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爱玛客（ARMK）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
爱玛客的季度营收约是J.B. Hunt的1.6倍（$4.8B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 2.0%，领先3.9%），爱玛客同比增速更快（6.1% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-904.4M），过去两年爱玛客的营收复合增速更高（7.3% vs 2.6%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
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。
ARMK vs JBHT — 直观对比
营收规模更大
ARMK
是对方的1.6倍
$3.1B
营收增速更快
ARMK
高出7.7%
-1.6%
净利率更高
JBHT
高出3.9%
2.0%
自由现金流更多
JBHT
多$1.2B
$-904.4M
两年增速更快
ARMK
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $3.1B |
| 净利润 | $96.2M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 4.5% | 8.0% |
| 净利率 | 2.0% | 5.8% |
| 营收同比 | 6.1% | -1.6% |
| 净利润同比 | -9.0% | 16.5% |
| 每股收益（稀释后） | $0.36 | $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ARMKJBHT
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $4.6B | $2.9B | ||
| Q1 25 | $4.3B | $2.9B | ||
| Q4 24 | $4.6B | $3.1B | ||
| Q3 24 | $4.4B | $3.1B | ||
| Q2 24 | $4.4B | $2.9B |
净利润ARMKJBHT
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $181.1M | ||
| Q3 25 | — | $170.8M | ||
| Q2 25 | $71.8M | $128.6M | ||
| Q1 25 | $61.9M | $117.7M | ||
| Q4 24 | $105.6M | $155.5M | ||
| Q3 24 | $122.4M | $152.1M | ||
| Q2 24 | $58.1M | $135.9M |
营业利润率ARMKJBHT
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | 8.0% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | 3.9% | 6.7% | ||
| Q1 25 | 4.1% | 6.1% | ||
| Q4 24 | 4.8% | 6.6% | ||
| Q3 24 | 5.0% | 7.3% | ||
| Q2 24 | 3.7% | 7.0% |
净利率ARMKJBHT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | 5.8% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 1.6% | 4.4% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 2.3% | 4.9% | ||
| Q3 24 | 2.8% | 5.0% | ||
| Q2 24 | 1.3% | 4.6% |
每股收益（稀释后）ARMKJBHT
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $1.88 | ||
| Q3 25 | — | $1.76 | ||
| Q2 25 | $0.27 | $1.31 | ||
| Q1 25 | $0.23 | $1.17 | ||
| Q4 24 | $0.39 | $1.53 | ||
| Q3 24 | $0.46 | $1.49 | ||
| Q2 24 | $0.22 | $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 | $439.6M | $17.3M |
| 总债务越低越好 | $6.2B | — |
| 股东权益账面价值 | $3.2B | $3.6B |
| 总资产 | $13.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.94× | — |
8季度趋势，按日历期对齐
现金及短期投资ARMKJBHT
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $17.3M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | $501.5M | $50.9M | ||
| Q1 25 | $920.5M | $43.4M | ||
| Q4 24 | $484.1M | $47.0M | ||
| Q3 24 | $672.5M | $120.0M | ||
| Q2 24 | $436.1M | $53.5M |
总债务ARMKJBHT
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.0B | $977.7M | ||
| Q3 24 | $4.3B | $1.0B | ||
| Q2 24 | $5.0B | $1.5B |
股东权益ARMKJBHT
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $3.1B | $3.7B | ||
| Q1 25 | $3.0B | $3.9B | ||
| Q4 24 | $3.1B | $4.0B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.9B | $4.1B |
总资产ARMKJBHT
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $7.9B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | $13.3B | $8.2B | ||
| Q1 25 | $13.5B | $8.3B | ||
| Q4 24 | $12.7B | $8.3B | ||
| Q3 24 | $12.7B | $8.3B | ||
| Q2 24 | $12.5B | $8.4B |
负债/权益比ARMKJBHT
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 1.61× | 0.24× | ||
| Q3 24 | 1.42× | 0.26× | ||
| Q2 24 | 1.71× | 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 | $-782.2M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $251.3M |
| 自由现金流率自由现金流/营收 | -18.7% | 8.1% |
| 资本支出强度资本支出/营收 | 2.5% | 4.3% |
| 现金转化率经营现金流/净利润 | -8.13× | 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ARMKJBHT
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $385.6M | ||
| Q3 25 | — | $486.4M | ||
| Q2 25 | $76.7M | $402.1M | ||
| Q1 25 | $255.9M | $404.2M | ||
| Q4 24 | $-587.2M | $317.6M | ||
| Q3 24 | $1.0B | $338.5M | ||
| Q2 24 | $140.7M | $360.6M |
自由现金流ARMKJBHT
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $251.3M | ||
| Q3 25 | — | $352.4M | ||
| Q2 25 | $-34.7M | $185.6M | ||
| Q1 25 | $140.1M | $158.4M | ||
| Q4 24 | $-707.0M | $93.3M | ||
| Q3 24 | $882.3M | $163.1M | ||
| Q2 24 | $55.6M | $98.2M |
自由现金流率ARMKJBHT
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | -0.8% | 6.3% | ||
| Q1 25 | 3.3% | 5.4% | ||
| Q4 24 | -15.5% | 3.0% | ||
| Q3 24 | 20.0% | 5.3% | ||
| Q2 24 | 1.3% | 3.4% |
资本支出强度ARMKJBHT
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 4.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | 2.4% | 7.4% | ||
| Q1 25 | 2.7% | 8.4% | ||
| Q4 24 | 2.6% | 7.1% | ||
| Q3 24 | 3.2% | 5.7% | ||
| Q2 24 | 1.9% | 9.0% |
现金转化率ARMKJBHT
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.85× | ||
| Q2 25 | 1.07× | 3.13× | ||
| Q1 25 | 4.14× | 3.43× | ||
| Q4 24 | -5.56× | 2.04× | ||
| Q3 24 | 8.35× | 2.23× | ||
| Q2 24 | 2.42× | 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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
