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捷蓝航空（JBLU）与Solventum（SOLV）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Solventum的1.1倍（$2.2B vs $2.0B），Solventum净利率更高（3.2% vs -14.2%，领先17.4%），捷蓝航空同比增速更快（4.7% vs -3.7%），过去两年Solventum的营收复合增速更高（-0.4% 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。
Solventum是一家总部位于美国的医疗健康企业，于2024年4月1日正式从全球知名多元化工业集团3M分拆后独立运营，继承了原3M旗下医疗板块的技术积累与业务资源，面向全球市场提供专业医疗相关产品及服务。
JBLU vs SOLV — 直观对比
营收规模更大
JBLU
是对方的1.1倍
$2.0B
营收增速更快
JBLU
高出8.4%
-3.7%
净利率更高
SOLV
高出17.4%
-14.2%
两年增速更快
SOLV
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.0B |
| 净利润 | $-319.0M | $63.0M |
| 毛利率 | — | 51.4% |
| 营业利润率 | — | 6.3% |
| 净利率 | -14.2% | 3.2% |
| 营收同比 | 4.7% | -3.7% |
| 净利润同比 | -53.4% | 103.2% |
| 每股收益（稀释后） | $-0.86 | $0.37 |
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JBLUSOLV
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.1B |
净利润JBLUSOLV
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $63.0M | ||
| Q3 25 | $-143.0M | $1.3B | ||
| Q2 25 | $-74.0M | $90.0M | ||
| Q1 25 | $-208.0M | $137.0M | ||
| Q4 24 | $-44.0M | $31.0M | ||
| Q3 24 | $-60.0M | $122.0M | ||
| Q2 24 | $25.0M | $89.0M |
毛利率JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 51.4% | ||
| Q3 25 | — | 54.2% | ||
| Q2 25 | — | 54.4% | ||
| Q1 25 | — | 53.8% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 56.0% | ||
| Q2 24 | — | 54.6% |
营业利润率JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 6.3% | ||
| Q3 25 | -4.3% | 80.6% | ||
| Q2 25 | 0.3% | 9.9% | ||
| Q1 25 | -8.1% | 7.3% | ||
| Q4 24 | 0.7% | 6.6% | ||
| Q3 24 | -1.6% | 13.2% | ||
| Q2 24 | 2.3% | 11.7% |
净利率JBLUSOLV
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 3.2% | ||
| Q3 25 | -6.2% | 60.4% | ||
| Q2 25 | -3.1% | 4.2% | ||
| Q1 25 | -9.7% | 6.6% | ||
| Q4 24 | -1.9% | 1.5% | ||
| Q3 24 | -2.5% | 5.9% | ||
| Q2 24 | 1.0% | 4.3% |
每股收益（稀释后）JBLUSOLV
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $0.37 | ||
| Q3 25 | $-0.39 | $7.22 | ||
| Q2 25 | $-0.21 | $0.51 | ||
| Q1 25 | $-0.59 | $0.78 | ||
| Q4 24 | $-0.09 | $0.18 | ||
| Q3 24 | $-0.17 | $0.70 | ||
| Q2 24 | $0.07 | $0.51 |
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 | $878.0M |
| 总债务越低越好 | — | $5.0B |
| 股东权益账面价值 | $1.8B | $5.0B |
| 总资产 | $16.6B | $14.3B |
| 负债/权益比越低杠杆越低 | — | 1.00× |
8季度趋势，按日历期对齐
现金及短期投资JBLUSOLV
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $878.0M | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $3.1B | $492.0M | ||
| Q1 25 | $3.5B | $534.0M | ||
| Q4 24 | $3.6B | $762.0M | ||
| Q3 24 | $4.0B | $772.0M | ||
| Q2 24 | $1.5B | $897.0M |
总债务JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $5.0B | ||
| Q3 25 | $7.8B | $5.1B | ||
| Q2 25 | $7.7B | $7.8B | ||
| Q1 25 | $8.1B | $7.9B | ||
| Q4 24 | $8.1B | $8.0B | ||
| Q3 24 | $7.9B | $8.1B | ||
| Q2 24 | $5.0B | $8.3B |
股东权益JBLUSOLV
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $5.0B | ||
| Q3 25 | $2.3B | $5.0B | ||
| Q2 25 | $2.4B | $3.6B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.6B | $3.0B | ||
| Q3 24 | $2.6B | $3.2B | ||
| Q2 24 | $2.7B | $2.9B |
总资产JBLUSOLV
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $14.3B | ||
| Q3 25 | $16.6B | $14.0B | ||
| Q2 25 | $16.9B | $15.1B | ||
| Q1 25 | $17.1B | $14.5B | ||
| Q4 24 | $16.8B | $14.5B | ||
| Q3 24 | $16.6B | $14.7B | ||
| Q2 24 | $14.0B | $14.6B |
负债/权益比JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 1.00× | ||
| Q3 25 | 3.42× | 1.03× | ||
| Q2 25 | 3.21× | 2.14× | ||
| Q1 25 | 3.31× | 2.43× | ||
| Q4 24 | 3.08× | 2.71× | ||
| Q3 24 | 2.98× | 2.54× | ||
| Q2 24 | 1.86× | 2.90× |
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 | — | $95.0M |
| 自由现金流经营现金流 - 资本支出 | — | $32.0M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | 6.3% | 3.2% |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $-10.0M |
8季度趋势，按日历期对齐
经营现金流JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $95.0M | ||
| Q3 25 | $-142.0M | $76.0M | ||
| Q2 25 | $-115.0M | $169.0M | ||
| Q1 25 | $114.0M | $29.0M | ||
| Q4 24 | $-17.0M | $219.0M | ||
| Q3 24 | $-29.0M | $169.0M | ||
| Q2 24 | $-14.0M | $355.0M |
自由现金流JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $32.0M | ||
| Q3 25 | $-411.0M | $-21.0M | ||
| Q2 25 | $-412.0M | $59.0M | ||
| Q1 25 | $-62.0M | $-80.0M | ||
| Q4 24 | $-368.0M | $92.0M | ||
| Q3 24 | $-302.0M | $76.0M | ||
| Q2 24 | $-441.0M | $297.0M |
自由现金流率JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 1.6% | ||
| Q3 25 | -17.7% | -1.0% | ||
| Q2 25 | -17.5% | 2.7% | ||
| Q1 25 | -2.9% | -3.9% | ||
| Q4 24 | -16.2% | 4.4% | ||
| Q3 24 | -12.8% | 3.7% | ||
| Q2 24 | -18.2% | 14.3% |
资本支出强度JBLUSOLV
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 3.2% | ||
| Q3 25 | 11.6% | 4.6% | ||
| Q2 25 | 12.6% | 5.1% | ||
| Q1 25 | 8.2% | 5.3% | ||
| Q4 24 | 15.4% | 6.1% | ||
| Q3 24 | 11.5% | 4.5% | ||
| Q2 24 | 17.6% | 2.8% |
现金转化率JBLUSOLV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 7.06× | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | -0.56× | 3.99× |
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
SOLV
| Infection Prevention And Surgical Solutions | $752.0M | 38% |
| Cost Of Software And Rentals | $508.0M | 25% |
| Health Information Systems Segment | $347.0M | 17% |
| Dental Solutions Segment | $343.0M | 17% |
| Related Party | $14.0M | 1% |
