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天弘科技（CLS）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
天弘科技的季度营收约是J.B. Hunt的1.3倍（$4.0B vs $3.1B），天弘科技净利率更高（5.2% vs 4.6%，领先0.6%），天弘科技同比增速更快（52.8% vs 4.6%），过去两年天弘科技的营收复合增速更高（35.4% vs 2.2%）
天弘科技（Celestica Inc.）是总部位于加拿大安大略省多伦多的跨国电子制造服务（EMS）企业，业务涵盖设计、生产制造、硬件平台搭建及供应链服务，目前在全球15个国家设有50个运营站点，为各行业客户提供专业的电子产业链相关解决方案。
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。
CLS vs JBHT — 直观对比
营收规模更大
CLS
是对方的1.3倍
$3.1B
营收增速更快
CLS
高出48.2%
4.6%
净利率更高
CLS
高出0.6%
4.6%
两年增速更快
CLS
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $3.1B |
| 净利润 | $212.3M | $141.6M |
| 毛利率 | 10.8% | — |
| 营业利润率 | 6723.5% | 6.8% |
| 净利率 | 5.2% | 4.6% |
| 营收同比 | 52.8% | 4.6% |
| 净利润同比 | 146.3% | 20.2% |
| 每股收益（稀释后） | $1.83 | $1.49 |
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CLSJBHT
| Q1 26 | $4.0B | $3.1B | ||
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.2B | $3.1B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $2.5B | $3.1B | ||
| Q2 24 | $2.4B | $2.9B |
净利润CLSJBHT
| Q1 26 | $212.3M | $141.6M | ||
| Q4 25 | $267.5M | $181.1M | ||
| Q3 25 | $267.8M | $170.8M | ||
| Q2 25 | $211.0M | $128.6M | ||
| Q1 25 | $86.2M | $117.7M | ||
| Q4 24 | — | $155.5M | ||
| Q3 24 | $89.5M | $152.1M | ||
| Q2 24 | $95.0M | $135.9M |
毛利率CLSJBHT
| Q1 26 | 10.8% | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | 10.6% | — |
营业利润率CLSJBHT
| Q1 26 | 6723.5% | 6.8% | ||
| Q4 25 | 8.6% | 8.0% | ||
| Q3 25 | 10.2% | 7.9% | ||
| Q2 25 | 9.4% | 6.7% | ||
| Q1 25 | 4.9% | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 5.5% | 7.3% | ||
| Q2 24 | 5.6% | 7.0% |
净利率CLSJBHT
| Q1 26 | 5.2% | 4.6% | ||
| Q4 25 | 7.3% | 5.8% | ||
| Q3 25 | 8.4% | 5.6% | ||
| Q2 25 | 7.3% | 4.4% | ||
| Q1 25 | 3.3% | 4.0% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | 3.6% | 5.0% | ||
| Q2 24 | 4.0% | 4.6% |
每股收益（稀释后）CLSJBHT
| Q1 26 | $1.83 | $1.49 | ||
| Q4 25 | $2.29 | $1.88 | ||
| Q3 25 | $2.31 | $1.76 | ||
| Q2 25 | $1.82 | $1.31 | ||
| Q1 25 | $0.74 | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | $0.75 | $1.49 | ||
| Q2 24 | $0.80 | $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 | $378.0M | $4.6M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $2.1B | $3.6B |
| 总资产 | $8260.0B | — |
| 负债/权益比越低杠杆越低 | — | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资CLSJBHT
| Q1 26 | $378.0M | $4.6M | ||
| Q4 25 | $595.6M | $17.3M | ||
| Q3 25 | $305.9M | $52.3M | ||
| Q2 25 | $313.8M | $50.9M | ||
| Q1 25 | $303.0M | $43.4M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | — | $53.5M |
总债务CLSJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $750.5M | — | ||
| Q3 25 | $756.7M | — | ||
| Q2 25 | $848.6M | — | ||
| Q1 25 | $915.0M | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益CLSJBHT
| Q1 26 | $2.1B | $3.6B | ||
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.0B | $3.6B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.6B | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $4.1B |
总资产CLSJBHT
| Q1 26 | $8260.0B | — | ||
| Q4 25 | $7.2B | $7.9B | ||
| Q3 25 | $6.6B | $8.1B | ||
| Q2 25 | $6.2B | $8.2B | ||
| Q1 25 | $5.8B | $8.3B | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $8.4B |
负债/权益比CLSJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | 0.34× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 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 | $356.3M | $353.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 1.68× | 2.49× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CLSJBHT
| Q1 26 | $356.3M | $353.0M | ||
| Q4 25 | $250.6M | $385.6M | ||
| Q3 25 | $126.2M | $486.4M | ||
| Q2 25 | $152.4M | $402.1M | ||
| Q1 25 | $130.3M | $404.2M | ||
| Q4 24 | — | $317.6M | ||
| Q3 24 | $122.8M | $338.5M | ||
| Q2 24 | $99.6M | $360.6M |
自由现金流CLSJBHT
| Q1 26 | — | — | ||
| Q4 25 | $155.9M | $251.3M | ||
| Q3 25 | $88.9M | $352.4M | ||
| Q2 25 | $119.9M | $185.6M | ||
| Q1 25 | $93.6M | $158.4M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | $76.8M | $163.1M | ||
| Q2 24 | $62.7M | $98.2M |
自由现金流率CLSJBHT
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | 8.1% | ||
| Q3 25 | 2.8% | 11.5% | ||
| Q2 25 | 4.1% | 6.3% | ||
| Q1 25 | 3.5% | 5.4% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 3.1% | 5.3% | ||
| Q2 24 | 2.6% | 3.4% |
资本支出强度CLSJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.6% | 4.3% | ||
| Q3 25 | 1.2% | 4.4% | ||
| Q2 25 | 1.1% | 7.4% | ||
| Q1 25 | 1.4% | 8.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 1.8% | 5.7% | ||
| Q2 24 | 1.5% | 9.0% |
现金转化率CLSJBHT
| Q1 26 | 1.68× | 2.49× | ||
| Q4 25 | 0.94× | 2.13× | ||
| Q3 25 | 0.47× | 2.85× | ||
| Q2 25 | 0.72× | 3.13× | ||
| Q1 25 | 1.51× | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | 1.37× | 2.23× | ||
| Q2 24 | 1.05× | 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
CLS
暂无分部数据
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
