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Arch Capital Group（ACGL）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
Arch Capital Group的季度营收约是J.B. Hunt的1.5倍（$4.5B vs $3.1B），Arch Capital Group净利率更高（23.2% vs 5.8%，领先17.3%），J.B. Hunt同比增速更快（-1.6% vs -3.3%），过去两年Arch Capital Group的营收复合增速更高（3.4% vs 2.6%）
百慕大注册上市企业Arch Capital Group面向全球提供保险、再保险及按揭保险服务，专注于特种类保险业务，承保保险业内难度较高的特殊风险。公司总部位于百慕大，在北美、欧洲、亚洲及澳洲共设有60个办事处，实现全球布局运营。
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。
ACGL vs JBHT — 直观对比
营收规模更大
ACGL
是对方的1.5倍
$3.1B
营收增速更快
JBHT
高出1.7%
-3.3%
净利率更高
ACGL
高出17.3%
5.8%
两年增速更快
ACGL
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.1B |
| 净利润 | $1.0B | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.0% |
| 净利率 | 23.2% | 5.8% |
| 营收同比 | -3.3% | -1.6% |
| 净利润同比 | 82.4% | 16.5% |
| 每股收益（稀释后） | $2.88 | $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ACGLJBHT
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $5.1B | $3.1B | ||
| Q2 25 | $5.2B | $2.9B | ||
| Q1 25 | $4.7B | $2.9B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $4.7B | $3.1B | ||
| Q2 24 | $4.2B | $2.9B |
净利润ACGLJBHT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.2B | $181.1M | ||
| Q3 25 | $1.4B | $170.8M | ||
| Q2 25 | $1.2B | $128.6M | ||
| Q1 25 | $574.0M | $117.7M | ||
| Q4 24 | $935.0M | $155.5M | ||
| Q3 24 | $988.0M | $152.1M | ||
| Q2 24 | $1.3B | $135.9M |
营业利润率ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 7.0% |
净利率ACGLJBHT
| Q1 26 | 23.2% | — | ||
| Q4 25 | 25.1% | 5.8% | ||
| Q3 25 | 26.4% | 5.6% | ||
| Q2 25 | 23.7% | 4.4% | ||
| Q1 25 | 12.3% | 4.0% | ||
| Q4 24 | 20.6% | 4.9% | ||
| Q3 24 | 20.9% | 5.0% | ||
| Q2 24 | 30.0% | 4.6% |
每股收益（稀释后）ACGLJBHT
| Q1 26 | $2.88 | — | ||
| Q4 25 | $3.33 | $1.88 | ||
| Q3 25 | $3.56 | $1.76 | ||
| Q2 25 | $3.23 | $1.31 | ||
| Q1 25 | $1.48 | $1.17 | ||
| Q4 24 | $2.41 | $1.53 | ||
| Q3 24 | $2.56 | $1.49 | ||
| Q2 24 | $3.30 | $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 | $24.0M | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $3.6B |
| 总资产 | $81.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACGLJBHT
| Q1 26 | $24.0M | — | ||
| Q4 25 | $993.0M | $17.3M | ||
| Q3 25 | $1.1B | $52.3M | ||
| Q2 25 | $983.0M | $50.9M | ||
| Q1 25 | $1.2B | $43.4M | ||
| Q4 24 | $979.0M | $47.0M | ||
| Q3 24 | $1.0B | $120.0M | ||
| Q2 24 | $1.0B | $53.5M |
总债务ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益ACGLJBHT
| Q1 26 | $24.2B | — | ||
| Q4 25 | $24.2B | $3.6B | ||
| Q3 25 | $23.7B | $3.6B | ||
| Q2 25 | $23.0B | $3.7B | ||
| Q1 25 | $21.5B | $3.9B | ||
| Q4 24 | $20.8B | $4.0B | ||
| Q3 24 | $22.3B | $4.0B | ||
| Q2 24 | $20.7B | $4.1B |
总资产ACGLJBHT
| Q1 26 | $81.4B | — | ||
| Q4 25 | $79.2B | $7.9B | ||
| Q3 25 | $79.2B | $8.1B | ||
| Q2 25 | $78.8B | $8.2B | ||
| Q1 25 | $75.2B | $8.3B | ||
| Q4 24 | $70.9B | $8.3B | ||
| Q3 24 | $73.7B | $8.3B | ||
| Q2 24 | $65.5B | $8.4B |
负债/权益比ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 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 | $1.2B | $385.6M |
| 自由现金流经营现金流 - 资本支出 | — | $251.3M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | — | 4.3% |
| 现金转化率经营现金流/净利润 | 1.13× | 2.13× |
| 过去12个月自由现金流最近4个季度 | — | $947.6M |
8季度趋势，按日历期对齐
经营现金流ACGLJBHT
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $385.6M | ||
| Q3 25 | $2.2B | $486.4M | ||
| Q2 25 | $1.1B | $402.1M | ||
| Q1 25 | $1.5B | $404.2M | ||
| Q4 24 | $1.6B | $317.6M | ||
| Q3 24 | $2.0B | $338.5M | ||
| Q2 24 | $1.5B | $360.6M |
自由现金流ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $251.3M | ||
| Q3 25 | $2.2B | $352.4M | ||
| Q2 25 | $1.1B | $185.6M | ||
| Q1 25 | $1.4B | $158.4M | ||
| Q4 24 | $1.6B | $93.3M | ||
| Q3 24 | $2.0B | $163.1M | ||
| Q2 24 | $1.5B | $98.2M |
自由现金流率ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 8.1% | ||
| Q3 25 | 42.6% | 11.5% | ||
| Q2 25 | 21.3% | 6.3% | ||
| Q1 25 | 31.0% | 5.4% | ||
| Q4 24 | 34.3% | 3.0% | ||
| Q3 24 | 42.5% | 5.3% | ||
| Q2 24 | 35.6% | 3.4% |
资本支出强度ACGLJBHT
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.3% | ||
| Q3 25 | 0.2% | 4.4% | ||
| Q2 25 | 0.2% | 7.4% | ||
| Q1 25 | 0.2% | 8.4% | ||
| Q4 24 | 0.3% | 7.1% | ||
| Q3 24 | 0.3% | 5.7% | ||
| Q2 24 | 0.3% | 9.0% |
现金转化率ACGLJBHT
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 2.13× | ||
| Q3 25 | 1.62× | 2.85× | ||
| Q2 25 | 0.91× | 3.13× | ||
| Q1 25 | 2.54× | 3.43× | ||
| Q4 24 | 1.68× | 2.04× | ||
| Q3 24 | 2.04× | 2.23× | ||
| Q2 24 | 1.20× | 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
ACGL
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% |
