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捷蓝航空（JBLU）与摩托罗拉解决方案（MSI）财务数据对比。点击上方公司名可切换其他公司
摩托罗拉解决方案的季度营收约是捷蓝航空的1.5倍（$3.4B vs $2.2B），摩托罗拉解决方案净利率更高（19.2% vs -14.2%，领先33.4%），摩托罗拉解决方案同比增速更快（12.3% vs 4.7%），过去两年摩托罗拉解决方案的营收复合增速更高（18.9% vs -3.9%）
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。
摩托罗拉解决方案是美国科技企业，总部位于伊利诺伊州芝加哥，2011年由摩托罗拉公司拆分成立。公司面向公共安全部门及企业客户，提供关键通信、视频安防、指挥中心技术等安全防护类产品与服务。
JBLU vs MSI — 直观对比
营收规模更大
MSI
是对方的1.5倍
$2.2B
营收增速更快
MSI
高出7.6%
4.7%
净利率更高
MSI
高出33.4%
-14.2%
两年增速更快
MSI
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.4B |
| 净利润 | $-319.0M | $649.0M |
| 毛利率 | — | 52.3% |
| 营业利润率 | — | 27.9% |
| 净利率 | -14.2% | 19.2% |
| 营收同比 | 4.7% | 12.3% |
| 净利润同比 | -53.4% | 6.2% |
| 每股收益（稀释后） | $-0.86 | $3.85 |
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JBLUMSI
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $3.4B | ||
| Q3 25 | $2.3B | $3.0B | ||
| Q2 25 | $2.4B | $2.8B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.3B | $3.0B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.4B | $2.6B |
净利润JBLUMSI
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $649.0M | ||
| Q3 25 | $-143.0M | $562.0M | ||
| Q2 25 | $-74.0M | $513.0M | ||
| Q1 25 | $-208.0M | $430.0M | ||
| Q4 24 | $-44.0M | $611.0M | ||
| Q3 24 | $-60.0M | $562.0M | ||
| Q2 24 | $25.0M | $443.0M |
毛利率JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | — | 52.3% | ||
| Q3 25 | — | 51.6% | ||
| Q2 25 | — | 51.1% | ||
| Q1 25 | — | 51.4% | ||
| Q4 24 | — | 51.4% | ||
| Q3 24 | — | 51.4% | ||
| Q2 24 | — | 51.0% |
营业利润率JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 27.9% | ||
| Q3 25 | -4.3% | 25.6% | ||
| Q2 25 | 0.3% | 25.0% | ||
| Q1 25 | -8.1% | 23.0% | ||
| Q4 24 | 0.7% | 27.0% | ||
| Q3 24 | -1.6% | 25.5% | ||
| Q2 24 | 2.3% | 24.5% |
净利率JBLUMSI
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 19.2% | ||
| Q3 25 | -6.2% | 18.7% | ||
| Q2 25 | -3.1% | 18.6% | ||
| Q1 25 | -9.7% | 17.0% | ||
| Q4 24 | -1.9% | 20.3% | ||
| Q3 24 | -2.5% | 20.1% | ||
| Q2 24 | 1.0% | 16.9% |
每股收益（稀释后）JBLUMSI
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $3.85 | ||
| Q3 25 | $-0.39 | $3.33 | ||
| Q2 25 | $-0.21 | $3.04 | ||
| Q1 25 | $-0.59 | $2.53 | ||
| Q4 24 | $-0.09 | $3.57 | ||
| Q3 24 | $-0.17 | $3.29 | ||
| Q2 24 | $0.07 | $2.60 |
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 | $1.9B | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $2.4B |
| 总资产 | $16.6B | $19.4B |
| 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JBLUMSI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.6B | $894.0M | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.5B | $1.6B | ||
| Q4 24 | $3.6B | $2.1B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B |
总债务JBLUMSI
| 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JBLUMSI
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.3B | $2.3B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.4B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.7B | $802.0M |
总资产JBLUMSI
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $19.4B | ||
| Q3 25 | $16.6B | $18.8B | ||
| Q2 25 | $16.9B | $16.4B | ||
| Q1 25 | $17.1B | $14.4B | ||
| Q4 24 | $16.8B | $14.6B | ||
| Q3 24 | $16.6B | $13.9B | ||
| Q2 24 | $14.0B | $13.3B |
负债/权益比JBLUMSI
| 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 | — | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 33.8% |
| 资本支出强度资本支出/营收 | 6.3% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.94× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $1.3B | ||
| Q3 25 | $-142.0M | $798.0M | ||
| Q2 25 | $-115.0M | $273.0M | ||
| Q1 25 | $114.0M | $510.0M | ||
| Q4 24 | $-17.0M | $1.1B | ||
| Q3 24 | $-29.0M | $759.0M | ||
| Q2 24 | $-14.0M | $180.0M |
自由现金流JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $1.1B | ||
| Q3 25 | $-411.0M | $732.0M | ||
| Q2 25 | $-412.0M | $225.0M | ||
| Q1 25 | $-62.0M | $473.0M | ||
| Q4 24 | $-368.0M | $984.0M | ||
| Q3 24 | $-302.0M | $702.0M | ||
| Q2 24 | $-441.0M | $112.0M |
自由现金流率JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 33.8% | ||
| Q3 25 | -17.7% | 24.3% | ||
| Q2 25 | -17.5% | 8.1% | ||
| Q1 25 | -2.9% | 18.7% | ||
| Q4 24 | -16.2% | 32.7% | ||
| Q3 24 | -12.8% | 25.2% | ||
| Q2 24 | -18.2% | 4.3% |
资本支出强度JBLUMSI
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 3.4% | ||
| Q3 25 | 11.6% | 2.2% | ||
| Q2 25 | 12.6% | 1.7% | ||
| Q1 25 | 8.2% | 1.5% | ||
| Q4 24 | 15.4% | 2.9% | ||
| Q3 24 | 11.5% | 2.0% | ||
| Q2 24 | 17.6% | 2.6% |
现金转化率JBLUMSI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.94× | ||
| Q3 25 | — | 1.42× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | -0.56× | 0.41× |
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
JBLU
暂无分部数据
MSI
| Product And Systems Integration Segment | $1.5B | 45% |
| Services And Software Segment | $833.0M | 25% |
| Sales Channel Through Intermediary | $772.0M | 23% |
| Command Center Software | $258.0M | 8% |
