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杜邦(DD)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的季度营收约是杜邦的1.8倍($3.1B vs $1.7B),杜邦净利率更高(9.8% vs 4.6%,领先5.1%),J.B. Hunt同比增速更快(4.6% vs 4.0%),过去两年J.B. Hunt的营收复合增速更高(2.2% vs -27.2%)
杜邦(DuPont de Nemours, Inc.)是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业,最初以火药供应为核心业务起家,在发展过程中对美国特拉华州的建设推进起到了重要作用,业务布局覆盖全球多个地区。
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。
DD vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.8倍
$1.7B
营收增速更快
JBHT
高出0.6%
4.0%
净利率更高
DD
高出5.1%
4.6%
两年增速更快
JBHT
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $164.0M | $141.6M |
| 毛利率 | 35.8% | — |
| 营业利润率 | — | 6.8% |
| 净利率 | 9.8% | 4.6% |
| 营收同比 | 4.0% | 4.6% |
| 净利润同比 | — | 20.2% |
| 每股收益(稀释后) | $0.36 | $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
DD
JBHT
| Q1 26 | $1.7B | $3.1B | ||
| Q4 25 | $-2.5B | $3.1B | ||
| Q3 25 | $3.1B | $3.1B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.1B | $2.9B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $3.2B | $3.1B | ||
| Q2 24 | $3.2B | $2.9B |
净利润
DD
JBHT
| Q1 26 | $164.0M | $141.6M | ||
| Q4 25 | $-126.0M | $181.1M | ||
| Q3 25 | $-123.0M | $170.8M | ||
| Q2 25 | $59.0M | $128.6M | ||
| Q1 25 | $-589.0M | $117.7M | ||
| Q4 24 | $-118.0M | $155.5M | ||
| Q3 24 | $454.0M | $152.1M | ||
| Q2 24 | $178.0M | $135.9M |
毛利率
DD
JBHT
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 37.1% | — |
营业利润率
DD
JBHT
| Q1 26 | — | 6.8% | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | 10.6% | 7.9% | ||
| Q2 25 | 9.4% | 6.7% | ||
| Q1 25 | -14.0% | 6.1% | ||
| Q4 24 | 1.4% | 6.6% | ||
| Q3 24 | 18.4% | 7.3% | ||
| Q2 24 | 9.3% | 7.0% |
净利率
DD
JBHT
| Q1 26 | 9.8% | 4.6% | ||
| Q4 25 | 4.9% | 5.8% | ||
| Q3 25 | -4.0% | 5.6% | ||
| Q2 25 | 1.8% | 4.4% | ||
| Q1 25 | -19.2% | 4.0% | ||
| Q4 24 | -3.8% | 4.9% | ||
| Q3 24 | 14.2% | 5.0% | ||
| Q2 24 | 5.6% | 4.6% |
每股收益(稀释后)
DD
JBHT
| Q1 26 | $0.36 | $1.49 | ||
| Q4 25 | $-0.30 | $1.88 | ||
| Q3 25 | $-0.29 | $1.76 | ||
| Q2 25 | $0.14 | $1.31 | ||
| Q1 25 | $-1.41 | $1.17 | ||
| Q4 24 | $-0.28 | $1.53 | ||
| Q3 24 | $1.08 | $1.49 | ||
| Q2 24 | $0.42 | $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 | $710.0M | $4.6M |
| 总债务越低越好 | $3.2B | $1.3B |
| 股东权益账面价值 | $14.2B | $3.6B |
| 总资产 | $21.4B | — |
| 负债/权益比越低杠杆越低 | 0.22× | 0.36× |
8季度趋势,按日历期对齐
现金及短期投资
DD
JBHT
| Q1 26 | $710.0M | $4.6M | ||
| Q4 25 | $715.0M | $17.3M | ||
| Q3 25 | $2.0B | $52.3M | ||
| Q2 25 | $1.8B | $50.9M | ||
| Q1 25 | $1.8B | $43.4M | ||
| Q4 24 | $1.9B | $47.0M | ||
| Q3 24 | $1.6B | $120.0M | ||
| Q2 24 | $1.5B | $53.5M |
总债务
DD
JBHT
| Q1 26 | $3.2B | $1.3B | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | $977.7M | ||
| Q3 24 | $7.2B | $1.0B | ||
| Q2 24 | $7.2B | $1.5B |
股东权益
DD
JBHT
| Q1 26 | $14.2B | $3.6B | ||
| Q4 25 | $13.9B | $3.6B | ||
| Q3 25 | $22.9B | $3.6B | ||
| Q2 25 | $23.1B | $3.7B | ||
| Q1 25 | $22.8B | $3.9B | ||
| Q4 24 | $23.4B | $4.0B | ||
| Q3 24 | $24.2B | $4.0B | ||
| Q2 24 | $23.3B | $4.1B |
总资产
DD
JBHT
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $7.9B | ||
| Q3 25 | $38.0B | $8.1B | ||
| Q2 25 | $36.6B | $8.2B | ||
| Q1 25 | $36.0B | $8.3B | ||
| Q4 24 | $36.6B | $8.3B | ||
| Q3 24 | $37.5B | $8.3B | ||
| Q2 24 | $36.6B | $8.4B |
负债/权益比
DD
JBHT
| Q1 26 | 0.22× | 0.36× | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | 0.24× | ||
| Q3 24 | 0.30× | 0.26× | ||
| Q2 24 | 0.31× | 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 | 6.1% | 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
DD
JBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $-700.0M | $385.6M | ||
| Q3 25 | $497.0M | $486.4M | ||
| Q2 25 | $381.0M | $402.1M | ||
| Q1 25 | $382.0M | $404.2M | ||
| Q4 24 | $564.0M | $317.6M | ||
| Q3 24 | $737.0M | $338.5M | ||
| Q2 24 | $527.0M | $360.6M |
自由现金流
DD
JBHT
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | $251.3M | ||
| Q3 25 | $379.0M | $352.4M | ||
| Q2 25 | $265.0M | $185.6M | ||
| Q1 25 | $133.0M | $158.4M | ||
| Q4 24 | $403.0M | $93.3M | ||
| Q3 24 | $628.0M | $163.1M | ||
| Q2 24 | $425.0M | $98.2M |
自由现金流率
DD
JBHT
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 8.1% | ||
| Q3 25 | 12.3% | 11.5% | ||
| Q2 25 | 8.1% | 6.3% | ||
| Q1 25 | 4.3% | 5.4% | ||
| Q4 24 | 13.0% | 3.0% | ||
| Q3 24 | 19.7% | 5.3% | ||
| Q2 24 | 13.4% | 3.4% |
资本支出强度
DD
JBHT
| Q1 26 | 6.1% | 2.3% | ||
| Q4 25 | -5.9% | 4.3% | ||
| Q3 25 | 3.8% | 4.4% | ||
| Q2 25 | 3.6% | 7.4% | ||
| Q1 25 | 8.1% | 8.4% | ||
| Q4 24 | 5.2% | 7.1% | ||
| Q3 24 | 3.4% | 5.7% | ||
| Q2 24 | 3.2% | 9.0% |
现金转化率
DD
JBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | — | 2.13× | ||
| Q3 25 | — | 2.85× | ||
| Q2 25 | 6.46× | 3.13× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | 1.62× | 2.23× | ||
| Q2 24 | 2.96× | 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
DD
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% |