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捷蓝航空（JBLU）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
捷蓝航空的季度营收约是罗布乐思的1.6倍（$2.2B vs $1.4B），捷蓝航空净利率更高（-14.2% vs -22.3%，领先8.1%），罗布乐思同比增速更快（43.2% vs 4.7%），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
JBLU vs RBLX — 直观对比
营收规模更大
JBLU
是对方的1.6倍
$1.4B
营收增速更快
RBLX
高出38.5%
4.7%
净利率更高
JBLU
高出8.1%
-22.3%
两年增速更快
RBLX
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $-319.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | -10.0% | -25.3% |
| 净利率 | -14.2% | -22.3% |
| 营收同比 | 4.7% | 43.2% |
| 净利润同比 | — | -43.9% |
| 每股收益（稀释后） | $-0.86 | $-0.44 |
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JBLURBLX
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $988.2M | ||
| Q3 24 | $2.4B | $919.0M | ||
| Q2 24 | $2.4B | $893.5M |
净利润JBLURBLX
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $-316.0M | ||
| Q3 25 | $-143.0M | $-255.6M | ||
| Q2 25 | $-74.0M | $-278.4M | ||
| Q1 25 | $-208.0M | $-215.1M | ||
| Q4 24 | $-44.0M | $-219.6M | ||
| Q3 24 | $-60.0M | $-239.3M | ||
| Q2 24 | $25.0M | $-205.9M |
毛利率JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
营业利润率JBLURBLX
| Q1 26 | -10.0% | — | ||
| Q4 25 | -4.5% | -25.3% | ||
| Q3 25 | -4.3% | -21.8% | ||
| Q2 25 | 0.3% | -29.8% | ||
| Q1 25 | -8.1% | -24.6% | ||
| Q4 24 | 0.7% | -24.7% | ||
| Q3 24 | -1.6% | -30.4% | ||
| Q2 24 | 2.3% | -26.6% |
净利率JBLURBLX
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | -22.3% | ||
| Q3 25 | -6.2% | -18.8% | ||
| Q2 25 | -3.1% | -25.8% | ||
| Q1 25 | -9.7% | -20.8% | ||
| Q4 24 | -1.9% | -22.2% | ||
| Q3 24 | -2.5% | -26.0% | ||
| Q2 24 | 1.0% | -23.0% |
每股收益（稀释后）JBLURBLX
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $-0.44 | ||
| Q3 25 | $-0.39 | $-0.37 | ||
| Q2 25 | $-0.21 | $-0.41 | ||
| Q1 25 | $-0.59 | $-0.32 | ||
| Q4 24 | $-0.09 | $-0.32 | ||
| Q3 24 | $-0.17 | $-0.37 | ||
| Q2 24 | $0.07 | $-0.32 |
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 | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.8B | $394.5M |
| 总资产 | $16.6B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资JBLURBLX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $3.1B | $2.6B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.6B | $2.4B | ||
| Q3 24 | $4.0B | $2.3B | ||
| Q2 24 | $1.5B | $2.4B |
总债务JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $1.2B | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $1.2B | ||
| Q3 24 | $7.9B | — | ||
| Q2 24 | $5.0B | — |
股东权益JBLURBLX
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $394.5M | ||
| Q3 25 | $2.3B | $407.6M | ||
| Q2 25 | $2.4B | $353.2M | ||
| Q1 25 | $2.4B | $310.7M | ||
| Q4 24 | $2.6B | $221.4M | ||
| Q3 24 | $2.6B | $189.9M | ||
| Q2 24 | $2.7B | $121.5M |
总资产JBLURBLX
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $9.6B | ||
| Q3 25 | $16.6B | $8.6B | ||
| Q2 25 | $16.9B | $7.8B | ||
| Q1 25 | $17.1B | $7.5B | ||
| Q4 24 | $16.8B | $7.2B | ||
| Q3 24 | $16.6B | $6.7B | ||
| Q2 24 | $14.0B | $6.5B |
负债/权益比JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 2.98× | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 3.21× | — | ||
| Q1 25 | 3.31× | — | ||
| Q4 24 | 3.08× | 5.48× | ||
| 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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | 6.3% | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $607.0M | ||
| Q3 25 | $-142.0M | $546.2M | ||
| Q2 25 | $-115.0M | $199.3M | ||
| Q1 25 | $114.0M | $443.9M | ||
| Q4 24 | $-17.0M | $184.5M | ||
| Q3 24 | $-29.0M | $247.4M | ||
| Q2 24 | $-14.0M | $151.4M |
自由现金流JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $308.6M | ||
| Q3 25 | $-411.0M | $443.6M | ||
| Q2 25 | $-412.0M | $176.7M | ||
| Q1 25 | $-62.0M | $426.5M | ||
| Q4 24 | $-368.0M | $120.6M | ||
| Q3 24 | $-302.0M | $218.0M | ||
| Q2 24 | $-441.0M | $111.7M |
自由现金流率JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 21.8% | ||
| Q3 25 | -17.7% | 32.6% | ||
| Q2 25 | -17.5% | 16.3% | ||
| Q1 25 | -2.9% | 41.2% | ||
| Q4 24 | -16.2% | 12.2% | ||
| Q3 24 | -12.8% | 23.7% | ||
| Q2 24 | -18.2% | 12.5% |
资本支出强度JBLURBLX
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 21.1% | ||
| Q3 25 | 11.6% | 7.5% | ||
| Q2 25 | 12.6% | 2.1% | ||
| Q1 25 | 8.2% | 1.7% | ||
| Q4 24 | 15.4% | 6.5% | ||
| Q3 24 | 11.5% | 3.2% | ||
| Q2 24 | 17.6% | 4.4% |
现金转化率JBLURBLX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.56× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
