vs
A.O.史密斯（AOS）与Joby Aviation, Inc.（JOBY）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是Joby Aviation, Inc.的29.6倍（$912.5M vs $30.8M）。Joby Aviation, Inc.同比增速更快（55965.5% vs 0.0%）。A.O.史密斯自由现金流更多（$165.5M vs $-563.8M）。过去两年Joby Aviation, Inc.的营收复合增速更高（3412.0% vs -3.4%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
Joby Aviation是一家获风险投资支持的美国航空企业，专注研发电动垂直起降（eVTOL）飞行器，计划依托该产品推出空中出租车服务。公司总部位于加利福尼亚州圣克鲁斯，在加州圣卡洛斯、马里纳以及德国慕尼黑均设有办公地点。
AOS vs JOBY — 直观对比
营收规模更大
AOS
是对方的29.6倍
$30.8M
营收增速更快
JOBY
高出55965.4%
0.0%
自由现金流更多
AOS
多$729.3M
$-563.8M
两年增速更快
JOBY
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $912.5M | $30.8M |
| 净利润 | $125.4M | — |
| 毛利率 | 38.4% | — |
| 营业利润率 | 17.9% | — |
| 净利率 | 13.7% | — |
| 营收同比 | 0.0% | 55965.5% |
| 净利润同比 | 14.3% | 50.7% |
| 每股收益（稀释后） | $0.89 | — |
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AOSJOBY
| Q4 25 | $912.5M | $30.8M | ||
| Q3 25 | $942.5M | $22.6M | ||
| Q2 25 | $1.0B | $15.0K | ||
| Q1 25 | $963.9M | $0 | ||
| Q4 24 | $912.4M | $55.0K | ||
| Q3 24 | $902.6M | $28.0K | ||
| Q2 24 | $1.0B | $28.0K | ||
| Q1 24 | $978.8M | $25.0K |
净利润AOSJOBY
| Q4 25 | $125.4M | — | ||
| Q3 25 | $132.0M | $-401.2M | ||
| Q2 25 | $152.2M | $-324.7M | ||
| Q1 25 | $136.6M | $-82.4M | ||
| Q4 24 | $109.7M | — | ||
| Q3 24 | $120.1M | $-143.9M | ||
| Q2 24 | $156.2M | $-123.3M | ||
| Q1 24 | $147.6M | $-94.6M |
毛利率AOSJOBY
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 38.7% | — | ||
| Q1 24 | 39.3% | — |
营业利润率AOSJOBY
| Q4 25 | 17.9% | — | ||
| Q3 25 | 18.6% | -804.8% | ||
| Q2 25 | 20.4% | -1119093.3% | ||
| Q1 25 | 19.1% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 19.5% | -559625.0% | ||
| Q2 24 | 21.9% | -515310.7% | ||
| Q1 24 | 22.0% | -583588.0% |
净利率AOSJOBY
| Q4 25 | 13.7% | — | ||
| Q3 25 | 14.0% | -1777.4% | ||
| Q2 25 | 15.0% | -2164493.3% | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 13.3% | -513850.0% | ||
| Q2 24 | 15.2% | -440328.6% | ||
| Q1 24 | 15.1% | -378348.0% |
每股收益（稀释后）AOSJOBY
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.94 | $-0.48 | ||
| Q2 25 | $1.07 | $-0.41 | ||
| Q1 25 | $0.95 | $-0.11 | ||
| Q4 24 | $0.75 | — | ||
| Q3 24 | $0.82 | $-0.21 | ||
| Q2 24 | $1.06 | $-0.18 | ||
| Q1 24 | $1.00 | $-0.14 |
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 | $193.2M | $1.4B |
| 总债务越低越好 | $155.0M | — |
| 股东权益账面价值 | $1.9B | $1.4B |
| 总资产 | $3.1B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSJOBY
| Q4 25 | $193.2M | $1.4B | ||
| Q3 25 | $172.8M | $978.1M | ||
| Q2 25 | $177.9M | $991.0M | ||
| Q1 25 | $200.2M | $812.5M | ||
| Q4 24 | $276.1M | $932.9M | ||
| Q3 24 | $255.6M | $710.0M | ||
| Q2 24 | $233.3M | $825.0M | ||
| Q1 24 | $303.1M | $923.9M |
总债务AOSJOBY
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AOSJOBY
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.8B | $896.5M | ||
| Q2 25 | $1.8B | $898.3M | ||
| Q1 25 | $1.9B | $859.4M | ||
| Q4 24 | $1.9B | $912.4M | ||
| Q3 24 | $1.9B | $781.0M | ||
| Q2 24 | $1.9B | $894.6M | ||
| Q1 24 | $1.9B | $975.1M |
总资产AOSJOBY
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.3B | $1.1B | ||
| Q4 24 | $3.2B | $1.2B | ||
| Q3 24 | $3.2B | $964.3M | ||
| Q2 24 | $3.2B | $1.1B | ||
| Q1 24 | $3.2B | $1.2B |
负债/权益比AOSJOBY
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $183.1M | $-509.9M |
| 自由现金流经营现金流 - 资本支出 | $165.5M | $-563.8M |
| 自由现金流率自由现金流/营收 | 18.1% | -1828.4% |
| 资本支出强度资本支出/营收 | 1.9% | 174.9% |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $546.0M | $-960.6M |
8季度趋势，按日历期对齐
经营现金流AOSJOBY
| Q4 25 | $183.1M | $-509.9M | ||
| Q3 25 | $255.4M | $-139.2M | ||
| Q2 25 | $139.6M | $-106.6M | ||
| Q1 25 | $38.7M | $-111.0M | ||
| Q4 24 | $221.9M | $-436.3M | ||
| Q3 24 | $195.9M | $-110.3M | ||
| Q2 24 | $57.4M | $-98.8M | ||
| Q1 24 | $106.6M | $-106.6M |
自由现金流AOSJOBY
| Q4 25 | $165.5M | $-563.8M | ||
| Q3 25 | $240.6M | $-152.2M | ||
| Q2 25 | $122.5M | $-118.7M | ||
| Q1 25 | $17.4M | $-125.9M | ||
| Q4 24 | $191.3M | $-476.9M | ||
| Q3 24 | $163.4M | $-120.2M | ||
| Q2 24 | $34.5M | $-107.3M | ||
| Q1 24 | $84.6M | $-113.5M |
自由现金流率AOSJOBY
| Q4 25 | 18.1% | -1828.4% | ||
| Q3 25 | 25.5% | -674.3% | ||
| Q2 25 | 12.1% | -791333.3% | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 21.0% | -867061.8% | ||
| Q3 24 | 18.1% | -429128.6% | ||
| Q2 24 | 3.4% | -383178.6% | ||
| Q1 24 | 8.6% | -454080.0% |
资本支出强度AOSJOBY
| Q4 25 | 1.9% | 174.9% | ||
| Q3 25 | 1.6% | 57.7% | ||
| Q2 25 | 1.7% | 80913.3% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 3.4% | 73849.1% | ||
| Q3 24 | 3.6% | 35207.1% | ||
| Q2 24 | 2.2% | 30192.9% | ||
| Q1 24 | 2.2% | 27540.0% |
现金转化率AOSJOBY
| Q4 25 | 1.46× | — | ||
| Q3 25 | 1.93× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.72× | — |
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
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
JOBY
暂无分部数据
