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JOHNSON OUTDOORS INC（JOUT）与微策略（MSTR）财务数据对比。点击上方公司名可切换其他公司
JOHNSON OUTDOORS INC的季度营收约是微策略的1.1倍（$140.9M vs $123.0M），JOHNSON OUTDOORS INC同比增速更快（30.9% vs 1.9%），过去两年微策略的营收复合增速更高（3.3% vs -10.5%）
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
Strategy Inc（原名为微策略）是1989年成立的美国上市企业，主营商业智能与移动软件业务，旗下产品可帮助企业分析内外部数据以支撑经营决策，还可用于移动应用开发，总部位于弗吉尼亚州泰森斯角，商业分析赛道核心竞品包括SAP等。
JOUT vs MSTR — 直观对比
营收规模更大
JOUT
是对方的1.1倍
$123.0M
营收增速更快
JOUT
高出29.0%
1.9%
两年增速更快
MSTR
近两年复合增速
-10.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $123.0M |
| 净利润 | $-3.3M | — |
| 毛利率 | 36.6% | 66.1% |
| 营业利润率 | -2.1% | — |
| 净利率 | -2.3% | — |
| 营收同比 | 30.9% | 1.9% |
| 净利润同比 | 78.4% | — |
| 每股收益（稀释后） | — | — |
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JOUTMSTR
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | $123.0M | ||
| Q3 25 | — | $128.7M | ||
| Q2 25 | $180.7M | $114.5M | ||
| Q1 25 | $168.3M | $111.1M | ||
| Q4 24 | $107.6M | $120.7M | ||
| Q3 24 | $105.9M | $116.1M | ||
| Q2 24 | $172.5M | $111.4M |
净利润JOUTMSTR
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | — | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $7.7M | $10.0B | ||
| Q1 25 | $2.3M | $-4.2B | ||
| Q4 24 | $-15.3M | $-670.8M | ||
| Q3 24 | $-34.3M | $-340.2M | ||
| Q2 24 | $1.6M | $-102.6M |
毛利率JOUTMSTR
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | 66.1% | ||
| Q3 25 | — | 70.5% | ||
| Q2 25 | 37.6% | 68.8% | ||
| Q1 25 | 35.0% | 69.4% | ||
| Q4 24 | 29.9% | 71.7% | ||
| Q3 24 | 23.5% | 70.4% | ||
| Q2 24 | 35.8% | 72.2% |
营业利润率JOUTMSTR
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | 2.9% | -5331.4% | ||
| Q4 24 | -18.8% | -842.1% | ||
| Q3 24 | -40.4% | -372.7% | ||
| Q2 24 | -0.3% | -179.7% |
净利率JOUTMSTR
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | — | ||
| Q3 25 | — | 2164.1% | ||
| Q2 25 | 4.3% | 8752.7% | ||
| Q1 25 | 1.4% | -3797.2% | ||
| Q4 24 | -14.2% | -555.8% | ||
| Q3 24 | -32.4% | -293.1% | ||
| Q2 24 | 0.9% | -92.0% |
每股收益（稀释后）JOUTMSTR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $8.42 | ||
| Q2 25 | — | $32.60 | ||
| Q1 25 | — | $-16.49 | ||
| Q4 24 | — | $4.49 | ||
| Q3 24 | — | $-1.72 | ||
| Q2 24 | — | $-0.57 |
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 | $130.7M | $2.3B |
| 总债务越低越好 | $0 | $8.2B |
| 股东权益账面价值 | $413.5M | $44.1B |
| 总资产 | $600.1M | $61.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资JOUTMSTR
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | $2.3B | ||
| Q3 25 | — | $54.3M | ||
| Q2 25 | $161.0M | $50.1M | ||
| Q1 25 | $94.0M | $60.3M | ||
| Q4 24 | $101.6M | $38.1M | ||
| Q3 24 | $162.0M | $46.3M | ||
| Q2 24 | $148.4M | $66.9M |
总债务JOUTMSTR
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | $0 | $8.2B | ||
| Q1 25 | $0 | $8.1B | ||
| Q4 24 | $0 | $7.2B | ||
| Q3 24 | $0 | $4.2B | ||
| Q2 24 | $0 | $3.8B |
股东权益JOUTMSTR
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $44.1B | ||
| Q3 25 | — | $52.3B | ||
| Q2 25 | $450.5M | $47.5B | ||
| Q1 25 | $441.1M | $32.2B | ||
| Q4 24 | $440.3M | $18.2B | ||
| Q3 24 | $463.4M | $3.8B | ||
| Q2 24 | $498.7M | $2.8B |
总资产JOUTMSTR
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | $61.6B | ||
| Q3 25 | — | $73.6B | ||
| Q2 25 | $634.5M | $64.8B | ||
| Q1 25 | $624.5M | $43.9B | ||
| Q4 24 | $612.9M | $25.8B | ||
| Q3 24 | $635.2M | $8.3B | ||
| Q2 24 | $679.8M | $7.1B |
负债/权益比JOUTMSTR
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | 0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | 0.00× | 0.17× | ||
| Q1 25 | 0.00× | 0.25× | ||
| Q4 24 | 0.00× | 0.39× | ||
| Q3 24 | 0.00× | 1.12× | ||
| Q2 24 | 0.00× | 1.36× |
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 | $-38.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-42.7M | — |
| 自由现金流率自由现金流/营收 | -30.3% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 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 | $38.5M | — |
8季度趋势，按日历期对齐
经营现金流JOUTMSTR
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | — | ||
| Q3 25 | — | $-8.3M | ||
| Q2 25 | $71.4M | $-34.9M | ||
| Q1 25 | $-1.7M | $-2.4M | ||
| Q4 24 | $-36.9M | $-17.3M | ||
| Q3 24 | $19.1M | $-41.0M | ||
| Q2 24 | $73.7M | $-23.3M |
自由现金流JOUTMSTR
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | — | ||
| Q3 25 | — | $-11.1M | ||
| Q2 25 | $66.9M | $-37.0M | ||
| Q1 25 | $-5.0M | $-5.1M | ||
| Q4 24 | $-41.0M | $-17.6M | ||
| Q3 24 | $13.5M | $-41.4M | ||
| Q2 24 | $67.4M | $-24.1M |
自由现金流率JOUTMSTR
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | — | ||
| Q3 25 | — | -8.6% | ||
| Q2 25 | 37.0% | -32.3% | ||
| Q1 25 | -2.9% | -4.6% | ||
| Q4 24 | -38.1% | -14.6% | ||
| Q3 24 | 12.8% | -35.7% | ||
| Q2 24 | 39.1% | -21.6% |
资本支出强度JOUTMSTR
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 2.5% | 1.8% | ||
| Q1 25 | 2.0% | 2.5% | ||
| Q4 24 | 3.8% | 0.2% | ||
| Q3 24 | 5.3% | 0.4% | ||
| Q2 24 | 3.6% | 0.6% |
现金转化率JOUTMSTR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.00× | ||
| Q2 25 | 9.22× | -0.00× | ||
| Q1 25 | -0.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 45.41× | — |
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
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
MSTR
暂无分部数据
