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艺康（ECL）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
艺康的季度营收约是J.B. Hunt的1.3倍（$4.1B vs $3.1B），艺康净利率更高（10.6% vs 4.6%，领先6.0%），艺康同比增速更快（10.0% vs 4.6%），过去两年J.B. Hunt的营收复合增速更高（2.2% vs 1.0%）
艺康（Ecolab）总部位于美国明尼苏达州圣保罗市，是全球领先的水处理、清洁消毒与卫生防护产品提供商，核心客户群体覆盖各领域商业机构与工业企业，可助力客户提升运营效率、保障公共卫生安全、实现可持续发展。
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。
ECL vs JBHT — 直观对比
营收规模更大
ECL
是对方的1.3倍
$3.1B
营收增速更快
ECL
高出5.4%
4.6%
净利率更高
ECL
高出6.0%
4.6%
两年增速更快
JBHT
近两年复合增速
1.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $3.1B |
| 净利润 | $432.6M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | 15.3% | 6.8% |
| 净利率 | 10.6% | 4.6% |
| 营收同比 | 10.0% | 4.6% |
| 净利润同比 | 1.3% | 20.2% |
| 每股收益（稀释后） | $1.52 | $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ECLJBHT
| Q2 26 | $4.1B | — | ||
| Q1 26 | — | $3.1B | ||
| Q4 25 | $4.2B | $3.1B | ||
| Q3 25 | $4.2B | $3.1B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.7B | $2.9B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.0B | $3.1B |
净利润ECLJBHT
| Q2 26 | $432.6M | — | ||
| Q1 26 | — | $141.6M | ||
| Q4 25 | $563.9M | $181.1M | ||
| Q3 25 | $585.0M | $170.8M | ||
| Q2 25 | $524.2M | $128.6M | ||
| Q1 25 | $402.5M | $117.7M | ||
| Q4 24 | $472.9M | $155.5M | ||
| Q3 24 | $736.5M | $152.1M |
毛利率ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 44.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 44.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 43.3% | — | ||
| Q3 24 | 43.4% | — |
营业利润率ECLJBHT
| Q2 26 | 15.3% | — | ||
| Q1 26 | — | 6.8% | ||
| Q4 25 | 17.0% | 8.0% | ||
| Q3 25 | 18.3% | 7.9% | ||
| Q2 25 | 17.6% | 6.7% | ||
| Q1 25 | 15.0% | 6.1% | ||
| Q4 24 | 14.6% | 6.6% | ||
| Q3 24 | 26.1% | 7.3% |
净利率ECLJBHT
| Q2 26 | 10.6% | — | ||
| Q1 26 | — | 4.6% | ||
| Q4 25 | 13.4% | 5.8% | ||
| Q3 25 | 14.0% | 5.6% | ||
| Q2 25 | 13.0% | 4.4% | ||
| Q1 25 | 10.9% | 4.0% | ||
| Q4 24 | 11.8% | 4.9% | ||
| Q3 24 | 18.4% | 5.0% |
每股收益（稀释后）ECLJBHT
| Q2 26 | $1.52 | — | ||
| Q1 26 | — | $1.49 | ||
| Q4 25 | $1.98 | $1.88 | ||
| Q3 25 | $2.05 | $1.76 | ||
| Q2 25 | $1.84 | $1.31 | ||
| Q1 25 | $1.41 | $1.17 | ||
| Q4 24 | $1.65 | $1.53 | ||
| Q3 24 | $2.58 | $1.49 |
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 | $519.8K | $4.6M |
| 总债务越低越好 | $8.5M | $1.3B |
| 股东权益账面价值 | $10.0M | $3.6B |
| 总资产 | $25.0M | — |
| 负债/权益比越低杠杆越低 | 0.85× | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资ECLJBHT
| Q2 26 | $519.8K | — | ||
| Q1 26 | — | $4.6M | ||
| Q4 25 | $646.2M | $17.3M | ||
| Q3 25 | $2.0B | $52.3M | ||
| Q2 25 | $1.9B | $50.9M | ||
| Q1 25 | $1.2B | $43.4M | ||
| Q4 24 | $1.3B | $47.0M | ||
| Q3 24 | $1.3B | $120.0M |
总债务ECLJBHT
| Q2 26 | $8.5M | — | ||
| Q1 26 | — | $1.3B | ||
| Q4 25 | $7.4B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $7.5B | — | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | $977.7M | ||
| Q3 24 | $7.0B | $1.0B |
股东权益ECLJBHT
| Q2 26 | $10.0M | — | ||
| Q1 26 | — | $3.6B | ||
| Q4 25 | $9.8B | $3.6B | ||
| Q3 25 | $9.7B | $3.6B | ||
| Q2 25 | $9.3B | $3.7B | ||
| Q1 25 | $8.9B | $3.9B | ||
| Q4 24 | $8.8B | $4.0B | ||
| Q3 24 | $8.5B | $4.0B |
总资产ECLJBHT
| Q2 26 | $25.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $24.7B | $7.9B | ||
| Q3 25 | $23.9B | $8.1B | ||
| Q2 25 | $23.7B | $8.2B | ||
| Q1 25 | $22.4B | $8.3B | ||
| Q4 24 | $22.4B | $8.3B | ||
| Q3 24 | $22.1B | $8.3B |
负债/权益比ECLJBHT
| Q2 26 | 0.85× | — | ||
| Q1 26 | — | 0.36× | ||
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.79× | 0.24× | ||
| Q3 24 | 0.82× | 0.26× |
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 | — | 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ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | $353.0M | ||
| Q4 25 | $1.1B | $385.6M | ||
| Q3 25 | $791.3M | $486.4M | ||
| Q2 25 | $701.8M | $402.1M | ||
| Q1 25 | $369.4M | $404.2M | ||
| Q4 24 | $766.7M | $317.6M | ||
| Q3 24 | $786.7M | $338.5M |
自由现金流ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $758.0M | $251.3M | ||
| Q3 25 | $529.7M | $352.4M | ||
| Q2 25 | $485.1M | $185.6M | ||
| Q1 25 | $131.5M | $158.4M | ||
| Q4 24 | $407.0M | $93.3M | ||
| Q3 24 | $550.3M | $163.1M |
自由现金流率ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 18.1% | 8.1% | ||
| Q3 25 | 12.7% | 11.5% | ||
| Q2 25 | 12.1% | 6.3% | ||
| Q1 25 | 3.6% | 5.4% | ||
| Q4 24 | 10.2% | 3.0% | ||
| Q3 24 | 13.8% | 5.3% |
资本支出强度ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | 2.3% | ||
| Q4 25 | 7.9% | 4.3% | ||
| Q3 25 | 6.3% | 4.4% | ||
| Q2 25 | 5.4% | 7.4% | ||
| Q1 25 | 6.4% | 8.4% | ||
| Q4 24 | 9.0% | 7.1% | ||
| Q3 24 | 5.9% | 5.7% |
现金转化率ECLJBHT
| Q2 26 | — | — | ||
| Q1 26 | — | 2.49× | ||
| Q4 25 | 1.93× | 2.13× | ||
| Q3 25 | 1.35× | 2.85× | ||
| Q2 25 | 1.34× | 3.13× | ||
| Q1 25 | 0.92× | 3.43× | ||
| Q4 24 | 1.62× | 2.04× | ||
| Q3 24 | 1.07× | 2.23× |
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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
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% |
