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波音（BA）与骏利亨德森（JBI）财务数据对比。点击上方公司名可切换其他公司
波音的季度营收约是骏利亨德森的101.3倍（$22.2B vs $219.3M）。骏利亨德森净利率更高（6.9% vs -0.0%，领先7.0%）。波音同比增速更快（14.0% vs -4.7%）。骏利亨德森自由现金流更多（$8.3M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs -8.8%）
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
骏利亨德森是一家英美合资的全球资产管理集团，总部位于英国伦敦市。旗下以骏利亨德森投资者为品牌，面向全球个人投资者、中介顾问及机构投资者提供丰富多样的金融产品。
BA vs JBI — 直观对比
营收规模更大
BA
是对方的101.3倍
$219.3M
营收增速更快
BA
高出18.7%
-4.7%
净利率更高
JBI
高出7.0%
-0.0%
自由现金流更多
JBI
多$1.5B
$-1.5B
两年增速更快
BA
近两年复合增速
-8.8%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $219.3M |
| 净利润 | $-7.0M | $15.2M |
| 毛利率 | — | 39.1% |
| 营业利润率 | 2.0% | 13.4% |
| 净利率 | -0.0% | 6.9% |
| 营收同比 | 14.0% | -4.7% |
| 净利润同比 | 77.4% | 28.8% |
| 每股收益（稀释后） | $-0.11 | $0.11 |
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BAJBI
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | — | ||
| Q3 25 | $23.3B | $219.3M | ||
| Q2 25 | $22.7B | $228.1M | ||
| Q1 25 | $19.5B | $210.5M | ||
| Q4 24 | $15.2B | $230.8M | ||
| Q3 24 | $17.8B | $230.1M | ||
| Q2 24 | $16.9B | $248.4M |
净利润BAJBI
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | $-5.3B | $15.2M | ||
| Q2 25 | $-611.0M | $20.7M | ||
| Q1 25 | $-37.0M | $10.8M | ||
| Q4 24 | $-3.9B | $300.0K | ||
| Q3 24 | $-6.2B | $11.8M | ||
| Q2 24 | $-1.4B | $27.6M |
毛利率BAJBI
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | -10.2% | 39.1% | ||
| Q2 25 | 10.7% | 40.9% | ||
| Q1 25 | 12.4% | 38.9% | ||
| Q4 24 | -10.4% | 37.8% | ||
| Q3 24 | -19.7% | 39.6% | ||
| Q2 24 | 7.3% | 43.9% |
营业利润率BAJBI
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | — | ||
| Q3 25 | -20.5% | 13.4% | ||
| Q2 25 | -0.8% | 15.8% | ||
| Q1 25 | 2.4% | 12.0% | ||
| Q4 24 | -24.7% | 5.5% | ||
| Q3 24 | -32.3% | 11.6% | ||
| Q2 24 | -6.5% | 20.8% |
净利率BAJBI
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | — | ||
| Q3 25 | -22.9% | 6.9% | ||
| Q2 25 | -2.7% | 9.1% | ||
| Q1 25 | -0.2% | 5.1% | ||
| Q4 24 | -25.4% | 0.1% | ||
| Q3 24 | -34.6% | 5.1% | ||
| Q2 24 | -8.5% | 11.1% |
每股收益（稀释后）BAJBI
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | — | ||
| Q3 25 | $-7.14 | $0.11 | ||
| Q2 25 | $-0.92 | $0.15 | ||
| Q1 25 | $-0.16 | $0.08 | ||
| Q4 24 | $-5.50 | $0.01 | ||
| Q3 24 | $-9.97 | $0.08 | ||
| Q2 24 | $-2.33 | $0.19 |
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 | $9.4B | — |
| 总债务越低越好 | $44.4B | — |
| 股东权益账面价值 | $6.0B | $560.8M |
| 总资产 | $164.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 7.41× | — |
8季度趋势，按日历期对齐
现金及短期投资BAJBI
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | — | ||
| Q3 25 | $23.0B | — | ||
| Q2 25 | $23.0B | — | ||
| Q1 25 | $23.7B | — | ||
| Q4 24 | $26.3B | — | ||
| Q3 24 | $10.5B | $102.1M | ||
| Q2 24 | $12.6B | $110.1M |
总债务BAJBI
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | — | ||
| Q3 25 | $44.6B | — | ||
| Q2 25 | $44.6B | — | ||
| Q1 25 | $45.7B | — | ||
| Q4 24 | $52.6B | — | ||
| Q3 24 | $53.2B | — | ||
| Q2 24 | $53.2B | — |
股东权益BAJBI
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $-8.3B | $560.8M | ||
| Q2 25 | $-3.3B | $543.8M | ||
| Q1 25 | $-3.3B | $526.8M | ||
| Q4 24 | $-3.9B | $518.8M | ||
| Q3 24 | $-23.6B | $526.6M | ||
| Q2 24 | $-18.0B | $556.3M |
总资产BAJBI
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | — | ||
| Q3 25 | $150.0B | $1.3B | ||
| Q2 25 | $155.1B | $1.3B | ||
| Q1 25 | $156.5B | $1.3B | ||
| Q4 24 | $156.4B | $1.3B | ||
| Q3 24 | $137.7B | $1.3B | ||
| Q2 24 | $142.7B | $1.3B |
负债/权益比BAJBI
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $15.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $8.3M |
| 自由现金流率自由现金流/营收 | -6.5% | 3.8% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $140.1M |
8季度趋势，按日历期对齐
经营现金流BAJBI
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $15.0M | ||
| Q2 25 | $227.0M | $51.4M | ||
| Q1 25 | $-1.6B | $48.3M | ||
| Q4 24 | $-3.5B | $51.4M | ||
| Q3 24 | $-1.3B | $43.0M | ||
| Q2 24 | $-3.9B | $31.0M |
自由现金流BAJBI
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | — | ||
| Q3 25 | $238.0M | $8.3M | ||
| Q2 25 | $-200.0M | $44.6M | ||
| Q1 25 | $-2.3B | $41.9M | ||
| Q4 24 | $-4.1B | $45.3M | ||
| Q3 24 | $-2.0B | $39.3M | ||
| Q2 24 | $-4.3B | $25.3M |
自由现金流率BAJBI
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.0% | 3.8% | ||
| Q2 25 | -0.9% | 19.6% | ||
| Q1 25 | -11.7% | 19.9% | ||
| Q4 24 | -26.9% | 19.6% | ||
| Q3 24 | -11.0% | 17.1% | ||
| Q2 24 | -25.7% | 10.2% |
资本支出强度BAJBI
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 3.8% | 3.1% | ||
| Q2 25 | 1.9% | 3.0% | ||
| Q1 25 | 3.5% | 3.0% | ||
| Q4 24 | 4.3% | 2.6% | ||
| Q3 24 | 3.4% | 1.6% | ||
| Q2 24 | 2.4% | 2.3% |
现金转化率BAJBI
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 4.47× | ||
| Q4 24 | — | 171.33× | ||
| Q3 24 | — | 3.64× | ||
| Q2 24 | — | 1.12× |
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
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
