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宜瑞安（INGR）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的季度营收约是宜瑞安的1.8倍（$3.1B vs $1.8B），宜瑞安净利率更高（9.5% vs 5.8%，领先3.7%），J.B. Hunt同比增速更快（-1.6% vs -2.4%），宜瑞安自由现金流更多（$270.0M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -3.4%）
宜瑞安（Ingredion Inc.）是总部位于美国伊利诺伊州的食品饮料配料供应商，主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等，以玉米、木薯、马铃薯、谷物、果蔬等为原料，产品供应食品、饮料、酿造、制药等多个行业，在全球44个站点拥有约1.2万名员工，客户覆盖超120个国家。
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。
INGR vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.8倍
$1.8B
营收增速更快
JBHT
高出0.8%
-2.4%
净利率更高
INGR
高出3.7%
5.8%
自由现金流更多
INGR
多$18.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.1B |
| 净利润 | $167.0M | $181.1M |
| 毛利率 | 24.5% | — |
| 营业利润率 | 12.5% | 8.0% |
| 净利率 | 9.5% | 5.8% |
| 营收同比 | -2.4% | -1.6% |
| 净利润同比 | 72.2% | 16.5% |
| 每股收益（稀释后） | $2.58 | $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INGRJBHT
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | $1.8B | $3.1B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.8B | $2.9B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.9B | $3.1B | ||
| Q2 24 | $1.9B | $2.9B | ||
| Q1 24 | $1.9B | $2.9B |
净利润INGRJBHT
| Q4 25 | $167.0M | $181.1M | ||
| Q3 25 | $171.0M | $170.8M | ||
| Q2 25 | $196.0M | $128.6M | ||
| Q1 25 | $197.0M | $117.7M | ||
| Q4 24 | $97.0M | $155.5M | ||
| Q3 24 | $188.0M | $152.1M | ||
| Q2 24 | $148.0M | $135.9M | ||
| Q1 24 | $216.0M | $127.5M |
毛利率INGRJBHT
| Q4 25 | 24.5% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 26.0% | — | ||
| Q1 25 | 25.7% | — | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 25.6% | — | ||
| Q2 24 | 23.7% | — | ||
| Q1 24 | 22.2% | — |
营业利润率INGRJBHT
| Q4 25 | 12.5% | 8.0% | ||
| Q3 25 | 13.7% | 7.9% | ||
| Q2 25 | 14.8% | 6.7% | ||
| Q1 25 | 15.2% | 6.1% | ||
| Q4 24 | 9.0% | 6.6% | ||
| Q3 24 | 14.3% | 7.3% | ||
| Q2 24 | 12.8% | 7.0% | ||
| Q1 24 | 11.3% | 6.6% |
净利率INGRJBHT
| Q4 25 | 9.5% | 5.8% | ||
| Q3 25 | 9.4% | 5.6% | ||
| Q2 25 | 10.7% | 4.4% | ||
| Q1 25 | 10.9% | 4.0% | ||
| Q4 24 | 5.4% | 4.9% | ||
| Q3 24 | 10.1% | 5.0% | ||
| Q2 24 | 7.9% | 4.6% | ||
| Q1 24 | 11.5% | 4.3% |
每股收益（稀释后）INGRJBHT
| Q4 25 | $2.58 | $1.88 | ||
| Q3 25 | $2.61 | $1.76 | ||
| Q2 25 | $2.99 | $1.31 | ||
| Q1 25 | $3.00 | $1.17 | ||
| Q4 24 | $1.43 | $1.53 | ||
| Q3 24 | $2.83 | $1.49 | ||
| Q2 24 | $2.22 | $1.32 | ||
| Q1 24 | $3.23 | $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 | $1.0B | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $3.6B |
