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亿客行集团（EXPE）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
亿客行集团的季度营收约是J.B. Hunt的1.2倍（$3.5B vs $3.1B），亿客行集团净利率更高（5.8% vs 4.6%，领先1.1%），亿客行集团同比增速更快（18.7% vs 4.6%），过去两年J.B. Hunt的营收复合增速更高（2.2% vs -0.2%）
亿客行集团是总部位于美国西雅图的在线旅游服务商，旗下旅行预订平台Expedia于1996年由微软推出。用户可通过其官方网站及移动应用预订机票、酒店、租车、邮轮、特色活动及度假短租等产品，为全球消费者提供便捷的一站式旅行服务解决方案。
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。
EXPE vs JBHT — 直观对比
营收规模更大
EXPE
是对方的1.2倍
$3.1B
营收增速更快
EXPE
高出14.1%
4.6%
净利率更高
EXPE
高出1.1%
4.6%
两年增速更快
JBHT
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.1B |
| 净利润 | $205.0M | $141.6M |
| 毛利率 | — | — |
| 营业利润率 | 11.8% | 6.8% |
| 净利率 | 5.8% | 4.6% |
| 营收同比 | 18.7% | 4.6% |
| 净利润同比 | 202.5% | 20.2% |
| 每股收益（稀释后） | $1.56 | $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EXPEJBHT
| Q1 26 | $3.5B | $3.1B | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $4.4B | $3.1B | ||
| Q2 25 | $3.8B | $2.9B | ||
| Q1 25 | $3.0B | $2.9B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $4.1B | $3.1B | ||
| Q2 24 | $3.6B | $2.9B |
净利润EXPEJBHT
| Q1 26 | $205.0M | $141.6M | ||
| Q4 25 | $205.0M | $181.1M | ||
| Q3 25 | $959.0M | $170.8M | ||
| Q2 25 | $330.0M | $128.6M | ||
| Q1 25 | $-200.0M | $117.7M | ||
| Q4 24 | $299.0M | $155.5M | ||
| Q3 24 | $684.0M | $152.1M | ||
| Q2 24 | $386.0M | $135.9M |
营业利润率EXPEJBHT
| Q1 26 | 11.8% | 6.8% | ||
| Q4 25 | 11.8% | 8.0% | ||
| Q3 25 | 23.5% | 7.9% | ||
| Q2 25 | 12.8% | 6.7% | ||
| Q1 25 | -2.3% | 6.1% | ||
| Q4 24 | 6.8% | 6.6% | ||
| Q3 24 | 18.8% | 7.3% | ||
| Q2 24 | 12.7% | 7.0% |
净利率EXPEJBHT
| Q1 26 | 5.8% | 4.6% | ||
| Q4 25 | 5.8% | 5.8% | ||
| Q3 25 | 21.7% | 5.6% | ||
| Q2 25 | 8.7% | 4.4% | ||
| Q1 25 | -6.7% | 4.0% | ||
| Q4 24 | 9.4% | 4.9% | ||
| Q3 24 | 16.8% | 5.0% | ||
| Q2 24 | 10.8% | 4.6% |
每股收益（稀释后）EXPEJBHT
| Q1 26 | $1.56 | $1.49 | ||
| Q4 25 | $1.56 | $1.88 | ||
| Q3 25 | $7.33 | $1.76 | ||
| Q2 25 | $2.48 | $1.31 | ||
| Q1 25 | $-1.56 | $1.17 | ||
| Q4 24 | $2.10 | $1.53 | ||
| Q3 24 | $5.04 | $1.49 | ||
| Q2 24 | $2.80 | $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 | $5.7B | $4.6M |
| 总债务越低越好 | $6.2B | $1.3B |
| 股东权益账面价值 | $1.3B | $3.6B |
| 总资产 | $24.5B | — |
| 负债/权益比越低杠杆越低 | 4.80× | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资EXPEJBHT
| Q1 26 | $5.7B | $4.6M | ||
| Q4 25 | $5.7B | $17.3M | ||
| Q3 25 | $6.2B | $52.3M | ||
| Q2 25 | $6.7B | $50.9M | ||
| Q1 25 | $6.1B | $43.4M | ||
| Q4 24 | $4.5B | $47.0M | ||
| Q3 24 | $4.9B | $120.0M | ||
| Q2 24 | $6.3B | $53.5M |
总债务EXPEJBHT
| Q1 26 | $6.2B | $1.3B | ||
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $6.2B | — | ||
| Q4 24 | $6.3B | $977.7M | ||
| Q3 24 | $6.3B | $1.0B | ||
| Q2 24 | $6.3B | $1.5B |
股东权益EXPEJBHT
| Q1 26 | $1.3B | $3.6B | ||
| Q4 25 | $1.3B | $3.6B | ||
| Q3 25 | $1.3B | $3.6B | ||
| Q2 25 | $836.0M | $3.7B | ||
| Q1 25 | $1.1B | $3.9B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $889.0M | $4.1B |
总资产EXPEJBHT
| Q1 26 | $24.5B | — | ||
| Q4 25 | $24.5B | $7.9B | ||
| Q3 25 | $25.1B | $8.1B | ||
| Q2 25 | $27.0B | $8.2B | ||
| Q1 25 | $26.1B | $8.3B | ||
| Q4 24 | $22.4B | $8.3B | ||
| Q3 24 | $23.4B | $8.3B | ||
| Q2 24 | $25.9B | $8.4B |
负债/权益比EXPEJBHT
| Q1 26 | 4.80× | 0.36× | ||
| Q4 25 | 4.80× | — | ||
| Q3 25 | 4.65× | — | ||
| Q2 25 | 7.43× | — | ||
| Q1 25 | 5.79× | — | ||
| Q4 24 | 4.02× | 0.24× | ||
| Q3 24 | 4.74× | 0.26× | ||
| Q2 24 | 7.04× | 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 | — | 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EXPEJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $304.0M | $385.6M | ||
| Q3 25 | $-497.0M | $486.4M | ||
| Q2 25 | $1.1B | $402.1M | ||
| Q1 25 | $3.0B | $404.2M | ||
| Q4 24 | $198.0M | $317.6M | ||
| Q3 24 | $-1.5B | $338.5M | ||
| Q2 24 | $1.5B | $360.6M |
自由现金流EXPEJBHT
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | $251.3M | ||
| Q3 25 | $-686.0M | $352.4M | ||
| Q2 25 | $921.0M | $185.6M | ||
| Q1 25 | $2.8B | $158.4M | ||
| Q4 24 | $7.0M | $93.3M | ||
| Q3 24 | $-1.7B | $163.1M | ||
| Q2 24 | $1.3B | $98.2M |
自由现金流率EXPEJBHT
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 8.1% | ||
| Q3 25 | -15.5% | 11.5% | ||
| Q2 25 | 24.3% | 6.3% | ||
| Q1 25 | 92.2% | 5.4% | ||
| Q4 24 | 0.2% | 3.0% | ||
| Q3 24 | -41.6% | 5.3% | ||
| Q2 24 | 36.7% | 3.4% |
资本支出强度EXPEJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.2% | 4.3% | ||
| Q3 25 | 4.3% | 4.4% | ||
| Q2 25 | 5.3% | 7.4% | ||
| Q1 25 | 6.6% | 8.4% | ||
| Q4 24 | 6.0% | 7.1% | ||
| Q3 24 | 4.8% | 5.7% | ||
| Q2 24 | 5.5% | 9.0% |
现金转化率EXPEJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 1.48× | 2.13× | ||
| Q3 25 | -0.52× | 2.85× | ||
| Q2 25 | 3.40× | 3.13× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | 0.66× | 2.04× | ||
| Q3 24 | -2.18× | 2.23× | ||
| Q2 24 | 3.89× | 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
EXPE
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% |
