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高知特（CTSH）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
高知特的季度营收约是J.B. Hunt的1.7倍（$5.3B vs $3.1B），高知特净利率更高（12.2% vs 5.8%，领先6.3%），J.B. Hunt同比增速更快（-1.6% vs -73.0%），高知特自由现金流更多（$781.0M vs $251.3M），过去两年高知特的营收复合增速更高（4.9% vs 2.6%）
高知特是美国跨国信息技术咨询与外包服务商，1994年成立于印度金奈，最初是邓白氏旗下内部技术部门，1996年起对外开展服务，现总部位于美国新泽西州蒂内克，为纳斯达克100指数成分股，股票代码CTSH。
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。
CTSH vs JBHT — 直观对比
营收规模更大
CTSH
是对方的1.7倍
$3.1B
营收增速更快
JBHT
高出71.4%
-73.0%
净利率更高
CTSH
高出6.3%
5.8%
自由现金流更多
CTSH
多$529.7M
$251.3M
两年增速更快
CTSH
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.1B |
| 净利润 | $648.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 16.0% | 8.0% |
| 净利率 | 12.2% | 5.8% |
| 营收同比 | -73.0% | -1.6% |
| 净利润同比 | 18.7% | 16.5% |
| 每股收益（稀释后） | $1.34 | $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CTSHJBHT
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.3B | $3.1B | ||
| Q3 25 | $5.4B | $3.1B | ||
| Q2 25 | $5.2B | $2.9B | ||
| Q1 25 | $5.1B | $2.9B | ||
| Q4 24 | $5.1B | $3.1B | ||
| Q3 24 | $5.0B | $3.1B | ||
| Q2 24 | $4.8B | $2.9B |
净利润CTSHJBHT
| Q1 26 | $648.0M | — | ||
| Q4 25 | $648.0M | $181.1M | ||
| Q3 25 | $274.0M | $170.8M | ||
| Q2 25 | $645.0M | $128.6M | ||
| Q1 25 | $663.0M | $117.7M | ||
| Q4 24 | $546.0M | $155.5M | ||
| Q3 24 | $582.0M | $152.1M | ||
| Q2 24 | $566.0M | $135.9M |
营业利润率CTSHJBHT
| Q1 26 | 16.0% | — | ||
| Q4 25 | 16.0% | 8.0% | ||
| Q3 25 | 16.0% | 7.9% | ||
| Q2 25 | 15.6% | 6.7% | ||
| Q1 25 | 16.7% | 6.1% | ||
| Q4 24 | 14.8% | 6.6% | ||
| Q3 24 | 14.6% | 7.3% | ||
| Q2 24 | 14.6% | 7.0% |
净利率CTSHJBHT
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.2% | 5.8% | ||
| Q3 25 | 5.1% | 5.6% | ||
| Q2 25 | 12.3% | 4.4% | ||
| Q1 25 | 13.0% | 4.0% | ||
| Q4 24 | 10.7% | 4.9% | ||
| Q3 24 | 11.5% | 5.0% | ||
| Q2 24 | 11.7% | 4.6% |
每股收益（稀释后）CTSHJBHT
| Q1 26 | $1.34 | — | ||
| Q4 25 | $1.35 | $1.88 | ||
| Q3 25 | $0.56 | $1.76 | ||
| Q2 25 | $1.31 | $1.31 | ||
| Q1 25 | $1.34 | $1.17 | ||
| Q4 24 | $1.10 | $1.53 | ||
| Q3 24 | $1.17 | $1.49 | ||
| Q2 24 | $1.14 | $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 | $1.9B | $17.3M |
| 总债务越低越好 | $576.0M | — |
| 股东权益账面价值 | $15.0B | $3.6B |
| 总资产 | $20.7B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势，按日历期对齐
现金及短期投资CTSHJBHT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $17.3M | ||
| Q3 25 | $2.4B | $52.3M | ||
| Q2 25 | $1.8B | $50.9M | ||
| Q1 25 | $2.0B | $43.4M | ||
| Q4 24 | $2.2B | $47.0M | ||
