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Jackson Financial Inc.（JXN）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
Jackson Financial Inc.的季度营收约是ROKU, INC的1.6倍（$2.0B vs $1.2B），ROKU, INC净利率更高（-2.2% vs -10.3%，领先8.1%），Jackson Financial Inc.同比增速更快（783.6% vs -18.3%），过去两年Jackson Financial Inc.的营收复合增速更高（50.1% vs 13.6%）
本公司是美国大型金融服务企业，旗下子公司面向美国及全球逾40个国家的零售与机构客户，提供保险、退休规划、投资管理等多元产品及服务。2019年为美国最大保险提供商，总资产达8151亿美元，入选《财富》世界500强及美国500强榜单。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
JXN vs ROKU — 直观对比
营收规模更大
JXN
是对方的1.6倍
$1.2B
营收增速更快
JXN
高出801.8%
-18.3%
净利率更高
ROKU
高出8.1%
-10.3%
两年增速更快
JXN
近两年复合增速
13.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.2B |
| 净利润 | $-204.0M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | -18.0% | 59.7% |
| 净利率 | -10.3% | -2.2% |
| 营收同比 | 783.6% | -18.3% |
| 净利润同比 | -159.1% | -361.0% |
| 每股收益（稀释后） | $-3.02 | $0.57 |
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JXNROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $-471.0M | $1.1B | ||
| Q1 25 | $3.8B | $1.0B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $1.2B | $968.2M |
净利润JXNROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $-204.0M | $80.5M | ||
| Q3 25 | $76.0M | $24.8M | ||
| Q2 25 | $179.0M | $10.5M | ||
| Q1 25 | $-24.0M | $-27.4M | ||
| Q4 24 | — | $-35.5M | ||
| Q3 24 | $-469.0M | $-9.0M | ||
| Q2 24 | $275.0M | $-34.0M |
毛利率JXNROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率JXNROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | -18.0% | 4.7% | ||
| Q3 25 | 5.1% | 0.8% | ||
| Q2 25 | — | -2.1% | ||
| Q1 25 | -0.5% | -5.7% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | -27.3% | -3.4% | ||
| Q2 24 | 25.5% | -7.4% |
净利率JXNROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | -10.3% | 5.8% | ||
| Q3 25 | 5.4% | 2.0% | ||
| Q2 25 | -38.0% | 0.9% | ||
| Q1 25 | -0.6% | -2.7% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | -22.1% | -0.9% | ||
| Q2 24 | 22.1% | -3.5% |
每股收益（稀释后）JXNROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | $-3.02 | $0.55 | ||
| Q3 25 | $0.92 | $0.16 | ||
| Q2 25 | $2.34 | $0.07 | ||
| Q1 25 | $-0.48 | $-0.19 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | $-6.37 | $-0.06 | ||
| Q2 24 | $3.43 | $-0.24 |
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 | $5.7B | $2.4B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $10.0B | $2.7B |
| 总资产 | $352.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资JXNROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | $5.7B | $2.3B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $3.8B | $2.3B | ||
| Q1 25 | $3.9B | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $1.7B | $2.1B |
总债务JXNROKU
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — |
股东权益JXNROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $10.0B | $2.7B | ||
| Q3 25 | $10.2B | $2.6B | ||
| Q2 25 | $10.4B | $2.6B | ||
| Q1 25 | $10.3B | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | $10.7B | $2.5B | ||
| Q2 24 | $10.1B | $2.4B |
总资产JXNROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $352.6B | $4.4B | ||
| Q3 25 | $353.6B | $4.4B | ||
| Q2 25 | $343.7B | $4.3B | ||
| Q1 25 | $327.2B | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $345.7B | $4.3B | ||
| Q2 24 | $337.8B | $4.1B |
负债/权益比JXNROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 0.20× | — |
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 | $1.6B | $199.1M |
| 自由现金流经营现金流 - 资本支出 | — | $298.4M |
| 自由现金流率自由现金流/营收 | — | 23.9% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $640.0M |
8季度趋势，按日历期对齐
经营现金流JXNROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $1.6B | $107.7M | ||
| Q3 25 | $1.4B | $127.6M | ||
| Q2 25 | $1.2B | $109.7M | ||
| Q1 25 | $1.6B | $138.7M | ||
| Q4 24 | — | $79.3M | ||
| Q3 24 | $1.4B | $68.7M | ||
| Q2 24 | $1.5B | $23.4M |
自由现金流JXNROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率JXNROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度JXNROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率JXNROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 18.03× | 5.14× | ||
| Q2 25 | 6.55× | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.37× | — |
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
JXN
| Retail Annuities Segment | $1.5B | 74% |
| Closed Life And Annuity Blocks Segment | $298.0M | 15% |
| Institutional Products Segment | $146.0M | 7% |
| Other | $70.0M | 4% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
