.3M | $322.9M | ||
| Q1 25 | $-2.7B | $303.3M | ||
| Q4 24 | — | $425.2M | ||
| Q3 24 | — | $378.2M | ||
| Q2 24 | — | $378.4M |
自由现金流JEFVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $1.9B | $885.6M | ||
| Q3 25 | $126.0M | $463.5M | ||
| Q2 25 | $-1.0B | $277.9M | ||
| Q1 25 | $-2.7B | $266.8M | ||
| Q4 24 | — | $364.5M | ||
| Q3 24 | — | $341.8M | ||
| Q2 24 | — | $344.3M |
自由现金流率JEFVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 114.2% | 30.8% | ||
| Q3 25 | 8.4% | 17.3% | ||
| Q2 25 | -83.3% | 10.5% | ||
| Q1 25 | -237.2% | 13.1% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 17.6% |
资本支出强度JEFVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 3.4% | 3.2% | ||
| Q3 25 | 3.9% | 1.7% | ||
| Q2 25 | 3.6% | 1.7% | ||
| Q1 25 | 4.3% | 1.8% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.7% |
现金转化率JEFVRT
| Q1 26 | — | — | ||
| Q4 25 | 9.30× | 2.20× | ||
| Q3 25 | 0.76× | 1.28× | ||
| Q2 25 | -10.70× | 1.00× | ||
| Q1 25 | -19.48× | 1.84× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 2.12× |
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% |
VRT
暂无分部数据
