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芝商所(CME)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的季度营收约是芝商所的1.6倍($3.1B vs $1.9B),J.B. Hunt净利率更高(4.6% vs 0.1%,领先4.6%),芝商所同比增速更快(14.5% vs 4.6%),过去两年芝商所的营收复合增速更高(10.8% vs 2.2%)
芝商所是总部位于美国伊利诺伊州芝加哥的金融服务企业,为全球规模最大的金融衍生品交易所运营商,旗下拥有芝加哥商品交易所、芝加哥期货交易所、纽约商业交易所、纽约商品交易所等交易平台,覆盖农产品、货币、能源等品类交易,同时持有标普道琼斯指数27%的股权。
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。
CME vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.6倍
$1.9B
营收增速更快
CME
高出9.9%
4.6%
净利率更高
JBHT
高出4.6%
0.1%
两年增速更快
CME
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $3.1B |
| 净利润 | $1.2M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | 0.1% | 6.8% |
| 净利率 | 0.1% | 4.6% |
| 营收同比 | 14.5% | 4.6% |
| 净利润同比 | 20.7% | 20.2% |
| 每股收益(稀释后) | — | $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
CME
JBHT
| Q1 26 | $1.9B | $3.1B | ||
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.5B | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | $1.5B | $3.1B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.5B | $2.9B |
净利润
CME
JBHT
| Q1 26 | $1.2M | $141.6M | ||
| Q4 25 | $1.2B | $181.1M | ||
| Q3 25 | $908.0M | $170.8M | ||
| Q2 25 | $1.0B | $128.6M | ||
| Q1 25 | $956.2M | $117.7M | ||
| Q4 24 | $874.6M | $155.5M | ||
| Q3 24 | $912.8M | $152.1M | ||
| Q2 24 | $883.2M | $135.9M |
营业利润率
CME
JBHT
| Q1 26 | 0.1% | 6.8% | ||
| Q4 25 | 61.8% | 8.0% | ||
| Q3 25 | 63.3% | 7.9% | ||
| Q2 25 | 66.7% | 6.7% | ||
| Q1 25 | 67.5% | 6.1% | ||
| Q4 24 | 62.1% | 6.6% | ||
| Q3 24 | 64.6% | 7.3% | ||
| Q2 24 | 65.3% | 7.0% |
净利率
CME
JBHT
| Q1 26 | 0.1% | 4.6% | ||
| Q4 25 | 71.7% | 5.8% | ||
| Q3 25 | 59.1% | 5.6% | ||
| Q2 25 | 60.6% | 4.4% | ||
| Q1 25 | 58.2% | 4.0% | ||
| Q4 24 | 57.3% | 4.9% | ||
| Q3 24 | 57.6% | 5.0% | ||
| Q2 24 | 57.6% | 4.6% |
每股收益(稀释后)
CME
JBHT
| Q1 26 | — | $1.49 | ||
| Q4 25 | $3.24 | $1.88 | ||
| Q3 25 | $2.49 | $1.76 | ||
| Q2 25 | $2.81 | $1.31 | ||
| Q1 25 | $2.62 | $1.17 | ||
| Q4 24 | $2.40 | $1.53 | ||
| Q3 24 | $2.50 | $1.49 | ||
| Q2 24 | $2.42 | $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 | $2.4B | $4.6M |
| 总债务越低越好 | $3.4B | $1.3B |
| 股东权益账面价值 | — | $3.6B |
| 总资产 | $202.0B | — |
| 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
CME
JBHT
| Q1 26 | $2.4B | $4.6M | ||
| Q4 25 | $4.5B | $17.3M | ||
| Q3 25 | $2.6B | $52.3M | ||
| Q2 25 | $2.1B | $50.9M | ||
| Q1 25 | $1.5B | $43.4M | ||
| Q4 24 | $3.0B | $47.0M | ||
| Q3 24 | $2.4B | $120.0M | ||
| Q2 24 | $1.9B | $53.5M |
总债务
CME
JBHT
| Q1 26 | $3.4B | $1.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益
CME
JBHT
| Q1 26 | — | $3.6B | ||
| Q4 25 | $28.7B | $3.6B | ||
| Q3 25 | $28.2B | $3.6B | ||
| Q2 25 | $27.7B | $3.7B | ||
| Q1 25 | $27.0B | $3.9B | ||
| Q4 24 | $26.5B | $4.0B | ||
| Q3 24 | $28.2B | $4.0B | ||
| Q2 24 | $27.6B | $4.1B |
总资产
CME
JBHT
| Q1 26 | $202.0B | — | ||
| Q4 25 | $198.4B | $7.9B | ||
| Q3 25 | $187.1B | $8.1B | ||
| Q2 25 | $179.9B | $8.2B | ||
| Q1 25 | $157.8B | $8.3B | ||
| Q4 24 | $137.4B | $8.3B | ||
| Q3 24 | $137.8B | $8.3B | ||
| Q2 24 | $123.4B | $8.4B |
负债/权益比
CME
JBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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 | — | $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 | — | 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
CME
JBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $1.1B | $385.6M | ||
| Q3 25 | $968.1M | $486.4M | ||
| Q2 25 | $1.1B | $402.1M | ||
| Q1 25 | $1.1B | $404.2M | ||
| Q4 24 | $1.0B | $317.6M | ||
| Q3 24 | $1.0B | $338.5M | ||
| Q2 24 | $776.9M | $360.6M |
自由现金流
CME
JBHT
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $251.3M | ||
| Q3 25 | $949.7M | $352.4M | ||
| Q2 25 | $1.0B | $185.6M | ||
| Q1 25 | $1.1B | $158.4M | ||
| Q4 24 | $991.7M | $93.3M | ||
| Q3 24 | $973.2M | $163.1M | ||
| Q2 24 | $758.7M | $98.2M |
自由现金流率
CME
JBHT
| Q1 26 | — | — | ||
| Q4 25 | 66.8% | 8.1% | ||
| Q3 25 | 61.8% | 11.5% | ||
| Q2 25 | 61.5% | 6.3% | ||
| Q1 25 | 67.1% | 5.4% | ||
| Q4 24 | 65.0% | 3.0% | ||
| Q3 24 | 61.4% | 5.3% | ||
| Q2 24 | 49.5% | 3.4% |
资本支出强度
CME
JBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.0% | 4.3% | ||
| Q3 25 | 1.2% | 4.4% | ||
| Q2 25 | 1.1% | 7.4% | ||
| Q1 25 | 0.9% | 8.4% | ||
| Q4 24 | 1.7% | 7.1% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 1.2% | 9.0% |
现金转化率
CME
JBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 0.96× | 2.13× | ||
| Q3 25 | 1.07× | 2.85× | ||
| Q2 25 | 1.03× | 3.13× | ||
| Q1 25 | 1.17× | 3.43× | ||
| Q4 24 | 1.16× | 2.04× | ||
| Q3 24 | 1.10× | 2.23× | ||
| Q2 24 | 0.88× | 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
CME
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% |