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捷蓝航空（JBLU）与ROKU, INC（ROKU）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ROKU, INC的1.8倍（$2.2B vs $1.2B），ROKU, INC净利率更高（-2.2% vs -14.2%，领先12.0%），捷蓝航空同比增速更快（4.7% vs -18.3%），过去两年ROKU, INC的营收复合增速更高（13.6% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
JBLU vs ROKU — 直观对比
营收规模更大
JBLU
是对方的1.8倍
$1.2B
营收增速更快
JBLU
高出22.9%
-18.3%
净利率更高
ROKU
高出12.0%
-14.2%
两年增速更快
ROKU
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.2B |
| 净利润 | $-319.0M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | -10.0% | 59.7% |
| 净利率 | -14.2% | -2.2% |
| 营收同比 | 4.7% | -18.3% |
| 净利润同比 | — | -361.0% |
| 每股收益（稀释后） | $-0.86 | $0.57 |
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JBLUROKU
| Q1 26 | $2.2B | $1.2B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.4B | $968.2M |
净利润JBLUROKU
| Q1 26 | $-319.0M | $-27.4M | ||
| Q4 25 | $-177.0M | $80.5M | ||
| Q3 25 | $-143.0M | $24.8M | ||
| Q2 25 | $-74.0M | $10.5M | ||
| Q1 25 | $-208.0M | $-27.4M | ||
| Q4 24 | $-44.0M | $-35.5M | ||
| Q3 24 | $-60.0M | $-9.0M | ||
| Q2 24 | $25.0M | $-34.0M |
毛利率JBLUROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率JBLUROKU
| Q1 26 | -10.0% | 59.7% | ||
| Q4 25 | -4.5% | 4.7% | ||
| Q3 25 | -4.3% | 0.8% | ||
| Q2 25 | 0.3% | -2.1% | ||
| Q1 25 | -8.1% | -5.7% | ||
| Q4 24 | 0.7% | -3.3% | ||
| Q3 24 | -1.6% | -3.4% | ||
| Q2 24 | 2.3% | -7.4% |
净利率JBLUROKU
| Q1 26 | -14.2% | -2.2% | ||
| Q4 25 | -7.9% | 5.8% | ||
| Q3 25 | -6.2% | 2.0% | ||
| Q2 25 | -3.1% | 0.9% | ||
| Q1 25 | -9.7% | -2.7% | ||
| Q4 24 | -1.9% | -3.0% | ||
| Q3 24 | -2.5% | -0.9% | ||
| Q2 24 | 1.0% | -3.5% |
每股收益（稀释后）JBLUROKU
| Q1 26 | $-0.86 | $0.57 | ||
| Q4 25 | $-0.47 | $0.55 | ||
| Q3 25 | $-0.39 | $0.16 | ||
| Q2 25 | $-0.21 | $0.07 | ||
| Q1 25 | $-0.59 | $-0.19 | ||
| Q4 24 | $-0.09 | $-0.24 | ||
| Q3 24 | $-0.17 | $-0.06 | ||
| Q2 24 | $0.07 | $-0.24 |
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 | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $2.7B |
| 总资产 | $16.6B | $4.4B |
| 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JBLUROKU
| Q1 26 | $1.9B | $2.4B | ||
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.6B | $2.3B | ||
| Q2 25 | $3.1B | $2.3B | ||
| Q1 25 | $3.5B | $2.3B | ||
| Q4 24 | $3.6B | $2.2B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $1.5B | $2.1B |
总债务JBLUROKU
| 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JBLUROKU
| Q1 26 | $1.8B | $2.7B | ||
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.3B | $2.6B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.6B | $2.5B | ||
| Q3 24 | $2.6B | $2.5B | ||
| Q2 24 | $2.7B | $2.4B |
总资产JBLUROKU
| Q1 26 | $16.6B | $4.4B | ||
| Q4 25 | $16.6B | $4.4B | ||
| Q3 25 | $16.6B | $4.4B | ||
| Q2 25 | $16.9B | $4.3B | ||
| Q1 25 | $17.1B | $4.2B | ||
| Q4 24 | $16.8B | $4.3B | ||
| Q3 24 | $16.6B | $4.3B | ||
| Q2 24 | $14.0B | $4.1B |
负债/权益比JBLUROKU
| 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 | — | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | 6.3% | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流JBLUROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $49.0M | $107.7M | ||
| Q3 25 | $-142.0M | $127.6M | ||
| Q2 25 | $-115.0M | $109.7M | ||
| Q1 25 | $114.0M | $138.7M | ||
| Q4 24 | $-17.0M | $79.3M | ||
| Q3 24 | $-29.0M | $68.7M | ||
| Q2 24 | $-14.0M | $23.4M |
自由现金流JBLUROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $-287.0M | $106.6M | ||
| Q3 25 | $-411.0M | $126.5M | ||
| Q2 25 | $-412.0M | $108.6M | ||
| Q1 25 | $-62.0M | $136.8M | ||
| Q4 24 | $-368.0M | $76.8M | ||
| Q3 24 | $-302.0M | $67.6M | ||
| Q2 24 | $-441.0M | $22.5M |
自由现金流率JBLUROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | -12.8% | 7.6% | ||
| Q3 25 | -17.7% | 10.4% | ||
| Q2 25 | -17.5% | 9.8% | ||
| Q1 25 | -2.9% | 13.4% | ||
| Q4 24 | -16.2% | 6.4% | ||
| Q3 24 | -12.8% | 6.4% | ||
| Q2 24 | -18.2% | 2.3% |
资本支出强度JBLUROKU
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 0.1% | ||
| Q3 25 | 11.6% | 0.1% | ||
| Q2 25 | 12.6% | 0.1% | ||
| Q1 25 | 8.2% | 0.2% | ||
| Q4 24 | 15.4% | 0.2% | ||
| Q3 24 | 11.5% | 0.1% | ||
| Q2 24 | 17.6% | 0.1% |
现金转化率JBLUROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| 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
业务分部营收拆解
JBLU
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
