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ICAHN ENTERPRISES L.P.（IEP）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ICAHN ENTERPRISES L.P.的1.1倍（$3.1B vs $2.7B），J.B. Hunt净利率更高（5.8% vs 0.0%，领先5.8%），ICAHN ENTERPRISES L.P.同比增速更快（5.4% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-496.0M），过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高（4.5% vs 2.6%）
伊坎企业有限合伙企业是美国上市的 Master 有限合伙企业与多元化集团，总部位于佛罗里达州阳光岛海滩的弥尔顿大厦。公司投资布局覆盖能源、汽车、食品包装、金属、房地产、家居时尚等多个领域，由知名投资人卡尔·伊坎控股，其持股比例达86%。
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。
IEP vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.1倍
$2.7B
营收增速更快
IEP
高出6.9%
-1.6%
净利率更高
JBHT
高出5.8%
0.0%
自由现金流更多
JBHT
多$747.3M
$-496.0M
两年增速更快
IEP
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.1B |
| 净利润 | $1.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 0.6% | 8.0% |
| 净利率 | 0.0% | 5.8% |
| 营收同比 | 5.4% | -1.6% |
| 净利润同比 | 101.0% | 16.5% |
| 每股收益（稀释后） | — | $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IEPJBHT
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $1.9B | $2.9B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.2B | $2.9B | ||
| Q1 24 | $2.5B | $2.9B |
净利润IEPJBHT
| Q4 25 | $1.0M | $181.1M | ||
| Q3 25 | $287.0M | $170.8M | ||
| Q2 25 | $-165.0M | $128.6M | ||
| Q1 25 | $-422.0M | $117.7M | ||
| Q4 24 | $-98.0M | $155.5M | ||
| Q3 24 | $22.0M | $152.1M | ||
| Q2 24 | $-331.0M | $135.9M | ||
| Q1 24 | $-38.0M | $127.5M |
营业利润率IEPJBHT
| Q4 25 | 0.6% | 8.0% | ||
| Q3 25 | 19.7% | 7.9% | ||
| Q2 25 | -10.4% | 6.7% | ||
| Q1 25 | -35.0% | 6.1% | ||
| Q4 24 | -5.2% | 6.6% | ||
| Q3 24 | 2.4% | 7.3% | ||
| Q2 24 | -21.9% | 7.0% | ||
| Q1 24 | -0.8% | 6.6% |
净利率IEPJBHT
| Q4 25 | 0.0% | 5.8% | ||
| Q3 25 | 10.5% | 5.6% | ||
| Q2 25 | -7.0% | 4.4% | ||
| Q1 25 | -22.6% | 4.0% | ||
| Q4 24 | -3.8% | 4.9% | ||
| Q3 24 | 0.8% | 5.0% | ||
| Q2 24 | -15.0% | 4.6% | ||
| Q1 24 | -1.5% | 4.3% |
每股收益（稀释后）IEPJBHT
| Q4 25 | — | $1.88 | ||
| Q3 25 | — | $1.76 | ||
| Q2 25 | — | $1.31 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | — | $1.49 | ||
| Q2 24 | — | $1.32 | ||
| Q1 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 | $1.4B | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $3.6B |
| 总资产 | $14.2B | $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IEPJBHT
| Q4 25 | $1.4B | $17.3M | ||
| Q3 25 | $1.8B | $52.3M | ||
| Q2 25 | $1.8B | $50.9M | ||
| Q1 25 | $2.2B | $43.4M | ||
| Q4 24 | $2.6B | $47.0M | ||
| Q3 24 | $2.3B | $120.0M | ||
| Q2 24 | $2.2B | $53.5M | ||
| Q1 24 | $2.5B | $64.2M |
总债务IEPJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
股东权益IEPJBHT
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.2B |
总资产IEPJBHT
| Q4 25 | $14.2B | $7.9B | ||
| Q3 25 | $14.8B | $8.1B | ||
| Q2 25 | $14.8B | $8.2B | ||
| Q1 25 | $15.5B | $8.3B | ||
| Q4 24 | $16.3B | $8.3B | ||
| Q3 24 | $17.4B | $8.3B | ||
| Q2 24 | $18.0B | $8.4B | ||
| Q1 24 | $20.1B | $8.4B |
负债/权益比IEPJBHT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 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 | $-421.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | $251.3M |
| 自由现金流率自由现金流/营收 | -18.4% | 8.1% |
| 资本支出强度资本支出/营收 | 2.8% | 4.3% |
| 现金转化率经营现金流/净利润 | -421.00× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $-654.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流IEPJBHT
| Q4 25 | $-421.0M | $385.6M | ||
| Q3 25 | $15.0M | $486.4M | ||
| Q2 25 | $275.0M | $402.1M | ||
| Q1 25 | $-182.0M | $404.2M | ||
| Q4 24 | $244.0M | $317.6M | ||
| Q3 24 | $-54.0M | $338.5M | ||
| Q2 24 | $893.0M | $360.6M | ||
| Q1 24 | $-251.0M | $466.5M |
自由现金流IEPJBHT
| Q4 25 | $-496.0M | $251.3M | ||
| Q3 25 | $-67.0M | $352.4M | ||
| Q2 25 | $179.0M | $185.6M | ||
| Q1 25 | $-270.0M | $158.4M | ||
| Q4 24 | $156.0M | $93.3M | ||
| Q3 24 | $-112.0M | $163.1M | ||
| Q2 24 | $827.0M | $98.2M | ||
| Q1 24 | $-319.0M | $263.1M |
自由现金流率IEPJBHT
| Q4 25 | -18.4% | 8.1% | ||
| Q3 25 | -2.5% | 11.5% | ||
| Q2 25 | 7.6% | 6.3% | ||
| Q1 25 | -14.5% | 5.4% | ||
| Q4 24 | 6.1% | 3.0% | ||
| Q3 24 | -4.0% | 5.3% | ||
| Q2 24 | 37.6% | 3.4% | ||
| Q1 24 | -12.9% | 8.9% |
资本支出强度IEPJBHT
| Q4 25 | 2.8% | 4.3% | ||
| Q3 25 | 3.0% | 4.4% | ||
| Q2 25 | 4.1% | 7.4% | ||
| Q1 25 | 4.7% | 8.4% | ||
| Q4 24 | 3.4% | 7.1% | ||
| Q3 24 | 2.1% | 5.7% | ||
| Q2 24 | 3.0% | 9.0% | ||
| Q1 24 | 2.8% | 6.9% |
现金转化率IEPJBHT
| Q4 25 | -421.00× | 2.13× | ||
| Q3 25 | 0.05× | 2.85× | ||
| Q2 25 | — | 3.13× | ||
| Q1 25 | — | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | -2.45× | 2.23× | ||
| Q2 24 | — | 2.65× | ||
| Q1 24 | — | 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
IEP
| Public Utilities Inventory Petroleum Products | $1.6B | 61% |
| Other | $381.0M | 14% |
| Automotive Services | $345.0M | 13% |
| Nitrogen Fertilizer Products | $131.0M | 5% |
| Food Packaging Segment | $82.0M | 3% |
| Home Fashion Segment | $45.0M | 2% |
| Renewable Products | $32.0M | 1% |
| Pharma Segment | $23.0M | 1% |
| Holding Company | $11.0M | 0% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
