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捷蓝航空（JBLU）与RUSH ENTERPRISES INC \TX\（RUSHA）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RUSH ENTERPRISES INC \TX\的1.3倍（$2.2B vs $1.7B），RUSH ENTERPRISES INC \TX\净利率更高（3.7% vs -14.2%，领先17.9%），捷蓝航空同比增速更快（4.7% vs -9.0%），过去两年捷蓝航空的营收复合增速更高（-3.9% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
JBLU vs RUSHA — 直观对比
营收规模更大
JBLU
是对方的1.3倍
$1.7B
营收增速更快
JBLU
高出13.7%
-9.0%
净利率更高
RUSHA
高出17.9%
-14.2%
两年增速更快
JBLU
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.7B |
| 净利润 | $-319.0M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | — | 4.9% |
| 净利率 | -14.2% | 3.7% |
| 营收同比 | 4.7% | -9.0% |
| 净利润同比 | -53.4% | 1.8% |
| 每股收益（稀释后） | $-0.86 | $0.77 |
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JBLURUSHA
| Q1 26 | $2.2B | $1.7B | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.9B |
净利润JBLURUSHA
| Q1 26 | $-319.0M | $61.7M | ||
| Q4 25 | $-177.0M | $64.3M | ||
| Q3 25 | $-143.0M | $66.7M | ||
| Q2 25 | $-74.0M | $72.4M | ||
| Q1 25 | $-208.0M | $60.3M | ||
| Q4 24 | $-44.0M | $74.8M | ||
| Q3 24 | $-60.0M | $79.1M | ||
| Q2 24 | $25.0M | $78.7M |
毛利率JBLURUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
营业利润率JBLURUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | -4.5% | 5.5% | ||
| Q3 25 | -4.3% | 5.6% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | -8.1% | 5.2% | ||
| Q4 24 | 0.7% | 5.8% | ||
| Q3 24 | -1.6% | 6.7% | ||
| Q2 24 | 2.3% | 6.4% |
净利率JBLURUSHA
| Q1 26 | -14.2% | 3.7% | ||
| Q4 25 | -7.9% | 3.8% | ||
| Q3 25 | -6.2% | 3.7% | ||
| Q2 25 | -3.1% | 3.9% | ||
| Q1 25 | -9.7% | 3.4% | ||
| Q4 24 | -1.9% | 3.9% | ||
| Q3 24 | -2.5% | 4.4% | ||
| Q2 24 | 1.0% | 4.1% |
每股收益（稀释后）JBLURUSHA
| Q1 26 | $-0.86 | $0.77 | ||
| Q4 25 | $-0.47 | $0.81 | ||
| Q3 25 | $-0.39 | $0.83 | ||
| Q2 25 | $-0.21 | $0.90 | ||
| Q1 25 | $-0.59 | $0.73 | ||
| Q4 24 | $-0.09 | $-95.13 | ||
| Q3 24 | $-0.17 | $0.97 | ||
| Q2 24 | $0.07 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $1.8B | $2.3B |
| 总资产 | $16.6B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资JBLURUSHA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $212.6M | ||
| Q3 25 | $2.6B | $242.0M | ||
| Q2 25 | $3.1B | $211.1M | ||
| Q1 25 | $3.5B | $228.7M | ||
| Q4 24 | $3.6B | $228.1M | ||
| Q3 24 | $4.0B | $185.1M | ||
| Q2 24 | $1.5B | $167.3M |
总债务JBLURUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | $7.7B | $274.8M | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | $408.4M | ||
| Q3 24 | $7.9B | — | ||
| Q2 24 | $5.0B | — |
股东权益JBLURUSHA
| Q1 26 | $1.8B | $2.3B | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $2.4B | $2.2B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.7B | $2.0B |
总资产JBLURUSHA
| Q1 26 | $16.6B | $4.5B | ||
| Q4 25 | $16.6B | $4.4B | ||
| Q3 25 | $16.6B | $4.6B | ||
| Q2 25 | $16.9B | $4.7B | ||
| Q1 25 | $17.1B | $4.7B | ||
| Q4 24 | $16.8B | $4.6B | ||
| Q3 24 | $16.6B | $4.6B | ||
| Q2 24 | $14.0B | $4.5B |
负债/权益比JBLURUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | 3.65× | 0.12× | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 3.21× | — | ||
| Q1 25 | 3.31× | — | ||
| Q4 24 | 3.08× | 0.19× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流JBLURUSHA
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $112.9M | ||
| Q3 25 | $-142.0M | $367.8M | ||
| Q2 25 | $-115.0M | $227.6M | ||
| Q1 25 | $114.0M | $153.5M | ||
| Q4 24 | $-17.0M | $392.3M | ||
| Q3 24 | $-29.0M | $111.7M | ||
| Q2 24 | $-14.0M | $270.6M |
自由现金流JBLURUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $-287.0M | $31.9M | ||
| Q3 25 | $-411.0M | $271.2M | ||
| Q2 25 | $-412.0M | $113.8M | ||
| Q1 25 | $-62.0M | $45.1M | ||
| Q4 24 | $-368.0M | $263.5M | ||
| Q3 24 | $-302.0M | $-20.0M | ||
| Q2 24 | $-441.0M | $177.2M |
自由现金流率JBLURUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | -12.8% | 1.9% | ||
| Q3 25 | -17.7% | 15.2% | ||
| Q2 25 | -17.5% | 6.2% | ||
| Q1 25 | -2.9% | 2.6% | ||
| Q4 24 | -16.2% | 13.7% | ||
| Q3 24 | -12.8% | -1.1% | ||
| Q2 24 | -18.2% | 9.1% |
资本支出强度JBLURUSHA
| Q1 26 | 6.3% | 2.0% | ||
| Q4 25 | 15.0% | 4.8% | ||
| Q3 25 | 11.6% | 5.4% | ||
| Q2 25 | 12.6% | 6.2% | ||
| Q1 25 | 8.2% | 6.2% | ||
| Q4 24 | 15.4% | 6.7% | ||
| Q3 24 | 11.5% | 7.3% | ||
| Q2 24 | 17.6% | 4.8% |
现金转化率JBLURUSHA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.75× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 3.14× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | -0.56× | 3.44× |
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
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