| Q3 24 | $2.0B | $120.0M | ||
| Q2 24 | $2.2B | $53.5M |
总债务CTSHJBHT
| Q1 26 | $576.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益CTSHJBHT
| Q1 26 | $15.0B | — | ||
| Q4 25 | $15.0B | $3.6B | ||
| Q3 25 | $14.9B | $3.6B | ||
| Q2 25 | $15.3B | $3.7B | ||
| Q1 25 | $14.9B | $3.9B | ||
| Q4 24 | $14.4B | $4.0B | ||
| Q3 24 | $14.5B | $4.0B | ||
| Q2 24 | $13.9B | $4.1B |
总资产CTSHJBHT
| Q1 26 | $20.7B | — | ||
| Q4 25 | $20.7B | $7.9B | ||
| Q3 25 | $20.1B | $8.1B | ||
| Q2 25 | $20.2B | $8.2B | ||
| Q1 25 | $20.0B | $8.3B | ||
| Q4 24 | $20.0B | $8.3B | ||
| Q3 24 | $20.2B | $8.3B | ||
| Q2 24 | $18.6B | $8.4B |
负债/权益比CTSHJBHT
| Q1 26 | 0.04× | — | ||
| 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 | $858.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $781.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 14.6% | 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 | 1.32× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $3.1B | $947.6M |
8季度趋势，按日历期对齐
经营现金流CTSHJBHT
| Q1 26 | $858.0M | — | ||
| Q4 25 | $858.0M | $385.6M | ||
| Q3 25 | $1.2B | $486.4M | ||
| Q2 25 | $398.0M | $402.1M | ||
| Q1 25 | $400.0M | $404.2M | ||
| Q4 24 | $920.0M | $317.6M | ||
| Q3 24 | $847.0M | $338.5M | ||
| Q2 24 | $262.0M | $360.6M |
自由现金流CTSHJBHT
| Q1 26 | $781.0M | — | ||
| Q4 25 | $781.0M | $251.3M | ||
| Q3 25 | $1.2B | $352.4M | ||
| Q2 25 | $331.0M | $185.6M | ||
| Q1 25 | $323.0M | $158.4M | ||
| Q4 24 | $837.0M | $93.3M | ||
| Q3 24 | $791.0M | $163.1M | ||
| Q2 24 | $183.0M | $98.2M |
自由现金流率CTSHJBHT
| Q1 26 | 14.6% | — | ||
| Q4 25 | 14.6% | 8.1% | ||
| Q3 25 | 21.4% | 11.5% | ||
| Q2 25 | 6.3% | 6.3% | ||
| Q1 25 | 6.3% | 5.4% | ||
| Q4 24 | 16.5% | 3.0% | ||
| Q3 24 | 15.7% | 5.3% | ||
| Q2 24 | 3.8% | 3.4% |
资本支出强度CTSHJBHT
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 4.3% | ||
| Q3 25 | 1.2% | 4.4% | ||
| Q2 25 | 1.3% | 7.4% | ||
| Q1 25 | 1.5% | 8.4% | ||
| Q4 24 | 1.6% | 7.1% | ||
| Q3 24 | 1.1% | 5.7% | ||
| Q2 24 | 1.6% | 9.0% |
现金转化率CTSHJBHT
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.32× | 2.13× | ||
| Q3 25 | 4.48× | 2.85× | ||
| Q2 25 | 0.62× | 3.13× | ||
| Q1 25 | 0.60× | 3.43× | ||
| Q4 24 | 1.68× | 2.04× | ||
| Q3 24 | 1.46× | 2.23× | ||
| Q2 24 | 0.46× | 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
CTSH
| Health Sciences | $1.6B | 30% |
| Financial Services | $1.6B | 30% |
| Products and Resources | $1.3B | 25% |
| Communications, Media and Technology | $808.0M | 15% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
