vs
墨西哥国际航空（AERO）与捷蓝航空（JBLU）财务数据对比。点击上方公司名可切换其他公司
捷蓝航空的季度营收约是墨西哥国际航空的1.6倍（$2.2B vs $1.4B）。墨西哥国际航空净利率更高（11.5% vs -7.9%，领先19.4%）
墨西哥国际航空集团是墨西哥旗舰航空控股企业，提供国内及国际客货运航空运输服务，航线网络覆盖北美、南美、欧洲及亚洲，服务休闲与商务出行群体，配备现代化民航机队，可满足不同用户的出行需求。
捷蓝航空是美国低成本航空公司，总部设于纽约市皇后区长岛市。运营以点对点航线为主，拥有包括纽约肯尼迪国际机场主枢纽在内的六大重点城市航点网络，航线覆盖美洲及欧洲多地。虽未加入任何全球航空联盟，但与寰宇一家、天合联盟、星空联盟的多家航司均有代码共享合作。
AERO vs JBLU — 直观对比
营收规模更大
JBLU
是对方的1.6倍
$1.4B
净利率更高
AERO
高出19.4%
-7.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $165.0M | $-177.0M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | -4.5% |
| 净利率 | 11.5% | -7.9% |
| 营收同比 | — | -1.4% |
| 净利润同比 | — | -302.3% |
| 每股收益（稀释后） | — | $-0.47 |
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AEROJBLU
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4K | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.2B |
净利润AEROJBLU
| Q4 25 | $165.0M | $-177.0M | ||
| Q3 25 | — | $-143.0M | ||
| Q2 25 | — | $-74.0M | ||
| Q1 25 | — | $-208.0M | ||
| Q4 24 | — | $-44.0M | ||
| Q3 24 | — | $-60.0M | ||
| Q2 24 | — | $25.0M | ||
| Q1 24 | — | $-716.0M |
营业利润率AEROJBLU
| Q4 25 | 21.1% | -4.5% | ||
| Q3 25 | 17.8% | -4.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | -1.6% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -32.5% |
净利率AEROJBLU
| Q4 25 | 11.5% | -7.9% | ||
| Q3 25 | — | -6.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | -9.7% | ||
| Q4 24 | — | -1.9% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -32.4% |
每股收益（稀释后）AEROJBLU
| Q4 25 | — | $-0.47 | ||
| Q3 25 | — | $-0.39 | ||
| Q2 25 | — | $-0.21 | ||
| Q1 25 | — | $-0.59 | ||
| Q4 24 | — | $-0.09 | ||
| Q3 24 | — | $-0.17 | ||
| Q2 24 | — | $0.07 | ||
| Q1 24 | — | $-2.11 |
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 | — | $2.2B |
| 总债务越低越好 | — | $7.7B |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | — | $16.6B |
| 负债/权益比越低杠杆越低 | — | 3.65× |
8季度趋势，按日历期对齐
现金及短期投资AEROJBLU
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
总债务AEROJBLU
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $8.1B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.7B |
股东权益AEROJBLU
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.6B |
总资产AEROJBLU
| Q4 25 | — | $16.6B | ||
| Q3 25 | — | $16.6B | ||
| Q2 25 | — | $16.9B | ||
| Q1 25 | — | $17.1B | ||
| Q4 24 | — | $16.8B | ||
| Q3 24 | — | $16.6B | ||
| Q2 24 | — | $14.0B | ||
| Q1 24 | — | $13.7B |
负债/权益比AEROJBLU
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 3.42× | ||
| Q2 25 | — | 3.21× | ||
| Q1 25 | — | 3.31× | ||
| Q4 24 | — | 3.08× | ||
| Q3 24 | — | 2.98× | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | — | 1.78× |
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 | — | $49.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-287.0M |
| 自由现金流率自由现金流/营收 | — | -12.8% |
| 资本支出强度资本支出/营收 | — | 15.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-1.2B |
8季度趋势，按日历期对齐
经营现金流AEROJBLU
| Q4 25 | — | $49.0M | ||
| Q3 25 | $846 | $-142.0M | ||
| Q2 25 | — | $-115.0M | ||
| Q1 25 | — | $114.0M | ||
| Q4 24 | — | $-17.0M | ||
| Q3 24 | — | $-29.0M | ||
| Q2 24 | — | $-14.0M | ||
| Q1 24 | — | $204.0M |
自由现金流AEROJBLU
| Q4 25 | — | $-287.0M | ||
| Q3 25 | — | $-411.0M | ||
| Q2 25 | — | $-412.0M | ||
| Q1 25 | — | $-62.0M | ||
| Q4 24 | — | $-368.0M | ||
| Q3 24 | — | $-302.0M | ||
| Q2 24 | — | $-441.0M | ||
| Q1 24 | — | $-223.0M |
自由现金流率AEROJBLU
| Q4 25 | — | -12.8% | ||
| Q3 25 | — | -17.7% | ||
| Q2 25 | — | -17.5% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -16.2% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | — | -18.2% | ||
| Q1 24 | — | -10.1% |
资本支出强度AEROJBLU
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 15.4% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 19.3% |
现金转化率AEROJBLU
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.56× | ||
| Q1 24 | — | — |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
JBLU
| Passenger | $2.1B | 91% |
| Other | $191.0M | 9% |
