vs
JOHNSON OUTDOORS INC（JOUT）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.0倍（$140.9M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs -2.3%，领先5.9%），JOHNSON OUTDOORS INC同比增速更快（30.9% vs 5.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $-42.7M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
JOUT vs STRT — 直观对比
营收规模更大
JOUT
是对方的1.0倍
$137.5M
营收增速更快
JOUT
高出25.1%
5.9%
净利率更高
STRT
高出5.9%
-2.3%
自由现金流更多
STRT
多$54.0M
$-42.7M
两年增速更快
STRT
近两年复合增速
-10.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $137.5M |
| 净利润 | $-3.3M | $4.9M |
| 毛利率 | 36.6% | 16.5% |
| 营业利润率 | -2.1% | 3.5% |
| 净利率 | -2.3% | 3.6% |
| 营收同比 | 30.9% | 5.9% |
| 净利润同比 | 78.4% | 275.1% |
| 每股收益（稀释后） | — | $1.20 |
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JOUTSTRT
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | $137.5M | ||
| Q3 25 | — | $152.4M | ||
| Q2 25 | $180.7M | $152.0M | ||
| Q1 25 | $168.3M | $144.1M | ||
| Q4 24 | $107.6M | $129.9M | ||
| Q3 24 | $105.9M | $139.1M | ||
| Q2 24 | $172.5M | — |
净利润JOUTSTRT
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | $4.9M | ||
| Q3 25 | — | $8.5M | ||
| Q2 25 | $7.7M | $8.3M | ||
| Q1 25 | $2.3M | $5.4M | ||
| Q4 24 | $-15.3M | $1.3M | ||
| Q3 24 | $-34.3M | $3.7M | ||
| Q2 24 | $1.6M | — |
毛利率JOUTSTRT
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | 16.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | 37.6% | 16.7% | ||
| Q1 25 | 35.0% | 16.0% | ||
| Q4 24 | 29.9% | 13.2% | ||
| Q3 24 | 23.5% | 13.6% | ||
| Q2 24 | 35.8% | — |
营业利润率JOUTSTRT
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | 3.5% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | 4.1% | 5.6% | ||
| Q1 25 | 2.9% | 4.9% | ||
| Q4 24 | -18.8% | 1.6% | ||
| Q3 24 | -40.4% | 3.6% | ||
| Q2 24 | -0.3% | — |
净利率JOUTSTRT
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | 3.6% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 4.3% | 5.4% | ||
| Q1 25 | 1.4% | 3.7% | ||
| Q4 24 | -14.2% | 1.0% | ||
| Q3 24 | -32.4% | 2.7% | ||
| Q2 24 | 0.9% | — |
每股收益（稀释后）JOUTSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | $1.20 | ||
| Q3 25 | — | $2.07 | ||
| Q2 25 | — | $2.02 | ||
| Q1 25 | — | $1.32 | ||
| Q4 24 | — | $0.32 | ||
| Q3 24 | — | $0.92 | ||
| Q2 24 | — | — |
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 | $99.0M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $413.5M | $236.8M |
| 总资产 | $600.1M | $392.2M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资JOUTSTRT
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | $99.0M | ||
| Q3 25 | — | $90.5M | ||
| Q2 25 | $161.0M | $84.6M | ||
| Q1 25 | $94.0M | $62.1M | ||
| Q4 24 | $101.6M | $42.6M | ||
| Q3 24 | $162.0M | $34.4M | ||
| Q2 24 | $148.4M | — |
总债务JOUTSTRT
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益JOUTSTRT
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | $236.8M | ||
| Q3 25 | — | $230.5M | ||
| Q2 25 | $450.5M | $221.6M | ||
| Q1 25 | $441.1M | $210.7M | ||
| Q4 24 | $440.3M | $204.5M | ||
| Q3 24 | $463.4M | $203.0M | ||
| Q2 24 | $498.7M | — |
总资产JOUTSTRT
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | $392.2M | ||
| Q3 25 | — | $390.1M | ||
| Q2 25 | $634.5M | $391.5M | ||
| Q1 25 | $624.5M | $387.4M | ||
| Q4 24 | $612.9M | $355.9M | ||
| Q3 24 | $635.2M | $366.9M | ||
| Q2 24 | $679.8M | — |
负债/权益比JOUTSTRT
| 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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $-42.7M | $11.3M |
| 自由现金流率自由现金流/营收 | -30.3% | 8.2% |
| 资本支出强度资本支出/营收 | 3.0% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $38.5M | $67.8M |
8季度趋势，按日历期对齐
经营现金流JOUTSTRT
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | $13.9M | ||
| Q3 25 | — | $11.3M | ||
| Q2 25 | $71.4M | $30.2M | ||
| Q1 25 | $-1.7M | $20.7M | ||
| Q4 24 | $-36.9M | $9.4M | ||
| Q3 24 | $19.1M | $11.3M | ||
| Q2 24 | $73.7M | — |
自由现金流JOUTSTRT
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $66.9M | $27.2M | ||
| Q1 25 | $-5.0M | $19.6M | ||
| Q4 24 | $-41.0M | $8.5M | ||
| Q3 24 | $13.5M | $9.3M | ||
| Q2 24 | $67.4M | — |
自由现金流率JOUTSTRT
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | 37.0% | 17.9% | ||
| Q1 25 | -2.9% | 13.6% | ||
| Q4 24 | -38.1% | 6.6% | ||
| Q3 24 | 12.8% | 6.7% | ||
| Q2 24 | 39.1% | — |
资本支出强度JOUTSTRT
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | 2.5% | 2.0% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 3.8% | 0.7% | ||
| Q3 24 | 5.3% | 1.5% | ||
| Q2 24 | 3.6% | — |
现金转化率JOUTSTRT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | 9.22× | 3.65× | ||
| Q1 25 | -0.72× | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| 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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
