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捷蓝航空（JBLU）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是捷蓝航空的1.1倍（$2.5B vs $2.2B），泰佩思琦净利率更高（22.4% vs -14.2%，领先36.7%），泰佩思琦同比增速更快（14.0% vs 4.7%），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
JBLU vs TPR — 直观对比
营收规模更大
TPR
是对方的1.1倍
$2.2B
营收增速更快
TPR
高出9.3%
4.7%
净利率更高
TPR
高出36.7%
-14.2%
两年增速更快
TPR
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.5B |
| 净利润 | $-319.0M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | — | 28.6% |
| 净利率 | -14.2% | 22.4% |
| 营收同比 | 4.7% | 14.0% |
| 净利润同比 | -53.4% | 80.8% |
| 每股收益（稀释后） | $-0.86 | $2.68 |
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JBLUTPR
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.5B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.4B | $1.7B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.4B | $1.6B |
净利润JBLUTPR
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $561.3M | ||
| Q3 25 | $-143.0M | $274.8M | ||
| Q2 25 | $-74.0M | $-517.1M | ||
| Q1 25 | $-208.0M | $203.3M | ||
| Q4 24 | $-44.0M | $310.4M | ||
| Q3 24 | $-60.0M | $186.6M | ||
| Q2 24 | $25.0M | $159.3M |
毛利率JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
营业利润率JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 28.6% | ||
| Q3 25 | -4.3% | 19.3% | ||
| Q2 25 | 0.3% | -33.9% | ||
| Q1 25 | -8.1% | 16.0% | ||
| Q4 24 | 0.7% | 22.4% | ||
| Q3 24 | -1.6% | 16.7% | ||
| Q2 24 | 2.3% | 14.8% |
净利率JBLUTPR
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 22.4% | ||
| Q3 25 | -6.2% | 16.1% | ||
| Q2 25 | -3.1% | -30.0% | ||
| Q1 25 | -9.7% | 12.8% | ||
| Q4 24 | -1.9% | 14.1% | ||
| Q3 24 | -2.5% | 12.4% | ||
| Q2 24 | 1.0% | 10.0% |
每股收益（稀释后）JBLUTPR
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $2.68 | ||
| Q3 25 | $-0.39 | $1.28 | ||
| Q2 25 | $-0.21 | $-2.30 | ||
| Q1 25 | $-0.59 | $0.95 | ||
| Q4 24 | $-0.09 | $1.38 | ||
| Q3 24 | $-0.17 | $0.79 | ||
| Q2 24 | $0.07 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $1.8B | $551.2M |
| 总资产 | $16.6B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资JBLUTPR
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.6B | $743.2M | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.5B | $1.1B | ||
| Q4 24 | $3.6B | $1.0B | ||
| Q3 24 | $4.0B | $7.3B | ||
| Q2 24 | $1.5B | $7.2B |
总债务JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $2.4B | ||
| Q3 25 | $7.8B | $2.4B | ||
| Q2 25 | $7.7B | $2.4B | ||
| Q1 25 | $8.1B | $2.4B | ||
| Q4 24 | $8.1B | $2.4B | ||
| Q3 24 | $7.9B | $7.0B | ||
| Q2 24 | $5.0B | $6.9B |
股东权益JBLUTPR
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $551.2M | ||
| Q3 25 | $2.3B | $399.5M | ||
| Q2 25 | $2.4B | $857.8M | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.6B | $3.0B | ||
| Q2 24 | $2.7B | $2.9B |
总资产JBLUTPR
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $6.5B | ||
| Q3 25 | $16.6B | $6.4B | ||
| Q2 25 | $16.9B | $6.6B | ||
| Q1 25 | $17.1B | $7.3B | ||
| Q4 24 | $16.8B | $7.3B | ||
| Q3 24 | $16.6B | $13.7B | ||
| Q2 24 | $14.0B | $13.4B |
负债/权益比JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 4.32× | ||
| Q3 25 | 3.42× | 5.95× | ||
| Q2 25 | 3.21× | 2.77× | ||
| Q1 25 | 3.31× | 1.59× | ||
| Q4 24 | 3.08× | 1.78× | ||
| Q3 24 | 2.98× | 2.35× | ||
| Q2 24 | 1.86× | 2.39× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 41.5% |
| 资本支出强度资本支出/营收 | 6.3% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $1.1B | ||
| Q3 25 | $-142.0M | $112.6M | ||
| Q2 25 | $-115.0M | $446.8M | ||
| Q1 25 | $114.0M | $144.3M | ||
| Q4 24 | $-17.0M | $506.0M | ||
| Q3 24 | $-29.0M | $119.5M | ||
| Q2 24 | $-14.0M | $256.0M |
自由现金流JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $1.0B | ||
| Q3 25 | $-411.0M | $80.2M | ||
| Q2 25 | $-412.0M | $411.5M | ||
| Q1 25 | $-62.0M | $113.4M | ||
| Q4 24 | $-368.0M | $475.1M | ||
| Q3 24 | $-302.0M | $93.9M | ||
| Q2 24 | $-441.0M | $209.8M |
自由现金流率JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | 41.5% | ||
| Q3 25 | -17.7% | 4.7% | ||
| Q2 25 | -17.5% | 23.9% | ||
| Q1 25 | -2.9% | 7.2% | ||
| Q4 24 | -16.2% | 21.6% | ||
| Q3 24 | -12.8% | 6.2% | ||
| Q2 24 | -18.2% | 13.2% |
资本支出强度JBLUTPR
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 1.7% | ||
| Q3 25 | 11.6% | 1.9% | ||
| Q2 25 | 12.6% | 2.0% | ||
| Q1 25 | 8.2% | 2.0% | ||
| Q4 24 | 15.4% | 1.4% | ||
| Q3 24 | 11.5% | 1.7% | ||
| Q2 24 | 17.6% | 2.9% |
现金转化率JBLUTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.93× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 1.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | -0.56× | 1.61× |
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
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
