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J.B. Hunt（JBHT）とPost Holdings, Inc.（POST）の財務データ比較。上の社名をクリックして会社を切り替えられます
J.B. Huntの直近四半期売上が大きい（$3.1B vs $2.2B、Post Holdings, Inc.の約1.4倍）。J.B. Huntの純利益率が高く（5.8% vs 4.5%、差は1.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -1.6%）。J.B. Huntの直近四半期フリーキャッシュフローが多い（$251.3M vs $119.3M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 2.6%）
J.B.ハント・トランスポート・サービス社は米国アーカンソー州ローウェルに本社を置く運輸・物流企業で、1961年8月10日にジョニー・ブライアン・ハントとジョネル・ハントにより同州で設立されました。1983年時点で米国第80位のトラック運送会社となり、売上高は6億2347万ドル、550台のトラクター、1049台のトレーラーを運用し、約1050人の従業員を擁していました。
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
JBHT vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.1B | $2.2B |
| 純利益 | $181.1M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 8.0% | 11.0% |
| 純利益率 | 5.8% | 4.5% |
| 売上前年比 | -1.6% | 10.1% |
| 純利益前年比 | 16.5% | -14.6% |
| EPS（希薄化後） | $1.88 | $1.71 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $2.9B | $2.0B |
| Q4 25 | $181.1M | $96.8M | ||
| Q3 25 | $170.8M | $51.0M | ||
| Q2 25 | $128.6M | $108.8M | ||
| Q1 25 | $117.7M | $62.6M | ||
| Q4 24 | $155.5M | $113.3M | ||
| Q3 24 | $152.1M | $81.6M | ||
| Q2 24 | $135.9M | $99.8M | ||
| Q1 24 | $127.5M | $97.2M |
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 7.9% | 7.5% | ||
| Q2 25 | 6.7% | 11.8% | ||
| Q1 25 | 6.1% | 9.3% | ||
| Q4 24 | 6.6% | 10.8% | ||
| Q3 24 | 7.3% | 9.5% | ||
| Q2 24 | 7.0% | 10.4% | ||
| Q1 24 | 6.6% | 9.5% |
| Q4 25 | 5.8% | 4.5% | ||
| Q3 25 | 5.6% | 2.3% | ||
| Q2 25 | 4.4% | 5.5% | ||
| Q1 25 | 4.0% | 3.2% | ||
| Q4 24 | 4.9% | 5.7% | ||
| Q3 24 | 5.0% | 4.1% | ||
| Q2 24 | 4.6% | 5.1% | ||
| Q1 24 | 4.3% | 4.9% |
| Q4 25 | $1.88 | $1.71 | ||
| Q3 25 | $1.76 | $0.91 | ||
| Q2 25 | $1.31 | $1.79 | ||
| Q1 25 | $1.17 | $1.03 | ||
| Q4 24 | $1.53 | $1.78 | ||
| Q3 24 | $1.49 | $1.28 | ||
| Q2 24 | $1.32 | $1.53 | ||
| Q1 24 | $1.22 | $1.48 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $17.3M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $3.6B | $3.5B |
| 総資産 | $7.9B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $17.3M | $279.3M | ||
| Q3 25 | $52.3M | $176.7M | ||
| Q2 25 | $50.9M | $1.1B | ||
| Q1 25 | $43.4M | $617.6M | ||
| Q4 24 | $47.0M | $872.9M | ||
| Q3 24 | $120.0M | $787.4M | ||
| Q2 24 | $53.5M | $333.8M | ||
| Q1 24 | $64.2M | $333.4M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $977.7M | $6.9B | ||
| Q3 24 | $1.0B | $6.8B | ||
| Q2 24 | $1.5B | $6.4B | ||
| Q1 24 | $1.4B | $6.4B |
| Q4 25 | $3.6B | $3.5B | ||
| Q3 25 | $3.6B | $3.8B | ||
| Q2 25 | $3.7B | $4.0B | ||
| Q1 25 | $3.9B | $3.8B | ||
| Q4 24 | $4.0B | $3.9B | ||
| Q3 24 | $4.0B | $4.1B | ||
| Q2 24 | $4.1B | $3.9B | ||
| Q1 24 | $4.2B | $4.0B |
| Q4 25 | $7.9B | $13.0B | ||
| Q3 25 | $8.1B | $13.5B | ||
| Q2 25 | $8.2B | $13.4B | ||
| Q1 25 | $8.3B | $12.8B | ||
| Q4 24 | $8.3B | $12.8B | ||
| Q3 24 | $8.3B | $12.9B | ||
| Q2 24 | $8.4B | $12.1B | ||
| Q1 24 | $8.4B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.24× | 1.79× | ||
| Q3 24 | 0.26× | 1.67× | ||
| Q2 24 | 0.36× | 1.62× | ||
| Q1 24 | 0.33× | 1.61× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $385.6M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $251.3M | $119.3M |
| FCFマージンFCF / 売上 | 8.1% | 5.5% |
| 設備投資強度設備投資 / 売上 | 4.3% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 2.13× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $947.6M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $385.6M | $235.7M | ||
| Q3 25 | $486.4M | $301.3M | ||
| Q2 25 | $402.1M | $225.9M | ||
| Q1 25 | $404.2M | $160.7M | ||
| Q4 24 | $317.6M | $310.4M | ||
| Q3 24 | $338.5M | $235.4M | ||
| Q2 24 | $360.6M | $272.3M | ||
| Q1 24 | $466.5M | $249.6M |
| Q4 25 | $251.3M | $119.3M | ||
| Q3 25 | $352.4M | $151.6M | ||
| Q2 25 | $185.6M | $94.9M | ||
| Q1 25 | $158.4M | $70.2M | ||
| Q4 24 | $93.3M | $171.4M | ||
| Q3 24 | $163.1M | $96.2M | ||
| Q2 24 | $98.2M | $161.5M | ||
| Q1 24 | $263.1M | $150.9M |
| Q4 25 | 8.1% | 5.5% | ||
| Q3 25 | 11.5% | 6.7% | ||
| Q2 25 | 6.3% | 4.8% | ||
| Q1 25 | 5.4% | 3.6% | ||
| Q4 24 | 3.0% | 8.7% | ||
| Q3 24 | 5.3% | 4.8% | ||
| Q2 24 | 3.4% | 8.3% | ||
| Q1 24 | 8.9% | 7.5% |
| Q4 25 | 4.3% | 5.4% | ||
| Q3 25 | 4.4% | 6.7% | ||
| Q2 25 | 7.4% | 6.6% | ||
| Q1 25 | 8.4% | 4.6% | ||
| Q4 24 | 7.1% | 7.0% | ||
| Q3 24 | 5.7% | 6.9% | ||
| Q2 24 | 9.0% | 5.7% | ||
| Q1 24 | 6.9% | 4.9% |
| Q4 25 | 2.13× | 2.43× | ||
| Q3 25 | 2.85× | 5.91× | ||
| Q2 25 | 3.13× | 2.08× | ||
| Q1 25 | 3.43× | 2.57× | ||
| Q4 24 | 2.04× | 2.74× | ||
| Q3 24 | 2.23× | 2.88× | ||
| Q2 24 | 2.65× | 2.73× | ||
| Q1 24 | 3.66× | 2.57× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
