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捷蓝航空（JBLU）与XPO, Inc.（XPO）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XPO, Inc.的1.1倍（$2.2B vs $2.0B），XPO, Inc.净利率更高（2.9% vs -14.2%，领先17.2%），XPO, Inc.同比增速更快（4.7% vs 4.7%），过去两年XPO, Inc.的营收复合增速更高（-0.1% 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。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
JBLU vs XPO — 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
XPO
高出0.0%
4.7%
净利率更高
XPO
高出17.2%
-14.2%
两年增速更快
XPO
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 | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 7.1% |
| 净利率 | -14.2% | 2.9% |
| 营收同比 | 4.7% | 4.7% |
| 净利润同比 | -53.4% | -21.3% |
| 每股收益（稀释后） | $-0.86 | $0.49 |
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JBLUXPO
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.1B |
净利润JBLUXPO
| Q1 26 | $-319.0M | — | ||
| Q4 25 | $-177.0M | $59.0M | ||
| Q3 25 | $-143.0M | $82.0M | ||
| Q2 25 | $-74.0M | $106.0M | ||
| Q1 25 | $-208.0M | $69.0M | ||
| Q4 24 | $-44.0M | $75.0M | ||
| Q3 24 | $-60.0M | $95.0M | ||
| Q2 24 | $25.0M | $150.0M |
营业利润率JBLUXPO
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 7.1% | ||
| Q3 25 | -4.3% | 7.8% | ||
| Q2 25 | 0.3% | 9.5% | ||
| Q1 25 | -8.1% | 7.7% | ||
| Q4 24 | 0.7% | 7.8% | ||
| Q3 24 | -1.6% | 8.6% | ||
| Q2 24 | 2.3% | 9.5% |
净利率JBLUXPO
| Q1 26 | -14.2% | — | ||
| Q4 25 | -7.9% | 2.9% | ||
| Q3 25 | -6.2% | 3.9% | ||
| Q2 25 | -3.1% | 5.1% | ||
| Q1 25 | -9.7% | 3.5% | ||
| Q4 24 | -1.9% | 3.9% | ||
| Q3 24 | -2.5% | 4.6% | ||
| Q2 24 | 1.0% | 7.2% |
每股收益（稀释后）JBLUXPO
| Q1 26 | $-0.86 | — | ||
| Q4 25 | $-0.47 | $0.49 | ||
| Q3 25 | $-0.39 | $0.68 | ||
| Q2 25 | $-0.21 | $0.89 | ||
| Q1 25 | $-0.59 | $0.58 | ||
| Q4 24 | $-0.09 | $0.63 | ||
| Q3 24 | $-0.17 | $0.79 | ||
| Q2 24 | $0.07 | $1.25 |
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 | $310.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $1.9B |
| 总资产 | $16.6B | $8.2B |
| 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JBLUXPO
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.2B | $310.0M | ||
| Q3 25 | $2.6B | $335.0M | ||
| Q2 25 | $3.1B | $225.0M | ||
| Q1 25 | $3.5B | $212.0M | ||
| Q4 24 | $3.6B | $246.0M | ||
| Q3 24 | $4.0B | $378.0M | ||
| Q2 24 | $1.5B | $250.0M |
总债务JBLUXPO
| 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JBLUXPO
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.4B | $1.8B | ||
| Q1 25 | $2.4B | $1.6B | ||
| Q4 24 | $2.6B | $1.6B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $2.7B | $1.5B |
总资产JBLUXPO
| Q1 26 | $16.6B | — | ||
| Q4 25 | $16.6B | $8.2B | ||
| Q3 25 | $16.6B | $8.2B | ||
| Q2 25 | $16.9B | $8.1B | ||
| Q1 25 | $17.1B | $7.9B | ||
| Q4 24 | $16.8B | $7.7B | ||
| Q3 24 | $16.6B | $7.9B | ||
| Q2 24 | $14.0B | $7.7B |
负债/权益比JBLUXPO
| 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× | — |
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
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
