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都乐（DOLE）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的季度营收约是都乐的1.4倍（$3.1B vs $2.3B），J.B. Hunt净利率更高（5.8% vs 0.2%，领先5.6%），都乐同比增速更快（10.5% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $66.5M），过去两年都乐的营收复合增速更高（3.2% vs 2.6%）
都乐 plc 是一家爱尔兰裔美国农业跨国企业，总部位于爱尔兰都柏林，是全球规模领先的果蔬生产商之一。公司拥有3.85万名全职及季节性员工，在75个国家供应约300种产品，2021年营收达65亿美元。
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。
DOLE vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.3B
营收增速更快
DOLE
高出12.1%
-1.6%
净利率更高
JBHT
高出5.6%
0.2%
自由现金流更多
JBHT
多$184.8M
$66.5M
两年增速更快
DOLE
近两年复合增速
2.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $3.1B |
| 净利润 | $5.1M | $181.1M |
| 毛利率 | 6.8% | — |
| 营业利润率 | 1.1% | 8.0% |
| 净利率 | 0.2% | 5.8% |
| 营收同比 | 10.5% | -1.6% |
| 净利润同比 | -64.6% | 16.5% |
| 每股收益（稀释后） | $0.05 | $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DOLEJBHT
| Q4 25 | — | $3.1B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.1B | $2.9B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $2.1B | $3.1B | ||
| Q2 24 | $2.1B | $2.9B | ||
| Q1 24 | $2.1B | $2.9B |
净利润DOLEJBHT
| Q4 25 | — | $181.1M | ||
| Q3 25 | $5.1M | $170.8M | ||
| Q2 25 | $10.0M | $128.6M | ||
| Q1 25 | $38.9M | $117.7M | ||
| Q4 24 | — | $155.5M | ||
| Q3 24 | $14.4M | $152.1M | ||
| Q2 24 | $80.1M | $135.9M | ||
| Q1 24 | $70.1M | $127.5M |
毛利率DOLEJBHT
| Q4 25 | — | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.0% | — | ||
| Q2 24 | 9.4% | — | ||
| Q1 24 | 9.2% | — |
营业利润率DOLEJBHT
| Q4 25 | — | 8.0% | ||
| Q3 25 | 1.1% | 7.9% | ||
| Q2 25 | 4.3% | 6.7% | ||
| Q1 25 | 3.2% | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 2.3% | 7.3% | ||
| Q2 24 | 4.0% | 7.0% | ||
| Q1 24 | 5.3% | 6.6% |
净利率DOLEJBHT
| Q4 25 | — | 5.8% | ||
| Q3 25 | 0.2% | 5.6% | ||
| Q2 25 | 0.4% | 4.4% | ||
| Q1 25 | 1.9% | 4.0% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | 0.7% | 5.0% | ||
| Q2 24 | 3.8% | 4.6% | ||
| Q1 24 | 3.3% | 4.3% |
每股收益（稀释后）DOLEJBHT
| Q4 25 | — | $1.88 | ||
| Q3 25 | $0.05 | $1.76 | ||
| Q2 25 | $0.10 | $1.31 | ||
| Q1 25 | $0.41 | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | $0.15 | $1.49 | ||
| Q2 24 | $0.84 | $1.32 | ||
| Q1 24 | $0.74 | $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 | $321.0M | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $3.6B |
| 总资产 | $4.5B | $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DOLEJBHT
| Q4 25 | — | $17.3M | ||
| Q3 25 | $321.0M | $52.3M | ||
| Q2 25 | $323.1M | $50.9M | ||
| Q1 25 | $261.0M | $43.4M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | $266.4M | $120.0M | ||
| Q2 24 | $225.8M | $53.5M | ||
| Q1 24 | $245.5M | $64.2M |
总债务DOLEJBHT
| 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DOLEJBHT
| Q4 25 | — | $3.6B | ||
| Q3 25 | $1.4B | $3.6B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.3B | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.4B | $4.1B | ||
| Q1 24 | $1.3B | $4.2B |
总资产DOLEJBHT
| Q4 25 | — | $7.9B | ||
| Q3 25 | $4.5B | $8.1B | ||
| Q2 25 | $4.7B | $8.2B | ||
| Q1 25 | $4.5B | $8.3B | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | $4.5B | $8.3B | ||
| Q2 24 | $4.4B | $8.4B | ||
| Q1 24 | $4.5B | $8.4B |
负债/权益比DOLEJBHT
| 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 | $87.4M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $66.5M | $251.3M |
| 自由现金流率自由现金流/营收 | 2.9% | 8.1% |
| 资本支出强度资本支出/营收 | 0.9% | 4.3% |
| 现金转化率经营现金流/净利润 | 17.12× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $13.7M | $947.6M |
8季度趋势，按日历期对齐
经营现金流DOLEJBHT
| Q4 25 | — | $385.6M | ||
| Q3 25 | $87.4M | $486.4M | ||
| Q2 25 | $18.3M | $402.1M | ||
| Q1 25 | $-78.8M | $404.2M | ||
| Q4 24 | — | $317.6M | ||
| Q3 24 | $101.0M | $338.5M | ||
| Q2 24 | $40.2M | $360.6M | ||
| Q1 24 | $-35.0M | $466.5M |
自由现金流DOLEJBHT
| Q4 25 | — | $251.3M | ||
| Q3 25 | $66.5M | $352.4M | ||
| Q2 25 | $-1.0M | $185.6M | ||
| Q1 25 | $-131.6M | $158.4M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | $79.9M | $163.1M | ||
| Q2 24 | $22.8M | $98.2M | ||
| Q1 24 | $-53.2M | $263.1M |
自由现金流率DOLEJBHT
| Q4 25 | — | 8.1% | ||
| Q3 25 | 2.9% | 11.5% | ||
| Q2 25 | -0.0% | 6.3% | ||
| Q1 25 | -6.3% | 5.4% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 3.9% | 5.3% | ||
| Q2 24 | 1.1% | 3.4% | ||
| Q1 24 | -2.5% | 8.9% |
资本支出强度DOLEJBHT
| Q4 25 | — | 4.3% | ||
| Q3 25 | 0.9% | 4.4% | ||
| Q2 25 | 0.8% | 7.4% | ||
| Q1 25 | 2.5% | 8.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 1.0% | 5.7% | ||
| Q2 24 | 0.8% | 9.0% | ||
| Q1 24 | 0.9% | 6.9% |
现金转化率DOLEJBHT
| Q4 25 | — | 2.13× | ||
| Q3 25 | 17.12× | 2.85× | ||
| Q2 25 | 1.84× | 3.13× | ||
| Q1 25 | -2.02× | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | 7.01× | 2.23× | ||
| Q2 24 | 0.50× | 2.65× | ||
| Q1 24 | -0.50× | 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
DOLE
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% |
