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京东（JD）与Petco Health & Wellness Company, Inc.（WOOF）财务数据对比。点击上方公司名可切换其他公司
京东的季度营收约是Petco Health & Wellness Company, Inc.的36.8倍（$53.9B vs $1.5B）。Petco Health & Wellness Company, Inc.净利率更高（0.6% vs -0.1%，领先0.8%）。京东同比增速更快（12.2% vs -3.1%）。京东自由现金流更多（$2.7B vs $60.6M）。过去两年京东的营收复合增速更高（26.8% vs -6.5%）
京东是总部位于北京的中国知名电商企业，前身为360buy。2024年营收超1588亿美元，是中国收入规模最大的零售商，位列《财富》世界500强第47位。作为国内两大头部B2C线上零售商之一，与阿里巴巴旗下天猫直接竞争，业务覆盖零售、科技、物流、医疗健康、工业、地产管理等多个领域。
Petco健康与 wellness公司是美国知名宠物零售商，总部分别设于圣迭戈与圣安东尼奥。公司主营宠物食品、宠物用品及相关宠物服务，同时也售卖部分品类的活宠小型宠物，是北美宠物零售领域的老牌企业。
JD vs WOOF — 直观对比
营收规模更大
JD
是对方的36.8倍
$1.5B
营收增速更快
JD
高出15.4%
-3.1%
净利率更高
WOOF
高出0.8%
-0.1%
自由现金流更多
JD
多$2.6B
$60.6M
两年增速更快
JD
近两年复合增速
-6.5%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $53.9B | $1.5B |
| 净利润 | $-78.0M | $9.3M |
| 毛利率 | 14.6% | 38.9% |
| 营业利润率 | -1.5% | 2.0% |
| 净利率 | -0.1% | 0.6% |
| 营收同比 | 12.2% | -3.1% |
| 净利润同比 | -105.0% | 156.0% |
| 每股收益（稀释后） | $-0.15 | $0.03 |
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JDWOOF
| Q4 25 | $53.9B | $1.5B | ||
| Q3 25 | $42.0B | $1.5B | ||
| Q2 25 | $49.8B | $1.5B | ||
| Q1 25 | $41.5B | $1.6B | ||
| Q4 24 | $48.0B | $1.5B | ||
| Q3 24 | $37.1B | $1.5B | ||
| Q2 24 | $40.1B | $1.5B | ||
| Q1 24 | $33.5B | $1.7B |
净利润JDWOOF
| Q4 25 | $-78.0M | $9.3M | ||
| Q3 25 | $896.0M | $14.0M | ||
| Q2 25 | $937.0M | $-11.7M | ||
| Q1 25 | $1.6B | $-13.8M | ||
| Q4 24 | $1.6B | $-16.7M | ||
| Q3 24 | $1.8B | $-24.8M | ||
| Q2 24 | $1.9B | $-46.5M | ||
| Q1 24 | $855.5M | $-22.6M |
毛利率JDWOOF
| Q4 25 | 14.6% | 38.9% | ||
| Q3 25 | 16.9% | 39.3% | ||
| Q2 25 | 15.9% | 38.2% | ||
| Q1 25 | 15.9% | 38.0% | ||
| Q4 24 | 15.2% | 38.1% | ||
| Q3 24 | 17.3% | 38.1% | ||
| Q2 24 | 15.8% | 37.8% | ||
| Q1 24 | 14.8% | 36.2% |
营业利润率JDWOOF
| Q4 25 | -1.5% | 2.0% | ||
| Q3 25 | -0.4% | 2.9% | ||
| Q2 25 | -0.2% | 1.1% | ||
| Q1 25 | 3.5% | 1.1% | ||
| Q4 24 | 2.6% | 0.3% | ||
| Q3 24 | 4.6% | 0.2% | ||
| Q2 24 | 3.6% | -1.1% | ||
| Q1 24 | 2.6% | 0.0% |
净利率JDWOOF
| Q4 25 | -0.1% | 0.6% | ||
| Q3 25 | 2.1% | 0.9% | ||
| Q2 25 | 1.9% | -0.8% | ||
| Q1 25 | 3.7% | -0.9% | ||
| Q4 24 | 3.3% | -1.1% | ||
| Q3 24 | 4.9% | -1.6% | ||
| Q2 24 | 4.7% | -3.0% | ||
| Q1 24 | 2.6% | -1.3% |
每股收益（稀释后）JDWOOF
| Q4 25 | $-0.15 | $0.03 | ||
| Q3 25 | $0.24 | $0.05 | ||
| Q2 25 | $0.29 | $-0.04 | ||
| Q1 25 | $0.50 | $-0.05 | ||
| Q4 24 | $0.44 | $-0.06 | ||
| Q3 24 | $0.55 | $-0.09 | ||
| Q2 24 | $0.56 | $-0.17 | ||
| Q1 24 | — | $-0.09 |
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 | $30.5B | $237.4M |
| 总债务越低越好 | $41.7B | — |
| 股东权益账面价值 | $32.2B | $1.2B |
| 总资产 | $99.4B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.30× | — |
8季度趋势，按日历期对齐
现金及短期投资JDWOOF
| Q4 25 | $30.5B | $237.4M | ||
| Q3 25 | $27.9B | $188.7M | ||
| Q2 25 | $29.9B | $133.3M | ||
