vs
JOHNSON OUTDOORS INC（JOUT）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是JOHNSON OUTDOORS INC的1.3倍（$187.0M vs $140.9M），National Storage Affiliates Trust净利率更高（12.2% vs -2.3%，领先14.6%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $-42.7M），过去两年National Storage Affiliates Trust的营收复合增速更高（-2.4% 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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
JOUT vs NSA — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $187.0M |
| 净利润 | $-3.3M | $22.9M |
| 毛利率 | 36.6% | 72.5% |
| 营业利润率 | -2.1% | 20.2% |
| 净利率 | -2.3% | 12.2% |
| 营收同比 | 30.9% | -1.6% |
| 净利润同比 | 78.4% | 36.8% |
| 每股收益（稀释后） | — | $0.23 |
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
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | $187.0M | ||
| Q3 25 | — | $188.7M | ||
| Q2 25 | $180.7M | $188.8M | ||
| Q1 25 | $168.3M | $188.4M | ||
| Q4 24 | $107.6M | $190.1M | ||
| Q3 24 | $105.9M | $193.6M | ||
| Q2 24 | $172.5M | $190.4M |
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | $22.9M | ||
| Q3 25 | — | $18.4M | ||
| Q2 25 | $7.7M | $19.5M | ||
| Q1 25 | $2.3M | $13.0M | ||
| Q4 24 | $-15.3M | $16.7M | ||
| Q3 24 | $-34.3M | $18.7M | ||
| Q2 24 | $1.6M | $17.1M |
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | 37.6% | 70.5% | ||
| Q1 25 | 35.0% | 70.7% | ||
| Q4 24 | 29.9% | 72.5% | ||
| Q3 24 | 23.5% | 72.8% | ||
| Q2 24 | 35.8% | 72.6% |
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | 20.2% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | 4.1% | 16.5% | ||
| Q1 25 | 2.9% | 11.0% | ||
| Q4 24 | -18.8% | 14.5% | ||
| Q3 24 | -40.4% | 15.8% | ||
| Q2 24 | -0.3% | 17.2% |
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | 12.2% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | 4.3% | 10.3% | ||
| Q1 25 | 1.4% | 6.9% | ||
| Q4 24 | -14.2% | 8.8% | ||
| Q3 24 | -32.4% | 9.7% | ||
| Q2 24 | 0.9% | 9.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.23 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | — | $0.19 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.16 |
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 | $23.3M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $413.5M | $946.0M |
| 总资产 | $600.1M | $5.1B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | $23.3M | ||
| Q3 25 | — | $26.3M | ||
| Q2 25 | $161.0M | $26.1M | ||
| Q1 25 | $94.0M | $19.3M | ||
| Q4 24 | $101.6M | $50.4M | ||
| Q3 24 | $162.0M | $69.9M | ||
| Q2 24 | $148.4M | $59.0M |
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $946.0M | ||
| Q3 25 | — | $973.1M | ||
| Q2 25 | $450.5M | $1.0B | ||
| Q1 25 | $441.1M | $1.0B | ||
| Q4 24 | $440.3M | $1.1B | ||
| Q3 24 | $463.4M | $986.9M | ||
| Q2 24 | $498.7M | $1.2B |
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $634.5M | $5.2B | ||
| Q1 25 | $624.5M | $5.3B | ||
| Q4 24 | $612.9M | $5.4B | ||
| Q3 24 | $635.2M | $5.4B | ||
| Q2 24 | $679.8M | $5.3B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $-42.7M | $299.8M |
| 自由现金流率自由现金流/营收 | -30.3% | 160.3% |
| 资本支出强度资本支出/营收 | 3.0% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 14.79× |
| 过去12个月自由现金流最近4个季度 | $38.5M | $541.5M |
8季度趋势，按日历期对齐
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | $338.5M | ||
| Q3 25 | — | $100.2M | ||
| Q2 25 | $71.4M | $79.9M | ||
| Q1 25 | $-1.7M | $85.6M | ||
| Q4 24 | $-36.9M | $363.1M | ||
| Q3 24 | $19.1M | $105.7M | ||
| Q2 24 | $73.7M | $83.2M |
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | $299.8M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | $66.9M | $73.8M | ||
| Q1 25 | $-5.0M | $79.9M | ||
| Q4 24 | $-41.0M | $344.4M | ||
| Q3 24 | $13.5M | $101.8M | ||
| Q2 24 | $67.4M | $79.5M |
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | 160.3% | ||
| Q3 25 | — | 46.6% | ||
| Q2 25 | 37.0% | 39.1% | ||
| Q1 25 | -2.9% | 42.4% | ||
| Q4 24 | -38.1% | 181.2% | ||
| Q3 24 | 12.8% | 52.6% | ||
| Q2 24 | 39.1% | 41.7% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | 20.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | 2.5% | 3.2% | ||
| Q1 25 | 2.0% | 3.0% | ||
| Q4 24 | 3.8% | 9.8% | ||
| Q3 24 | 5.3% | 2.0% | ||
| Q2 24 | 3.6% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | 9.22× | 4.10× | ||
| Q1 25 | -0.72× | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | — | 5.65× | ||
| Q2 24 | 45.41× | 4.88× |
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% |
NSA
暂无分部数据
