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APA Corporation（APA）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APA Corporation的1.4倍（$3.1B vs $2.2B），APA Corporation净利率更高（15.0% vs 5.8%，领先9.2%），J.B. Hunt同比增速更快（-1.6% vs -24.3%），过去两年J.B. Hunt的营收复合增速更高（2.6% vs 1.4%）
APA Corporation是美国能源企业阿帕奇公司的控股主体，主要从事碳氢化合物资源勘探相关业务，在特拉华州注册成立，总部位于得克萨斯州休斯敦，是北美地区拥有丰富项目经验的能源勘探运营企业。
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。
APA vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.2B
营收增速更快
JBHT
高出22.8%
-24.3%
净利率更高
APA
高出9.2%
5.8%
两年增速更快
JBHT
近两年复合增速
1.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.1B |
| 净利润 | $331.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 32.5% | 8.0% |
| 净利率 | 15.0% | 5.8% |
| 营收同比 | -24.3% | -1.6% |
| 净利润同比 | -22.1% | 16.5% |
| 每股收益（稀释后） | $0.79 | $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APAJBHT
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.7B | $2.9B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.7B | $3.1B | ||
| Q2 24 | $2.8B | $2.9B | ||
| Q1 24 | $2.1B | $2.9B |
净利润APAJBHT
| Q4 25 | $331.0M | $181.1M | ||
| Q3 25 | $205.0M | $170.8M | ||
| Q2 25 | $603.0M | $128.6M | ||
| Q1 25 | $418.0M | $117.7M | ||
| Q4 24 | $425.0M | $155.5M | ||
| Q3 24 | $-223.0M | $152.1M | ||
| Q2 24 | $541.0M | $135.9M | ||
| Q1 24 | $212.0M | $127.5M |
营业利润率APAJBHT
| Q4 25 | 32.5% | 8.0% | ||
| Q3 25 | 33.7% | 7.9% | ||
| Q2 25 | 31.8% | 6.7% | ||
| Q1 25 | 31.9% | 6.1% | ||
| Q4 24 | 31.4% | 6.6% | ||
| Q3 24 | -5.2% | 7.3% | ||
| Q2 24 | 34.4% | 7.0% | ||
| Q1 24 | 32.2% | 6.6% |
净利率APAJBHT
| Q4 25 | 15.0% | 5.8% | ||
| Q3 25 | 9.0% | 5.6% | ||
| Q2 25 | 26.0% | 4.4% | ||
| Q1 25 | 15.4% | 4.0% | ||
| Q4 24 | 14.6% | 4.9% | ||
| Q3 24 | -8.1% | 5.0% | ||
| Q2 24 | 19.0% | 4.6% | ||
| Q1 24 | 9.9% | 4.3% |
每股收益（稀释后）APAJBHT
| Q4 25 | $0.79 | $1.88 | ||
| Q3 25 | $0.57 | $1.76 | ||
| Q2 25 | $1.67 | $1.31 | ||
| Q1 25 | $0.96 | $1.17 | ||
| Q4 24 | $0.97 | $1.53 | ||
| Q3 24 | $-0.60 | $1.49 | ||
| Q2 24 | $1.46 | $1.32 | ||
| Q1 24 | $0.44 | $1.22 |
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 | $516.0M | $17.3M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $6.1B | $3.6B |
| 总资产 | $17.8B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.70× | — |
8季度趋势，按日历期对齐
现金及短期投资APAJBHT
| Q4 25 | $516.0M | $17.3M | ||
| Q3 25 | $475.0M | $52.3M | ||
| Q2 25 | $107.0M | $50.9M | ||
| Q1 25 | $67.0M | $43.4M | ||
| Q4 24 | $625.0M | $47.0M | ||
| Q3 24 | $64.0M | $120.0M | ||
| Q2 24 | $160.0M | $53.5M | ||
| Q1 24 | $102.0M | $64.2M |
总债务APAJBHT
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.3B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $6.0B | $977.7M | ||
| Q3 24 | $6.4B | $1.0B | ||
| Q2 24 | $6.7B | $1.5B | ||
| Q1 24 | $5.2B | $1.4B |
股东权益APAJBHT
| Q4 25 | $6.1B | $3.6B | ||
| Q3 25 | $6.0B | $3.6B | ||
| Q2 25 | $5.9B | $3.7B | ||
| Q1 25 | $5.4B | $3.9B | ||
| Q4 24 | $5.3B | $4.0B | ||
| Q3 24 | $5.1B | $4.0B | ||
| Q2 24 | $5.4B | $4.1B | ||
| Q1 24 | $2.6B | $4.2B |
总资产APAJBHT
| Q4 25 | $17.8B | $7.9B | ||
| Q3 25 | $17.7B | $8.1B | ||
| Q2 25 | $18.1B | $8.2B | ||
| Q1 25 | $18.5B | $8.3B | ||
| Q4 24 | $19.4B | $8.3B | ||
| Q3 24 | $19.4B | $8.3B | ||
| Q2 24 | $20.2B | $8.4B | ||
| Q1 24 | $15.0B | $8.4B |
负债/权益比APAJBHT
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.13× | 0.24× | ||
| Q3 24 | 1.25× | 0.26× | ||
| Q2 24 | 1.24× | 0.36× | ||
| Q1 24 | 1.99× | 0.33× |
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 | $808.0M | $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 | 2.44× | 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APAJBHT
| Q4 25 | $808.0M | $385.6M | ||
| Q3 25 | $1.5B | $486.4M | ||
| Q2 25 | $1.2B | $402.1M | ||
| Q1 25 | $1.1B | $404.2M | ||
| Q4 24 | $1.0B | $317.6M | ||
| Q3 24 | $1.3B | $338.5M | ||
| Q2 24 | $877.0M | $360.6M | ||
| Q1 24 | $368.0M | $466.5M |
自由现金流APAJBHT
| Q4 25 | — | $251.3M | ||
| Q3 25 | — | $352.4M | ||
| Q2 25 | — | $185.6M | ||
| Q1 25 | — | $158.4M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | — | $163.1M | ||
| Q2 24 | — | $98.2M | ||
| Q1 24 | — | $263.1M |
自由现金流率APAJBHT
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 8.9% |
资本支出强度APAJBHT
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 6.9% |
现金转化率APAJBHT
| Q4 25 | 2.44× | 2.13× | ||
| Q3 25 | 7.12× | 2.85× | ||
| Q2 25 | 1.96× | 3.13× | ||
| Q1 25 | 2.62× | 3.43× | ||
| Q4 24 | 2.44× | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | 1.62× | 2.65× | ||
| Q1 24 | 1.74× | 3.66× |
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
APA
| Oil And Gas Excluding Purchased | $1.7B | 76% |
| Oil And Gas Purchased | $323.0M | 15% |
| Oil Reserves | $114.0M | 5% |
| Other | $72.0M | 3% |
| Natural Gas Reserves | $30.0M | 1% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
