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JOHNSON OUTDOORS INC（JOUT）与YETI Holdings, Inc.（YETI）财务数据对比。点击上方公司名可切换其他公司
YETI Holdings, Inc.的季度营收约是JOHNSON OUTDOORS INC的3.5倍（$487.8M vs $140.9M）。YETI Holdings, Inc.净利率更高（8.1% vs -2.3%，领先10.4%）。JOHNSON OUTDOORS INC同比增速更快（30.9% vs 1.9%）。YETI Holdings, Inc.自由现金流更多（$89.1M vs $-42.7M）。过去两年YETI Holdings, Inc.的营收复合增速更高（-3.1% 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。
YETI Holdings, Inc.是源自美国的户外休闲产品品牌，总部位于得克萨斯州奥斯汀，主打户外耐用品，产品线涵盖保温箱、真空隔热不锈钢饮具、软质冷却包、防水干燥袋及各类相关配件，产品主打耐用性与保温保冷性能，深受户外爱好者青睐。
JOUT vs YETI — 直观对比
营收规模更大
YETI
是对方的3.5倍
$140.9M
营收增速更快
JOUT
高出29.0%
1.9%
净利率更高
YETI
高出10.4%
-2.3%
自由现金流更多
YETI
多$131.8M
$-42.7M
两年增速更快
YETI
近两年复合增速
-10.5%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $140.9M | $487.8M |
| 净利润 | $-3.3M | $39.4M |
| 毛利率 | 36.6% | 55.9% |
| 营业利润率 | -2.1% | 11.1% |
| 净利率 | -2.3% | 8.1% |
| 营收同比 | 30.9% | 1.9% |
| 净利润同比 | 78.4% | -30.0% |
| 每股收益（稀释后） | — | $0.48 |
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JOUTYETI
| Q1 26 | $140.9M | — | ||
| Q4 25 | $135.8M | — | ||
| Q3 25 | — | $487.8M | ||
| Q2 25 | $180.7M | $445.9M | ||
| Q1 25 | $168.3M | $351.1M | ||
| Q4 24 | $107.6M | $546.5M | ||
| Q3 24 | $105.9M | $478.4M | ||
| Q2 24 | $172.5M | $463.5M |
净利润JOUTYETI
| Q1 26 | $-3.3M | — | ||
| Q4 25 | $-29.1M | — | ||
| Q3 25 | — | $39.4M | ||
| Q2 25 | $7.7M | $51.2M | ||
| Q1 25 | $2.3M | $16.6M | ||
| Q4 24 | $-15.3M | $53.2M | ||
| Q3 24 | $-34.3M | $56.3M | ||
| Q2 24 | $1.6M | $50.4M |
毛利率JOUTYETI
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.2% | — | ||
| Q3 25 | — | 55.9% | ||
| Q2 25 | 37.6% | 57.8% | ||
| Q1 25 | 35.0% | 57.4% | ||
| Q4 24 | 29.9% | 59.7% | ||
| Q3 24 | 23.5% | 58.0% | ||
| Q2 24 | 35.8% | 57.0% |
营业利润率JOUTYETI
| Q1 26 | -2.1% | — | ||
| Q4 25 | -6.0% | — | ||
| Q3 25 | — | 11.1% | ||
| Q2 25 | 4.1% | 13.9% | ||
| Q1 25 | 2.9% | 6.2% | ||
| Q4 24 | -18.8% | 15.1% | ||
| Q3 24 | -40.4% | 14.6% | ||
| Q2 24 | -0.3% | 14.5% |
净利率JOUTYETI
| Q1 26 | -2.3% | — | ||
| Q4 25 | -21.4% | — | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | 4.3% | 11.5% | ||
| Q1 25 | 1.4% | 4.7% | ||
| Q4 24 | -14.2% | 9.7% | ||
| Q3 24 | -32.4% | 11.8% | ||
| Q2 24 | 0.9% | 10.9% |
每股收益（稀释后）JOUTYETI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $0.61 | ||
| Q1 25 | — | $0.20 | ||
| Q4 24 | — | $0.62 | ||
| Q3 24 | — | $0.66 | ||
| Q2 24 | — | $0.59 |
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 | — |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $413.5M | $702.6M |
| 总资产 | $600.1M | $1.3B |
