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西南航空(LUV)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
西南航空的季度营收约是Raymond James Financial的1.9倍($7.2B vs $3.9B),Raymond James Financial净利率更高(14.1% vs 3.1%,领先11.0%),Raymond James Financial同比增速更快(13.0% vs 12.8%),过去两年Raymond James Financial的营收复合增速更高(1.3% vs -0.7%)
西南航空是美国知名低成本航空公司,总部位于得克萨斯州达拉斯市洛夫菲尔德片区。截至2024年,按客运量计算其为北美第四大航空公司,旗下机队全部采用波音737机型,运营航线覆盖美国42个州、华盛顿哥伦比亚特区的100余个目的地。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
LUV vs RJF — 直观对比
营收规模更大
LUV
是对方的1.9倍
$3.9B
营收增速更快
RJF
高出0.2%
12.8%
净利率更高
RJF
高出11.0%
3.1%
两年增速更快
RJF
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.2B | $3.9B |
| 净利润 | $227.0M | $544.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.6% | — |
| 净利率 | 3.1% | 14.1% |
| 营收同比 | 12.8% | 13.0% |
| 净利润同比 | — | 10.0% |
| 每股收益(稀释后) | $0.45 | $2.83 |
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
LUV
RJF
| Q1 26 | $7.2B | $3.9B | ||
| Q4 25 | $7.4B | $4.2B | ||
| Q3 25 | $6.9B | $4.2B | ||
| Q2 25 | $7.2B | $3.8B | ||
| Q1 25 | $6.4B | $3.8B | ||
| Q4 24 | $6.9B | $4.0B | ||
| Q3 24 | $6.9B | $4.0B | ||
| Q2 24 | $7.4B | $3.8B |
净利润
LUV
RJF
| Q1 26 | $227.0M | $544.0M | ||
| Q4 25 | $323.0M | $563.0M | ||
| Q3 25 | $54.0M | $604.0M | ||
| Q2 25 | $213.0M | $436.0M | ||
| Q1 25 | $-149.0M | $495.0M | ||
| Q4 24 | $262.0M | $600.0M | ||
| Q3 24 | $67.0M | $602.0M | ||
| Q2 24 | $367.0M | $492.0M |
营业利润率
LUV
RJF
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 3.1% | 14.7% | ||
| Q1 25 | -3.5% | 17.5% | ||
| Q4 24 | 4.0% | 18.6% | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 5.4% | 17.1% |
净利率
LUV
RJF
| Q1 26 | 3.1% | 14.1% | ||
| Q4 25 | 4.3% | 13.5% | ||
| Q3 25 | 0.8% | 14.4% | ||
| Q2 25 | 2.9% | 11.3% | ||
| Q1 25 | -2.3% | 12.9% | ||
| Q4 24 | 3.8% | 14.9% | ||
| Q3 24 | 1.0% | 15.0% | ||
| Q2 24 | 5.0% | 13.1% |
每股收益(稀释后)
LUV
RJF
| Q1 26 | $0.45 | $2.83 | ||
| Q4 25 | $0.56 | $2.79 | ||
| Q3 25 | $0.10 | $2.96 | ||
| Q2 25 | $0.39 | $2.12 | ||
| Q1 25 | $-0.26 | $2.36 | ||
| Q4 24 | $0.46 | $2.86 | ||
| Q3 24 | $0.11 | $2.85 | ||
| Q2 24 | $0.58 | $2.31 |
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 | $3.3B | $5.4B |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.9B | $52.0M |
| 总资产 | $20.4B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势,按日历期对齐
现金及短期投资
LUV
RJF
| Q1 26 | $3.3B | $5.4B | ||
| Q4 25 | $3.2B | $9.9B | ||
| Q3 25 | $3.0B | $11.4B | ||
| Q2 25 | $3.8B | $9.2B | ||
