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捷蓝航空（JBLU）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是捷蓝航空的1.4倍（$3.2B vs $2.2B），恩智浦净利率更高（35.3% vs -14.2%，领先49.5%），捷蓝航空同比增速更快（4.7% vs -5.0%），过去两年恩智浦的营收复合增速更高（0.9% 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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
JBLU vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.4倍
$2.2B
营收增速更快
JBLU
高出9.7%
-5.0%
净利率更高
NXPI
高出49.5%
-14.2%
两年增速更快
NXPI
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.2B |
| 净利润 | $-319.0M | $1.1B |
| 毛利率 | — | 59.5% |
| 营业利润率 | — | — |
| 净利率 | -14.2% | 35.3% |
| 营收同比 | 4.7% | -5.0% |
| 净利润同比 | -53.4% | 147.0% |
| 每股收益（稀释后） | $-0.86 | $4.43 |
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JBLUNXPI
| Q1 26 | $2.2B | $3.2B | ||
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.3B | $3.1B | ||
| Q3 24 | $2.4B | $3.3B | ||
| Q2 24 | $2.4B | $3.1B |
净利润JBLUNXPI
| Q1 26 | $-319.0M | $1.1B | ||
| Q4 25 | $-177.0M | $455.0M | ||
| Q3 25 | $-143.0M | $631.0M | ||
| Q2 25 | $-74.0M | $445.0M | ||
| Q1 25 | $-208.0M | $490.0M | ||
| Q4 24 | $-44.0M | $495.0M | ||
| Q3 24 | $-60.0M | $718.0M | ||
| Q2 24 | $25.0M | $658.0M |
毛利率JBLUNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | — | 53.4% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 57.3% |
营业利润率JBLUNXPI
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 22.3% | ||
| Q3 25 | -4.3% | 28.1% | ||
| Q2 25 | 0.3% | 23.5% | ||
| Q1 25 | -8.1% | 25.5% | ||
| Q4 24 | 0.7% | 21.7% | ||
| Q3 24 | -1.6% | 30.5% | ||
| Q2 24 | 2.3% | 28.7% |
净利率JBLUNXPI
| Q1 26 | -14.2% | 35.3% | ||
| Q4 25 | -7.9% | 13.6% | ||
| Q3 25 | -6.2% | 19.9% | ||
| Q2 25 | -3.1% | 15.2% | ||
| Q1 25 | -9.7% | 17.3% | ||
| Q4 24 | -1.9% | 15.9% | ||
| Q3 24 | -2.5% | 22.1% | ||
| Q2 24 | 1.0% | 21.0% |
每股收益（稀释后）JBLUNXPI
| Q1 26 | $-0.86 | $4.43 | ||
| Q4 25 | $-0.47 | $1.80 | ||
| Q3 25 | $-0.39 | $2.48 | ||
| Q2 25 | $-0.21 | $1.75 | ||
| Q1 25 | $-0.59 | $1.92 | ||
| Q4 24 | $-0.09 | $1.93 | ||
| Q3 24 | $-0.17 | $2.79 | ||
| Q2 24 | $0.07 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $1.8B | $10.9B |
| 总资产 | $16.6B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资JBLUNXPI
| Q1 26 | $1.9B | $3.7B | ||
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.6B | $3.5B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.5B | $4.0B | ||
| Q4 24 | $3.6B | $3.3B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $1.5B | $2.9B |
总债务JBLUNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $7.7B | $11.0B | ||
| Q3 25 | $7.8B | $11.0B | ||
| Q2 25 | $7.7B | $9.5B | ||
| Q1 25 | $8.1B | $10.2B | ||
| Q4 24 | $8.1B | $10.4B | ||
| Q3 24 | $7.9B | $9.7B | ||
| Q2 24 | $5.0B | $9.7B |
股东权益JBLUNXPI
| Q1 26 | $1.8B | $10.9B | ||
| Q4 25 | $2.1B | $10.1B | ||
| Q3 25 | $2.3B | $10.0B | ||
| Q2 25 | $2.4B | $9.6B | ||
| Q1 25 | $2.4B | $9.3B | ||
| Q4 24 | $2.6B | $9.2B | ||
| Q3 24 | $2.6B | $9.4B | ||
| Q2 24 | $2.7B | $9.0B |
总资产JBLUNXPI
| Q1 26 | $16.6B | $27.1B | ||
| Q4 25 | $16.6B | $26.6B | ||
| Q3 25 | $16.6B | $26.4B | ||
| Q2 25 | $16.9B | $25.3B | ||
| Q1 25 | $17.1B | $25.2B | ||
| Q4 24 | $16.8B | $24.4B | ||
| Q3 24 | $16.6B | $23.7B | ||
| Q2 24 | $14.0B | $23.2B |
负债/权益比JBLUNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 3.65× | 1.09× | ||
| Q3 25 | 3.42× | 1.09× | ||
| Q2 25 | 3.21× | 0.99× | ||
| Q1 25 | 3.31× | 1.10× | ||
| Q4 24 | 3.08× | 1.13× | ||
| Q3 24 | 2.98× | 1.03× | ||
| Q2 24 | 1.86× | 1.07× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $714.0M |
| 自由现金流率自由现金流/营收 | — | 22.4% |
| 资本支出强度资本支出/营收 | 6.3% | 2.5% |
| 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 | — | $2.7B |
8季度趋势，按日历期对齐
经营现金流JBLUNXPI
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $891.0M | ||
| Q3 25 | $-142.0M | $585.0M | ||
| Q2 25 | $-115.0M | $779.0M | ||
| Q1 25 | $114.0M | $565.0M | ||
| Q4 24 | $-17.0M | $391.0M | ||
| Q3 24 | $-29.0M | $779.0M | ||
| Q2 24 | $-14.0M | $761.0M |
自由现金流JBLUNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $-287.0M | $793.0M | ||
| Q3 25 | $-411.0M | $508.0M | ||
| Q2 25 | $-412.0M | $696.0M | ||
| Q1 25 | $-62.0M | $426.0M | ||
| Q4 24 | $-368.0M | $261.0M | ||
| Q3 24 | $-302.0M | $593.0M | ||
| Q2 24 | $-441.0M | $576.0M |
自由现金流率JBLUNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | -12.8% | 23.8% | ||
| Q3 25 | -17.7% | 16.0% | ||
| Q2 25 | -17.5% | 23.8% | ||
| Q1 25 | -2.9% | 15.0% | ||
| Q4 24 | -16.2% | 8.4% | ||
| Q3 24 | -12.8% | 18.2% | ||
| Q2 24 | -18.2% | 18.4% |
资本支出强度JBLUNXPI
| Q1 26 | 6.3% | 2.5% | ||
| Q4 25 | 15.0% | 2.9% | ||
| Q3 25 | 11.6% | 2.4% | ||
| Q2 25 | 12.6% | 2.8% | ||
| Q1 25 | 8.2% | 4.9% | ||
| Q4 24 | 15.4% | 4.2% | ||
| Q3 24 | 11.5% | 5.7% | ||
| Q2 24 | 17.6% | 5.9% |
现金转化率JBLUNXPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.96× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 1.08× | ||
| Q2 24 | -0.56× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
