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伊士曼化工（EMN）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的季度营收约是伊士曼化工的1.6倍（$3.1B vs $2.0B），J.B. Hunt净利率更高（5.8% vs 5.3%，领先0.5%），J.B. Hunt同比增速更快（-1.6% vs -13.8%），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -8.6%）
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
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。
EMN vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.6倍
$2.0B
营收增速更快
JBHT
高出12.3%
-13.8%
净利率更高
JBHT
高出0.5%
5.3%
两年增速更快
JBHT
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.1B |
| 净利润 | $105.0M | $181.1M |
| 毛利率 | 17.1% | — |
| 营业利润率 | — | 8.0% |
| 净利率 | 5.3% | 5.8% |
| 营收同比 | -13.8% | -1.6% |
| 净利润同比 | -42.3% | 16.5% |
| 每股收益（稀释后） | $0.93 | $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EMNJBHT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $2.2B | $3.1B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.3B | $2.9B | ||
| Q4 24 | $2.2B | $3.1B | ||
| Q3 24 | $2.5B | $3.1B | ||
| Q2 24 | $2.4B | $2.9B |
净利润EMNJBHT
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $181.1M | ||
| Q3 25 | $47.0M | $170.8M | ||
| Q2 25 | $140.0M | $128.6M | ||
| Q1 25 | $182.0M | $117.7M | ||
| Q4 24 | $330.0M | $155.5M | ||
| Q3 24 | $180.0M | $152.1M | ||
| Q2 24 | $230.0M | $135.9M |
毛利率EMNJBHT
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 25.3% | — |
营业利润率EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 8.0% | ||
| Q3 25 | 6.1% | 7.9% | ||
| Q2 25 | 7.4% | 6.7% | ||
| Q1 25 | 11.0% | 6.1% | ||
| Q4 24 | 13.2% | 6.6% | ||
| Q3 24 | 11.4% | 7.3% | ||
| Q2 24 | 12.1% | 7.0% |
净利率EMNJBHT
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 5.8% | ||
| Q3 25 | 2.1% | 5.6% | ||
| Q2 25 | 6.1% | 4.4% | ||
| Q1 25 | 7.9% | 4.0% | ||
| Q4 24 | 14.7% | 4.9% | ||
| Q3 24 | 7.3% | 5.0% | ||
| Q2 24 | 9.7% | 4.6% |
每股收益（稀释后）EMNJBHT
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $1.88 | ||
| Q3 25 | $0.40 | $1.76 | ||
| Q2 25 | $1.20 | $1.31 | ||
| Q1 25 | $1.57 | $1.17 | ||
| Q4 24 | $2.81 | $1.53 | ||
| Q3 24 | $1.53 | $1.49 | ||
| Q2 24 | $1.94 | $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 | $566.0M | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.0B | $3.6B |
| 总资产 | $14.9B | $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EMNJBHT
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $17.3M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | — | $50.9M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $837.0M | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | — | $53.5M |
总债务EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益EMNJBHT
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $3.6B | ||
| Q3 25 | $5.8B | $3.6B | ||
| Q2 25 | $5.8B | $3.7B | ||
| Q1 25 | $5.9B | $3.9B | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $5.7B | $4.0B | ||
| Q2 24 | $5.6B | $4.1B |
总资产EMNJBHT
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $7.9B | ||
| Q3 25 | $15.0B | $8.1B | ||
| Q2 25 | $15.2B | $8.2B | ||
| Q1 25 | $15.0B | $8.3B | ||
| Q4 24 | $15.2B | $8.3B | ||
| Q3 24 | $15.1B | $8.3B | ||
| Q2 24 | $14.9B | $8.4B |
负债/权益比EMNJBHT
| Q1 26 | — | — | ||
| 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 | — | $385.6M |
| 自由现金流经营现金流 - 资本支出 | — | $251.3M |
| 自由现金流率自由现金流/营收 | — | 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 | — | 2.13× |
| 过去12个月自由现金流最近4个季度 | — | $947.6M |
8季度趋势，按日历期对齐
经营现金流EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $385.6M | ||
| Q3 25 | $402.0M | $486.4M | ||
| Q2 25 | $233.0M | $402.1M | ||
| Q1 25 | $-167.0M | $404.2M | ||
| Q4 24 | $540.0M | $317.6M | ||
| Q3 24 | $396.0M | $338.5M | ||
| Q2 24 | $367.0M | $360.6M |
自由现金流EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $251.3M | ||
| Q3 25 | $265.0M | $352.4M | ||
| Q2 25 | $83.0M | $185.6M | ||
| Q1 25 | $-314.0M | $158.4M | ||
| Q4 24 | $361.0M | $93.3M | ||
| Q3 24 | $276.0M | $163.1M | ||
| Q2 24 | $252.0M | $98.2M |
自由现金流率EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 8.1% | ||
| Q3 25 | 12.0% | 11.5% | ||
| Q2 25 | 3.6% | 6.3% | ||
| Q1 25 | -13.7% | 5.4% | ||
| Q4 24 | 16.1% | 3.0% | ||
| Q3 24 | 11.2% | 5.3% | ||
| Q2 24 | 10.7% | 3.4% |
资本支出强度EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 4.3% | ||
| Q3 25 | 6.2% | 4.4% | ||
| Q2 25 | 6.6% | 7.4% | ||
| Q1 25 | 6.4% | 8.4% | ||
| Q4 24 | 8.0% | 7.1% | ||
| Q3 24 | 4.9% | 5.7% | ||
| Q2 24 | 4.9% | 9.0% |
现金转化率EMNJBHT
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 2.13× | ||
| Q3 25 | 8.55× | 2.85× | ||
| Q2 25 | 1.66× | 3.13× | ||
| Q1 25 | -0.92× | 3.43× | ||
| Q4 24 | 1.64× | 2.04× | ||
| Q3 24 | 2.20× | 2.23× | ||
| Q2 24 | 1.60× | 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
EMN
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% |
