vs
null（JACK）与Rocket Lab Corp（RKLB）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是Rocket Lab Corp的1.9倍（$349.5M vs $179.7M），null净利率更高（-0.7% vs -29.5%，领先28.8%），Rocket Lab Corp同比增速更快（35.7% vs -25.5%），null自由现金流更多（$7.3M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商，旗下Electron轨道火箭主打小型卫星发射，截至2026年1月已成功完成超75次任务，是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台，下一代可复用中型运载火箭Neutron目前也在研发中。
JACK vs RKLB — 直观对比
营收规模更大
JACK
是对方的1.9倍
$179.7M
营收增速更快
RKLB
高出61.2%
-25.5%
净利率更高
JACK
高出28.8%
-29.5%
自由现金流更多
JACK
多$121.5M
$-114.2M
两年增速更快
RKLB
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $179.7M |
| 净利润 | $-2.5M | $-52.9M |
| 毛利率 | — | 38.0% |
| 营业利润率 | 13.3% | -28.4% |
| 净利率 | -0.7% | -29.5% |
| 营收同比 | -25.5% | 35.7% |
| 净利润同比 | -107.3% | -1.1% |
| 每股收益（稀释后） | $-0.13 | $-0.09 |
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JACKRKLB
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $179.7M | ||
| Q3 25 | — | $155.1M | ||
| Q2 25 | $336.7M | $144.5M | ||
| Q1 25 | $371.1M | $122.6M | ||
| Q4 24 | — | $132.4M | ||
| Q3 24 | — | $104.8M | ||
| Q2 24 | $365.3M | $106.3M |
净利润JACKRKLB
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-52.9M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | $-142.2M | $-66.4M | ||
| Q1 25 | $33.7M | $-60.6M | ||
| Q4 24 | — | $-52.3M | ||
| Q3 24 | — | $-51.9M | ||
| Q2 24 | $25.0M | $-41.6M |
毛利率JACKRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 32.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 25.6% |
营业利润率JACKRKLB
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -28.4% | ||
| Q3 25 | — | -38.0% | ||
| Q2 25 | -46.7% | -41.3% | ||
| Q1 25 | 19.0% | -48.3% | ||
| Q4 24 | — | -38.9% | ||
| Q3 24 | — | -49.5% | ||
| Q2 24 | 14.8% | -40.7% |
净利率JACKRKLB
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -29.5% | ||
| Q3 25 | — | -11.8% | ||
| Q2 25 | -42.2% | -46.0% | ||
| Q1 25 | 9.1% | -49.5% | ||
| Q4 24 | — | -39.5% | ||
| Q3 24 | — | -49.6% | ||
| Q2 24 | 6.8% | -39.2% |
每股收益（稀释后）JACKRKLB
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-0.09 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | $-7.47 | $-0.13 | ||
| Q1 25 | $1.75 | $-0.12 | ||
| Q4 24 | — | $-0.11 | ||
| Q3 24 | — | $-0.10 | ||
| Q2 24 | $1.26 | $-0.08 |
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 | — | $1.0B |
| 总债务越低越好 | $1.6B | $152.4M |
| 股东权益账面价值 | $-936.0M | $1.7B |
| 总资产 | $2.0B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资JACKRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $976.7M | ||
| Q2 25 | — | $688.1M | ||
| Q1 25 | — | $428.4M | ||
| Q4 24 | — | $419.0M | ||
| Q3 24 | — | $442.4M | ||
| Q2 24 | — | $496.8M |
总债务JACKRKLB
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | $1.7B | $346.5M | ||
| Q1 25 | $1.7B | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | $1.7B | $64.2M |
股东权益JACKRKLB
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $-976.2M | $688.5M | ||
| Q1 25 | $-827.1M | $431.3M | ||
| Q4 24 | — | $382.5M | ||
| Q3 24 | — | $419.8M | ||
| Q2 24 | $-702.6M | $455.2M |
总资产JACKRKLB
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $2.9B | $1.2B |
负债/权益比JACKRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× |
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 | $30.5M | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $-114.2M |
| 自由现金流率自由现金流/营收 | 2.1% | -63.6% |
| 资本支出强度资本支出/营收 | 6.6% | 27.6% |
| 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 | $34.8M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流JACKRKLB
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $-64.5M | ||
| Q3 25 | — | $-23.5M | ||
| Q2 25 | $-36.8M | $-23.2M | ||
| Q1 25 | $105.7M | $-54.2M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-30.9M | ||
| Q2 24 | $16.7M | $-13.0M |
自由现金流JACKRKLB
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $-114.2M | ||
| Q3 25 | — | $-69.4M | ||
| Q2 25 | $-63.2M | $-55.3M | ||
| Q1 25 | $84.4M | $-82.9M | ||
| Q4 24 | — | $-23.9M | ||
| Q3 24 | — | $-41.9M | ||
| Q2 24 | $6.4M | $-28.3M |
自由现金流率JACKRKLB
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | -63.6% | ||
| Q3 25 | — | -44.8% | ||
| Q2 25 | -18.8% | -38.3% | ||
| Q1 25 | 22.7% | -67.6% | ||
| Q4 24 | — | -18.1% | ||
| Q3 24 | — | -40.0% | ||
| Q2 24 | 1.8% | -26.7% |
资本支出强度JACKRKLB
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 29.6% | ||
| Q2 25 | 7.9% | 22.2% | ||
| Q1 25 | 5.7% | 23.4% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | 2.8% | 14.4% |
现金转化率JACKRKLB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
