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自由港麦克莫兰（FCX）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
自由港麦克莫兰的季度营收约是J.B. Hunt的1.7倍（$5.3B vs $3.1B），自由港麦克莫兰净利率更高（10.7% vs 4.6%，领先6.1%），J.B. Hunt同比增速更快（4.6% vs -10.4%），过去两年J.B. Hunt的营收复合增速更高（2.2% vs -7.9%）
自由港麦克莫兰是总部位于美国亚利桑那州凤凰城的矿业企业，是全球最大的钼生产商、主要铜生产商之一，运营着坐落于印度尼西亚巴布亚省的世界最大金矿格拉斯伯格矿。
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。
FCX vs JBHT — 直观对比
营收规模更大
FCX
是对方的1.7倍
$3.1B
营收增速更快
JBHT
高出15.0%
-10.4%
净利率更高
FCX
高出6.1%
4.6%
两年增速更快
JBHT
近两年复合增速
-7.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.1B |
| 净利润 | $565.0M | $141.6M |
| 毛利率 | 12.4% | — |
| 营业利润率 | 15.4% | 6.8% |
| 净利率 | 10.7% | 4.6% |
| 营收同比 | -10.4% | 4.6% |
| 净利润同比 | -21.6% | 20.2% |
| 每股收益（稀释后） | — | $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FCXJBHT
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.3B | $3.1B | ||
| Q3 25 | $6.8B | $3.1B | ||
| Q2 25 | $7.5B | $2.9B | ||
| Q1 25 | $5.6B | $2.9B | ||
| Q4 24 | $5.9B | $3.1B | ||
| Q3 24 | $6.7B | $3.1B | ||
| Q2 24 | $6.4B | $2.9B |
净利润FCXJBHT
| Q1 26 | — | $141.6M | ||
| Q4 25 | $565.0M | $181.1M | ||
| Q3 25 | $1.2B | $170.8M | ||
| Q2 25 | $1.5B | $128.6M | ||
| Q1 25 | $793.0M | $117.7M | ||
| Q4 24 | $721.0M | $155.5M | ||
| Q3 24 | $1.2B | $152.1M | ||
| Q2 24 | $1.3B | $135.9M |
毛利率FCXJBHT
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 24.3% | — | ||
| Q4 24 | 27.0% | — | ||
| Q3 24 | 30.0% | — | ||
| Q2 24 | 31.5% | — |
营业利润率FCXJBHT
| Q1 26 | — | 6.8% | ||
| Q4 25 | 15.4% | 8.0% | ||
| Q3 25 | 28.9% | 7.9% | ||
| Q2 25 | 32.3% | 6.7% | ||
| Q1 25 | 23.4% | 6.1% | ||
| Q4 24 | 21.1% | 6.6% | ||
| Q3 24 | 29.0% | 7.3% | ||
| Q2 24 | 32.0% | 7.0% |
净利率FCXJBHT
| Q1 26 | — | 4.6% | ||
| Q4 25 | 10.7% | 5.8% | ||
| Q3 25 | 18.3% | 5.6% | ||
| Q2 25 | 20.6% | 4.4% | ||
| Q1 25 | 14.2% | 4.0% | ||
| Q4 24 | 12.3% | 4.9% | ||
| Q3 24 | 18.5% | 5.0% | ||
| Q2 24 | 20.0% | 4.6% |
每股收益（稀释后）FCXJBHT
| Q1 26 | — | $1.49 | ||
| Q4 25 | — | $1.88 | ||
| Q3 25 | $0.46 | $1.76 | ||
| Q2 25 | $0.53 | $1.31 | ||
| Q1 25 | $0.24 | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | $0.36 | $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 | $3.8B | $4.6M |
| 总债务越低越好 | $9.4B | $1.3B |
| 股东权益账面价值 | $18.9B | $3.6B |
| 总资产 | $58.2B | — |
| 负债/权益比越低杠杆越低 | 0.50× | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资FCXJBHT
| Q1 26 | — | $4.6M | ||
| Q4 25 | $3.8B | $17.3M | ||
| Q3 25 | $4.3B | $52.3M | ||
| Q2 25 | $4.5B | $50.9M | ||
| Q1 25 | $4.4B | $43.4M | ||
| Q4 24 | $3.9B | $47.0M | ||
| Q3 24 | $5.0B | $120.0M | ||
| Q2 24 | $5.3B | $53.5M |
总债务FCXJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $9.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $8.9B | $977.7M | ||
| Q3 24 | $9.7B | $1.0B | ||
| Q2 24 | $9.4B | $1.5B |
股东权益FCXJBHT
| Q1 26 | — | $3.6B | ||
| Q4 25 | $18.9B | $3.6B | ||
| Q3 25 | $18.7B | $3.6B | ||
| Q2 25 | $18.2B | $3.7B | ||
| Q1 25 | $17.7B | $3.9B | ||
| Q4 24 | $17.6B | $4.0B | ||
| Q3 24 | $17.5B | $4.0B | ||
| Q2 24 | $17.4B | $4.1B |
总资产FCXJBHT
| Q1 26 | — | — | ||
| Q4 25 | $58.2B | $7.9B | ||
| Q3 25 | $56.8B | $8.1B | ||
| Q2 25 | $56.5B | $8.2B | ||
| Q1 25 | $56.0B | $8.3B | ||
| Q4 24 | $54.8B | $8.3B | ||
| Q3 24 | $55.4B | $8.3B | ||
| Q2 24 | $54.6B | $8.4B |
负债/权益比FCXJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.51× | 0.24× | ||
| Q3 24 | 0.55× | 0.26× | ||
| Q2 24 | 0.54× | 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 | $693.0M | $353.0M |
| 自由现金流经营现金流 - 资本支出 | $-312.0M | — |
| 自由现金流率自由现金流/营收 | -5.9% | — |
| 资本支出强度资本支出/营收 | 19.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.23× | 2.49× |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流FCXJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $693.0M | $385.6M | ||
| Q3 25 | $1.7B | $486.4M | ||
| Q2 25 | $2.2B | $402.1M | ||
| Q1 25 | $1.1B | $404.2M | ||
| Q4 24 | $1.4B | $317.6M | ||
| Q3 24 | $1.9B | $338.5M | ||
| Q2 24 | $2.0B | $360.6M |
自由现金流FCXJBHT
| Q1 26 | — | — | ||
| Q4 25 | $-312.0M | $251.3M | ||
| Q3 25 | $608.0M | $352.4M | ||
| Q2 25 | $934.0M | $185.6M | ||
| Q1 25 | $-114.0M | $158.4M | ||
| Q4 24 | $197.0M | $93.3M | ||
| Q3 24 | $673.0M | $163.1M | ||
| Q2 24 | $840.0M | $98.2M |
自由现金流率FCXJBHT
| Q1 26 | — | — | ||
| Q4 25 | -5.9% | 8.1% | ||
| Q3 25 | 8.9% | 11.5% | ||
| Q2 25 | 12.4% | 6.3% | ||
| Q1 25 | -2.0% | 5.4% | ||
| Q4 24 | 3.4% | 3.0% | ||
| Q3 24 | 10.1% | 5.3% | ||
| Q2 24 | 13.1% | 3.4% |
资本支出强度FCXJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 19.1% | 4.3% | ||
| Q3 25 | 15.5% | 4.4% | ||
| Q2 25 | 16.8% | 7.4% | ||
| Q1 25 | 21.0% | 8.4% | ||
| Q4 24 | 21.1% | 7.1% | ||
| Q3 24 | 17.9% | 5.7% | ||
| Q2 24 | 17.4% | 9.0% |
现金转化率FCXJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 1.23× | 2.13× | ||
| Q3 25 | 1.33× | 2.85× | ||
| Q2 25 | 1.42× | 3.13× | ||
| Q1 25 | 1.33× | 3.43× | ||
| Q4 24 | 1.99× | 2.04× | ||
| Q3 24 | 1.51× | 2.23× | ||
| Q2 24 | 1.53× | 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
FCX
| Morenci | $2.5B | 47% |
| Grasberg Segment | $964.0M | 18% |
| Copper In Concentrates | $934.0M | 18% |
| Molybdenum | $541.0M | 10% |
| Gold | $388.0M | 7% |
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% |