| Q1 25 | $8.3B | $9.7B | ||
| Q4 24 | $8.7B | $10.0B | ||
| Q3 24 | $9.4B | $11.0B | ||
| Q2 24 | $10.0B | $9.1B |
总债务
LUV
RJF
| Q1 26 | $5.4B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.1B | — |
股东权益
LUV
RJF
| Q1 26 | $6.9B | $52.0M | ||
| Q4 25 | $8.0B | $12.6B | ||
| Q3 25 | $7.8B | $12.5B | ||
| Q2 25 | $8.0B | $12.3B | ||
| Q1 25 | $9.4B | $12.2B | ||
| Q4 24 | $10.3B | $11.9B | ||
| Q3 24 | $10.4B | $11.7B | ||
| Q2 24 | $10.5B | $11.2B |
总资产
LUV
RJF
| Q1 26 | $20.4B | $91.9B | ||
| Q4 25 | $29.1B | $88.8B | ||
| Q3 25 | $28.3B | $88.2B | ||
| Q2 25 | $28.7B | $84.8B | ||
| Q1 25 | $33.2B | $83.1B | ||
| Q4 24 | $33.8B | $82.3B | ||
| Q3 24 | $34.8B | $83.0B | ||
| Q2 24 | $35.6B | $80.6B |
负债/权益比
LUV
RJF
| Q1 26 | 0.78× | — | ||
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.49× | — | ||
| Q3 24 | 0.49× | — | ||
| Q2 24 | 0.48× | — |
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 | $1.4B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 6.25× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LUV
RJF
| Q1 26 | $1.4B | — | ||
| Q4 25 | $294.0M | $-10.0M | ||
| Q3 25 | $287.0M | $796.0M | ||
| Q2 25 | $401.0M | $691.0M | ||
| Q1 25 | $860.0M | $117.0M | ||
| Q4 24 | $476.0M | $830.0M | ||
| Q3 24 | $113.0M | $510.0M | ||
| Q2 24 | $-23.0M | $711.0M |
自由现金流
LUV
RJF
| Q1 26 | — | — | ||
| Q4 25 | $-565.0M | $-56.0M | ||
| Q3 25 | $-391.0M | $752.0M | ||
| Q2 25 | $-234.0M | $634.0M | ||
| Q1 25 | $359.0M | $71.0M | ||
| Q4 24 | $16.0M | $789.0M | ||
| Q3 24 | $-404.0M | $460.0M | ||
| Q2 24 | $-517.0M | $655.0M |
自由现金流率
LUV
RJF
| Q1 26 | — | — | ||
| Q4 25 | -7.6% | -1.3% | ||
| Q3 25 | -5.6% | 17.9% | ||
| Q2 25 | -3.2% | 16.5% | ||
| Q1 25 | 5.6% | 1.8% | ||
| Q4 24 | 0.2% | 19.6% | ||
| Q3 24 | -5.9% | 11.5% | ||
| Q2 24 | -7.0% | 17.4% |
资本支出强度
LUV
RJF
| Q1 26 | 8.7% | — | ||
| Q4 25 | 11.5% | 1.1% | ||
| Q3 25 | 9.8% | 1.1% | ||
| Q2 25 | 8.8% | 1.5% | ||
| Q1 25 | 7.8% | 1.2% | ||
| Q4 24 | 6.6% | 1.0% | ||
| Q3 24 | 7.5% | 1.2% | ||
| Q2 24 | 6.7% | 1.5% |
现金转化率
LUV
RJF
| Q1 26 | 6.25× | — | ||
| Q4 25 | 0.91× | -0.02× | ||
| Q3 25 | 5.31× | 1.32× | ||
| Q2 25 | 1.88× | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 1.82× | 1.38× | ||
| Q3 24 | 1.69× | 0.85× | ||
| Q2 24 | -0.06× | 1.45× |
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
LUV
| Passenger | $6.6B | 91% |
| Other | $614.0M | 8% |
| Freight | $44.0M | 1% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |