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波尔公司（BALL）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
波尔公司的季度营收约是J.B. Hunt的1.1倍（$3.3B vs $3.1B），波尔公司净利率更高（6.0% vs 5.8%，领先0.1%），波尔公司同比增速更快（16.2% vs -1.6%），波尔公司自由现金流更多（$1.0B vs $251.3M），过去两年波尔公司的营收复合增速更高（7.9% vs 2.6%）
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
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。
BALL vs JBHT — 直观对比
营收规模更大
BALL
是对方的1.1倍
$3.1B
营收增速更快
BALL
高出17.8%
-1.6%
净利率更高
BALL
高出0.1%
5.8%
自由现金流更多
BALL
多$789.7M
$251.3M
两年增速更快
BALL
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.1B |
| 净利润 | $200.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 7.2% | 8.0% |
| 净利率 | 6.0% | 5.8% |
| 营收同比 | 16.2% | -1.6% |
| 净利润同比 | 766.7% | 16.5% |
| 每股收益（稀释后） | $0.73 | $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BALLJBHT
| Q4 25 | $3.3B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.1B | $2.9B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.9B |
净利润BALLJBHT
| Q4 25 | $200.0M | $181.1M | ||
| Q3 25 | $321.0M | $170.8M | ||
| Q2 25 | $215.0M | $128.6M | ||
| Q1 25 | $179.0M | $117.7M | ||
| Q4 24 | $-30.0M | $155.5M | ||
| Q3 24 | $199.0M | $152.1M | ||
| Q2 24 | $159.0M | $135.9M | ||
| Q1 24 | $3.7B | $127.5M |
毛利率BALLJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 16.5% | — | ||
| Q1 24 | 16.6% | — |
营业利润率BALLJBHT
| Q4 25 | 7.2% | 8.0% | ||
| Q3 25 | 11.6% | 7.9% | ||
| Q2 25 | 8.0% | 6.7% | ||
| Q1 25 | 7.4% | 6.1% | ||
| Q4 24 | 0.2% | 6.6% | ||
| Q3 24 | 7.4% | 7.3% | ||
| Q2 24 | 6.8% | 7.0% | ||
| Q1 24 | 6.8% | 6.6% |
净利率BALLJBHT
| Q4 25 | 6.0% | 5.8% | ||
| Q3 25 | 9.5% | 5.6% | ||
| Q2 25 | 6.4% | 4.4% | ||
| Q1 25 | 5.8% | 4.0% | ||
| Q4 24 | -1.0% | 4.9% | ||
| Q3 24 | 6.5% | 5.0% | ||
| Q2 24 | 5.4% | 4.6% | ||
| Q1 24 | 128.3% | 4.3% |
每股收益（稀释后）BALLJBHT
| Q4 25 | $0.73 | $1.88 | ||
| Q3 25 | $1.18 | $1.76 | ||
| Q2 25 | $0.76 | $1.31 | ||
| Q1 25 | $0.63 | $1.17 | ||
| Q4 24 | $0.23 | $1.53 | ||
| Q3 24 | $0.65 | $1.49 | ||
| Q2 24 | $0.51 | $1.32 | ||
| Q1 24 | $11.61 | $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 | $1.2B | $17.3M |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $3.6B |
| 总资产 | $19.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势，按日历期对齐
现金及短期投资BALLJBHT
| Q4 25 | $1.2B | $17.3M | ||
| Q3 25 | $568.0M | $52.3M | ||
| Q2 25 | $296.0M | $50.9M | ||
| Q1 25 | $449.0M | $43.4M | ||
| Q4 24 | $885.0M | $47.0M | ||
| Q3 24 | $1.4B | $120.0M | ||
| Q2 24 | $1.3B | $53.5M | ||
| Q1 24 | $1.7B | $64.2M |
总债务BALLJBHT
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.3B | $977.7M | ||
| Q3 24 | $5.4B | $1.0B | ||
| Q2 24 | $5.5B | $1.5B | ||
| Q1 24 | $5.5B | $1.4B |
股东权益BALLJBHT
| Q4 25 | $5.4B | $3.6B | ||
| Q3 25 | $5.4B | $3.6B | ||
| Q2 25 | $5.2B | $3.7B | ||
| Q1 25 | $5.5B | $3.9B | ||
| Q4 24 | $5.9B | $4.0B | ||
| Q3 24 | $6.7B | $4.0B | ||
| Q2 24 | $6.9B | $4.1B | ||
| Q1 24 | $7.3B | $4.2B |
总资产BALLJBHT
| Q4 25 | $19.5B | $7.9B | ||
| Q3 25 | $18.7B | $8.1B | ||
| Q2 25 | $18.6B | $8.2B | ||
| Q1 25 | $18.0B | $8.3B | ||
| Q4 24 | $17.6B | $8.3B | ||
| Q3 24 | $18.8B | $8.3B | ||
| Q2 24 | $19.0B | $8.4B | ||
| Q1 24 | $19.9B | $8.4B |
负债/权益比BALLJBHT
| Q4 25 | 1.29× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.91× | 0.24× | ||
| Q3 24 | 0.80× | 0.26× | ||
| Q2 24 | 0.80× | 0.36× | ||
| Q1 24 | 0.76× | 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 | $1.2B | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $251.3M |
| 自由现金流率自由现金流/营收 | 31.1% | 8.1% |
| 资本支出强度资本支出/营收 | 5.1% | 4.3% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流BALLJBHT
| Q4 25 | $1.2B | $385.6M | ||
| Q3 25 | $384.0M | $486.4M | ||
| Q2 25 | $332.0M | $402.1M | ||
| Q1 25 | $-665.0M | $404.2M | ||
| Q4 24 | $500.0M | $317.6M | ||
| Q3 24 | $610.0M | $338.5M | ||
| Q2 24 | $252.0M | $360.6M | ||
| Q1 24 | $-1.2B | $466.5M |
自由现金流BALLJBHT
| Q4 25 | $1.0B | $251.3M | ||
| Q3 25 | $257.0M | $352.4M | ||
| Q2 25 | $236.0M | $185.6M | ||
| Q1 25 | $-746.0M | $158.4M | ||
| Q4 24 | $393.0M | $93.3M | ||
| Q3 24 | $493.0M | $163.1M | ||
| Q2 24 | $146.0M | $98.2M | ||
| Q1 24 | $-1.4B | $263.1M |
自由现金流率BALLJBHT
| Q4 25 | 31.1% | 8.1% | ||
| Q3 25 | 7.6% | 11.5% | ||
| Q2 25 | 7.1% | 6.3% | ||
| Q1 25 | -24.1% | 5.4% | ||
| Q4 24 | 13.6% | 3.0% | ||
| Q3 24 | 16.0% | 5.3% | ||
| Q2 24 | 4.9% | 3.4% | ||
| Q1 24 | -48.7% | 8.9% |
资本支出强度BALLJBHT
| Q4 25 | 5.1% | 4.3% | ||
| Q3 25 | 3.8% | 4.4% | ||
| Q2 25 | 2.9% | 7.4% | ||
| Q1 25 | 2.6% | 8.4% | ||
| Q4 24 | 3.7% | 7.1% | ||
| Q3 24 | 3.8% | 5.7% | ||
| Q2 24 | 3.6% | 9.0% | ||
| Q1 24 | 5.4% | 6.9% |
现金转化率BALLJBHT
| Q4 25 | 6.05× | 2.13× | ||
| Q3 25 | 1.20× | 2.85× | ||
| Q2 25 | 1.54× | 3.13× | ||
| Q1 25 | -3.72× | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | 3.07× | 2.23× | ||
| Q2 24 | 1.58× | 2.65× | ||
| Q1 24 | -0.34× | 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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
