vs
Jackson Financial Inc.(JXN)与味好美(MKC)财务数据对比。点击上方公司名可切换其他公司
Jackson Financial Inc.的季度营收约是味好美的1.1倍($2.0B vs $1.9B),味好美净利率更高(12.2% vs -10.3%,领先22.5%),Jackson Financial Inc.同比增速更快(783.6% vs 2.9%),过去两年Jackson Financial Inc.的营收复合增速更高(50.1% vs 7.5%)
本公司是美国大型金融服务企业,旗下子公司面向美国及全球逾40个国家的零售与机构客户,提供保险、退休规划、投资管理等多元产品及服务。2019年为美国最大保险提供商,总资产达8151亿美元,入选《财富》世界500强及美国500强榜单。
味好美是美国知名食品企业,专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品,客户覆盖零售终端、食品生产商及餐饮服务企业,是全球领先的风味产品供应商。
JXN vs MKC — 直观对比
营收规模更大
JXN
是对方的1.1倍
$1.9B
营收增速更快
JXN
高出780.6%
2.9%
净利率更高
MKC
高出22.5%
-10.3%
两年增速更快
JXN
近两年复合增速
7.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $-204.0M | $226.6M |
| 毛利率 | — | 38.9% |
| 营业利润率 | -18.0% | 16.8% |
| 净利率 | -10.3% | 12.2% |
| 营收同比 | 783.6% | 2.9% |
| 净利润同比 | -159.1% | 5.3% |
| 每股收益(稀释后) | $-3.02 | $0.84 |
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
JXN
MKC
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $-471.0M | $1.7B | ||
| Q1 25 | $3.8B | $1.6B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $-322.0M | $1.6B |
净利润
JXN
MKC
| Q4 25 | $-204.0M | $226.6M | ||
| Q3 25 | $76.0M | $225.5M | ||
| Q2 25 | $179.0M | $175.0M | ||
| Q1 25 | $-24.0M | $162.3M | ||
| Q4 24 | — | $215.2M | ||
| Q3 24 | $-469.0M | $223.1M | ||
| Q2 24 | $275.0M | $184.2M | ||
| Q1 24 | $795.0M | $166.0M |
毛利率
JXN
MKC
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 37.5% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 40.2% | ||
| Q3 24 | — | 38.7% | ||
| Q2 24 | — | 37.7% | ||
| Q1 24 | — | 37.4% |
营业利润率
JXN
MKC
| Q4 25 | -18.0% | 16.8% | ||
| Q3 25 | 5.1% | 16.7% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | -0.5% | 14.0% | ||
| Q4 24 | — | 17.0% | ||
| Q3 24 | -27.3% | 17.1% | ||
| Q2 24 | 25.5% | 14.2% | ||
| Q1 24 | — | 14.6% |
净利率
JXN
MKC
| Q4 25 | -10.3% | 12.2% | ||
| Q3 25 | 5.4% | 13.1% | ||
| Q2 25 | -38.0% | 10.5% | ||
| Q1 25 | -0.6% | 10.1% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | -22.1% | 13.3% | ||
| Q2 24 | 22.1% | 11.2% | ||
| Q1 24 | -246.9% | 10.4% |
每股收益(稀释后)
JXN
MKC
| Q4 25 | $-3.02 | $0.84 | ||
| Q3 25 | $0.92 | $0.84 | ||
| Q2 25 | $2.34 | $0.65 | ||
| Q1 25 | $-0.48 | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | $-6.37 | $0.83 | ||
| Q2 24 | $3.43 | $0.68 | ||
| Q1 24 | $9.94 | $0.62 |
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 | $5.7B | $95.9M |
| 总债务越低越好 | $2.0B | $3.6B |
| 股东权益账面价值 | $10.0B | $5.7B |
| 总资产 | $352.6B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.63× |
8季度趋势,按日历期对齐
现金及短期投资
JXN
MKC
| Q4 25 | $5.7B | $95.9M | ||
| Q3 25 | $4.6B | $94.9M | ||
| Q2 25 | $3.8B | $124.1M | ||
| Q1 25 | $3.9B | $102.8M | ||
| Q4 24 | — | $186.1M | ||
| Q3 24 | $3.1B | $200.8M | ||
| Q2 24 | $1.7B | $166.3M | ||
| Q1 24 | $2.5B | $178.0M |
总债务
JXN
MKC
| Q4 25 | $2.0B | $3.6B | ||
| Q3 25 | $2.0B | $3.9B | ||
| Q2 25 | $2.0B | $3.9B | ||
| Q1 25 | $2.0B | $3.9B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $2.0B | $4.1B | ||
| Q1 24 | $2.0B | $4.1B |
股东权益
JXN
MKC
| Q4 25 | $10.0B | $5.7B | ||
| Q3 25 | $10.2B | $5.8B | ||
| Q2 25 | $10.4B | $5.6B | ||
| Q1 25 | $10.3B | $5.4B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $10.7B | $5.4B | ||
| Q2 24 | $10.1B | $5.3B | ||
| Q1 24 | $10.2B | $5.2B |
总资产
JXN
MKC
| Q4 25 | $352.6B | $13.2B | ||
| Q3 25 | $353.6B | $13.2B | ||
| Q2 25 | $343.7B | $13.2B | ||
| Q1 25 | $327.2B | $12.9B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | $345.7B | $13.2B | ||
| Q2 24 | $337.8B | $13.0B | ||
| Q1 24 | $340.3B | $12.9B |
负债/权益比
JXN
MKC
| Q4 25 | 0.20× | 0.63× | ||
| Q3 25 | 0.20× | 0.67× | ||
| Q2 25 | 0.20× | 0.69× | ||
| Q1 25 | 0.20× | 0.71× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | 0.19× | 0.63× | ||
| Q2 24 | 0.20× | 0.77× | ||
| Q1 24 | 0.20× | 0.79× |
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 | $1.6B | $542.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
JXN
MKC
| Q4 25 | $1.6B | $542.0M | ||
| Q3 25 | $1.4B | $258.8M | ||
| Q2 25 | $1.2B | $45.9M | ||
| Q1 25 | $1.6B | $115.5M | ||
| Q4 24 | — | $458.7M | ||
| Q3 24 | $1.4B | $161.7M | ||
| Q2 24 | $1.5B | $163.1M | ||
| Q1 24 | $1.4B | $138.4M |
自由现金流
JXN
MKC
| Q4 25 | — | — | ||
| Q3 25 | — | $206.1M | ||
| Q2 25 | — | $-2.4M | ||
| Q1 25 | — | $78.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $102.7M | ||
| Q2 24 | — | $94.8M | ||
| Q1 24 | — | $76.4M |
自由现金流率
JXN
MKC
| Q4 25 | — | — | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.8% |
资本支出强度
JXN
MKC
| Q4 25 | — | — | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 3.9% |
现金转化率
JXN
MKC
| Q4 25 | — | 2.39× | ||
| Q3 25 | 18.03× | 1.15× | ||
| Q2 25 | 6.55× | 0.26× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | 5.37× | 0.89× | ||
| Q1 24 | 1.79× | 0.83× |
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
JXN
| Retail Annuities Segment | $1.5B | 74% |
| Closed Life And Annuity Blocks Segment | $298.0M | 15% |
| Institutional Products Segment | $146.0M | 7% |
| Other | $70.0M | 4% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |