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亚马逊（AMZN）与JOHNSON OUTDOORS INC（JOUT）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是JOHNSON OUTDOORS INC的1514.1倍（$213.4B vs $140.9M）。亚马逊净利率更高（9.9% vs -2.3%，领先12.3%）。JOHNSON OUTDOORS INC同比增速更快（30.9% vs 13.6%）。亚马逊自由现金流更多（$14.9B vs $-42.7M）。过去两年亚马逊的营收复合增速更高（22.0% vs -10.5%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
AMZN vs JOUT — 直观对比
营收规模更大
AMZN
是对方的1514.1倍
$140.9M
营收增速更快
JOUT
高出17.3%
13.6%
净利率更高
AMZN
高出12.3%
-2.3%
自由现金流更多
AMZN
多$15.0B
$-42.7M
两年增速更快
AMZN
近两年复合增速
-10.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $140.9M |
| 净利润 | $21.2B | $-3.3M |
| 毛利率 | 48.5% | 36.6% |
| 营业利润率 | 11.7% | -2.1% |
| 净利率 | 9.9% | -2.3% |
| 营收同比 | 13.6% | 30.9% |
| 净利润同比 | 5.9% | 78.4% |
| 每股收益（稀释后） | $1.95 | — |
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AMZNJOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $213.4B | $135.8M | ||
| Q3 25 | $180.2B | — | ||
| Q2 25 | $167.7B | $180.7M | ||
| Q1 25 | $155.7B | $168.3M | ||
| Q4 24 | $187.8B | $107.6M | ||
| Q3 24 | $158.9B | $105.9M | ||
| Q2 24 | $148.0B | $172.5M |
净利润AMZNJOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $21.2B | $-29.1M | ||
| Q3 25 | $21.2B | — | ||
| Q2 25 | $18.2B | $7.7M | ||
| Q1 25 | $17.1B | $2.3M | ||
| Q4 24 | $20.0B | $-15.3M | ||
| Q3 24 | $15.3B | $-34.3M | ||
| Q2 24 | $13.5B | $1.6M |
毛利率AMZNJOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 48.5% | 36.2% | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 51.8% | 37.6% | ||
| Q1 25 | 50.6% | 35.0% | ||
| Q4 24 | 47.3% | 29.9% | ||
| Q3 24 | 49.0% | 23.5% | ||
| Q2 24 | 50.1% | 35.8% |
营业利润率AMZNJOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | 11.7% | -6.0% | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 11.4% | 4.1% | ||
| Q1 25 | 11.8% | 2.9% | ||
| Q4 24 | 11.3% | -18.8% | ||
| Q3 24 | 11.0% | -40.4% | ||
| Q2 24 | 9.9% | -0.3% |
净利率AMZNJOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | 9.9% | -21.4% | ||
| Q3 25 | 11.8% | — | ||
| Q2 25 | 10.8% | 4.3% | ||
| Q1 25 | 11.0% | 1.4% | ||
| Q4 24 | 10.7% | -14.2% | ||
| Q3 24 | 9.6% | -32.4% | ||
| Q2 24 | 9.1% | 0.9% |
每股收益（稀释后）AMZNJOUT
| Q1 26 | — | — | ||
| Q4 25 | $1.95 | — | ||
| Q3 25 | $1.95 | — | ||
| Q2 25 | $1.68 | — | ||
| Q1 25 | $1.59 | — | ||
| Q4 24 | $1.86 | — | ||
| Q3 24 | $1.43 | — | ||
| Q2 24 | $1.26 | — |
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 | $123.0B | $130.7M |
| 总债务越低越好 | $68.8B | $0 |
| 股东权益账面价值 | $411.1B | $413.5M |
| 总资产 | $818.0B | $600.1M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMZNJOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $123.0B | $176.4M | ||
| Q3 25 | $94.2B | — | ||
| Q2 25 | $93.2B | $161.0M | ||
| Q1 25 | $94.6B | $94.0M | ||
| Q4 24 | $101.2B | $101.6M | ||
| Q3 24 | $88.1B | $162.0M | ||
| Q2 24 | $89.1B | $148.4M |
总债务AMZNJOUT
| Q1 26 | — | $0 | ||
| Q4 25 | $68.8B | $0 | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | $0 | ||
| Q1 25 | $58.8B | $0 | ||
| Q4 24 | $58.0B | $0 | ||
| Q3 24 | $60.5B | $0 | ||
| Q2 24 | $62.7B | $0 |
股东权益AMZNJOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $411.1B | $418.4M | ||
| Q3 25 | $369.6B | — | ||
| Q2 25 | $333.8B | $450.5M | ||
| Q1 25 | $305.9B | $441.1M | ||
| Q4 24 | $286.0B | $440.3M | ||
| Q3 24 | $259.2B | $463.4M | ||
| Q2 24 | $236.4B | $498.7M |
总资产AMZNJOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $818.0B | $604.1M | ||
| Q3 25 | $727.9B | — | ||
| Q2 25 | $682.2B | $634.5M | ||
| Q1 25 | $643.3B | $624.5M | ||
| Q4 24 | $624.9B | $612.9M | ||
| Q3 24 | $584.6B | $635.2M | ||
| Q2 24 | $554.8B | $679.8M |
负债/权益比AMZNJOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.17× | 0.00× | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | 0.00× | ||
| Q1 25 | 0.19× | 0.00× | ||
| Q4 24 | 0.20× | 0.00× | ||
| Q3 24 | 0.23× | 0.00× | ||
| Q2 24 | 0.27× | 0.00× |
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 | $54.5B | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-42.7M |
| 自由现金流率自由现金流/营收 | 7.0% | -30.3% |
| 资本支出强度资本支出/营收 | 18.5% | 3.0% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $38.5M |
8季度趋势，按日历期对齐
经营现金流AMZNJOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $54.5B | $23.4M | ||
| Q3 25 | $35.5B | — | ||
| Q2 25 | $32.5B | $71.4M | ||
| Q1 25 | $17.0B | $-1.7M | ||
| Q4 24 | $45.6B | $-36.9M | ||
| Q3 24 | $26.0B | $19.1M | ||
| Q2 24 | $25.3B | $73.7M |
自由现金流AMZNJOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $14.9B | $19.2M | ||
| Q3 25 | $430.0M | — | ||
| Q2 25 | $332.0M | $66.9M | ||
| Q1 25 | $-8.0B | $-5.0M | ||
| Q4 24 | $17.8B | $-41.0M | ||
| Q3 24 | $3.4B | $13.5M | ||
| Q2 24 | $7.7B | $67.4M |
自由现金流率AMZNJOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | 7.0% | 14.2% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.2% | 37.0% | ||
| Q1 25 | -5.1% | -2.9% | ||
| Q4 24 | 9.5% | -38.1% | ||
| Q3 24 | 2.1% | 12.8% | ||
| Q2 24 | 5.2% | 39.1% |
资本支出强度AMZNJOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | 18.5% | 3.1% | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.2% | 2.5% | ||
| Q1 25 | 16.1% | 2.0% | ||
| Q4 24 | 14.8% | 3.8% | ||
| Q3 24 | 14.2% | 5.3% | ||
| Q2 24 | 11.9% | 3.6% |
现金转化率AMZNJOUT
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | 9.22× | ||
| Q1 25 | 0.99× | -0.72× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | 45.41× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
