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通用磨坊（GIS）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
通用磨坊的季度营收约是J.B. Hunt的1.6倍（$4.9B vs $3.1B），通用磨坊净利率更高（8.5% vs 5.8%，领先2.6%），J.B. Hunt同比增速更快（-1.6% vs -7.2%），通用磨坊自由现金流更多（$675.7M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -2.4%）
通用磨坊是美国知名跨国消费食品企业，主营品牌包装食品的生产与营销，产品通过零售渠道面向大众发售。公司发源于明尼阿波利斯市密西西比河畔的圣安东尼瀑布区域，最初以大型面粉加工业务闻名，现总部位于明尼阿波利斯市郊的明尼苏达州金谷市。
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。
GIS vs JBHT — 直观对比
营收规模更大
GIS
是对方的1.6倍
$3.1B
营收增速更快
JBHT
高出5.7%
-7.2%
净利率更高
GIS
高出2.6%
5.8%
自由现金流更多
GIS
多$424.4M
$251.3M
两年增速更快
JBHT
近两年复合增速
-2.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $3.1B |
| 净利润 | $413.0M | $181.1M |
| 毛利率 | 34.8% | — |
| 营业利润率 | 15.0% | 8.0% |
| 净利率 | 8.5% | 5.8% |
| 营收同比 | -7.2% | -1.6% |
| 净利润同比 | -48.1% | 16.5% |
| 每股收益（稀释后） | $0.78 | $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GISJBHT
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $4.5B | $3.1B | ||
| Q2 25 | $4.6B | $2.9B | ||
| Q1 25 | $4.8B | $2.9B | ||
| Q4 24 | $5.2B | $3.1B | ||
| Q3 24 | $4.8B | $3.1B | ||
| Q2 24 | $4.7B | $2.9B | ||
| Q1 24 | $5.1B | $2.9B |
净利润GISJBHT
| Q4 25 | $413.0M | $181.1M | ||
| Q3 25 | $1.2B | $170.8M | ||
| Q2 25 | $294.0M | $128.6M | ||
| Q1 25 | $625.6M | $117.7M | ||
| Q4 24 | $795.7M | $155.5M | ||
| Q3 24 | $579.9M | $152.1M | ||
| Q2 24 | $557.5M | $135.9M | ||
| Q1 24 | $670.1M | $127.5M |
毛利率GISJBHT
| Q4 25 | 34.8% | — | ||
| Q3 25 | 33.9% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 33.9% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 34.8% | — | ||
| Q2 24 | 35.8% | — | ||
| Q1 24 | 33.5% | — |
营业利润率GISJBHT
| Q4 25 | 15.0% | 8.0% | ||
| Q3 25 | 38.2% | 7.9% | ||
| Q2 25 | 11.1% | 6.7% | ||
| Q1 25 | 18.4% | 6.1% | ||
| Q4 24 | 20.6% | 6.6% | ||
| Q3 24 | 17.2% | 7.3% | ||
| Q2 24 | 16.5% | 7.0% | ||
| Q1 24 | 17.9% | 6.6% |
净利率GISJBHT
| Q4 25 | 8.5% | 5.8% | ||
| Q3 25 | 26.7% | 5.6% | ||
| Q2 25 | 6.5% | 4.4% | ||
| Q1 25 | 12.9% | 4.0% | ||
| Q4 24 | 15.2% | 4.9% | ||
| Q3 24 | 12.0% | 5.0% | ||
| Q2 24 | 11.8% | 4.6% | ||
| Q1 24 | 13.1% | 4.3% |
每股收益（稀释后）GISJBHT
| Q4 25 | $0.78 | $1.88 | ||
| Q3 25 | $2.22 | $1.76 | ||
| Q2 25 | $0.53 | $1.31 | ||
| Q1 25 | $1.12 | $1.17 | ||
| Q4 24 | $1.42 | $1.53 | ||
| Q3 24 | $1.03 | $1.49 | ||
| Q2 24 | $0.98 | $1.32 | ||
| Q1 24 | $1.17 | $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 | $683.4M | $17.3M |
| 总债务越低越好 | $12.2B | — |
| 股东权益账面价值 | $9.3B | $3.6B |
| 总资产 | $32.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.31× | — |
8季度趋势，按日历期对齐
现金及短期投资GISJBHT
| Q4 25 | $683.4M | $17.3M | ||
| Q3 25 | $952.9M | $52.3M | ||
| Q2 25 | $363.9M | $50.9M | ||
| Q1 25 | $521.3M | $43.4M | ||
| Q4 24 | $2.3B | $47.0M | ||
| Q3 24 | $468.1M | $120.0M | ||
| Q2 24 | $418.0M | $53.5M | ||
| Q1 24 | $588.6M | $64.2M |
总债务GISJBHT
| Q4 25 | $12.2B | — | ||
| Q3 25 | $12.2B | — | ||
| Q2 25 | $12.7B | — | ||
| Q1 25 | $11.8B | — | ||
| Q4 24 | $12.4B | $977.7M | ||
| Q3 24 | $11.4B | $1.0B | ||
| Q2 24 | $11.3B | $1.5B | ||
| Q1 24 | $11.0B | $1.4B |
股东权益GISJBHT
| Q4 25 | $9.3B | $3.6B | ||
| Q3 25 | $9.5B | $3.6B | ||
| Q2 25 | $9.2B | $3.7B | ||
| Q1 25 | $9.3B | $3.9B | ||
| Q4 24 | $9.2B | $4.0B | ||
| Q3 24 | $9.3B | $4.0B | ||
| Q2 24 | $9.4B | $4.1B | ||
| Q1 24 | $9.4B | $4.2B |
总资产GISJBHT
| Q4 25 | $32.5B | $7.9B | ||
| Q3 25 | $33.0B | $8.1B | ||
| Q2 25 | $33.1B | $8.2B | ||
| Q1 25 | $32.7B | $8.3B | ||
| Q4 24 | $33.4B | $8.3B | ||
| Q3 24 | $31.8B | $8.3B | ||
| Q2 24 | $31.5B | $8.4B | ||
| Q1 24 | $30.9B | $8.4B |
负债/权益比GISJBHT
| Q4 25 | 1.31× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.28× | — | ||
| Q4 24 | 1.35× | 0.24× | ||
| Q3 24 | 1.23× | 0.26× | ||
| Q2 24 | 1.20× | 0.36× | ||
| Q1 24 | 1.17× | 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 | $819.3M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $675.7M | $251.3M |
| 自由现金流率自由现金流/营收 | 13.9% | 8.1% |
| 资本支出强度资本支出/营收 | 3.0% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.98× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $947.6M |
8季度趋势，按日历期对齐
经营现金流GISJBHT
| Q4 25 | $819.3M | $385.6M | ||
| Q3 25 | $397.0M | $486.4M | ||
| Q2 25 | $611.6M | $402.1M | ||
| Q1 25 | $531.9M | $404.2M | ||
| Q4 24 | $1.2B | $317.6M | ||
| Q3 24 | $624.2M | $338.5M | ||
| Q2 24 | $863.7M | $360.6M | ||
| Q1 24 | $943.1M | $466.5M |
自由现金流GISJBHT
| Q4 25 | $675.7M | $251.3M | ||
| Q3 25 | $287.5M | $352.4M | ||
| Q2 25 | $391.4M | $185.6M | ||
| Q1 25 | $428.0M | $158.4M | ||
| Q4 24 | $989.6M | $93.3M | ||
| Q3 24 | $483.9M | $163.1M | ||
| Q2 24 | $575.2M | $98.2M | ||
| Q1 24 | $751.4M | $263.1M |
自由现金流率GISJBHT
| Q4 25 | 13.9% | 8.1% | ||
| Q3 25 | 6.4% | 11.5% | ||
| Q2 25 | 8.6% | 6.3% | ||
| Q1 25 | 8.8% | 5.4% | ||
| Q4 24 | 18.9% | 3.0% | ||
| Q3 24 | 10.0% | 5.3% | ||
| Q2 24 | 12.2% | 3.4% | ||
| Q1 24 | 14.7% | 8.9% |
资本支出强度GISJBHT
| Q4 25 | 3.0% | 4.3% | ||
| Q3 25 | 2.4% | 4.4% | ||
| Q2 25 | 4.8% | 7.4% | ||
| Q1 25 | 2.1% | 8.4% | ||
| Q4 24 | 3.1% | 7.1% | ||
| Q3 24 | 2.9% | 5.7% | ||
| Q2 24 | 6.1% | 9.0% | ||
| Q1 24 | 3.8% | 6.9% |
现金转化率GISJBHT
| Q4 25 | 1.98× | 2.13× | ||
| Q3 25 | 0.33× | 2.85× | ||
| Q2 25 | 2.08× | 3.13× | ||
| Q1 25 | 0.85× | 3.43× | ||
| Q4 24 | 1.45× | 2.04× | ||
| Q3 24 | 1.08× | 2.23× | ||
| Q2 24 | 1.55× | 2.65× | ||
| Q1 24 | 1.41× | 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
GIS
| Snacks | $1.0B | 21% |
| Convenient Meals | $827.0M | 17% |
| Cereal | $791.2M | 16% |
| Dough | $720.9M | 15% |
| Pet | $698.7M | 14% |
| Baking Mixes And Ingredients | $556.0M | 11% |
| Super Premium Ice Cream | $175.8M | 4% |
| Other Product | $73.3M | 2% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
