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CSX Corporation(CSX)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
CSX Corporation的季度营收约是J.B. Hunt的1.1倍($3.5B vs $3.1B),CSX Corporation净利率更高(23.2% vs 5.8%,领先17.3%),CSX Corporation同比增速更快(1.7% vs -1.6%),CSX Corporation自由现金流更多($793.0M vs $251.3M),过去两年J.B. Hunt的营收复合增速更高(2.6% vs -3.0%)
CSX运输是美国一级货运铁路企业,业务覆盖美国东部区域及加拿大安大略省、魁北克省,运营铁路总里程约3.4万公里,隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation,是其旗下核心子公司。
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。
CSX vs JBHT — 直观对比
营收规模更大
CSX
是对方的1.1倍
$3.1B
营收增速更快
CSX
高出3.3%
-1.6%
净利率更高
CSX
高出17.3%
5.8%
自由现金流更多
CSX
多$541.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.5B | $3.1B |
| 净利润 | $807.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 29.9% | 8.0% |
| 净利率 | 23.2% | 5.8% |
| 营收同比 | 1.7% | -1.6% |
| 净利润同比 | 401.2% | 16.5% |
| 每股收益(稀释后) | — | $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
CSX
JBHT
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.6B | $2.9B | ||
| Q1 25 | $3.4B | $2.9B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.6B | $3.1B | ||
| Q2 24 | $3.7B | $2.9B |
净利润
CSX
JBHT
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $181.1M | ||
| Q3 25 | $694.0M | $170.8M | ||
| Q2 25 | $829.0M | $128.6M | ||
| Q1 25 | $646.0M | $117.7M | ||
| Q4 24 | $720.0M | $155.5M | ||
| Q3 24 | $894.0M | $152.1M | ||
| Q2 24 | $963.0M | $135.9M |
营业利润率
CSX
JBHT
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 8.0% | ||
| Q3 25 | 30.3% | 7.9% | ||
| Q2 25 | 35.9% | 6.7% | ||
| Q1 25 | 30.4% | 6.1% | ||
| Q4 24 | 30.8% | 6.6% | ||
| Q3 24 | 37.4% | 7.3% | ||
| Q2 24 | 39.1% | 7.0% |
净利率
CSX
JBHT
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 5.8% | ||
| Q3 25 | 19.3% | 5.6% | ||
| Q2 25 | 23.2% | 4.4% | ||
| Q1 25 | 18.9% | 4.0% | ||
| Q4 24 | 20.3% | 4.9% | ||
| Q3 24 | 24.7% | 5.0% | ||
| Q2 24 | 26.0% | 4.6% |
每股收益(稀释后)
CSX
JBHT
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $1.88 | ||
| Q3 25 | $0.37 | $1.76 | ||
| Q2 25 | $0.44 | $1.31 | ||
| Q1 25 | $0.34 | $1.17 | ||
| Q4 24 | $0.38 | $1.53 | ||
| Q3 24 | $0.46 | $1.49 | ||
| Q2 24 | $0.49 | $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 | $1.1B | $17.3M |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $3.6B |
| 总资产 | $44.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.39× | — |
8季度趋势,按日历期对齐
现金及短期投资
CSX
JBHT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $17.3M | ||
| Q3 25 | $6.0M | $52.3M | ||
| Q2 25 | $6.0M | $50.9M | ||
| Q1 25 | $8.0M | $43.4M | ||
| Q4 24 | $72.0M | $47.0M | ||
| Q3 24 | $12.0M | $120.0M | ||
| Q2 24 | $4.0M | $53.5M |
总债务
CSX
JBHT
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $18.6B | — | ||
| Q1 25 | $18.5B | — | ||
| Q4 24 | $17.9B | $977.7M | ||
| Q3 24 | $18.5B | $1.0B | ||
| Q2 24 | $18.0B | $1.5B |
股东权益
CSX
JBHT
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $3.6B | ||
| Q3 25 | $12.8B | $3.6B | ||
| Q2 25 | $12.4B | $3.7B | ||
| Q1 25 | $12.2B | $3.9B | ||
| Q4 24 | $12.5B | $4.0B | ||
| Q3 24 | $12.9B | $4.0B | ||
| Q2 24 | $12.6B | $4.1B |
总资产
CSX
JBHT
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $7.9B | ||
| Q3 25 | $43.3B | $8.1B | ||
| Q2 25 | $42.9B | $8.2B | ||
| Q1 25 | $43.2B | $8.3B | ||
| Q4 24 | $42.8B | $8.3B | ||
| Q3 24 | $43.1B | $8.3B | ||
| Q2 24 | $42.4B | $8.4B |
负债/权益比
CSX
JBHT
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.52× | — | ||
| Q4 24 | 1.43× | 0.24× | ||
| Q3 24 | 1.43× | 0.26× | ||
| Q2 24 | 1.42× | 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 | $1.3B | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 22.8% | 8.1% |
| 资本支出强度资本支出/营收 | — | 4.3% |
| 现金转化率经营现金流/净利润 | 1.58× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $947.6M |
8季度趋势,按日历期对齐
经营现金流
CSX
JBHT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $385.6M | ||
| Q3 25 | $1.3B | $486.4M | ||
| Q2 25 | $635.0M | $402.1M | ||
| Q1 25 | $1.3B | $404.2M | ||
| Q4 24 | $1.4B | $317.6M | ||
| Q3 24 | $1.7B | $338.5M | ||
| Q2 24 | $1.1B | $360.6M |
自由现金流
CSX
JBHT
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $251.3M | ||
| Q3 25 | $607.0M | $352.4M | ||
| Q2 25 | $-141.0M | $185.6M | ||
| Q1 25 | $536.0M | $158.4M | ||
| Q4 24 | $550.0M | $93.3M | ||
| Q3 24 | $1.1B | $163.1M | ||
| Q2 24 | $547.0M | $98.2M |
自由现金流率
CSX
JBHT
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 8.1% | ||
| Q3 25 | 16.9% | 11.5% | ||
| Q2 25 | -3.9% | 6.3% | ||
| Q1 25 | 15.7% | 5.4% | ||
| Q4 24 | 15.5% | 3.0% | ||
| Q3 24 | 29.3% | 5.3% | ||
| Q2 24 | 14.8% | 3.4% |
资本支出强度
CSX
JBHT
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 4.3% | ||
| Q3 25 | 20.4% | 4.4% | ||
| Q2 25 | 21.7% | 7.4% | ||
| Q1 25 | 21.0% | 8.4% | ||
| Q4 24 | 23.7% | 7.1% | ||
| Q3 24 | 17.3% | 5.7% | ||
| Q2 24 | 14.6% | 9.0% |
现金转化率
CSX
JBHT
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 2.13× | ||
| Q3 25 | 1.93× | 2.85× | ||
| Q2 25 | 0.77× | 3.13× | ||
| Q1 25 | 1.94× | 3.43× | ||
| Q4 24 | 1.93× | 2.04× | ||
| Q3 24 | 1.89× | 2.23× | ||
| Q2 24 | 1.13× | 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
CSX
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% |