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艾仕得（AXTA）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艾仕得的1.8倍（$2.2B vs $1.3B），艾仕得净利率更高（4.8% vs -14.2%，领先19.0%），捷蓝航空同比增速更快（4.7% vs -3.7%），过去两年艾仕得的营收复合增速更高（-1.2% vs -3.9%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs JBLU — 直观对比
营收规模更大
JBLU
是对方的1.8倍
$1.3B
营收增速更快
JBLU
高出8.4%
-3.7%
净利率更高
AXTA
高出19.0%
-14.2%
两年增速更快
AXTA
近两年复合增速
-3.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $60.0M | $-319.0M |
| 毛利率 | 33.4% | — |
| 营业利润率 | 12.8% | — |
| 净利率 | 4.8% | -14.2% |
| 营收同比 | -3.7% | 4.7% |
| 净利润同比 | -56.2% | -53.4% |
| 每股收益（稀释后） | $0.28 | $-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AXTAJBLU
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.4B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B |
净利润AXTAJBLU
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $60.0M | $-177.0M | ||
| Q3 25 | $110.0M | $-143.0M | ||
| Q2 25 | $109.0M | $-74.0M | ||
| Q1 25 | $99.0M | $-208.0M | ||
| Q4 24 | $137.0M | $-44.0M | ||
| Q3 24 | $101.0M | $-60.0M | ||
| Q2 24 | $112.0M | $25.0M |
毛利率AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | — |
营业利润率AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | -4.5% | ||
| Q3 25 | 15.8% | -4.3% | ||
| Q2 25 | 14.8% | 0.3% | ||
| Q1 25 | 13.9% | -8.1% | ||
| Q4 24 | 14.3% | 0.7% | ||
| Q3 24 | 14.6% | -1.6% | ||
| Q2 24 | 15.2% | 2.3% |
净利率AXTAJBLU
| Q1 26 | — | -14.2% | ||
| Q4 25 | 4.8% | -7.9% | ||
| Q3 25 | 8.5% | -6.2% | ||
| Q2 25 | 8.4% | -3.1% | ||
| Q1 25 | 7.8% | -9.7% | ||
| Q4 24 | 10.5% | -1.9% | ||
| Q3 24 | 7.7% | -2.5% | ||
| Q2 24 | 8.3% | 1.0% |
每股收益（稀释后）AXTAJBLU
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $0.28 | $-0.47 | ||
| Q3 25 | $0.51 | $-0.39 | ||
| Q2 25 | $0.50 | $-0.21 | ||
| Q1 25 | $0.45 | $-0.59 | ||
| Q4 24 | $0.63 | $-0.09 | ||
| Q3 24 | $0.46 | $-0.17 | ||
| Q2 24 | $0.51 | $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 | $657.0M | $1.9B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.3B | $1.8B |
| 总资产 | $7.6B | $16.6B |
| 负债/权益比越低杠杆越低 | 1.36× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTAJBLU
| Q1 26 | — | $1.9B | ||
| Q4 25 | $657.0M | $2.2B | ||
| Q3 25 | $606.0M | $2.6B | ||
| Q2 25 | $625.0M | $3.1B | ||
| Q1 25 | $575.0M | $3.5B | ||
| Q4 24 | $593.0M | $3.6B | ||
| Q3 24 | $567.0M | $4.0B | ||
| Q2 24 | $840.0M | $1.5B |
总债务AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $7.7B | ||
| Q3 25 | $3.4B | $7.8B | ||
| Q2 25 | $3.4B | $7.7B | ||
| Q1 25 | $3.4B | $8.1B | ||
| Q4 24 | $3.4B | $8.1B | ||
| Q3 24 | $3.5B | $7.9B | ||
| Q2 24 | $3.6B | $5.0B |
股东权益AXTAJBLU
| Q1 26 | — | $1.8B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.3B | $2.3B | ||
| Q2 25 | $2.3B | $2.4B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $1.9B | $2.6B | ||
| Q2 24 | $1.8B | $2.7B |
总资产AXTAJBLU
| Q1 26 | — | $16.6B | ||
| Q4 25 | $7.6B | $16.6B | ||
| Q3 25 | $7.8B | $16.6B | ||
| Q2 25 | $7.8B | $16.9B | ||
| Q1 25 | $7.4B | $17.1B | ||
| Q4 24 | $7.2B | $16.8B | ||
| Q3 24 | $7.5B | $16.6B | ||
| Q2 24 | $7.3B | $14.0B |
负债/权益比AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | 3.65× | ||
| Q3 25 | 1.48× | 3.42× | ||
| Q2 25 | 1.50× | 3.21× | ||
| Q1 25 | 1.64× | 3.31× | ||
| Q4 24 | 1.78× | 3.08× | ||
| Q3 24 | 1.84× | 2.98× | ||
| Q2 24 | 2.02× | 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 | $344.0M | — |
| 自由现金流经营现金流 - 资本支出 | $286.0M | — |
| 自由现金流率自由现金流/营收 | 22.7% | — |
| 资本支出强度资本支出/营收 | 4.6% | 6.3% |
| 现金转化率经营现金流/净利润 | 5.73× | — |
| 过去12个月自由现金流最近4个季度 | $453.0M | — |
8季度趋势，按日历期对齐
经营现金流AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $49.0M | ||
| Q3 25 | $137.0M | $-142.0M | ||
| Q2 25 | $142.0M | $-115.0M | ||
| Q1 25 | $26.0M | $114.0M | ||
| Q4 24 | $234.0M | $-17.0M | ||
| Q3 24 | $194.0M | $-29.0M | ||
| Q2 24 | $114.0M | $-14.0M |
自由现金流AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | $286.0M | $-287.0M | ||
| Q3 25 | $87.0M | $-411.0M | ||
| Q2 25 | $97.0M | $-412.0M | ||
| Q1 25 | $-17.0M | $-62.0M | ||
| Q4 24 | $172.0M | $-368.0M | ||
| Q3 24 | $161.0M | $-302.0M | ||
| Q2 24 | $91.0M | $-441.0M |
自由现金流率AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | 22.7% | -12.8% | ||
| Q3 25 | 6.8% | -17.7% | ||
| Q2 25 | 7.4% | -17.5% | ||
| Q1 25 | -1.3% | -2.9% | ||
| Q4 24 | 13.1% | -16.2% | ||
| Q3 24 | 12.2% | -12.8% | ||
| Q2 24 | 6.7% | -18.2% |
资本支出强度AXTAJBLU
| Q1 26 | — | 6.3% | ||
| Q4 25 | 4.6% | 15.0% | ||
| Q3 25 | 3.9% | 11.6% | ||
| Q2 25 | 3.4% | 12.6% | ||
| Q1 25 | 3.4% | 8.2% | ||
| Q4 24 | 4.7% | 15.4% | ||
| Q3 24 | 2.5% | 11.5% | ||
| Q2 24 | 1.7% | 17.6% |
现金转化率AXTAJBLU
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.92× | — | ||
| Q2 24 | 1.02× | -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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
JBLU
暂无分部数据
