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ADVANCE AUTO PARTS INC（AAP）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是ADVANCE AUTO PARTS INC的1.6倍（$3.1B vs $2.0B），J.B. Hunt净利率更高（5.8% vs 0.3%，领先5.5%），ADVANCE AUTO PARTS INC同比增速更快（130.1% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-21.0M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -15.7%）
Advance Auto Parts是美国知名汽车售后零部件供应商，总部位于北卡罗来纳州罗利市，业务覆盖专业维修安装服务商与汽车 DIY 爱好者两大客群，可为不同需求的用户提供适配的汽车零配件产品及相关服务。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
AAP vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.6倍
$2.0B
营收增速更快
AAP
高出131.7%
-1.6%
净利率更高
JBHT
高出5.5%
0.3%
自由现金流更多
JBHT
多$272.3M
$-21.0M
两年增速更快
JBHT
近两年复合增速
-15.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.1B |
| 净利润 | $6.0M | $181.1M |
| 毛利率 | 44.1% | — |
| 营业利润率 | 2.2% | 8.0% |
| 净利率 | 0.3% | 5.8% |
| 营收同比 | 130.1% | -1.6% |
| 净利润同比 | 101.4% | 16.5% |
| 每股收益（稀释后） | $0.10 | $1.88 |
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AAPJBHT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $2.0B | $3.1B | ||
| Q2 25 | $2.6B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $2.2B | $3.1B | ||
| Q2 24 | $2.8B | $2.9B |
净利润AAPJBHT
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $181.1M | ||
| Q3 25 | $15.0M | $170.8M | ||
| Q2 25 | $24.0M | $128.6M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | $-6.0M | $155.5M | ||
| Q3 24 | $45.0M | $152.1M | ||
| Q2 24 | $40.0M | $135.9M |
毛利率AAPJBHT
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 42.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 43.4% | — |
营业利润率AAPJBHT
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 8.0% | ||
| Q3 25 | 1.1% | 7.9% | ||
| Q2 25 | -5.1% | 6.7% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 2.5% | 7.3% | ||
| Q2 24 | 1.9% | 7.0% |
净利率AAPJBHT
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 5.8% | ||
| Q3 25 | 0.7% | 5.6% | ||
| Q2 25 | 0.9% | 4.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | -0.3% | 4.9% | ||
| Q3 24 | 2.1% | 5.0% | ||
| Q2 24 | 1.4% | 4.6% |
每股收益（稀释后）AAPJBHT
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $1.88 | ||
| Q3 25 | $0.25 | $1.76 | ||
| Q2 25 | $0.40 | $1.31 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | $-0.10 | $1.53 | ||
| Q3 24 | $0.75 | $1.49 | ||
| Q2 24 | $0.67 | $1.32 |
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 | $3.1B | $17.3M |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $2.2B | $3.6B |
| 总资产 | $11.8B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
现金及短期投资AAPJBHT
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $17.3M | ||
| Q3 25 | $1.7B | $52.3M | ||
| Q2 25 | $1.7B | $50.9M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $464.5M | $47.0M | ||
| Q3 24 | $479.4M | $120.0M | ||
| Q2 24 | $451.0M | $53.5M |
总债务AAPJBHT
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $977.7M | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.8B | $1.5B |
股东权益AAPJBHT
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.2B | $3.6B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $2.6B | $4.0B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.6B | $4.1B |
总资产AAPJBHT
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $7.9B | ||
| Q3 25 | $10.5B | $8.1B | ||
| Q2 25 | $10.6B | $8.2B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | $12.5B | $8.3B | ||
| Q3 24 | $12.3B | $8.3B | ||
| Q2 24 | $12.2B | $8.4B |
负债/权益比AAPJBHT
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | — | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | 0.24× | ||
| Q3 24 | 0.69× | 0.26× | ||
| Q2 24 | 0.70× | 0.36× |
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 | $72.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $-21.0M | $251.3M |
| 自由现金流率自由现金流/营收 | -1.1% | 8.1% |
| 资本支出强度资本支出/营收 | 4.7% | 4.3% |
| 现金转化率经营现金流/净利润 | 12.00× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $-298.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流AAPJBHT
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $385.6M | ||
| Q3 25 | $50.0M | $486.4M | ||
| Q2 25 | $-156.0M | $402.1M | ||
| Q1 25 | — | $404.2M | ||
| Q4 24 | $70.0M | $317.6M | ||
| Q3 24 | $85.0M | $338.5M | ||
| Q2 24 | $3.0M | $360.6M |
自由现金流AAPJBHT
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $251.3M | ||
| Q3 25 | $-3.0M | $352.4M | ||
| Q2 25 | $-198.0M | $185.6M | ||
| Q1 25 | — | $158.4M | ||
| Q4 24 | $27.0M | $93.3M | ||
| Q3 24 | $44.0M | $163.1M | ||
| Q2 24 | $-43.0M | $98.2M |
自由现金流率AAPJBHT
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 8.1% | ||
| Q3 25 | -0.1% | 11.5% | ||
| Q2 25 | -7.7% | 6.3% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | 1.3% | 3.0% | ||
| Q3 24 | 2.0% | 5.3% | ||
| Q2 24 | -1.6% | 3.4% |
资本支出强度AAPJBHT
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 4.3% | ||
| Q3 25 | 2.6% | 4.4% | ||
| Q2 25 | 1.6% | 7.4% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | 2.0% | 7.1% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 1.7% | 9.0% |
现金转化率AAPJBHT
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 2.13× | ||
| Q3 25 | 3.33× | 2.85× | ||
| Q2 25 | -6.50× | 3.13× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | 1.89× | 2.23× | ||
| Q2 24 | 0.07× | 2.65× |
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
AAP
暂无分部数据
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
