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Joby Aviation, Inc.(JOBY)与埃尔比特系统(UAVS)财务数据对比。点击上方公司名可切换其他公司
Joby Aviation, Inc.的季度营收约是埃尔比特系统的15.7倍($30.8M vs $2.0M)。Joby Aviation, Inc.同比增速更快(55965.5% vs -40.0%)。埃尔比特系统自由现金流更多($-3.3M vs $-563.8M)。过去两年Joby Aviation, Inc.的营收复合增速更高(3412.0% vs -17.9%)
Joby Aviation是一家获风险投资支持的美国航空企业,专注研发电动垂直起降(eVTOL)飞行器,计划依托该产品推出空中出租车服务。公司总部位于加利福尼亚州圣克鲁斯,在加州圣卡洛斯、马里纳以及德国慕尼黑均设有办公地点。
埃尔比特系统有限公司是一家总部位于以色列的国际军事技术企业与国防承包商,由艾尔隆集团于1966年创立。该公司是以色列陆军陆基装备与军用无人机的核心供应商,在以色列国防工业领域占据重要地位
JOBY vs UAVS — 直观对比
营收规模更大
JOBY
是对方的15.7倍
$2.0M
营收增速更快
JOBY
高出56005.5%
-40.0%
自由现金流更多
UAVS
多$560.5M
$-563.8M
两年增速更快
JOBY
近两年复合增速
-17.9%
损益表 — Q4 2025 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $30.8M | $2.0M |
| 净利润 | — | $-2.6M |
| 毛利率 | — | 38.5% |
| 营业利润率 | — | -160.1% |
| 净利率 | — | -132.7% |
| 营收同比 | 55965.5% | -40.0% |
| 净利润同比 | 50.7% | 24.4% |
| 每股收益(稀释后) | — | $-0.09 |
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
JOBY
UAVS
| Q4 25 | $30.8M | — | ||
| Q3 25 | $22.6M | $2.0M | ||
| Q2 25 | $15.0K | $4.2M | ||
| Q1 25 | $0 | $3.6M | ||
| Q4 24 | $55.0K | $2.8M | ||
| Q3 24 | $28.0K | $3.3M | ||
| Q2 24 | $28.0K | $3.4M | ||
| Q1 24 | $25.0K | $3.9M |
净利润
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | $-401.2M | $-2.6M | ||
| Q2 25 | $-324.7M | $-1.3M | ||
| Q1 25 | $-82.4M | $7.1M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | $-143.9M | $-3.5M | ||
| Q2 24 | $-123.3M | $-2.9M | ||
| Q1 24 | $-94.6M | $-6.3M |
毛利率
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | — | 38.5% | ||
| Q2 25 | — | 55.7% | ||
| Q1 25 | — | 58.5% | ||
| Q4 24 | — | 40.6% | ||
| Q3 24 | — | 49.7% | ||
| Q2 24 | — | 45.8% | ||
| Q1 24 | — | 50.2% |
营业利润率
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | -804.8% | -160.1% | ||
| Q2 25 | -1119093.3% | -49.3% | ||
| Q1 25 | — | -27.5% | ||
| Q4 24 | — | -207.0% | ||
| Q3 24 | -559625.0% | -56.7% | ||
| Q2 24 | -515310.7% | -74.9% | ||
| Q1 24 | -583588.0% | -61.5% |
净利率
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | -1777.4% | -132.7% | ||
| Q2 25 | -2164493.3% | -30.5% | ||
| Q1 25 | — | 193.5% | ||
| Q4 24 | — | -791.9% | ||
| Q3 24 | -513850.0% | -105.3% | ||
| Q2 24 | -440328.6% | -86.4% | ||
| Q1 24 | -378348.0% | -162.2% |
每股收益(稀释后)
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | $-0.48 | $-0.09 | ||
| Q2 25 | $-0.41 | $-0.32 | ||
| Q1 25 | $-0.11 | $-0.09 | ||
| Q4 24 | — | $52.35 | ||
| Q3 24 | $-0.21 | $-16.03 | ||
| Q2 24 | $-0.18 | $-12.06 | ||
| Q1 24 | $-0.14 | $-70.50 |
