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捷蓝航空（JBLU）与标普全球（VG）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是捷蓝航空的2.0倍（$4.4B vs $2.2B），标普全球净利率更高（26.8% vs -14.2%，领先41.0%），标普全球同比增速更快（191.7% vs 4.7%），过去两年标普全球的营收复合增速更高（77.3% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
JBLU vs VG — 直观对比
营收规模更大
VG
是对方的2.0倍
$2.2B
营收增速更快
VG
高出187.0%
4.7%
净利率更高
VG
高出41.0%
-14.2%
两年增速更快
VG
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $4.4B |
| 净利润 | $-319.0M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | — | 38.7% |
| 净利率 | -14.2% | 26.8% |
| 营收同比 | 4.7% | 191.7% |
| 净利润同比 | -53.4% | 20.3% |
| 每股收益（稀释后） | $-0.86 | $0.41 |
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JBLUVG
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $4.4B | ||
| Q3 25 | $2.3B | $3.3B | ||
| Q2 25 | $2.4B | $3.1B | ||
| Q1 25 | $2.1B | $2.9B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.4B | $926.0M | ||
| Q2 24 | $2.4B | $1.1B |
净利润JBLUVG
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $1.2B | ||
| Q3 25 | $-143.0M | $550.0M | ||
| Q2 25 | $-74.0M | $475.0M | ||
| Q1 25 | $-208.0M | $517.0M | ||
| Q4 24 | $-44.0M | $990.0M | ||
| Q3 24 | $-60.0M | $-294.0M | ||
| Q2 24 | $25.0M | $352.0M |
营业利润率JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 38.7% | ||
| Q3 25 | -4.3% | 39.7% | ||
| Q2 25 | 0.3% | 33.5% | ||
| Q1 25 | -8.1% | 37.3% | ||
| Q4 24 | 0.7% | 39.0% | ||
| Q3 24 | -1.6% | 20.4% | ||
| Q2 24 | 2.3% | 32.8% |
净利率JBLUVG
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 26.8% | ||
| Q3 25 | -6.2% | 16.5% | ||
| Q2 25 | -3.1% | 15.3% | ||
| Q1 25 | -9.7% | 17.9% | ||
| Q4 24 | -1.9% | 65.0% | ||
| Q3 24 | -2.5% | -31.7% | ||
| Q2 24 | 1.0% | 31.8% |
每股收益（稀释后）JBLUVG
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $0.41 | ||
| Q3 25 | $-0.39 | $0.16 | ||
| Q2 25 | $-0.21 | $0.14 | ||
| Q1 25 | $-0.59 | $0.15 | ||
| Q4 24 | $-0.09 | $0.35 | ||
| Q3 24 | $-0.17 | $-0.15 | ||
| Q2 24 | $0.07 | $0.12 |
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 | — | $34.2B |
| 股东权益账面价值 | $1.8B | $6.7B |
| 总资产 | $16.6B | $53.4B |
| 负债/权益比越低杠杆越低 | — | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资JBLUVG
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.6B | $1.9B | ||
| Q2 25 | $3.1B | $2.2B | ||
| Q1 25 | $3.5B | $3.6B | ||
| Q4 24 | $3.6B | $3.6B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $1.5B | — |
总债务JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $34.2B | ||
| Q3 25 | $7.8B | $32.6B | ||
| Q2 25 | $7.7B | $30.0B | ||
| Q1 25 | $8.1B | $29.3B | ||
| Q4 24 | $8.1B | $29.3B | ||
| Q3 24 | $7.9B | — | ||
| Q2 24 | $5.0B | — |
股东权益JBLUVG
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $6.7B | ||
| Q3 25 | $2.3B | $5.7B | ||
| Q2 25 | $2.4B | $5.3B | ||
| Q1 25 | $2.4B | $4.9B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.7B | — |
总资产JBLUVG
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $53.4B | ||
| Q3 25 | $16.6B | $50.1B | ||
| Q2 25 | $16.9B | $46.5B | ||
| Q1 25 | $17.1B | $45.1B | ||
| Q4 24 | $16.8B | $43.5B | ||
| Q3 24 | $16.6B | — | ||
| Q2 24 | $14.0B | — |
负债/权益比JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | 3.65× | 5.07× | ||
| Q3 25 | 3.42× | 5.73× | ||
| Q2 25 | 3.21× | 5.69× | ||
| Q1 25 | 3.31× | 6.01× | ||
| Q4 24 | 3.08× | 10.11× | ||
| 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 | — | $2.1B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.5B |
| 自由现金流率自由现金流/营收 | — | -34.1% |
| 资本支出强度资本支出/营收 | 6.3% | 81.6% |
| 现金转化率经营现金流/净利润 | — | 1.77× |
| 过去12个月自由现金流最近4个季度 | — | $-6.8B |
8季度趋势，按日历期对齐
经营现金流JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $2.1B | ||
| Q3 25 | $-142.0M | $1.9B | ||
| Q2 25 | $-115.0M | $1.5B | ||
| Q1 25 | $114.0M | $1.1B | ||
| Q4 24 | $-17.0M | — | ||
| Q3 24 | $-29.0M | — | ||
| Q2 24 | $-14.0M | — |
自由现金流JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | $-287.0M | $-1.5B | ||
| Q3 25 | $-411.0M | $-1.4B | ||
| Q2 25 | $-412.0M | $-1.5B | ||
| Q1 25 | $-62.0M | $-2.4B | ||
| Q4 24 | $-368.0M | — | ||
| Q3 24 | $-302.0M | — | ||
| Q2 24 | $-441.0M | — |
自由现金流率JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | -12.8% | -34.1% | ||
| Q3 25 | -17.7% | -42.4% | ||
| Q2 25 | -17.5% | -49.1% | ||
| Q1 25 | -2.9% | -81.3% | ||
| Q4 24 | -16.2% | — | ||
| Q3 24 | -12.8% | — | ||
| Q2 24 | -18.2% | — |
资本支出强度JBLUVG
| Q1 26 | 6.3% | — | ||
| Q4 25 | 15.0% | 81.6% | ||
| Q3 25 | 11.6% | 98.9% | ||
| Q2 25 | 12.6% | 96.1% | ||
| Q1 25 | 8.2% | 119.8% | ||
| Q4 24 | 15.4% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 17.6% | — |
现金转化率JBLUVG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 3.42× | ||
| Q2 25 | — | 3.07× | ||
| Q1 25 | — | 2.15× | ||
| 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
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |
