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Burlington Stores, Inc.（BURL）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Burlington Stores, Inc.的1.1倍（$3.1B vs $2.7B），J.B. Hunt净利率更高（5.8% vs 3.9%，领先2.0%），Burlington Stores, Inc.同比增速更快（7.1% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-109.6M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -6.9%）
伯灵顿百货（前身为伯灵顿大衣厂）是美国知名全国性折扣零售商，在全美46个州及波多黎各拥有超过1138家门店，总部位于新泽西州伯灵顿镇。2007年公司被贝恩资本收购，2008年汤姆·金斯伯里出任总裁兼首席执行官，2013年重新上市，现为美国第三大折扣零售企业。
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。
BURL vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.1倍
$2.7B
营收增速更快
BURL
高出8.7%
-1.6%
净利率更高
JBHT
高出2.0%
3.9%
自由现金流更多
JBHT
多$360.9M
$-109.6M
两年增速更快
JBHT
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.1B |
| 净利润 | $104.8M | $181.1M |
| 毛利率 | 44.2% | — |
| 营业利润率 | 5.1% | 8.0% |
| 净利率 | 3.9% | 5.8% |
| 营收同比 | 7.1% | -1.6% |
| 净利润同比 | 15.6% | 16.5% |
| 每股收益（稀释后） | $1.63 | $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BURLJBHT
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $3.3B | $2.9B | ||
| Q4 24 | $2.5B | $3.1B | ||
| Q3 24 | $2.5B | $3.1B | ||
| Q2 24 | $2.4B | $2.9B | ||
| Q1 24 | $3.1B | $2.9B |
净利润BURLJBHT
| Q4 25 | $104.8M | $181.1M | ||
| Q3 25 | $94.2M | $170.8M | ||
| Q2 25 | $100.8M | $128.6M | ||
| Q1 25 | $260.8M | $117.7M | ||
| Q4 24 | $90.6M | $155.5M | ||
| Q3 24 | $73.8M | $152.1M | ||
| Q2 24 | $78.5M | $135.9M | ||
| Q1 24 | $227.5M | $127.5M |
毛利率BURLJBHT
| Q4 25 | 44.2% | — | ||
| Q3 25 | 43.7% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 43.9% | — | ||
| Q3 24 | 42.8% | — | ||
| Q2 24 | 43.5% | — | ||
| Q1 24 | 42.7% | — |
营业利润率BURLJBHT
| Q4 25 | 5.1% | 8.0% | ||
| Q3 25 | 4.7% | 7.9% | ||
| Q2 25 | 5.3% | 6.7% | ||
| Q1 25 | 10.6% | 6.1% | ||
| Q4 24 | 4.7% | 6.6% | ||
| Q3 24 | 4.0% | 7.3% | ||
| Q2 24 | 4.7% | 7.0% | ||
| Q1 24 | 10.0% | 6.6% |
净利率BURLJBHT
| Q4 25 | 3.9% | 5.8% | ||
| Q3 25 | 3.5% | 5.6% | ||
| Q2 25 | 4.0% | 4.4% | ||
| Q1 25 | 8.0% | 4.0% | ||
| Q4 24 | 3.6% | 4.9% | ||
| Q3 24 | 3.0% | 5.0% | ||
| Q2 24 | 3.3% | 4.6% | ||
| Q1 24 | 7.3% | 4.3% |
每股收益（稀释后）BURLJBHT
| Q4 25 | $1.63 | $1.88 | ||
| Q3 25 | $1.47 | $1.76 | ||
| Q2 25 | $1.58 | $1.31 | ||
| Q1 25 | $4.03 | $1.17 | ||
| Q4 24 | $1.40 | $1.53 | ||
| Q3 24 | $1.15 | $1.49 | ||
| Q2 24 | $1.22 | $1.32 | ||
| Q1 24 | $3.51 | $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 | $584.1M | $17.3M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.5B | $3.6B |
| 总资产 | $9.6B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.32× | — |
8季度趋势，按日历期对齐
现金及短期投资BURLJBHT
| Q4 25 | $584.1M | $17.3M | ||
| Q3 25 | $747.6M | $52.3M | ||
| Q2 25 | $371.1M | $50.9M | ||
| Q1 25 | $994.7M | $43.4M | ||
| Q4 24 | $857.8M | $47.0M | ||
| Q3 24 | $659.9M | $120.0M | ||
| Q2 24 | $742.3M | $53.5M | ||
| Q1 24 | $925.4M | $64.2M |
总债务BURLJBHT
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $977.7M | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.4B | $1.4B |
股东权益BURLJBHT
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.4B | $3.6B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.4B | $3.9B | ||
| Q4 24 | $1.1B | $4.0B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $4.1B | ||
| Q1 24 | $996.9M | $4.2B |
总资产BURLJBHT
| Q4 25 | $9.6B | $7.9B | ||
| Q3 25 | $9.3B | $8.1B | ||
| Q2 25 | $8.5B | $8.2B | ||
| Q1 25 | $8.8B | $8.3B | ||
| Q4 24 | $8.4B | $8.3B | ||
| Q3 24 | $7.8B | $8.3B | ||
| Q2 24 | $7.7B | $8.4B | ||
| Q1 24 | $7.7B | $8.4B |
负债/权益比BURLJBHT
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.21× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 1.35× | 0.24× | ||
| Q3 24 | 1.15× | 0.26× | ||
| Q2 24 | 1.20× | 0.36× | ||
| Q1 24 | 1.40× | 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 | $143.3M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $251.3M |
| 自由现金流率自由现金流/营收 | -4.1% | 8.1% |
| 资本支出强度资本支出/营收 | 9.3% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.37× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $947.6M |
8季度趋势，按日历期对齐
经营现金流BURLJBHT
| Q4 25 | $143.3M | $385.6M | ||
| Q3 25 | $179.4M | $486.4M | ||
| Q2 25 | $-28.9M | $402.1M | ||
| Q1 25 | $543.2M | $404.2M | ||
| Q4 24 | $110.4M | $317.6M | ||
| Q3 24 | $160.4M | $338.5M | ||
| Q2 24 | $49.4M | $360.6M | ||
| Q1 24 | $598.5M | $466.5M |
自由现金流BURLJBHT
| Q4 25 | $-109.6M | $251.3M | ||
| Q3 25 | $-101.0K | $352.4M | ||
| Q2 25 | $-438.6M | $185.6M | ||
| Q1 25 | $189.8M | $158.4M | ||
| Q4 24 | $-56.2M | $93.3M | ||
| Q3 24 | $-35.2M | $163.1M | ||
| Q2 24 | $-115.5M | $98.2M | ||
| Q1 24 | $410.3M | $263.1M |
自由现金流率BURLJBHT
| Q4 25 | -4.1% | 8.1% | ||
| Q3 25 | -0.0% | 11.5% | ||
| Q2 25 | -17.5% | 6.3% | ||
| Q1 25 | 5.8% | 5.4% | ||
| Q4 24 | -2.2% | 3.0% | ||
| Q3 24 | -1.4% | 5.3% | ||
| Q2 24 | -4.9% | 3.4% | ||
| Q1 24 | 13.1% | 8.9% |
资本支出强度BURLJBHT
| Q4 25 | 9.3% | 4.3% | ||
| Q3 25 | 6.6% | 4.4% | ||
| Q2 25 | 16.4% | 7.4% | ||
| Q1 25 | 10.8% | 8.4% | ||
| Q4 24 | 6.6% | 7.1% | ||
| Q3 24 | 7.9% | 5.7% | ||
| Q2 24 | 7.0% | 9.0% | ||
| Q1 24 | 6.0% | 6.9% |
现金转化率BURLJBHT
| Q4 25 | 1.37× | 2.13× | ||
| Q3 25 | 1.91× | 2.85× | ||
| Q2 25 | -0.29× | 3.13× | ||
| Q1 25 | 2.08× | 3.43× | ||
| Q4 24 | 1.22× | 2.04× | ||
| Q3 24 | 2.18× | 2.23× | ||
| Q2 24 | 0.63× | 2.65× | ||
| Q1 24 | 2.63× | 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
BURL
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% |
