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盖璞（GAP）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
盖璞的季度营收约是捷蓝航空的1.8倍（$3.9B vs $2.2B），盖璞净利率更高（6.0% vs -14.2%，领先20.2%），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 -4.2%）
盖璞（Gap Inc.）是总部位于美国加利福尼亚州旧金山的跨国服饰零售商，1969年由唐纳德·费舍尔与多丽丝·费舍尔创立，旗下拥有Gap、Banana Republic、Old Navy、Athleta四大核心品牌，是美国最大的服饰零售商之一，全球门店数量位列全球第三，仅次于Inditex集团和H&M。
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。
GAP vs JBLU — 直观对比
营收规模更大
GAP
是对方的1.8倍
$2.2B
营收增速更快
JBLU
高出1.7%
3.0%
净利率更高
GAP
高出20.2%
-14.2%
两年增速更快
JBLU
近两年复合增速
-4.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $2.2B |
| 净利润 | $236.0M | $-319.0M |
| 毛利率 | 42.4% | — |
| 营业利润率 | 8.5% | — |
| 净利率 | 6.0% | -14.2% |
| 营收同比 | 3.0% | 4.7% |
| 净利润同比 | -13.9% | -53.4% |
| 每股收益（稀释后） | $0.62 | $-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GAPJBLU
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.9B | $2.2B | ||
| Q3 25 | $3.7B | $2.3B | ||
| Q2 25 | $3.5B | $2.4B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $3.7B | $2.4B | ||
| Q2 24 | $3.4B | $2.4B |
净利润GAPJBLU
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $236.0M | $-177.0M | ||
| Q3 25 | $216.0M | $-143.0M | ||
| Q2 25 | $193.0M | $-74.0M | ||
| Q1 25 | $206.0M | $-208.0M | ||
| Q4 24 | $274.0M | $-44.0M | ||
| Q3 24 | $206.0M | $-60.0M | ||
| Q2 24 | $158.0M | $25.0M |
毛利率GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | 42.4% | — | ||
| Q3 25 | 41.2% | — | ||
| Q2 25 | 41.8% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 42.7% | — | ||
| Q3 24 | 42.6% | — | ||
| Q2 24 | 41.2% | — |
营业利润率GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | -4.5% | ||
| Q3 25 | 7.8% | -4.3% | ||
| Q2 25 | 7.5% | 0.3% | ||
| Q1 25 | 6.2% | -8.1% | ||
| Q4 24 | 9.3% | 0.7% | ||
| Q3 24 | 7.9% | -1.6% | ||
| Q2 24 | 6.1% | 2.3% |
净利率GAPJBLU
| Q1 26 | — | -14.2% | ||
| Q4 25 | 6.0% | -7.9% | ||
| Q3 25 | 5.8% | -6.2% | ||
| Q2 25 | 5.6% | -3.1% | ||
| Q1 25 | 5.0% | -9.7% | ||
| Q4 24 | 7.2% | -1.9% | ||
| Q3 24 | 5.5% | -2.5% | ||
| Q2 24 | 4.7% | 1.0% |
每股收益（稀释后）GAPJBLU
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $0.62 | $-0.47 | ||
| Q3 25 | $0.57 | $-0.39 | ||
| Q2 25 | $0.51 | $-0.21 | ||
| Q1 25 | $0.53 | $-0.59 | ||
| Q4 24 | $0.72 | $-0.09 | ||
| Q3 24 | $0.54 | $-0.17 | ||
| Q2 24 | $0.41 | $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 | $2.5B | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $1.8B |
| 总资产 | $12.4B | $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GAPJBLU
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.5B | $2.2B | ||
| Q3 25 | $2.4B | $2.6B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.2B | $3.6B | ||
| Q3 24 | $2.1B | $4.0B | ||
| Q2 24 | $1.7B | $1.5B |
总债务GAPJBLU
| 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GAPJBLU
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.6B | $2.1B | ||
| Q3 25 | $3.4B | $2.3B | ||
| Q2 25 | $3.3B | $2.4B | ||
| Q1 25 | $3.3B | $2.4B | ||
| Q4 24 | $3.1B | $2.6B | ||
| Q3 24 | $2.9B | $2.6B | ||
| Q2 24 | $2.7B | $2.7B |
总资产GAPJBLU
| Q1 26 | — | $16.6B | ||
| Q4 25 | $12.4B | $16.6B | ||
| Q3 25 | $12.1B | $16.6B | ||
| Q2 25 | $11.6B | $16.9B | ||
| Q1 25 | $11.9B | $17.1B | ||
| Q4 24 | $11.9B | $16.8B | ||
| Q3 24 | $11.5B | $16.6B | ||
| Q2 24 | $10.9B | $14.0B |
负债/权益比GAPJBLU
| 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 | $299.0M | — |
| 自由现金流经营现金流 - 资本支出 | $153.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 3.7% | 6.3% |
| 现金转化率经营现金流/净利润 | 1.27× | — |
| 过去12个月自由现金流最近4个季度 | $779.0M | — |
8季度趋势，按日历期对齐
经营现金流GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | $299.0M | $49.0M | ||
| Q3 25 | $448.0M | $-142.0M | ||
| Q2 25 | $-140.0M | $-115.0M | ||
| Q1 25 | $616.0M | $114.0M | ||
| Q4 24 | $291.0M | $-17.0M | ||
| Q3 24 | $549.0M | $-29.0M | ||
| Q2 24 | $30.0M | $-14.0M |
自由现金流GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | $153.0M | $-287.0M | ||
| Q3 25 | $350.0M | $-411.0M | ||
| Q2 25 | $-223.0M | $-412.0M | ||
| Q1 25 | $499.0M | $-62.0M | ||
| Q4 24 | $143.0M | $-368.0M | ||
| Q3 24 | $460.0M | $-302.0M | ||
| Q2 24 | $-63.0M | $-441.0M |
自由现金流率GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | -12.8% | ||
| Q3 25 | 9.4% | -17.7% | ||
| Q2 25 | -6.4% | -17.5% | ||
| Q1 25 | 12.0% | -2.9% | ||
| Q4 24 | 3.7% | -16.2% | ||
| Q3 24 | 12.4% | -12.8% | ||
| Q2 24 | -1.9% | -18.2% |
资本支出强度GAPJBLU
| Q1 26 | — | 6.3% | ||
| Q4 25 | 3.7% | 15.0% | ||
| Q3 25 | 2.6% | 11.6% | ||
| Q2 25 | 2.4% | 12.6% | ||
| Q1 25 | 2.8% | 8.2% | ||
| Q4 24 | 3.9% | 15.4% | ||
| Q3 24 | 2.4% | 11.5% | ||
| Q2 24 | 2.7% | 17.6% |
现金转化率GAPJBLU
| Q1 26 | — | — | ||
| Q4 25 | 1.27× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | -0.73× | — | ||
| Q1 25 | 2.99× | — | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 0.19× | -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
GAP
| Other | $2.2B | 55% |
| Online Sales | $1.6B | 40% |
| CA | $191.0M | 5% |
| Other Regions | $13.0M | 0% |
JBLU
暂无分部数据
