vs
JAKKS PACIFIC INC（JAKK）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
Rocket Lab Corp的季度营收约是JAKKS PACIFIC INC的1.4倍（$179.7M vs $127.1M），JAKKS PACIFIC INC净利率更高（-4.2% vs -29.5%，领先25.3%），Rocket Lab Corp同比增速更快（35.7% vs -2.8%），JAKKS PACIFIC INC自由现金流更多（$31.5M vs $-114.2M），过去两年Rocket Lab Corp的营收复合增速更高（39.2% vs 18.8%）
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
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。
JAKK vs RKLB — 直观对比
营收规模更大
RKLB
是对方的1.4倍
$127.1M
营收增速更快
RKLB
高出38.5%
-2.8%
净利率更高
JAKK
高出25.3%
-29.5%
自由现金流更多
JAKK
多$145.7M
$-114.2M
两年增速更快
RKLB
近两年复合增速
18.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $127.1M | $179.7M |
| 净利润 | $-5.3M | $-52.9M |
| 毛利率 | 31.0% | 38.0% |
| 营业利润率 | -6.8% | -28.4% |
| 净利率 | -4.2% | -29.5% |
| 营收同比 | -2.8% | 35.7% |
| 净利润同比 | 41.6% | -1.1% |
| 每股收益（稀释后） | $-0.46 | $-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JAKKRKLB
| Q4 25 | $127.1M | $179.7M | ||
| Q3 25 | $211.2M | $155.1M | ||
| Q2 25 | $119.1M | $144.5M | ||
| Q1 25 | $113.3M | $122.6M | ||
| Q4 24 | $130.7M | $132.4M | ||
| Q3 24 | $321.6M | $104.8M | ||
| Q2 24 | $148.6M | $106.3M | ||
| Q1 24 | $90.1M | $92.8M |
净利润JAKKRKLB
| Q4 25 | $-5.3M | $-52.9M | ||
| Q3 25 | $19.9M | $-18.3M | ||
| Q2 25 | $-2.3M | $-66.4M | ||
| Q1 25 | $-2.4M | $-60.6M | ||
| Q4 24 | $-9.1M | $-52.3M | ||
| Q3 24 | $52.3M | $-51.9M | ||
| Q2 24 | $5.3M | $-41.6M | ||
| Q1 24 | $-14.5M | $-44.3M |
毛利率JAKKRKLB
| Q4 25 | 31.0% | 38.0% | ||
| Q3 25 | 32.0% | 37.0% | ||
| Q2 25 | 32.8% | 32.1% | ||
| Q1 25 | 34.4% | 28.8% | ||
| Q4 24 | 27.2% | 27.8% | ||
| Q3 24 | 33.8% | 26.7% | ||
| Q2 24 | 32.0% | 25.6% | ||
| Q1 24 | 23.4% | 26.1% |
营业利润率JAKKRKLB
| Q4 25 | -6.8% | -28.4% | ||
| Q3 25 | 13.9% | -38.0% | ||
| Q2 25 | -2.3% | -41.3% | ||
| Q1 25 | -3.3% | -48.3% | ||
| Q4 24 | -11.3% | -38.9% | ||
| Q3 24 | 21.2% | -49.5% | ||
| Q2 24 | 5.1% | -40.7% | ||
| Q1 24 | -23.7% | -46.4% |
净利率JAKKRKLB
| Q4 25 | -4.2% | -29.5% | ||
| Q3 25 | 9.4% | -11.8% | ||
| Q2 25 | -1.9% | -46.0% | ||
| Q1 25 | -2.1% | -49.5% | ||
| Q4 24 | -7.0% | -39.5% | ||
| Q3 24 | 16.3% | -49.6% | ||
| Q2 24 | 3.5% | -39.2% | ||
| Q1 24 | -16.1% | -47.7% |
每股收益（稀释后）JAKKRKLB
| Q4 25 | $-0.46 | $-0.09 | ||
| Q3 25 | $1.74 | $-0.03 | ||
| Q2 25 | $-0.21 | $-0.13 | ||
| Q1 25 | $-0.21 | $-0.12 | ||
| Q4 24 | $-0.70 | $-0.11 | ||
| Q3 24 | $4.64 | $-0.10 | ||
| Q2 24 | $0.47 | $-0.08 | ||
| Q1 24 | $-1.27 | $-0.09 |
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 | $52.2M | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $249.1M | $1.7B |
