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阿拉斯加航空集团（ALK）与Chewy, Inc.（CHWY）财务数据对比。点击上方公司名可切换其他公司
阿拉斯加航空集团的季度营收约是Chewy, Inc.的1.1倍（$3.3B vs $3.1B），Chewy, Inc.净利率更高（1.9% vs -5.8%，领先7.7%），Chewy, Inc.同比增速更快（8.3% vs 5.2%），过去两年阿拉斯加航空集团的营收复合增速更高（6.7% vs 4.6%）
阿拉斯加航空集团是总部位于美国华盛顿州西塔科的航空控股企业，旗下拥有阿拉斯加航空、夏威夷航空两家干线航司，以及区域航司地平线航空，阿拉斯加航空还全资控股飞机地面服务提供商麦吉航空服务。
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
ALK vs CHWY — 直观对比
营收规模更大
ALK
是对方的1.1倍
$3.1B
营收增速更快
CHWY
高出3.1%
5.2%
净利率更高
CHWY
高出7.7%
-5.8%
两年增速更快
ALK
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.1B |
| 净利润 | $-193.0M | $59.2M |
| 毛利率 | — | 29.8% |
| 营业利润率 | — | 2.1% |
| 净利率 | -5.8% | 1.9% |
| 营收同比 | 5.2% | 8.3% |
| 净利润同比 | -16.3% | 1405.6% |
| 每股收益（稀释后） | $-1.69 | $0.14 |
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ALKCHWY
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.6B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.1B | $3.2B | ||
| Q4 24 | $3.5B | $2.9B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $2.9B | $2.9B |
净利润ALKCHWY
| Q1 26 | $-193.0M | — | ||
| Q4 25 | $21.0M | $59.2M | ||
| Q3 25 | $73.0M | $62.0M | ||
| Q2 25 | $172.0M | $62.4M | ||
| Q1 25 | $-166.0M | $22.8M | ||
| Q4 24 | $71.0M | $3.9M | ||
| Q3 24 | $236.0M | $299.1M | ||
| Q2 24 | $220.0M | $66.9M |
毛利率ALKCHWY
| Q1 26 | — | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 29.6% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | — | 29.5% | ||
| Q2 24 | — | 29.7% |
营业利润率ALKCHWY
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 2.1% | ||
| Q3 25 | 3.9% | 2.2% | ||
| Q2 25 | 7.5% | 2.5% | ||
| Q1 25 | -6.3% | -0.3% | ||
| Q4 24 | 2.1% | 0.9% | ||
| Q3 24 | 11.1% | 1.1% | ||
| Q2 24 | 11.1% | 2.2% |
净利率ALKCHWY
| Q1 26 | -5.8% | — | ||
| Q4 25 | 0.6% | 1.9% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 4.6% | 2.0% | ||
| Q1 25 | -5.3% | 0.7% | ||
| Q4 24 | 2.0% | 0.1% | ||
| Q3 24 | 7.7% | 10.5% | ||
| Q2 24 | 7.6% | 2.3% |
每股收益（稀释后）ALKCHWY
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $0.14 | ||
| Q3 25 | $0.62 | $0.14 | ||
| Q2 25 | $1.42 | $0.15 | ||
| Q1 25 | $-1.35 | $0.07 | ||
| Q4 24 | $0.58 | $0.01 | ||
| Q3 24 | $1.84 | $0.68 | ||
| Q2 24 | $1.71 | $0.15 |
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 | $451.0M | $701.5M |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $3.7B | $469.4M |
| 总资产 | $20.3B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资ALKCHWY
| Q1 26 | $451.0M | — | ||
| Q4 25 | $627.0M | $701.5M | ||
| Q3 25 | $2.3B | $591.8M | ||
| Q2 25 | $2.1B | $616.4M | ||
| Q1 25 | $2.5B | $596.7M | ||
| Q4 24 | $2.5B | $507.5M | ||
| Q3 24 | $2.5B | $695.0M | ||
| Q2 24 | $2.5B | $1.1B |
总债务ALKCHWY
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益ALKCHWY
| Q1 26 | $3.7B | — | ||
| Q4 25 | $4.1B | $469.4M | ||
| Q3 25 | $4.0B | $389.9M | ||
| Q2 25 | $3.9B | $375.6M | ||
| Q1 25 | $4.1B | $261.5M | ||
| Q4 24 | $4.4B | $223.4M | ||
| Q3 24 | $4.5B | $486.7M | ||
| Q2 24 | $4.2B | $642.9M |
总资产ALKCHWY
| Q1 26 | $20.3B | — | ||
| Q4 25 | $20.4B | $3.3B | ||
| Q3 25 | $20.0B | $3.1B | ||
| Q2 25 | $19.9B | $3.1B | ||
| Q1 25 | $19.8B | $3.0B | ||
| Q4 24 | $19.8B | $3.0B | ||
| Q3 24 | $19.6B | $3.1B | ||
| Q2 24 | $15.3B | $3.2B |
负债/权益比ALKCHWY
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.24× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.04× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.63× | — |
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 | $229.0M | $207.9M |
| 自由现金流经营现金流 - 资本支出 | — | $175.8M |
| 自由现金流率自由现金流/营收 | — | 5.6% |
| 资本支出强度资本支出/营收 | 10.2% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 3.51× |
| 过去12个月自由现金流最近4个季度 | — | $487.0M |
8季度趋势，按日历期对齐
经营现金流ALKCHWY
| Q1 26 | $229.0M | — | ||
| Q4 25 | $185.0M | $207.9M | ||
| Q3 25 | $229.0M | $133.9M | ||
| Q2 25 | $376.0M | $86.4M | ||
| Q1 25 | $459.0M | $207.5M | ||
| Q4 24 | $274.0M | $183.5M | ||
| Q3 24 | $318.0M | $123.4M | ||
| Q2 24 | $580.0M | $81.9M |
自由现金流ALKCHWY
| Q1 26 | — | — | ||
| Q4 25 | — | $175.8M | ||
| Q3 25 | — | $105.9M | ||
| Q2 25 | — | $48.7M | ||
| Q1 25 | — | $156.6M | ||
| Q4 24 | — | $151.8M | ||
| Q3 24 | — | $91.5M | ||
| Q2 24 | — | $52.6M |
自由现金流率ALKCHWY
| Q1 26 | — | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 1.8% |
资本支出强度ALKCHWY
| Q1 26 | 10.2% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.0% |
现金转化率ALKCHWY
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | 3.51× | ||
| Q3 25 | 3.14× | 2.16× | ||
| Q2 25 | 2.19× | 1.38× | ||
| Q1 25 | — | 9.10× | ||
| Q4 24 | 3.86× | 46.66× | ||
| Q3 24 | 1.35× | 0.41× | ||
| Q2 24 | 2.64× | 1.22× |
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
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
CHWY
暂无分部数据
