vs
康宁(GLW)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
康宁的季度营收约是J.B. Hunt的1.4倍($4.2B vs $3.1B),康宁净利率更高(12.8% vs 5.8%,领先7.0%),康宁同比增速更快(20.4% vs -1.6%),康宁自由现金流更多($620.0M vs $251.3M),过去两年康宁的营收复合增速更高(19.0% vs 2.6%)
康宁是1851年成立的美国跨国科技企业,主营玻璃、陶瓷及相关材料技术,产品线涵盖先进光学产品,主要应用于工业与科研领域。20世纪曾推出多款知名消费产品,包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等,广受市场欢迎。
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。
GLW vs JBHT — 直观对比
营收规模更大
GLW
是对方的1.4倍
$3.1B
营收增速更快
GLW
高出22.0%
-1.6%
净利率更高
GLW
高出7.0%
5.8%
自由现金流更多
GLW
多$368.7M
$251.3M
两年增速更快
GLW
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.2B | $3.1B |
| 净利润 | $540.0M | $181.1M |
| 毛利率 | 35.5% | — |
| 营业利润率 | 15.9% | 8.0% |
| 净利率 | 12.8% | 5.8% |
| 营收同比 | 20.4% | -1.6% |
| 净利润同比 | 74.2% | 16.5% |
| 每股收益(稀释后) | $0.61 | $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
GLW
JBHT
| Q4 25 | $4.2B | $3.1B | ||
| Q3 25 | $4.1B | $3.1B | ||
| Q2 25 | $3.9B | $2.9B | ||
| Q1 25 | $3.5B | $2.9B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.3B | $2.9B | ||
| Q1 24 | $3.0B | $2.9B |
净利润
GLW
JBHT
| Q4 25 | $540.0M | $181.1M | ||
| Q3 25 | $430.0M | $170.8M | ||
| Q2 25 | $469.0M | $128.6M | ||
| Q1 25 | $157.0M | $117.7M | ||
| Q4 24 | $310.0M | $155.5M | ||
| Q3 24 | $-117.0M | $152.1M | ||
| Q2 24 | $104.0M | $135.9M | ||
| Q1 24 | $209.0M | $127.5M |
毛利率
GLW
JBHT
| Q4 25 | 35.5% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | — | ||
| Q2 24 | 29.2% | — | ||
| Q1 24 | 33.4% | — |
营业利润率
GLW
JBHT
| Q4 25 | 15.9% | 8.0% | ||
| Q3 25 | 14.4% | 7.9% | ||
| Q2 25 | 14.8% | 6.7% | ||
| Q1 25 | 12.9% | 6.1% | ||
| Q4 24 | 11.2% | 6.6% | ||
| Q3 24 | 8.9% | 7.3% | ||
| Q2 24 | 5.7% | 7.0% | ||
| Q1 24 | 8.5% | 6.6% |
净利率
GLW
JBHT
| Q4 25 | 12.8% | 5.8% | ||
| Q3 25 | 10.5% | 5.6% | ||
| Q2 25 | 12.1% | 4.4% | ||
| Q1 25 | 4.5% | 4.0% | ||
| Q4 24 | 8.9% | 4.9% | ||
| Q3 24 | -3.5% | 5.0% | ||
| Q2 24 | 3.2% | 4.6% | ||
| Q1 24 | 7.0% | 4.3% |
每股收益(稀释后)
GLW
JBHT
| Q4 25 | $0.61 | $1.88 | ||
| Q3 25 | $0.50 | $1.76 | ||
| Q2 25 | $0.54 | $1.31 | ||
| Q1 25 | $0.18 | $1.17 | ||
| Q4 24 | $0.36 | $1.53 | ||
| Q3 24 | $-0.14 | $1.49 | ||
| Q2 24 | $0.12 | $1.32 | ||
| Q1 24 | $0.24 | $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 | $1.5B | $17.3M |
| 总债务越低越好 | $7.6B | — |
| 股东权益账面价值 | $11.8B | $3.6B |
| 总资产 | $31.0B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势,按日历期对齐
现金及短期投资
GLW
JBHT
| Q4 25 | $1.5B | $17.3M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | — | $50.9M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | $1.8B | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | — | $53.5M | ||
| Q1 24 | — | $64.2M |
总债务
GLW
JBHT
| Q4 25 | $7.6B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $6.7B | — | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | $977.7M | ||
| Q3 24 | $7.1B | $1.0B | ||
| Q2 24 | $6.9B | $1.5B | ||
| Q1 24 | $7.0B | $1.4B |
股东权益
GLW
JBHT
| Q4 25 | $11.8B | $3.6B | ||
| Q3 25 | $11.5B | $3.6B | ||
| Q2 25 | $11.1B | $3.7B | ||
| Q1 25 | $10.7B | $3.9B | ||
| Q4 24 | $10.7B | $4.0B | ||
| Q3 24 | $11.1B | $4.0B | ||
| Q2 24 | $10.6B | $4.1B | ||
| Q1 24 | $11.2B | $4.2B |
总资产
GLW
JBHT
| Q4 25 | $31.0B | $7.9B | ||
| Q3 25 | $29.9B | $8.1B | ||
| Q2 25 | $28.7B | $8.2B | ||
| Q1 25 | $27.4B | $8.3B | ||
| Q4 24 | $27.7B | $8.3B | ||
| Q3 24 | $28.3B | $8.3B | ||
| Q2 24 | $27.2B | $8.4B | ||
| Q1 24 | $27.6B | $8.4B |
负债/权益比
GLW
JBHT
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.65× | — | ||
| Q4 24 | 0.64× | 0.24× | ||
| Q3 24 | 0.64× | 0.26× | ||
| Q2 24 | 0.65× | 0.36× | ||
| Q1 24 | 0.63× | 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 | $1.1B | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $620.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 14.7% | 8.1% |
| 资本支出强度资本支出/营收 | 10.2% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.95× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $1.4B | $947.6M |
8季度趋势,按日历期对齐
经营现金流
GLW
JBHT
| Q4 25 | $1.1B | $385.6M | ||
| Q3 25 | $784.0M | $486.4M | ||
| Q2 25 | $708.0M | $402.1M | ||
| Q1 25 | $151.0M | $404.2M | ||
| Q4 24 | $623.0M | $317.6M | ||
| Q3 24 | $699.0M | $338.5M | ||
| Q2 24 | $521.0M | $360.6M | ||
| Q1 24 | $96.0M | $466.5M |
自由现金流
GLW
JBHT
| Q4 25 | $620.0M | $251.3M | ||
| Q3 25 | $450.0M | $352.4M | ||
| Q2 25 | $400.0M | $185.6M | ||
| Q1 25 | $-57.0M | $158.4M | ||
| Q4 24 | $369.0M | $93.3M | ||
| Q3 24 | $482.0M | $163.1M | ||
| Q2 24 | $279.0M | $98.2M | ||
| Q1 24 | $-156.0M | $263.1M |
自由现金流率
GLW
JBHT
| Q4 25 | 14.7% | 8.1% | ||
| Q3 25 | 11.0% | 11.5% | ||
| Q2 25 | 10.4% | 6.3% | ||
| Q1 25 | -1.7% | 5.4% | ||
| Q4 24 | 10.5% | 3.0% | ||
| Q3 24 | 14.2% | 5.3% | ||
| Q2 24 | 8.6% | 3.4% | ||
| Q1 24 | -5.2% | 8.9% |
资本支出强度
GLW
JBHT
| Q4 25 | 10.2% | 4.3% | ||
| Q3 25 | 8.1% | 4.4% | ||
| Q2 25 | 8.0% | 7.4% | ||
| Q1 25 | 6.0% | 8.4% | ||
| Q4 24 | 7.3% | 7.1% | ||
| Q3 24 | 6.4% | 5.7% | ||
| Q2 24 | 7.4% | 9.0% | ||
| Q1 24 | 8.5% | 6.9% |
现金转化率
GLW
JBHT
| Q4 25 | 1.95× | 2.13× | ||
| Q3 25 | 1.82× | 2.85× | ||
| Q2 25 | 1.51× | 3.13× | ||
| Q1 25 | 0.96× | 3.43× | ||
| Q4 24 | 2.01× | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | 5.01× | 2.65× | ||
| Q1 24 | 0.46× | 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
GLW
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% |