vs
康宁（GLW）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
康宁的季度营收约是捷蓝航空的1.9倍（$4.2B vs $2.2B），康宁净利率更高（12.8% vs -14.2%，领先27.1%），康宁同比增速更快（20.4% vs 4.7%），过去两年康宁的营收复合增速更高（19.0% vs -3.9%）
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
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。
GLW vs JBLU — 直观对比
营收规模更大
GLW
是对方的1.9倍
$2.2B
营收增速更快
GLW
高出15.7%
4.7%
净利率更高
GLW
高出27.1%
-14.2%
两年增速更快
GLW
近两年复合增速
-3.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $2.2B |
| 净利润 | $540.0M | $-319.0M |
| 毛利率 | 35.5% | — |
| 营业利润率 | 15.9% | — |
| 净利率 | 12.8% | -14.2% |
| 营收同比 | 20.4% | 4.7% |
| 净利润同比 | 74.2% | -53.4% |
| 每股收益（稀释后） | $0.61 | $-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GLWJBLU
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.2B | $2.2B | ||
| Q3 25 | $4.1B | $2.3B | ||
| Q2 25 | $3.9B | $2.4B | ||
| Q1 25 | $3.5B | $2.1B | ||
| Q4 24 | $3.5B | $2.3B | ||
| Q3 24 | $3.4B | $2.4B | ||
| Q2 24 | $3.3B | $2.4B |
净利润GLWJBLU
| Q1 26 | — | $-319.0M | ||
| Q4 25 | $540.0M | $-177.0M | ||
| Q3 25 | $430.0M | $-143.0M | ||
| Q2 25 | $469.0M | $-74.0M | ||
| Q1 25 | $157.0M | $-208.0M | ||
| Q4 24 | $310.0M | $-44.0M | ||
| Q3 24 | $-117.0M | $-60.0M | ||
| Q2 24 | $104.0M | $25.0M |
毛利率GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | 35.5% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | — | ||
| Q2 24 | 29.2% | — |
营业利润率GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | 15.9% | -4.5% | ||
| Q3 25 | 14.4% | -4.3% | ||
| Q2 25 | 14.8% | 0.3% | ||
| Q1 25 | 12.9% | -8.1% | ||
| Q4 24 | 11.2% | 0.7% | ||
| Q3 24 | 8.9% | -1.6% | ||
| Q2 24 | 5.7% | 2.3% |
净利率GLWJBLU
| Q1 26 | — | -14.2% | ||
| Q4 25 | 12.8% | -7.9% | ||
| Q3 25 | 10.5% | -6.2% | ||
| Q2 25 | 12.1% | -3.1% | ||
| Q1 25 | 4.5% | -9.7% | ||
| Q4 24 | 8.9% | -1.9% | ||
| Q3 24 | -3.5% | -2.5% | ||
| Q2 24 | 3.2% | 1.0% |
每股收益（稀释后）GLWJBLU
| Q1 26 | — | $-0.86 | ||
| Q4 25 | $0.61 | $-0.47 | ||
| Q3 25 | $0.50 | $-0.39 | ||
| Q2 25 | $0.54 | $-0.21 | ||
| Q1 25 | $0.18 | $-0.59 | ||
| Q4 24 | $0.36 | $-0.09 | ||
| Q3 24 | $-0.14 | $-0.17 | ||
| Q2 24 | $0.12 | $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 | $1.5B | $1.9B |
| 总债务越低越好 | $7.6B | — |
| 股东权益账面价值 | $11.8B | $1.8B |
| 总资产 | $31.0B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资GLWJBLU
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.8B | $3.6B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $1.5B |
总债务GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | $7.6B | $7.7B | ||
| Q3 25 | $7.4B | $7.8B | ||
| Q2 25 | $6.7B | $7.7B | ||
| Q1 25 | $7.0B | $8.1B | ||
| Q4 24 | $6.9B | $8.1B | ||
| Q3 24 | $7.1B | $7.9B | ||
| Q2 24 | $6.9B | $5.0B |
股东权益GLWJBLU
| Q1 26 | — | $1.8B | ||
| Q4 25 | $11.8B | $2.1B | ||
| Q3 25 | $11.5B | $2.3B | ||
| Q2 25 | $11.1B | $2.4B | ||
| Q1 25 | $10.7B | $2.4B | ||
| Q4 24 | $10.7B | $2.6B | ||
| Q3 24 | $11.1B | $2.6B | ||
| Q2 24 | $10.6B | $2.7B |
总资产GLWJBLU
| Q1 26 | — | $16.6B | ||
| Q4 25 | $31.0B | $16.6B | ||
| Q3 25 | $29.9B | $16.6B | ||
| Q2 25 | $28.7B | $16.9B | ||
| Q1 25 | $27.4B | $17.1B | ||
| Q4 24 | $27.7B | $16.8B | ||
| Q3 24 | $28.3B | $16.6B | ||
| Q2 24 | $27.2B | $14.0B |
负债/权益比GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | 3.65× | ||
| Q3 25 | 0.64× | 3.42× | ||
| Q2 25 | 0.60× | 3.21× | ||
| Q1 25 | 0.65× | 3.31× | ||
| Q4 24 | 0.64× | 3.08× | ||
| Q3 24 | 0.64× | 2.98× | ||
| Q2 24 | 0.65× | 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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $620.0M | — |
| 自由现金流率自由现金流/营收 | 14.7% | — |
| 资本支出强度资本支出/营收 | 10.2% | 6.3% |
| 现金转化率经营现金流/净利润 | 1.95× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势，按日历期对齐
经营现金流GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $49.0M | ||
| Q3 25 | $784.0M | $-142.0M | ||
| Q2 25 | $708.0M | $-115.0M | ||
| Q1 25 | $151.0M | $114.0M | ||
| Q4 24 | $623.0M | $-17.0M | ||
| Q3 24 | $699.0M | $-29.0M | ||
| Q2 24 | $521.0M | $-14.0M |
自由现金流GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | $620.0M | $-287.0M | ||
| Q3 25 | $450.0M | $-411.0M | ||
| Q2 25 | $400.0M | $-412.0M | ||
| Q1 25 | $-57.0M | $-62.0M | ||
| Q4 24 | $369.0M | $-368.0M | ||
| Q3 24 | $482.0M | $-302.0M | ||
| Q2 24 | $279.0M | $-441.0M |
自由现金流率GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | -12.8% | ||
| Q3 25 | 11.0% | -17.7% | ||
| Q2 25 | 10.4% | -17.5% | ||
| Q1 25 | -1.7% | -2.9% | ||
| Q4 24 | 10.5% | -16.2% | ||
| Q3 24 | 14.2% | -12.8% | ||
| Q2 24 | 8.6% | -18.2% |
资本支出强度GLWJBLU
| Q1 26 | — | 6.3% | ||
| Q4 25 | 10.2% | 15.0% | ||
| Q3 25 | 8.1% | 11.6% | ||
| Q2 25 | 8.0% | 12.6% | ||
| Q1 25 | 6.0% | 8.2% | ||
| Q4 24 | 7.3% | 15.4% | ||
| Q3 24 | 6.4% | 11.5% | ||
| Q2 24 | 7.4% | 17.6% |
现金转化率GLWJBLU
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.01× | -0.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