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 | $1.4B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $28.3M |
| 总资产 | $1.8B | $34.5M |
| 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
JOBY
UAVS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $978.1M | — | ||
| Q2 25 | $991.0M | — | ||
| Q1 25 | $812.5M | $3.8M | ||
| Q4 24 | $932.9M | $3.6M | ||
| Q3 24 | $710.0M | $265.1K | ||
| Q2 24 | $825.0M | $977.2K | ||
| Q1 24 | $923.9M | $822.9K |
总债务
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $420.4K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
JOBY
UAVS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $896.5M | $28.3M | ||
| Q2 25 | $898.3M | $16.3M | ||
| Q1 25 | $859.4M | $4.2M | ||
| Q4 24 | $912.4M | $-5.7M | ||
| Q3 24 | $781.0M | $6.2M | ||
| Q2 24 | $894.6M | $8.1M | ||
| Q1 24 | $975.1M | $9.1M |
总资产
JOBY
UAVS
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.4B | $34.5M | ||
| Q2 25 | $1.3B | $23.2M | ||
| Q1 25 | $1.1B | $20.2M | ||
| Q4 24 | $1.2B | $20.6M | ||
| Q3 24 | $964.3M | $22.0M | ||
| Q2 24 | $1.1B | $22.8M | ||
| Q1 24 | $1.2B | $23.2M |
负债/权益比
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-509.9M | $-3.3M |
| 自由现金流经营现金流 - 资本支出 | $-563.8M | $-3.3M |
| 自由现金流率自由现金流/营收 | -1828.4% | -168.0% |
| 资本支出强度资本支出/营收 | 174.9% | 0.7% |
| 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 | $-960.6M | $-9.9M |
8季度趋势,按日历期对齐
经营现金流
JOBY
UAVS
| Q4 25 | $-509.9M | — | ||
| Q3 25 | $-139.2M | $-3.3M | ||
| Q2 25 | $-106.6M | $-2.7M | ||
| Q1 25 | $-111.0M | $-1.3M | ||
| Q4 24 | $-436.3M | $-2.5M | ||
| Q3 24 | $-110.3M | $-1.1M | ||
| Q2 24 | $-98.8M | $-1.4M | ||
| Q1 24 | $-106.6M | $-1.6M |
自由现金流
JOBY
UAVS
| Q4 25 | $-563.8M | — | ||
| Q3 25 | $-152.2M | $-3.3M | ||
| Q2 25 | $-118.7M | $-2.8M | ||
| Q1 25 | $-125.9M | $-1.3M | ||
| Q4 24 | $-476.9M | $-2.5M | ||
| Q3 24 | $-120.2M | $-1.1M | ||
| Q2 24 | $-107.3M | $-1.4M | ||
| Q1 24 | $-113.5M | $-1.6M |
自由现金流率
JOBY
UAVS
| Q4 25 | -1828.4% | — | ||
| Q3 25 | -674.3% | -168.0% | ||
| Q2 25 | -791333.3% | -65.7% | ||
| Q1 25 | — | -35.8% | ||
| Q4 24 | -867061.8% | -89.7% | ||
| Q3 24 | -429128.6% | -32.7% | ||
| Q2 24 | -383178.6% | -42.5% | ||
| Q1 24 | -454080.0% | -40.5% |
资本支出强度
JOBY
UAVS
| Q4 25 | 174.9% | — | ||
| Q3 25 | 57.7% | 0.7% | ||
| Q2 25 | 80913.3% | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 73849.1% | 0.5% | ||
| Q3 24 | 35207.1% | 0.0% | ||
| Q2 24 | 30192.9% | 0.4% | ||
| Q1 24 | 27540.0% | 0.6% |
现金转化率
JOBY
UAVS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.18× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图