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Academy Sports & Outdoors, Inc.（ASO）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Academy Sports & Outdoors, Inc.的1.6倍（$2.2B vs $1.4B），Academy Sports & Outdoors, Inc.净利率更高（5.2% vs -14.2%，领先19.4%），捷蓝航空同比增速更快（4.7% vs 3.0%），过去两年捷蓝航空的营收复合增速更高（-3.9% vs -12.2%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
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。
ASO vs JBLU — 直观对比
营收规模更大
JBLU
是对方的1.6倍
$1.4B
营收增速更快
JBLU
高出1.7%
3.0%
净利率更高
ASO
高出19.4%
-14.2%
两年增速更快
JBLU
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $71.6M | $-319.0M |
| 毛利率 | 35.7% | — |
| 营业利润率 | 7.3% | — |
| 净利率 | 5.2% | -14.2% |
| 营收同比 | 3.0% | 4.7% |
| 净利润同比 | 8.8% | -53.4% |
| 每股收益（稀释后） | $1.05 | $-0.86 |
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ASOJBLU
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.6B | $2.3B | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.5B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B |
净利润ASOJBLU
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $71.6M | $-177.0M | ||
| Q3 25 | $125.4M | $-143.0M | ||
| Q2 25 | $46.1M | $-74.0M | ||
| Q1 25 | $133.6M | $-208.0M | ||
| Q4 24 | $65.8M | $-44.0M | ||
| Q3 24 | $142.6M | $-60.0M | ||
| Q2 24 | $76.5M | $25.0M |
毛利率ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 33.4% | — |
营业利润率ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | -4.5% | ||
| Q3 25 | 10.8% | -4.3% | ||
| Q2 25 | 5.1% | 0.3% | ||
| Q1 25 | 9.2% | -8.1% | ||
| Q4 24 | 6.8% | 0.7% | ||
| Q3 24 | 12.3% | -1.6% | ||
| Q2 24 | 7.5% | 2.3% |
净利率ASOJBLU
| Q1 26 | — | -14.2% | ||
| Q4 25 | 5.2% | -7.9% | ||
| Q3 25 | 7.8% | -6.2% | ||
| Q2 25 | 3.4% | -3.1% | ||
| Q1 25 | 8.0% | -9.7% | ||
| Q4 24 | 4.9% | -1.9% | ||
| Q3 24 | 9.2% | -2.5% | ||
| Q2 24 | 5.6% | 1.0% |
每股收益（稀释后）ASOJBLU
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $1.05 | $-0.47 | ||
| Q3 25 | $1.85 | $-0.39 | ||
| Q2 25 | $0.68 | $-0.21 | ||
| Q1 25 | $1.85 | $-0.59 | ||
| Q4 24 | $0.92 | $-0.09 | ||
| Q3 24 | $1.95 | $-0.17 | ||
| Q2 24 | $1.01 | $0.07 |
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 | $289.5M | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $1.8B |
| 总资产 | $5.4B | $16.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASOJBLU
| Q1 26 | — | $1.9B | ||
| Q4 25 | $289.5M | $2.2B | ||
| Q3 25 | $300.9M | $2.6B | ||
| Q2 25 | $285.1M | $3.1B | ||
| Q1 25 | $288.9M | $3.5B | ||
| Q4 24 | $296.0M | $3.6B | ||
| Q3 24 | $324.6M | $4.0B | ||
| Q2 24 | $378.1M | $1.5B |
总债务ASOJBLU
| Q1 26 | — | — | ||
| 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 |
股东权益ASOJBLU
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $2.0B | $2.6B | ||
| Q2 24 | $1.9B | $2.7B |
总资产ASOJBLU
| Q1 26 | — | $16.6B | ||
| Q4 25 | $5.4B | $16.6B | ||
| Q3 25 | $5.3B | $16.6B | ||
| Q2 25 | $5.2B | $16.9B | ||
| Q1 25 | $4.9B | $17.1B | ||
| Q4 24 | $5.1B | $16.8B | ||
| Q3 24 | $4.9B | $16.6B | ||
| Q2 24 | $4.9B | $14.0B |
负债/权益比ASOJBLU
| Q1 26 | — | — | ||
| 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× |
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 | $-13.6M | — |
| 自由现金流率自由现金流/营收 | -1.0% | — |
| 资本支出强度资本支出/营收 | 4.5% | 6.3% |
| 现金转化率经营现金流/净利润 | 0.68× | — |
| 过去12个月自由现金流最近4个季度 | $191.4M | — |
8季度趋势，按日历期对齐
经营现金流ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $49.0M | ||
| Q3 25 | $78.6M | $-142.0M | ||
| Q2 25 | $157.5M | $-115.0M | ||
| Q1 25 | $140.2M | $114.0M | ||
| Q4 24 | $96.9M | $-17.0M | ||
| Q3 24 | $91.3M | $-29.0M | ||
| Q2 24 | $199.7M | $-14.0M |
自由现金流ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | $-287.0M | ||
| Q3 25 | $21.8M | $-411.0M | ||
| Q2 25 | $106.6M | $-412.0M | ||
| Q1 25 | $76.4M | $-62.0M | ||
| Q4 24 | $34.4M | $-368.0M | ||
| Q3 24 | $50.1M | $-302.0M | ||
| Q2 24 | $167.4M | $-441.0M |
自由现金流率ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | -12.8% | ||
| Q3 25 | 1.4% | -17.7% | ||
| Q2 25 | 7.9% | -17.5% | ||
| Q1 25 | 4.6% | -2.9% | ||
| Q4 24 | 2.6% | -16.2% | ||
| Q3 24 | 3.2% | -12.8% | ||
| Q2 24 | 12.3% | -18.2% |
资本支出强度ASOJBLU
| Q1 26 | — | 6.3% | ||
| Q4 25 | 4.5% | 15.0% | ||
| Q3 25 | 3.5% | 11.6% | ||
| Q2 25 | 3.8% | 12.6% | ||
| Q1 25 | 3.8% | 8.2% | ||
| Q4 24 | 4.6% | 15.4% | ||
| Q3 24 | 2.7% | 11.5% | ||
| Q2 24 | 2.4% | 17.6% |
现金转化率ASOJBLU
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | — | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 3.42× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 2.61× | -0.56× |
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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
JBLU
暂无分部数据