| 总资产 | $7.9B | $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INGRJBHT
| Q4 25 | $1.0B | $17.3M | ||
| Q3 25 | $915.0M | $52.3M | ||
| Q2 25 | $861.0M | $50.9M | ||
| Q1 25 | $837.0M | $43.4M | ||
| Q4 24 | $997.0M | $47.0M | ||
| Q3 24 | $877.0M | $120.0M | ||
| Q2 24 | $505.0M | $53.5M | ||
| Q1 24 | $438.0M | $64.2M |
总债务INGRJBHT
| 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INGRJBHT
| Q4 25 | $4.3B | $3.6B | ||
| Q3 25 | $4.2B | $3.6B | ||
| Q2 25 | $4.2B | $3.7B | ||
| Q1 25 | $4.0B | $3.9B | ||
| Q4 24 | $3.8B | $4.0B | ||
| Q3 24 | $4.0B | $4.0B | ||
| Q2 24 | $3.7B | $4.1B | ||
| Q1 24 | $3.7B | $4.2B |
总资产INGRJBHT
| Q4 25 | $7.9B | $7.9B | ||
| Q3 25 | $7.8B | $8.1B | ||
| Q2 25 | $7.8B | $8.2B | ||
| Q1 25 | $7.5B | $8.3B | ||
| Q4 24 | $7.4B | $8.3B | ||
| Q3 24 | $7.5B | $8.3B | ||
| Q2 24 | $7.2B | $8.4B | ||
| Q1 24 | $7.3B | $8.4B |
负债/权益比INGRJBHT
| 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 | $405.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $270.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 15.4% | 8.1% |
| 资本支出强度资本支出/营收 | 7.7% | 4.3% |
| 现金转化率经营现金流/净利润 | 2.43× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $511.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流INGRJBHT
| Q4 25 | $405.0M | $385.6M | ||
| Q3 25 | $277.0M | $486.4M | ||
| Q2 25 | $185.0M | $402.1M | ||
| Q1 25 | $77.0M | $404.2M | ||
| Q4 24 | $436.0M | $317.6M | ||
| Q3 24 | $479.0M | $338.5M | ||
| Q2 24 | $312.0M | $360.6M | ||
| Q1 24 | $209.0M | $466.5M |
自由现金流INGRJBHT
| Q4 25 | $270.0M | $251.3M | ||
| Q3 25 | $172.0M | $352.4M | ||
| Q2 25 | $84.0M | $185.6M | ||
| Q1 25 | $-15.0M | $158.4M | ||
| Q4 24 | $311.0M | $93.3M | ||
| Q3 24 | $429.0M | $163.1M | ||
| Q2 24 | $257.0M | $98.2M | ||
| Q1 24 | $144.0M | $263.1M |
自由现金流率INGRJBHT
| Q4 25 | 15.4% | 8.1% | ||
| Q3 25 | 9.5% | 11.5% | ||
| Q2 25 | 4.6% | 6.3% | ||
| Q1 25 | -0.8% | 5.4% | ||
| Q4 24 | 17.3% | 3.0% | ||
| Q3 24 | 22.9% | 5.3% | ||
| Q2 24 | 13.7% | 3.4% | ||
| Q1 24 | 7.7% | 8.9% |
资本支出强度INGRJBHT
| Q4 25 | 7.7% | 4.3% | ||
| Q3 25 | 5.8% | 4.4% | ||
| Q2 25 | 5.5% | 7.4% | ||
| Q1 25 | 5.1% | 8.4% | ||
| Q4 24 | 6.9% | 7.1% | ||
| Q3 24 | 2.7% | 5.7% | ||
| Q2 24 | 2.9% | 9.0% | ||
| Q1 24 | 3.5% | 6.9% |
现金转化率INGRJBHT
| Q4 25 | 2.43× | 2.13× | ||
| Q3 25 | 1.62× | 2.85× | ||
| Q2 25 | 0.94× | 3.13× | ||
| Q1 25 | 0.39× | 3.43× | ||
| Q4 24 | 4.49× | 2.04× | ||
| Q3 24 | 2.55× | 2.23× | ||
| Q2 24 | 2.11× | 2.65× | ||
| Q1 24 | 0.97× | 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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
