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捷蓝航空（JBLU）与RESIDEO TECHNOLOGIES, INC.（REZI）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RESIDEO TECHNOLOGIES, INC.的1.2倍（$2.2B vs $1.9B），RESIDEO TECHNOLOGIES, INC.净利率更高（7.2% vs -14.2%，领先21.4%），捷蓝航空同比增速更快（4.7% vs 2.0%），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% 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。
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
JBLU vs REZI — 直观对比
营收规模更大
JBLU
是对方的1.2倍
$1.9B
营收增速更快
JBLU
高出2.7%
2.0%
净利率更高
REZI
高出21.4%
-14.2%
两年增速更快
REZI
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.9B |
| 净利润 | $-319.0M | $136.0M |
| 毛利率 | — | 29.6% |
| 营业利润率 | — | 7.4% |
| 净利率 | -14.2% | 7.2% |
| 营收同比 | 4.7% | 2.0% |
| 净利润同比 | -53.4% | 491.3% |
| 每股收益（稀释后） | $-0.86 | $0.99 |
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JBLUREZI
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.3B | $1.9B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.6B |
净利润JBLUREZI
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $136.0M | ||
| Q3 25 | $-143.0M | $156.0M | ||
| Q2 25 | $-74.0M | $-825.0M | ||
| Q1 25 | $-208.0M | $6.0M | ||
| Q4 24 | $-44.0M | $23.0M | ||
| Q3 24 | $-60.0M | $20.0M | ||
| Q2 24 | $25.0M | $30.0M |
毛利率JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | 28.7% | ||
| Q2 24 | — | 28.1% |
营业利润率JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 7.4% | ||
| Q3 25 | -4.3% | 8.3% | ||
| Q2 25 | 0.3% | 9.1% | ||
| Q1 25 | -8.1% | 7.7% | ||
| Q4 24 | 0.7% | 7.8% | ||
| Q3 24 | -1.6% | 6.9% | ||
| Q2 24 | 2.3% | 7.7% |
净利率JBLUREZI
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 7.2% | ||
| Q3 25 | -6.2% | 8.4% | ||
| Q2 25 | -3.1% | -42.5% | ||
| Q1 25 | -9.7% | 0.3% | ||
| Q4 24 | -1.9% | 1.2% | ||
| Q3 24 | -2.5% | 1.1% | ||
| Q2 24 | 1.0% | 1.9% |
每股收益（稀释后）JBLUREZI
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $0.99 | ||
| Q3 25 | $-0.39 | $0.85 | ||
| Q2 25 | $-0.21 | $-5.59 | ||
| Q1 25 | $-0.59 | $-0.02 | ||
| Q4 24 | $-0.09 | $0.06 | ||
| Q3 24 | $-0.17 | $0.07 | ||
| Q2 24 | $0.07 | $0.19 |
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 | $661.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $1.8B | $2.9B |
| 总资产 | $16.6B | $8.4B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资JBLUREZI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $661.0M | ||
| Q3 25 | $2.6B | $345.0M | ||
| Q2 25 | $3.1B | $753.0M | ||
| Q1 25 | $3.5B | $577.0M | ||
| Q4 24 | $3.6B | $692.0M | ||
| Q3 24 | $4.0B | $531.0M | ||
| Q2 24 | $1.5B | $413.0M |
总债务JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $3.2B | ||
| Q3 25 | $7.8B | $3.2B | ||
| Q2 25 | $7.7B | $2.0B | ||
| Q1 25 | $8.1B | $2.0B | ||
| Q4 24 | $8.1B | $2.0B | ||
| Q3 24 | $7.9B | $2.0B | ||
| Q2 24 | $5.0B | $2.0B |
股东权益JBLUREZI
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.3B | $2.8B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.6B | $3.3B | ||
| Q3 24 | $2.6B | $3.4B | ||
| Q2 24 | $2.7B | $3.3B |
总资产JBLUREZI
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $8.4B | ||
| Q3 25 | $16.6B | $8.2B | ||
| Q2 25 | $16.9B | $8.5B | ||
| Q1 25 | $17.1B | $8.1B | ||
| Q4 24 | $16.8B | $8.2B | ||
| Q3 24 | $16.6B | $8.1B | ||
| Q2 24 | $14.0B | $8.0B |
负债/权益比JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 1.11× | ||
| Q3 25 | 3.42× | 1.17× | ||
| Q2 25 | 3.21× | 0.77× | ||
| Q1 25 | 3.31× | 0.60× | ||
| Q4 24 | 3.08× | 0.61× | ||
| Q3 24 | 2.98× | 0.60× | ||
| Q2 24 | 1.86× | 0.61× |
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 | — | $299.0M |
| 自由现金流经营现金流 - 资本支出 | — | $262.0M |
| 自由现金流率自由现金流/营收 | — | 13.8% |
| 资本支出强度资本支出/营收 | 6.3% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.20× |
| 过去12个月自由现金流最近4个季度 | — | $-1.3B |
8季度趋势，按日历期对齐
经营现金流JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $299.0M | ||
| Q3 25 | $-142.0M | $-1.6B | ||
| Q2 25 | $-115.0M | $200.0M | ||
| Q1 25 | $114.0M | $-65.0M | ||
| Q4 24 | $-17.0M | $203.0M | ||
| Q3 24 | $-29.0M | $147.0M | ||
| Q2 24 | $-14.0M | $92.0M |
自由现金流JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $262.0M | ||
| Q3 25 | $-411.0M | $-1.6B | ||
| Q2 25 | $-412.0M | $180.0M | ||
| Q1 25 | $-62.0M | $-96.0M | ||
| Q4 24 | $-368.0M | $181.0M | ||
| Q3 24 | $-302.0M | $125.0M | ||
| Q2 24 | $-441.0M | $77.0M |
自由现金流率JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 13.8% | ||
| Q3 25 | -17.7% | -85.8% | ||
| Q2 25 | -17.5% | 9.3% | ||
| Q1 25 | -2.9% | -5.4% | ||
| Q4 24 | -16.2% | 9.7% | ||
| Q3 24 | -12.8% | 6.8% | ||
| Q2 24 | -18.2% | 4.8% |
资本支出强度JBLUREZI
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 2.0% | ||
| Q3 25 | 11.6% | 1.5% | ||
| Q2 25 | 12.6% | 1.0% | ||
| Q1 25 | 8.2% | 1.8% | ||
| Q4 24 | 15.4% | 1.2% | ||
| Q3 24 | 11.5% | 1.2% | ||
| Q2 24 | 17.6% | 0.9% |
现金转化率JBLUREZI
| Q1 26 | — | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | — | -10.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -10.83× | ||
| Q4 24 | — | 8.83× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | -0.56× | 3.07× |
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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
