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加拿大国家铁路（CP）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的季度营收约是加拿大国家铁路的1.1倍（$3.1B vs $2.8B），加拿大国家铁路净利率更高（27.7% vs 4.6%，领先23.0%），J.B. Hunt同比增速更快（4.6% vs 1.3%），过去两年加拿大国家铁路的营收复合增速更高（5.6% vs 2.2%）
加拿大国家铁路是加拿大一级货运铁路企业，总部位于魁北克省蒙特利尔市，业务覆盖加拿大全境及美国中西部、南部区域，是加拿大两大主力货运铁路运营商之一，与加拿大太平洋堪萨斯城铁路公司齐名。
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。
CP vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.1倍
$2.8B
营收增速更快
JBHT
高出3.3%
1.3%
净利率更高
CP
高出23.0%
4.6%
两年增速更快
CP
近两年复合增速
2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.1B |
| 净利润 | $786.2M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | 41.4% | 6.8% |
| 净利率 | 27.7% | 4.6% |
| 营收同比 | 1.3% | 4.6% |
| 净利润同比 | -10.3% | 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CPJBHT
| Q1 26 | — | $3.1B | ||
| Q4 25 | $2.8B | $3.1B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.8B | $2.9B | ||
| Q4 24 | $2.8B | $3.1B | ||
| Q3 24 | $2.6B | $3.1B | ||
| Q2 24 | $2.6B | $2.9B |
净利润CPJBHT
| Q1 26 | — | $141.6M | ||
| Q4 25 | $786.2M | $181.1M | ||
| Q3 25 | $671.6M | $170.8M | ||
| Q2 25 | $900.8M | $128.6M | ||
| Q1 25 | $664.3M | $117.7M | ||
| Q4 24 | $876.7M | $155.5M | ||
| Q3 24 | $611.0M | $152.1M | ||
| Q2 24 | $660.6M | $135.9M |
营业利润率CPJBHT
| Q1 26 | — | 6.8% | ||
| Q4 25 | 41.4% | 8.0% | ||
| Q3 25 | 36.8% | 7.9% | ||
| Q2 25 | 36.6% | 6.7% | ||
| Q1 25 | 35.0% | 6.1% | ||
| Q4 24 | 40.6% | 6.6% | ||
| Q3 24 | 34.3% | 7.3% | ||
| Q2 24 | 35.4% | 7.0% |
净利率CPJBHT
| Q1 26 | — | 4.6% | ||
| Q4 25 | 27.7% | 5.8% | ||
| Q3 25 | 25.3% | 5.6% | ||
| Q2 25 | 33.6% | 4.4% | ||
| Q1 25 | 24.2% | 4.0% | ||
| Q4 24 | 31.2% | 4.9% | ||
| Q3 24 | 23.9% | 5.0% | ||
| Q2 24 | 25.3% | 4.6% |
每股收益（稀释后）CPJBHT
| Q1 26 | — | $1.49 | ||
| Q4 25 | — | $1.88 | ||
| Q3 25 | — | $1.76 | ||
| Q2 25 | — | $1.31 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | — | $1.49 | ||
| Q2 24 | — | $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 | $134.3M | $4.6M |
| 总债务越低越好 | $14.6B | $1.3B |
| 股东权益账面价值 | $33.5B | $3.6B |
| 总资产 | $62.7B | — |
| 负债/权益比越低杠杆越低 | 0.43× | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资CPJBHT
| Q1 26 | — | $4.6M | ||
| Q4 25 | $134.3M | $17.3M | ||
| Q3 25 | $300.0M | $52.3M | ||
| Q2 25 | $583.3M | $50.9M | ||
| Q1 25 | $507.4M | $43.4M | ||
| Q4 24 | $539.5M | $47.0M | ||
| Q3 24 | $338.0M | $120.0M | ||
| Q2 24 | $406.6M | $53.5M |
总债务CPJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $14.6B | — | ||
| Q3 25 | $15.8B | — | ||
| Q2 25 | $15.5B | — | ||
| Q1 25 | $15.4B | — | ||
| Q4 24 | $14.5B | $977.7M | ||
| Q3 24 | $13.7B | $1.0B | ||
| Q2 24 | $13.8B | $1.5B |
股东权益CPJBHT
| Q1 26 | — | $3.6B | ||
| Q4 25 | $33.5B | $3.6B | ||
| Q3 25 | $33.4B | $3.6B | ||
| Q2 25 | $33.7B | $3.7B | ||
| Q1 25 | $35.2B | $3.9B | ||
| Q4 24 | $35.0B | $4.0B | ||
| Q3 24 | $32.2B | $4.0B | ||
| Q2 24 | $32.0B | $4.1B |
总资产CPJBHT
| Q1 26 | — | — | ||
| Q4 25 | $62.7B | $7.9B | ||
| Q3 25 | $63.3B | $8.1B | ||
| Q2 25 | $62.2B | $8.2B | ||
| Q1 25 | $64.3B | $8.3B | ||
| Q4 24 | $64.1B | $8.3B | ||
| Q3 24 | $60.0B | $8.3B | ||
| Q2 24 | $60.4B | $8.4B |
负债/权益比CPJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.41× | 0.24× | ||
| Q3 24 | 0.42× | 0.26× | ||
| Q2 24 | 0.43× | 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 | $1.1B | $353.0M |
| 自由现金流经营现金流 - 资本支出 | $537.3M | — |
| 自由现金流率自由现金流/营收 | 18.9% | — |
| 资本支出强度资本支出/营收 | 20.2% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.42× | 2.49× |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流CPJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $1.1B | $385.6M | ||
| Q3 25 | $930.0M | $486.4M | ||
| Q2 25 | $989.1M | $402.1M | ||
| Q1 25 | $843.9M | $404.2M | ||
| Q4 24 | $1.2B | $317.6M | ||
| Q3 24 | $928.6M | $338.5M | ||
| Q2 24 | $932.9M | $360.6M |
自由现金流CPJBHT
| Q1 26 | — | — | ||
| Q4 25 | $537.3M | $251.3M | ||
| Q3 25 | $302.2M | $352.4M | ||
| Q2 25 | $446.8M | $185.6M | ||
| Q1 25 | $324.9M | $158.4M | ||
| Q4 24 | $702.3M | $93.3M | ||
| Q3 24 | $382.5M | $163.1M | ||
| Q2 24 | $343.1M | $98.2M |
自由现金流率CPJBHT
| Q1 26 | — | — | ||
| Q4 25 | 18.9% | 8.1% | ||
| Q3 25 | 11.4% | 11.5% | ||
| Q2 25 | 16.7% | 6.3% | ||
| Q1 25 | 11.8% | 5.4% | ||
| Q4 24 | 25.0% | 3.0% | ||
| Q3 24 | 15.0% | 5.3% | ||
| Q2 24 | 13.1% | 3.4% |
资本支出强度CPJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 20.2% | 4.3% | ||
| Q3 25 | 23.7% | 4.4% | ||
| Q2 25 | 20.2% | 7.4% | ||
| Q1 25 | 18.9% | 8.4% | ||
| Q4 24 | 19.3% | 7.1% | ||
| Q3 24 | 21.4% | 5.7% | ||
| Q2 24 | 22.6% | 9.0% |
现金转化率CPJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 1.42× | 2.13× | ||
| Q3 25 | 1.38× | 2.85× | ||
| Q2 25 | 1.10× | 3.13× | ||
| Q1 25 | 1.27× | 3.43× | ||
| Q4 24 | 1.42× | 2.04× | ||
| Q3 24 | 1.52× | 2.23× | ||
| Q2 24 | 1.41× | 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
CP
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% |
