vs
JOHNSON OUTDOORS INC（JOUT）与Solo Brands, Inc.（SBDS）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Solo Brands, Inc.的1.5倍（$140.9M vs $94.0M）。JOHNSON OUTDOORS INC净利率更高（-2.3% vs -88.4%，领先86.1%）。JOHNSON OUTDOORS INC同比增速更快（30.9% vs -34.5%）。过去两年Solo Brands, Inc.的营收复合增速更高（5.0% 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。
给定公司标识与企业信息不匹配，本次提供的实为康尼格拉品牌公司信息，该企业是美国上市消费品包装集团，产品在超市、餐饮门店均有售，总部坐落于美国伊利诺伊州芝加哥，1919年创始于美国内布拉斯加州，按2021年营收位列2022年财富世界500强第331位。
JOUT vs SBDS — 直观对比
营收规模更大
JOUT
是对方的1.5倍
$94.0M
营收增速更快
JOUT
高出65.4%
-34.5%
净利率更高
JOUT
高出86.1%
-88.4%
两年增速更快
SBDS
近两年复合增速
-10.5%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $94.0M |
| 净利润 | $-3.3M | $-83.2M |
| 毛利率 | 36.6% | 60.6% |
| 营业利润率 | -2.1% | -81.7% |
| 净利率 | -2.3% | -88.4% |
| 营收同比 | 30.9% | -34.5% |
| 净利润同比 | 78.4% | -42.9% |
| 每股收益（稀释后） | — | $-45.73 |
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JOUTSBDS
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | $94.0M | ||
| Q3 25 | — | $53.0M | ||
| Q2 25 | $180.7M | $92.3M | ||
| Q1 25 | $168.3M | $77.3M | ||
| Q4 24 | $107.6M | $143.5M | ||
| Q3 24 | $105.9M | $94.1M | ||
| Q2 24 | $172.5M | $131.6M |
净利润JOUTSBDS
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | $-83.2M | ||
| Q3 25 | — | $-22.9M | ||
| Q2 25 | $7.7M | $-20.8M | ||
| Q1 25 | $2.3M | $-18.6M | ||
| Q4 24 | $-15.3M | $-58.2M | ||
| Q3 24 | $-34.3M | $-111.5M | ||
| Q2 24 | $1.6M | $-4.0M |
毛利率JOUTSBDS
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | 60.6% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | 37.6% | 61.3% | ||
| Q1 25 | 35.0% | 55.2% | ||
| Q4 24 | 29.9% | 61.1% | ||
| Q3 24 | 23.5% | 41.8% | ||
| Q2 24 | 35.8% | 62.8% |
营业利润率JOUTSBDS
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | -81.7% | ||
| Q3 25 | — | -30.5% | ||
| Q2 25 | 4.1% | -10.7% | ||
| Q1 25 | 2.9% | -13.8% | ||
| Q4 24 | -18.8% | -38.5% | ||
| Q3 24 | -40.4% | -122.5% | ||
| Q2 24 | -0.3% | 1.7% |
净利率JOUTSBDS
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | -88.4% | ||
| Q3 25 | — | -43.2% | ||
| Q2 25 | 4.3% | -22.5% | ||
| Q1 25 | 1.4% | -24.0% | ||
| Q4 24 | -14.2% | -40.6% | ||
| Q3 24 | -32.4% | -118.4% | ||
| Q2 24 | 0.9% | -3.1% |
每股收益（稀释后）JOUTSBDS
| Q1 26 | — | — | ||
| Q4 25 | — | $-45.73 | ||
| Q3 25 | — | $-9.22 | ||
| Q2 25 | — | $-8.93 | ||
| Q1 25 | — | $-0.21 | ||
| Q4 24 | — | $-27.74 | ||
| Q3 24 | — | $-47.72 | ||
| Q2 24 | — | $-2.14 |
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 | $20.0M |
| 总债务越低越好 | $0 | $242.1M |
| 股东权益账面价值 | $413.5M | $46.0M |
| 总资产 | $600.1M | $360.3M |
| 负债/权益比越低杠杆越低 | 0.00× | 5.26× |
8季度趋势，按日历期对齐
现金及短期投资JOUTSBDS
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | $20.0M | ||
| Q3 25 | — | $16.3M | ||
| Q2 25 | $161.0M | $18.1M | ||
| Q1 25 | $94.0M | $206.4M | ||
| Q4 24 | $101.6M | $12.0M | ||
| Q3 24 | $162.0M | $12.5M | ||
| Q2 24 | $148.4M | $20.1M |
总债务JOUTSBDS
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | $242.1M | ||
| Q3 25 | — | $235.2M | ||
| Q2 25 | $0 | $238.4M | ||
| Q1 25 | $0 | $427.9M | ||
| Q4 24 | $0 | $150.7M | ||
| Q3 24 | $0 | $161.1M | ||
| Q2 24 | $0 | $162.2M |
股东权益JOUTSBDS
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $46.0M | ||
| Q3 25 | — | $99.1M | ||
| Q2 25 | $450.5M | $113.2M | ||
| Q1 25 | $441.1M | $121.7M | ||
| Q4 24 | $440.3M | $133.7M | ||
| Q3 24 | $463.4M | $168.0M | ||
| Q2 24 | $498.7M | $236.7M |
总资产JOUTSBDS
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | $360.3M | ||
| Q3 25 | — | $431.0M | ||
| Q2 25 | $634.5M | $459.7M | ||
| Q1 25 | $624.5M | $692.4M | ||
| Q4 24 | $612.9M | $495.1M | ||
| Q3 24 | $635.2M | $553.2M | ||
| Q2 24 | $679.8M | $642.0M |
负债/权益比JOUTSBDS
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | 5.26× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | 0.00× | 2.11× | ||
| Q1 25 | 0.00× | 3.52× | ||
| Q4 24 | 0.00× | 1.13× | ||
| Q3 24 | 0.00× | 0.96× | ||
| Q2 24 | 0.00× | 0.69× |
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 | $6.4M |
| 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JOUTSBDS
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | $6.4M | ||
| Q3 25 | — | $11.2M | ||
| Q2 25 | $71.4M | $10.9M | ||
| Q1 25 | $-1.7M | $-75.2M | ||
| Q4 24 | $-36.9M | $13.0M | ||
| Q3 24 | $19.1M | $378.0K | ||
| Q2 24 | $73.7M | $15.7M |
自由现金流JOUTSBDS
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $66.9M | — | ||
| Q1 25 | $-5.0M | $-78.4M | ||
| Q4 24 | $-41.0M | $9.0M | ||
| Q3 24 | $13.5M | $-5.9M | ||
| Q2 24 | $67.4M | $12.8M |
自由现金流率JOUTSBDS
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | -2.9% | -101.5% | ||
| Q4 24 | -38.1% | 6.3% | ||
| Q3 24 | 12.8% | -6.3% | ||
| Q2 24 | 39.1% | 9.8% |
资本支出强度JOUTSBDS
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.0% | 4.2% | ||
| Q4 24 | 3.8% | 2.8% | ||
| Q3 24 | 5.3% | 6.7% | ||
| Q2 24 | 3.6% | 2.2% |
现金转化率JOUTSBDS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 9.22× | — | ||
| 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% |
SBDS
| Sales Channel Directly To Consumer | $65.4M | 70% |
| Sales Channel Through Intermediary | $28.6M | 30% |
