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Autohome Inc.(ATHM)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
Autohome Inc.的季度营收约是JOHNSON OUTDOORS INC的1.8倍($249.8M vs $140.9M),Autohome Inc.净利率更高(23.8% vs -2.3%,领先26.1%),过去两年Autohome Inc.的营收复合增速更高(-0.6% vs -10.5%)
Autohome Inc. 是曾经的高速有线互联网服务提供商,运营于1996年至2002年。由米洛·梅丁与电信通讯公司(TCI)、康卡斯特、考克斯通信,以及首任CEO威廉·伦道夫·赫斯特三世共同创立,是通过双向有线电视基础设施提供高速上网服务的合资企业,巅峰时期为美国、加拿大、日本、澳大利亚等地的410万用户提供服务。
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。
ATHM vs JOUT — 直观对比
营收规模更大
ATHM
是对方的1.8倍
$140.9M
净利率更高
ATHM
高出26.1%
-2.3%
两年增速更快
ATHM
近两年复合增速
-10.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $249.8M | $140.9M |
| 净利润 | $59.4M | $-3.3M |
| 毛利率 | 63.7% | 36.6% |
| 营业利润率 | 8.3% | -2.1% |
| 净利率 | 23.8% | -2.3% |
| 营收同比 | — | 30.9% |
| 净利润同比 | — | 78.4% |
| 每股收益(稀释后) | — | — |
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
ATHM
JOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | — | $135.8M | ||
| Q3 25 | $249.8M | — | ||
| Q2 25 | $245.4M | $180.7M | ||
| Q1 25 | $244.3M | $168.3M | ||
| Q4 24 | — | $107.6M | ||
| Q3 24 | $252.9M | $105.9M | ||
| Q2 24 | $257.7M | $172.5M |
净利润
ATHM
JOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | — | $-29.1M | ||
| Q3 25 | $59.4M | — | ||
| Q2 25 | $56.0M | $7.7M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $-15.3M | ||
| Q3 24 | $61.0M | $-34.3M | ||
| Q2 24 | $69.3M | $1.6M |
毛利率
ATHM
JOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | — | 36.2% | ||
| Q3 25 | 63.7% | — | ||
| Q2 25 | 71.4% | 37.6% | ||
| Q1 25 | — | 35.0% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | 77.0% | 23.5% | ||
| Q2 24 | 81.5% | 35.8% |
营业利润率
ATHM
JOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | — | -6.0% | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 16.9% | 4.1% | ||
| Q1 25 | 13.0% | 2.9% | ||
| Q4 24 | — | -18.8% | ||
| Q3 24 | 4.7% | -40.4% | ||
| Q2 24 | 22.0% | -0.3% |
净利率
ATHM
JOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | — | -21.4% | ||
| Q3 25 | 23.8% | — | ||
| Q2 25 | 22.8% | 4.3% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | -14.2% | ||
| Q3 24 | 24.1% | -32.4% | ||
| Q2 24 | 26.9% | 0.9% |
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 | — | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $413.5M |
| 总资产 | — | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
ATHM
JOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | — | $176.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $161.0M | ||
| Q1 25 | — | $94.0M | ||
| Q4 24 | — | $101.6M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $148.4M |
总债务
ATHM
JOUT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益
ATHM
JOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | — | $418.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $450.5M | ||
| Q1 25 | — | $441.1M | ||
| Q4 24 | — | $440.3M | ||
| Q3 24 | — | $463.4M | ||
| Q2 24 | — | $498.7M |
总资产
ATHM
JOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | — | $604.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $634.5M | ||
| Q1 25 | — | $624.5M | ||
| Q4 24 | — | $612.9M | ||
| Q3 24 | — | $635.2M | ||
| Q2 24 | — | $679.8M |
负债/权益比
ATHM
JOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 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 | — | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-42.7M |
| 自由现金流率自由现金流/营收 | — | -30.3% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 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 | — | $38.5M |
8季度趋势,按日历期对齐
经营现金流
ATHM
JOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | — | $23.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $71.4M | ||
| Q1 25 | — | $-1.7M | ||
| Q4 24 | — | $-36.9M | ||
| Q3 24 | — | $19.1M | ||
| Q2 24 | — | $73.7M |
自由现金流
ATHM
JOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | — | $19.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $66.9M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $-41.0M | ||
| Q3 24 | — | $13.5M | ||
| Q2 24 | — | $67.4M |
自由现金流率
ATHM
JOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -38.1% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | 39.1% |
资本支出强度
ATHM
JOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.6% |
现金转化率
ATHM
JOUT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 9.22× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 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
ATHM
| Online marketplace and others | $114.7M | 46% |
| Leads generation services | $93.2M | 37% |
| Media services | $41.9M | 17% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |