vs
捷蓝航空(JBLU)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是捷蓝航空的1.2倍($2.7B vs $2.2B),Rocket Companies, Inc.净利率更高(2.5% vs -14.2%,领先16.8%),Rocket Companies, Inc.同比增速更快(52.2% vs 4.7%),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
JBLU vs RKT — 直观对比
营收规模更大
RKT
是对方的1.2倍
$2.2B
营收增速更快
RKT
高出47.5%
4.7%
净利率更高
RKT
高出16.8%
-14.2%
两年增速更快
RKT
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.2B | $2.7B |
| 净利润 | $-319.0M | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.3% |
| 净利率 | -14.2% | 2.5% |
| 营收同比 | 4.7% | 52.2% |
| 净利润同比 | -53.4% | 100.8% |
| 每股收益(稀释后) | $-0.86 | $0.10 |
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
JBLU
RKT
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.7B | ||
| Q3 25 | $2.3B | $1.6B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.4B | $646.9M | ||
| Q2 24 | $2.4B | $1.3B |
净利润
JBLU
RKT
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $68.0M | ||
| Q3 25 | $-143.0M | $-123.9M | ||
| Q2 25 | $-74.0M | $-1.8M | ||
| Q1 25 | $-208.0M | $-10.4M | ||
| Q4 24 | $-44.0M | $33.9M | ||
| Q3 24 | $-60.0M | $-22.0M | ||
| Q2 24 | $25.0M | $1.3M |
毛利率
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 47.4% |
营业利润率
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 6.3% | ||
| Q3 25 | -4.3% | -11.5% | ||
| Q2 25 | 0.3% | 1.8% | ||
| Q1 25 | -8.1% | -21.5% | ||
| Q4 24 | 0.7% | 38.1% | ||
| Q3 24 | -1.6% | -76.9% | ||
| Q2 24 | 2.3% | 14.8% |
净利率
JBLU
RKT
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 2.5% | ||
| Q3 25 | -6.2% | -7.7% | ||
| Q2 25 | -3.1% | -0.1% | ||
| Q1 25 | -9.7% | -1.0% | ||
| Q4 24 | -1.9% | 1.9% | ||
| Q3 24 | -2.5% | -3.4% | ||
| Q2 24 | 1.0% | 0.1% |
每股收益(稀释后)
JBLU
RKT
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $0.10 | ||
| Q3 25 | $-0.39 | $-0.06 | ||
| Q2 25 | $-0.21 | $-0.01 | ||
| Q1 25 | $-0.59 | $-0.08 | ||
| Q4 24 | $-0.09 | $0.28 | ||
| Q3 24 | $-0.17 | $-0.19 | ||
| Q2 24 | $0.07 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $22.9B |
| 总资产 | $16.6B | $60.7B |
| 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
JBLU
RKT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $2.7B | ||
| Q3 25 | $2.6B | $5.8B | ||
| Q2 25 | $3.1B | $5.1B | ||
| Q1 25 | $3.5B | $1.4B | ||
| Q4 24 | $3.6B | $1.3B | ||
| Q3 24 | $4.0B | $1.2B | ||
| Q2 24 | $1.5B | $1.3B |
总债务
JBLU
RKT
| 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
JBLU
RKT
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $22.9B | ||
| Q3 25 | $2.3B | $8.9B | ||
| Q2 25 | $2.4B | $7.4B | ||
| Q1 25 | $2.4B | $8.6B | ||
| Q4 24 | $2.6B | $9.0B | ||
| Q3 24 | $2.6B | $8.4B | ||
| Q2 24 | $2.7B | $8.8B |
总资产
JBLU
RKT
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $60.7B | ||
| Q3 25 | $16.6B | $33.6B | ||
| Q2 25 | $16.9B | $30.4B | ||
| Q1 25 | $17.1B | $25.3B | ||
| Q4 24 | $16.8B | $24.5B | ||
| Q3 24 | $16.6B | $25.1B | ||
| Q2 24 | $14.0B | $23.6B |
负债/权益比
JBLU
RKT
| 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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | 6.3% | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $-1.2B | ||
| Q3 25 | $-142.0M | $-50.3M | ||
| Q2 25 | $-115.0M | $-1.9B | ||
| Q1 25 | $114.0M | $-797.0M | ||
| Q4 24 | $-17.0M | $1.8B | ||
| Q3 24 | $-29.0M | $-1.3B | ||
| Q2 24 | $-14.0M | $-122.3M |
自由现金流
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $-1.3B | ||
| Q3 25 | $-411.0M | $-71.8M | ||
| Q2 25 | $-412.0M | $-1.9B | ||
| Q1 25 | $-62.0M | $-811.0M | ||
| Q4 24 | $-368.0M | $1.8B | ||
| Q3 24 | $-302.0M | $-1.4B | ||
| Q2 24 | $-441.0M | $-138.3M |
自由现金流率
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | -47.2% | ||
| Q3 25 | -17.7% | -4.5% | ||
| Q2 25 | -17.5% | -137.2% | ||
| Q1 25 | -2.9% | -78.2% | ||
| Q4 24 | -16.2% | 103.1% | ||
| Q3 24 | -12.8% | -209.6% | ||
| Q2 24 | -18.2% | -10.6% |
资本支出强度
JBLU
RKT
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 1.5% | ||
| Q3 25 | 11.6% | 1.3% | ||
| Q2 25 | 12.6% | 1.1% | ||
| Q1 25 | 8.2% | 1.4% | ||
| Q4 24 | 15.4% | 1.1% | ||
| Q3 24 | 11.5% | 2.9% | ||
| Q2 24 | 17.6% | 1.2% |
现金转化率
JBLU
RKT
| Q1 26 | — | — | ||
| Q4 25 | — | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.56× | -94.46× |
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
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |