vs
Eventbrite, Inc.(EB)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
JOHNSON OUTDOORS INC的季度营收约是Eventbrite, Inc.的1.9倍($140.9M vs $73.5M),JOHNSON OUTDOORS INC净利率更高(-2.3% vs -11.1%,领先8.8%),JOHNSON OUTDOORS INC同比增速更快(30.9% vs -3.9%),JOHNSON OUTDOORS INC自由现金流更多($-42.7M vs $-60.9M),过去两年Eventbrite, Inc.的营收复合增速更高(-7.7% vs -10.5%)
Eventbrite是源自美国的线下活动服务平台,为用户提供活动浏览、创建与推广服务,支持主办方免费在平台发布不限规模、不限数量的各类活动,是全球范围内活跃度较高的活动交易与推广平台。
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。
EB vs JOUT — 直观对比
营收规模更大
JOUT
是对方的1.9倍
$73.5M
营收增速更快
JOUT
高出34.8%
-3.9%
净利率更高
JOUT
高出8.8%
-11.1%
自由现金流更多
JOUT
多$18.1M
$-60.9M
两年增速更快
EB
近两年复合增速
-10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $73.5M | $140.9M |
| 净利润 | $-8.2M | $-3.3M |
| 毛利率 | 68.1% | 36.6% |
| 营业利润率 | -12.4% | -2.1% |
| 净利率 | -11.1% | -2.3% |
| 营收同比 | -3.9% | 30.9% |
| 净利润同比 | 2.5% | 78.4% |
| 每股收益(稀释后) | $-0.08 | — |
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
EB
JOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $73.5M | $135.8M | ||
| Q3 25 | $71.7M | — | ||
| Q2 25 | $72.8M | $180.7M | ||
| Q1 25 | $73.8M | $168.3M | ||
| Q4 24 | $76.5M | $107.6M | ||
| Q3 24 | $77.8M | $105.9M | ||
| Q2 24 | $84.6M | $172.5M |
净利润
EB
JOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $-8.2M | $-29.1M | ||
| Q3 25 | $6.4M | — | ||
| Q2 25 | $-2.1M | $7.7M | ||
| Q1 25 | $-6.6M | $2.3M | ||
| Q4 24 | $-8.4M | $-15.3M | ||
| Q3 24 | $-3.8M | $-34.3M | ||
| Q2 24 | $1.1M | $1.6M |
毛利率
EB
JOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 68.1% | 36.2% | ||
| Q3 25 | 67.9% | — | ||
| Q2 25 | 67.5% | 37.6% | ||
| Q1 25 | 66.9% | 35.0% | ||
| Q4 24 | 68.2% | 29.9% | ||
| Q3 24 | 68.5% | 23.5% | ||
| Q2 24 | 70.9% | 35.8% |
营业利润率
EB
JOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | -12.4% | -6.0% | ||
| Q3 25 | -1.3% | — | ||
| Q2 25 | -8.7% | 4.1% | ||
| Q1 25 | -13.2% | 2.9% | ||
| Q4 24 | -10.2% | -18.8% | ||
| Q3 24 | -11.5% | -40.4% | ||
| Q2 24 | -7.6% | -0.3% |
净利率
EB
JOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | -11.1% | -21.4% | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | -2.9% | 4.3% | ||
| Q1 25 | -9.0% | 1.4% | ||
| Q4 24 | -11.0% | -14.2% | ||
| Q3 24 | -4.8% | -32.4% | ||
| Q2 24 | 1.3% | 0.9% |
每股收益(稀释后)
EB
JOUT
| Q1 26 | — | — | ||
| Q4 25 | $-0.08 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.02 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $-0.09 | — | ||
| Q3 24 | $-0.04 | — | ||
| Q2 24 | $0.01 | — |
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 | $299.9M | $130.7M |
| 总债务越低越好 | $144.4M | $0 |
| 股东权益账面价值 | $179.1M | $413.5M |
| 总资产 | $647.2M | $600.1M |
| 负债/权益比越低杠杆越低 | 0.81× | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
EB
JOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $299.9M | $176.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $161.0M | ||
