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DoorDash（DASH）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
DoorDash的季度营收约是J.B. Hunt的1.3倍（$4.0B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 5.4%，领先0.5%），DoorDash同比增速更快（37.7% vs -1.6%），DoorDash自由现金流更多（$367.0M vs $251.3M），过去两年DoorDash的营收复合增速更高（25.5% vs 2.6%）
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
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。
DASH vs JBHT — 直观对比
营收规模更大
DASH
是对方的1.3倍
$3.1B
营收增速更快
DASH
高出39.2%
-1.6%
净利率更高
JBHT
高出0.5%
5.4%
自由现金流更多
DASH
多$115.7M
$251.3M
两年增速更快
DASH
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $3.1B |
| 净利润 | $213.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 3.7% | 8.0% |
| 净利率 | 5.4% | 5.8% |
| 营收同比 | 37.7% | -1.6% |
| 净利润同比 | 51.1% | 16.5% |
| 每股收益（稀释后） | $0.49 | $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DASHJBHT
| Q4 25 | $4.0B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.0B | $2.9B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.7B | $3.1B | ||
| Q2 24 | $2.6B | $2.9B | ||
| Q1 24 | $2.5B | $2.9B |
净利润DASHJBHT
| Q4 25 | $213.0M | $181.1M | ||
| Q3 25 | $244.0M | $170.8M | ||
| Q2 25 | $285.0M | $128.6M | ||
| Q1 25 | $193.0M | $117.7M | ||
| Q4 24 | $141.0M | $155.5M | ||
| Q3 24 | $162.0M | $152.1M | ||
| Q2 24 | $-157.0M | $135.9M | ||
| Q1 24 | $-23.0M | $127.5M |
营业利润率DASHJBHT
| Q4 25 | 3.7% | 8.0% | ||
| Q3 25 | 7.5% | 7.9% | ||
| Q2 25 | 5.0% | 6.7% | ||
| Q1 25 | 5.1% | 6.1% | ||
| Q4 24 | 4.1% | 6.6% | ||
| Q3 24 | 4.0% | 7.3% | ||
| Q2 24 | -7.6% | 7.0% | ||
| Q1 24 | -2.4% | 6.6% |
净利率DASHJBHT
| Q4 25 | 5.4% | 5.8% | ||
| Q3 25 | 7.1% | 5.6% | ||
| Q2 25 | 8.7% | 4.4% | ||
| Q1 25 | 6.4% | 4.0% | ||
| Q4 24 | 4.9% | 4.9% | ||
| Q3 24 | 6.0% | 5.0% | ||
| Q2 24 | -6.0% | 4.6% | ||
| Q1 24 | -0.9% | 4.3% |
每股收益（稀释后）DASHJBHT
| Q4 25 | $0.49 | $1.88 | ||
| Q3 25 | $0.55 | $1.76 | ||
| Q2 25 | $0.65 | $1.31 | ||
| Q1 25 | $0.44 | $1.17 | ||
| Q4 24 | $0.35 | $1.53 | ||
| Q3 24 | $0.38 | $1.49 | ||
| Q2 24 | $-0.38 | $1.32 | ||
| Q1 24 | $-0.06 | $1.22 |
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 | $4.4B | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.0B | $3.6B |
| 总资产 | $19.7B | $7.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DASHJBHT
| Q4 25 | $4.4B | $17.3M | ||
| Q3 25 | $3.3B | $52.3M | ||
| Q2 25 | $3.9B | $50.9M | ||
| Q1 25 | $4.5B | $43.4M | ||
| Q4 24 | $4.0B | $47.0M | ||
| Q3 24 | $3.7B | $120.0M | ||
| Q2 24 | $3.4B | $53.5M | ||
| Q1 24 | $3.1B | $64.2M |
总债务DASHJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
股东权益DASHJBHT
| Q4 25 | $10.0B | $3.6B | ||
| Q3 25 | $9.5B | $3.6B | ||
| Q2 25 | $8.9B | $3.7B | ||
| Q1 25 | $8.4B | $3.9B | ||
| Q4 24 | $7.8B | $4.0B | ||
| Q3 24 | $7.6B | $4.0B | ||
| Q2 24 | $7.2B | $4.1B | ||
| Q1 24 | $7.0B | $4.2B |
总资产DASHJBHT
| Q4 25 | $19.7B | $7.9B | ||
| Q3 25 | $18.0B | $8.1B | ||
| Q2 25 | $16.9B | $8.2B | ||
| Q1 25 | $13.6B | $8.3B | ||
| Q4 24 | $12.8B | $8.3B | ||
| Q3 24 | $12.3B | $8.3B | ||
| Q2 24 | $11.8B | $8.4B | ||
| Q1 24 | $11.4B | $8.4B |
负债/权益比DASHJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.33× |
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 | $421.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 9.3% | 8.1% |
| 资本支出强度资本支出/营收 | 1.4% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.98× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $947.6M |
8季度趋势，按日历期对齐
经营现金流DASHJBHT
| Q4 25 | $421.0M | $385.6M | ||
| Q3 25 | $871.0M | $486.4M | ||
| Q2 25 | $504.0M | $402.1M | ||
| Q1 25 | $635.0M | $404.2M | ||
| Q4 24 | $518.0M | $317.6M | ||
| Q3 24 | $531.0M | $338.5M | ||
| Q2 24 | $530.0M | $360.6M | ||
| Q1 24 | $553.0M | $466.5M |
自由现金流DASHJBHT
| Q4 25 | $367.0M | $251.3M | ||
| Q3 25 | $808.0M | $352.4M | ||
| Q2 25 | $438.0M | $185.6M | ||
| Q1 25 | $561.0M | $158.4M | ||
| Q4 24 | $486.0M | $93.3M | ||
| Q3 24 | $499.0M | $163.1M | ||
| Q2 24 | $507.0M | $98.2M | ||
| Q1 24 | $536.0M | $263.1M |
自由现金流率DASHJBHT
| Q4 25 | 9.3% | 8.1% | ||
| Q3 25 | 23.4% | 11.5% | ||
| Q2 25 | 13.3% | 6.3% | ||
| Q1 25 | 18.5% | 5.4% | ||
| Q4 24 | 16.9% | 3.0% | ||
| Q3 24 | 18.4% | 5.3% | ||
| Q2 24 | 19.3% | 3.4% | ||
| Q1 24 | 21.3% | 8.9% |
资本支出强度DASHJBHT
| Q4 25 | 1.4% | 4.3% | ||
| Q3 25 | 1.8% | 4.4% | ||
| Q2 25 | 2.0% | 7.4% | ||
| Q1 25 | 2.4% | 8.4% | ||
| Q4 24 | 1.1% | 7.1% | ||
| Q3 24 | 1.2% | 5.7% | ||
| Q2 24 | 0.9% | 9.0% | ||
| Q1 24 | 0.7% | 6.9% |
现金转化率DASHJBHT
| Q4 25 | 1.98× | 2.13× | ||
| Q3 25 | 3.57× | 2.85× | ||
| Q2 25 | 1.77× | 3.13× | ||
| Q1 25 | 3.29× | 3.43× | ||
| Q4 24 | 3.67× | 2.04× | ||
| Q3 24 | 3.28× | 2.23× | ||
| Q2 24 | — | 2.65× | ||
| Q1 24 | — | 3.66× |
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
DASH
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% |
