vs
JELD-WEN Holding, Inc.（JELD）与StubHub Holdings, Inc.（STUB）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是StubHub Holdings, Inc.的1.7倍（$802.0M vs $468.1M），JELD-WEN Holding, Inc.净利率更高（-5.2% vs -276.6%，领先271.3%），StubHub Holdings, Inc.同比增速更快（7.9% vs -10.5%），StubHub Holdings, Inc.自由现金流更多（$180.3M vs $3.4M）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
StubHub Holdings是全球领先的在线票务交易平台，提供演唱会、体育赛事、戏剧演出等各类现场娱乐活动的门票转售及直购服务，覆盖北美、欧洲、亚太等核心市场，为消费者、活动主办方和票务卖家提供安全可靠的交易渠道。
JELD vs STUB — 直观对比
营收规模更大
JELD
是对方的1.7倍
$468.1M
营收增速更快
STUB
高出18.4%
-10.5%
净利率更高
JELD
高出271.3%
-276.6%
自由现金流更多
STUB
多$176.8M
$3.4M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $468.1M |
| 净利润 | $-41.9M | $-1.3B |
| 毛利率 | 14.7% | — |
| 营业利润率 | -1.8% | -292.3% |
| 净利率 | -5.2% | -276.6% |
| 营收同比 | -10.5% | 7.9% |
| 净利润同比 | 38.7% | -3821.6% |
| 每股收益（稀释后） | $-0.50 | $-4.27 |
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JELDSTUB
| Q4 25 | $802.0M | — | ||
| Q3 25 | $809.5M | $468.1M | ||
| Q2 25 | $823.7M | — | ||
| Q1 25 | $776.0M | — | ||
| Q4 24 | $895.7M | — | ||
| Q3 24 | $934.7M | $433.8M | ||
| Q2 24 | $986.0M | — | ||
| Q1 24 | $959.1M | — |
净利润JELDSTUB
| Q4 25 | $-41.9M | — | ||
| Q3 25 | $-367.6M | $-1.3B | ||
| Q2 25 | $-21.5M | — | ||
| Q1 25 | $-190.1M | — | ||
| Q4 24 | $-68.4M | — | ||
| Q3 24 | $-74.4M | $-33.0M | ||
| Q2 24 | $-18.5M | — | ||
| Q1 24 | $-27.7M | — |
毛利率JELDSTUB
| Q4 25 | 14.7% | — | ||
| Q3 25 | 17.4% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 19.3% | — | ||
| Q1 24 | 18.0% | — |
营业利润率JELDSTUB
| Q4 25 | -1.8% | — | ||
| Q3 25 | -25.0% | -292.3% | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -23.8% | — | ||
| Q4 24 | -5.7% | — | ||
| Q3 24 | -5.6% | 2.8% | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | -2.9% | — |
净利率JELDSTUB
| Q4 25 | -5.2% | — | ||
| Q3 25 | -45.4% | -276.6% | ||
| Q2 25 | -2.6% | — | ||
| Q1 25 | -24.5% | — | ||
| Q4 24 | -7.6% | — | ||
| Q3 24 | -8.0% | -7.6% | ||
| Q2 24 | -1.9% | — | ||
| Q1 24 | -2.9% | — |
每股收益（稀释后）JELDSTUB
| Q4 25 | $-0.50 | — | ||
| Q3 25 | $-4.30 | $-4.27 | ||
| Q2 25 | $-0.25 | — | ||
| Q1 25 | $-2.24 | — | ||
| Q4 24 | $-0.80 | — | ||
| Q3 24 | $-0.88 | $-0.15 | ||
| Q2 24 | $-0.22 | — | ||
| Q1 24 | $-0.32 | — |
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 | $136.1M | $1.4B |
| 总债务越低越好 | $1.1B | $1.7B |
| 股东权益账面价值 | $92.2M | $1.7B |
| 总资产 | $2.1B | $5.6B |
| 负债/权益比越低杠杆越低 | 12.47× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资JELDSTUB
| Q4 25 | $136.1M | — | ||
| Q3 25 | $106.7M | $1.4B | ||
| Q2 25 | $134.1M | — | ||
| Q1 25 | $132.5M | — | ||
| Q4 24 | $150.3M | — | ||
| Q3 24 | $208.5M | $1.1B | ||
| Q2 24 | $212.8M | — | ||
| Q1 24 | $234.5M | — |
总债务JELDSTUB
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益JELDSTUB
| Q4 25 | $92.2M | — | ||
| Q3 25 | $113.9M | $1.7B | ||
| Q2 25 | $477.1M | — | ||
| Q1 25 | $452.1M | — | ||
| Q4 24 | $620.1M | — | ||
| Q3 24 | $720.3M | $815.9M | ||
| Q2 24 | $770.0M | — | ||
| Q1 24 | $811.5M | — |
总资产JELDSTUB
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.2B | $5.6B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
负债/权益比JELDSTUB
| Q4 25 | 12.47× | — | ||
| Q3 25 | 10.14× | 0.98× | ||
| Q2 25 | 2.42× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.46× | — |
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 | $32.8M | $181.4M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $180.3M |
| 自由现金流率自由现金流/营收 | 0.4% | 38.5% |
| 资本支出强度资本支出/营收 | 3.7% | 0.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-124.6M | — |
8季度趋势，按日历期对齐
经营现金流JELDSTUB
| Q4 25 | $32.8M | — | ||
| Q3 25 | $11.2M | $181.4M | ||
| Q2 25 | $34.6M | — | ||
| Q1 25 | $-83.5M | — | ||
| Q4 24 | $28.2M | — | ||
| Q3 24 | $37.6M | — | ||
| Q2 24 | $51.4M | — | ||
| Q1 24 | $-11.0M | — |
自由现金流JELDSTUB
| Q4 25 | $3.4M | — | ||
| Q3 25 | $-13.1M | $180.3M | ||
| Q2 25 | $5.3M | — | ||
| Q1 25 | $-120.3M | — | ||
| Q4 24 | $-23.9M | — | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $14.7M | — | ||
| Q1 24 | $-42.2M | — |
自由现金流率JELDSTUB
| Q4 25 | 0.4% | — | ||
| Q3 25 | -1.6% | 38.5% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | -15.5% | — | ||
| Q4 24 | -2.7% | — | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | -4.4% | — |
资本支出强度JELDSTUB
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.0% | 0.2% | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 3.3% | — |
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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
STUB
| Transaction Fees | $453.4M | 97% |
| Other | $14.7M | 3% |