| Q1 25 | $26.8B | $165.8M | ||
| Q4 24 | $32.1B | $116.7M | ||
| Q3 24 | $27.2B | $127.6M | ||
| Q2 24 | $27.8B | $89.7M | ||
| Q1 24 | $3.3B | $125.4M |
总债务JDWOOF
| Q4 25 | $41.7B | — | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $7.9B | — | ||
| Q1 25 | $7.8B | — | ||
| Q4 24 | $31.7B | — | ||
| Q3 24 | $7.7B | — | ||
| Q2 24 | $7.8B | — | ||
| Q1 24 | $2.1B | — |
股东权益JDWOOF
| Q4 25 | $32.2B | $1.2B | ||
| Q3 25 | $42.8B | $1.1B | ||
| Q2 25 | $41.5B | $1.1B | ||
| Q1 25 | $42.5B | $1.1B | ||
| Q4 24 | $32.8B | $1.1B | ||
| Q3 24 | $42.2B | $1.1B | ||
| Q2 24 | $39.5B | $1.2B | ||
| Q1 24 | $5.5B | $1.2B |
总资产JDWOOF
| Q4 25 | $99.4B | $5.2B | ||
| Q3 25 | $100.2B | $5.2B | ||
| Q2 25 | $98.7B | $5.1B | ||
| Q1 25 | $93.4B | $5.2B | ||
| Q4 24 | $95.7B | $5.2B | ||
| Q3 24 | $91.7B | $5.3B | ||
| Q2 24 | $89.7B | $5.3B | ||
| Q1 24 | $11.5B | $5.4B |
负债/权益比JDWOOF
| Q4 25 | 1.30× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.18× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | 0.20× | — | ||
| Q1 24 | 0.37× | — |
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 | $3.0B | $90.1M |
| 自由现金流经营现金流 - 资本支出 | $2.7B | $60.6M |
| 自由现金流率自由现金流/营收 | 5.0% | 4.1% |
| 资本支出强度资本支出/营收 | 0.5% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 9.66× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $129.6M |
8季度趋势，按日历期对齐
经营现金流JDWOOF
| Q4 25 | $3.0B | $90.1M | ||
| Q3 25 | $-1.1B | $85.9M | ||
| Q2 25 | $3.4B | $-15.5M | ||
| Q1 25 | $-2.5B | $96.0M | ||
| Q4 24 | $3.4B | $20.7M | ||
| Q3 24 | $-886.0M | $69.4M | ||
| Q2 24 | $7.0B | $-8.4M | ||
| Q1 24 | — | $47.0M |
自由现金流JDWOOF
| Q4 25 | $2.7B | $60.6M | ||
| Q3 25 | $-1.1B | $53.8M | ||
| Q2 25 | $3.3B | $-43.9M | ||
| Q1 25 | $-2.6B | $59.0M | ||
| Q4 24 | $3.3B | $-10.3M | ||
| Q3 24 | $-1.4B | $42.0M | ||
| Q2 24 | $6.8B | $-41.1M | ||
| Q1 24 | — | $-2.0M |
自由现金流率JDWOOF
| Q4 25 | 5.0% | 4.1% | ||
| Q3 25 | -2.7% | 3.6% | ||
| Q2 25 | 6.5% | -2.9% | ||
| Q1 25 | -6.4% | 3.8% | ||
| Q4 24 | 6.9% | -0.7% | ||
| Q3 24 | -3.7% | 2.8% | ||
| Q2 24 | 16.9% | -2.7% | ||
| Q1 24 | — | -0.1% |
资本支出强度JDWOOF
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.0% | 2.2% | ||
| Q2 25 | 0.3% | 1.9% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.2% | 2.1% | ||
| Q3 24 | 1.3% | 1.8% | ||
| Q2 24 | 0.5% | 2.1% | ||
| Q1 24 | — | 2.9% |
现金转化率JDWOOF
| Q4 25 | — | 9.66× | ||
| Q3 25 | -1.26× | 6.15× | ||
| Q2 25 | 3.64× | — | ||
| Q1 25 | -1.62× | — | ||
| Q4 24 | 2.18× | — | ||
| Q3 24 | -0.48× | — | ||
| Q2 24 | 3.73× | — | ||
| Q1 24 | — | — |
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
JD
| JD Retail | $43.2B | 80% |
| JD Logistics | $9.1B | 17% |
| New Businesses | $2.0B | 4% |
WOOF
| Consumables | $731.5M | 50% |
| Supplies And Companion Animals | $478.1M | 33% |
| Services & Other | $254.8M | 17% |