| 总资产 | $442.2M | $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JAKKRKLB
| Q4 25 | $52.2M | $1.0B | ||
| Q3 25 | $25.9M | $976.7M | ||
| Q2 25 | $38.2M | $688.1M | ||
| Q1 25 | $59.2M | $428.4M | ||
| Q4 24 | $69.9M | $419.0M | ||
| Q3 24 | $22.1M | $442.4M | ||
| Q2 24 | $17.7M | $496.8M | ||
| Q1 24 | $35.3M | $492.5M |
总债务JAKKRKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
股东权益JAKKRKLB
| Q4 25 | $249.1M | $1.7B | ||
| Q3 25 | $255.9M | $1.3B | ||
| Q2 25 | $236.2M | $688.5M | ||
| Q1 25 | $234.5M | $431.3M | ||
| Q4 24 | $240.3M | $382.5M | ||
| Q3 24 | $249.6M | $419.8M | ||
| Q2 24 | $195.4M | $455.2M | ||
| Q1 24 | $187.7M | $478.9M |
总资产JAKKRKLB
| Q4 25 | $442.2M | $2.3B | ||
| Q3 25 | $485.3M | $2.2B | ||
| Q2 25 | $438.7M | $1.6B | ||
| Q1 25 | $405.9M | $1.3B | ||
| Q4 24 | $444.9M | $1.2B | ||
| Q3 24 | $523.9M | $1.2B | ||
| Q2 24 | $378.3M | $1.2B | ||
| Q1 24 | $324.3M | $1.2B |
负债/权益比JAKKRKLB
| 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× | ||
| Q1 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 | $33.2M | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $31.5M | $-114.2M |
| 自由现金流率自由现金流/营收 | 24.8% | -63.6% |
| 资本支出强度资本支出/营收 | 1.3% | 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 | $-1.1M | $-321.8M |
8季度趋势，按日历期对齐
经营现金流JAKKRKLB
| Q4 25 | $33.2M | $-64.5M | ||
| Q3 25 | $-8.8M | $-23.5M | ||
| Q2 25 | $-14.2M | $-23.2M | ||
| Q1 25 | $-1.7M | $-54.2M | ||
| Q4 24 | $54.1M | $-2.4M | ||
| Q3 24 | $12.5M | $-30.9M | ||
| Q2 24 | $-14.8M | $-13.0M | ||
| Q1 24 | $-12.9M | $-2.6M |
自由现金流JAKKRKLB
| Q4 25 | $31.5M | $-114.2M | ||
| Q3 25 | $-12.2M | $-69.4M | ||
| Q2 25 | $-16.6M | $-55.3M | ||
| Q1 25 | $-3.8M | $-82.9M | ||
| Q4 24 | $50.2M | $-23.9M | ||
| Q3 24 | $9.8M | $-41.9M | ||
| Q2 24 | $-17.2M | $-28.3M | ||
| Q1 24 | $-15.1M | $-21.8M |
自由现金流率JAKKRKLB
| Q4 25 | 24.8% | -63.6% | ||
| Q3 25 | -5.8% | -44.8% | ||
| Q2 25 | -14.0% | -38.3% | ||
| Q1 25 | -3.3% | -67.6% | ||
| Q4 24 | 38.4% | -18.1% | ||
| Q3 24 | 3.0% | -40.0% | ||
| Q2 24 | -11.6% | -26.7% | ||
| Q1 24 | -16.8% | -23.5% |
资本支出强度JAKKRKLB
| Q4 25 | 1.3% | 27.6% | ||
| Q3 25 | 1.6% | 29.6% | ||
| Q2 25 | 2.0% | 22.2% | ||
| Q1 25 | 1.8% | 23.4% | ||
| Q4 24 | 3.0% | 16.3% | ||
| Q3 24 | 0.8% | 10.5% | ||
| Q2 24 | 1.6% | 14.4% | ||
| Q1 24 | 2.5% | 20.7% |
现金转化率JAKKRKLB
| Q4 25 | — | — | ||
| Q3 25 | -0.44× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | -2.81× | — | ||
| Q1 24 | — | — |
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
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |
