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艾仕得（AXTA）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
艾仕得的季度营收约是J.B. Hunt的1.6倍（$5.1B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 1.8%，领先4.1%），艾仕得同比增速更快（-0.6% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $21.0M），过去两年艾仕得的营收复合增速更高（94.5% vs 2.6%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs JBHT — 直观对比
营收规模更大
AXTA
是对方的1.6倍
$3.1B
营收增速更快
AXTA
高出0.9%
-1.6%
净利率更高
JBHT
高出4.1%
1.8%
自由现金流更多
JBHT
多$230.3M
$21.0M
两年增速更快
AXTA
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $3.1B |
| 净利润 | $91.0M | $181.1M |
| 毛利率 | 83.6% | — |
| 营业利润率 | 2.9% | 8.0% |
| 净利率 | 1.8% | 5.8% |
| 营收同比 | -0.6% | -1.6% |
| 净利润同比 | -9.1% | 16.5% |
| 每股收益（稀释后） | $0.42 | $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AXTAJBHT
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.3B | $3.1B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.3B | $3.1B | ||
| Q3 24 | $1.3B | $3.1B | ||
| Q2 24 | $1.4B | $2.9B |
净利润AXTAJBHT
| Q1 26 | $91.0M | — | ||
| Q4 25 | $60.0M | $181.1M | ||
| Q3 25 | $110.0M | $170.8M | ||
| Q2 25 | $109.0M | $128.6M | ||
| Q1 25 | $99.0M | $117.7M | ||
| Q4 24 | $137.0M | $155.5M | ||
| Q3 24 | $101.0M | $152.1M | ||
| Q2 24 | $112.0M | $135.9M |
毛利率AXTAJBHT
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | — |
营业利润率AXTAJBHT
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | 8.0% | ||
| Q3 25 | 15.8% | 7.9% | ||
| Q2 25 | 14.8% | 6.7% | ||
| Q1 25 | 13.9% | 6.1% | ||
| Q4 24 | 14.3% | 6.6% | ||
| Q3 24 | 14.6% | 7.3% | ||
| Q2 24 | 15.2% | 7.0% |
净利率AXTAJBHT
| Q1 26 | 1.8% | — | ||
| Q4 25 | 4.8% | 5.8% | ||
| Q3 25 | 8.5% | 5.6% | ||
| Q2 25 | 8.4% | 4.4% | ||
| Q1 25 | 7.8% | 4.0% | ||
| Q4 24 | 10.5% | 4.9% | ||
| Q3 24 | 7.7% | 5.0% | ||
| Q2 24 | 8.3% | 4.6% |
每股收益（稀释后）AXTAJBHT
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.28 | $1.88 | ||
| Q3 25 | $0.51 | $1.76 | ||
| Q2 25 | $0.50 | $1.31 | ||
| Q1 25 | $0.45 | $1.17 | ||
| Q4 24 | $0.63 | $1.53 | ||
| Q3 24 | $0.46 | $1.49 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $17.3M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $3.6B |
| 总资产 | $7.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTAJBHT
| Q1 26 | $608.0M | — | ||
| Q4 25 | $657.0M | $17.3M | ||
| Q3 25 | $606.0M | $52.3M | ||
| Q2 25 | $625.0M | $50.9M | ||
| Q1 25 | $575.0M | $43.4M | ||
| Q4 24 | $593.0M | $47.0M | ||
| Q3 24 | $567.0M | $120.0M | ||
| Q2 24 | $840.0M | $53.5M |
总债务AXTAJBHT
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | $977.7M | ||
| Q3 24 | $3.5B | $1.0B | ||
| Q2 24 | $3.6B | $1.5B |
股东权益AXTAJBHT
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | $3.6B | ||
| Q3 25 | $2.3B | $3.6B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $2.1B | $3.9B | ||
| Q4 24 | $1.9B | $4.0B | ||
| Q3 24 | $1.9B | $4.0B | ||
| Q2 24 | $1.8B | $4.1B |
总资产AXTAJBHT
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $7.9B | ||
| Q3 25 | $7.8B | $8.1B | ||
| Q2 25 | $7.8B | $8.2B | ||
| Q1 25 | $7.4B | $8.3B | ||
| Q4 24 | $7.2B | $8.3B | ||
| Q3 24 | $7.5B | $8.3B | ||
| Q2 24 | $7.3B | $8.4B |
负债/权益比AXTAJBHT
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | 0.24× | ||
| Q3 24 | 1.84× | 0.26× | ||
| Q2 24 | 2.02× | 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 | — | $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 | 0.4% | 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 | — | 2.13× |
| 过去12个月自由现金流最近4个季度 | $491.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流AXTAJBHT
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $385.6M | ||
| Q3 25 | $137.0M | $486.4M | ||
| Q2 25 | $142.0M | $402.1M | ||
| Q1 25 | $26.0M | $404.2M | ||
| Q4 24 | $234.0M | $317.6M | ||
| Q3 24 | $194.0M | $338.5M | ||
| Q2 24 | $114.0M | $360.6M |
自由现金流AXTAJBHT
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | $251.3M | ||
| Q3 25 | $87.0M | $352.4M | ||
| Q2 25 | $97.0M | $185.6M | ||
| Q1 25 | $-17.0M | $158.4M | ||
| Q4 24 | $172.0M | $93.3M | ||
| Q3 24 | $161.0M | $163.1M | ||
| Q2 24 | $91.0M | $98.2M |
自由现金流率AXTAJBHT
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | 8.1% | ||
| Q3 25 | 6.8% | 11.5% | ||
| Q2 25 | 7.4% | 6.3% | ||
| Q1 25 | -1.3% | 5.4% | ||
| Q4 24 | 13.1% | 3.0% | ||
| Q3 24 | 12.2% | 5.3% | ||
| Q2 24 | 6.7% | 3.4% |
资本支出强度AXTAJBHT
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 4.3% | ||
| Q3 25 | 3.9% | 4.4% | ||
| Q2 25 | 3.4% | 7.4% | ||
| Q1 25 | 3.4% | 8.4% | ||
| Q4 24 | 4.7% | 7.1% | ||
| Q3 24 | 2.5% | 5.7% | ||
| Q2 24 | 1.7% | 9.0% |
现金转化率AXTAJBHT
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 2.13× | ||
| Q3 25 | 1.25× | 2.85× | ||
| Q2 25 | 1.30× | 3.13× | ||
| Q1 25 | 0.26× | 3.43× | ||
| Q4 24 | 1.71× | 2.04× | ||
| Q3 24 | 1.92× | 2.23× | ||
| Q2 24 | 1.02× | 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
AXTA
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% |