| 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JOUTYETI
| Q1 26 | $130.7M | — | ||
| Q4 25 | $176.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $161.0M | — | ||
| Q1 25 | $94.0M | — | ||
| Q4 24 | $101.6M | — | ||
| Q3 24 | $162.0M | — | ||
| Q2 24 | $148.4M | — |
总债务JOUTYETI
| Q1 26 | $0 | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $72.8M | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — |
股东权益JOUTYETI
| Q1 26 | $413.5M | — | ||
| Q4 25 | $418.4M | — | ||
| Q3 25 | — | $702.6M | ||
| Q2 25 | $450.5M | $802.7M | ||
| Q1 25 | $441.1M | $764.3M | ||
| Q4 24 | $440.3M | $740.1M | ||
| Q3 24 | $463.4M | $770.0M | ||
| Q2 24 | $498.7M | $705.9M |
总资产JOUTYETI
| Q1 26 | $600.1M | — | ||
| Q4 25 | $604.1M | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $634.5M | $1.3B | ||
| Q1 25 | $624.5M | $1.2B | ||
| Q4 24 | $612.9M | $1.3B | ||
| Q3 24 | $635.2M | $1.3B | ||
| Q2 24 | $679.8M | $1.2B |
负债/权益比JOUTYETI
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 0.10× | ||
| 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 | $100.9M |
| 自由现金流经营现金流 - 资本支出 | $-42.7M | $89.1M |
| 自由现金流率自由现金流/营收 | -30.3% | 18.3% |
| 资本支出强度资本支出/营收 | 3.0% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 2.56× |
| 过去12个月自由现金流最近4个季度 | $38.5M | $265.2M |
8季度趋势，按日历期对齐
经营现金流JOUTYETI
| Q1 26 | $-38.4M | — | ||
| Q4 25 | $23.4M | — | ||
| Q3 25 | — | $100.9M | ||
| Q2 25 | $71.4M | $61.2M | ||
| Q1 25 | $-1.7M | $-80.3M | ||
| Q4 24 | $-36.9M | $225.6M | ||
| Q3 24 | $19.1M | $83.5M | ||
| Q2 24 | $73.7M | $56.0M |
自由现金流JOUTYETI
| Q1 26 | $-42.7M | — | ||
| Q4 25 | $19.2M | — | ||
| Q3 25 | — | $89.1M | ||
| Q2 25 | $66.9M | $50.2M | ||
| Q1 25 | $-5.0M | $-89.2M | ||
| Q4 24 | $-41.0M | $215.1M | ||
| Q3 24 | $13.5M | $73.8M | ||
| Q2 24 | $67.4M | $45.0M |
自由现金流率JOUTYETI
| Q1 26 | -30.3% | — | ||
| Q4 25 | 14.2% | — | ||
| Q3 25 | — | 18.3% | ||
| Q2 25 | 37.0% | 11.2% | ||
| Q1 25 | -2.9% | -25.4% | ||
| Q4 24 | -38.1% | 39.4% | ||
| Q3 24 | 12.8% | 15.4% | ||
| Q2 24 | 39.1% | 9.7% |
资本支出强度JOUTYETI
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 2.0% | 2.5% | ||
| Q4 24 | 3.8% | 1.9% | ||
| Q3 24 | 5.3% | 2.0% | ||
| Q2 24 | 3.6% | 2.4% |
现金转化率JOUTYETI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.56× | ||
| Q2 25 | 9.22× | 1.20× | ||
| Q1 25 | -0.72× | -4.83× | ||
| Q4 24 | — | 4.24× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | 45.41× | 1.11× |
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% |
YETI
| Drinkware | $263.8M | 54% |
| Coolers And Equipment | $215.4M | 44% |
| Other | $8.6M | 2% |