| Q1 25 | — | $94.0M | ||
| Q4 24 | $441.5M | $101.6M | ||
| Q3 24 | $24.7M | $162.0M | ||
| Q2 24 | $56.7M | $148.4M |
总债务
EB
JOUT
| Q1 26 | — | $0 | ||
| Q4 25 | $144.4M | $0 | ||
| Q3 25 | $174.9M | — | ||
| Q2 25 | $241.3M | $0 | ||
| Q1 25 | $241.0M | $0 | ||
| Q4 24 | $240.7M | $0 | ||
| Q3 24 | $240.4M | $0 | ||
| Q2 24 | $358.7M | $0 |
股东权益
EB
JOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $179.1M | $418.4M | ||
| Q3 25 | $189.1M | — | ||
| Q2 25 | $177.2M | $450.5M | ||
| Q1 25 | $173.3M | $441.1M | ||
| Q4 24 | $170.2M | $440.3M | ||
| Q3 24 | $179.8M | $463.4M | ||
| Q2 24 | $176.2M | $498.7M |
总资产
EB
JOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $647.2M | $604.1M | ||
| Q3 25 | $744.6M | — | ||
| Q2 25 | $784.1M | $634.5M | ||
| Q1 25 | $812.3M | $624.5M | ||
| Q4 24 | $752.3M | $612.9M | ||
| Q3 24 | $817.4M | $635.2M | ||
| Q2 24 | $894.5M | $679.8M |
负债/权益比
EB
JOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.81× | 0.00× | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 1.36× | 0.00× | ||
| Q1 25 | 1.39× | 0.00× | ||
| Q4 24 | 1.41× | 0.00× | ||
| Q3 24 | 1.34× | 0.00× | ||
| Q2 24 | 2.04× | 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 | $-60.8M | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | $-60.9M | $-42.7M |
| 自由现金流率自由现金流/营收 | -82.8% | -30.3% |
| 资本支出强度资本支出/营收 | 0.0% | 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 | $17.6M | $38.5M |
8季度趋势,按日历期对齐
经营现金流
EB
JOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $-60.8M | $23.4M | ||
| Q3 25 | $36.7M | — | ||
| Q2 25 | $-17.5M | $71.4M | ||
| Q1 25 | $59.4M | $-1.7M | ||
| Q4 24 | $-45.3M | $-36.9M | ||
| Q3 24 | $44.6M | $19.1M | ||
| Q2 24 | $-32.3M | $73.7M |
自由现金流
EB
JOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | $-60.9M | $19.2M | ||
| Q3 25 | $36.6M | — | ||
| Q2 25 | $-17.5M | $66.9M | ||
| Q1 25 | $59.4M | $-5.0M | ||
| Q4 24 | $-45.3M | $-41.0M | ||
| Q3 24 | $44.4M | $13.5M | ||
| Q2 24 | $-32.4M | $67.4M |
自由现金流率
EB
JOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | -82.8% | 14.2% | ||
| Q3 25 | 51.1% | — | ||
| Q2 25 | -24.1% | 37.0% | ||
| Q1 25 | 80.4% | -2.9% | ||
| Q4 24 | -59.2% | -38.1% | ||
| Q3 24 | 57.1% | 12.8% | ||
| Q2 24 | -38.3% | 39.1% |
资本支出强度
EB
JOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | 0.0% | 3.1% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | 2.5% | ||
| Q1 25 | 0.1% | 2.0% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.2% | 5.3% | ||
| Q2 24 | 0.1% | 3.6% |
现金转化率
EB
JOUT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.76× | — | ||
| Q2 25 | — | 9.22× | ||
| Q1 25 | — | -0.72× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -30.37× | 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
EB
| US | $52.0M | 71% |
| Other | $21.6M | 29% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |