vs
Intuit（INTU）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
Intuit的季度营收约是J.B. Hunt的1.3倍（$3.9B vs $3.1B），Intuit净利率更高（11.5% vs 5.8%，领先5.6%），Intuit同比增速更快（18.3% vs -1.6%），Intuit自由现金流更多（$599.0M vs $251.3M），过去两年Intuit的营收复合增速更高（7.1% vs 2.6%）
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业，专注于财务软件领域，现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp，服务覆盖个人及企业财税、营销等多个场景。
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。
INTU vs JBHT — 直观对比
营收规模更大
INTU
是对方的1.3倍
$3.1B
营收增速更快
INTU
高出19.9%
-1.6%
净利率更高
INTU
高出5.6%
5.8%
自由现金流更多
INTU
多$347.7M
$251.3M
两年增速更快
INTU
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.1B |
| 净利润 | $446.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 13.7% | 8.0% |
| 净利率 | 11.5% | 5.8% |
| 营收同比 | 18.3% | -1.6% |
| 净利润同比 | 126.4% | 16.5% |
| 每股收益（稀释后） | $1.59 | $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INTUJBHT
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $7.8B | $2.9B | ||
| Q1 25 | $4.0B | $2.9B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.2B | $3.1B | ||
| Q2 24 | $6.7B | $2.9B | ||
| Q1 24 | $3.4B | $2.9B |
净利润INTUJBHT
| Q4 25 | $446.0M | $181.1M | ||
| Q3 25 | $381.0M | $170.8M | ||
| Q2 25 | $2.8B | $128.6M | ||
| Q1 25 | $471.0M | $117.7M | ||
| Q4 24 | $197.0M | $155.5M | ||
| Q3 24 | $-20.0M | $152.1M | ||
| Q2 24 | $2.4B | $135.9M | ||
| Q1 24 | $353.0M | $127.5M |
营业利润率INTUJBHT
| Q4 25 | 13.7% | 8.0% | ||
| Q3 25 | 8.8% | 7.9% | ||
| Q2 25 | 48.0% | 6.7% | ||
| Q1 25 | 15.0% | 6.1% | ||
| Q4 24 | 8.3% | 6.6% | ||
| Q3 24 | -4.7% | 7.3% | ||
| Q2 24 | 46.1% | 7.0% | ||
| Q1 24 | 10.9% | 6.6% |
净利率INTUJBHT
| Q4 25 | 11.5% | 5.8% | ||
| Q3 25 | 9.9% | 5.6% | ||
| Q2 25 | 36.4% | 4.4% | ||
| Q1 25 | 11.9% | 4.0% | ||
| Q4 24 | 6.0% | 4.9% | ||
| Q3 24 | -0.6% | 5.0% | ||
| Q2 24 | 35.5% | 4.6% | ||
| Q1 24 | 10.4% | 4.3% |
每股收益（稀释后）INTUJBHT
| Q4 25 | $1.59 | $1.88 | ||
| Q3 25 | $1.28 | $1.76 | ||
| Q2 25 | $10.02 | $1.31 | ||
| Q1 25 | $1.67 | $1.17 | ||
| Q4 24 | $0.70 | $1.53 | ||
| Q3 24 | $-0.09 | $1.49 | ||
| Q2 24 | $8.42 | $1.32 | ||
| Q1 24 | $1.25 | $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 | $3.5B | $17.3M |
| 总债务越低越好 | $6.1B | — |
| 股东权益账面价值 | $19.3B | $3.6B |
| 总资产 | $33.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资INTUJBHT
| Q4 25 | $3.5B | $17.3M | ||
| Q3 25 | $2.9B | $52.3M | ||
| Q2 25 | $5.4B | $50.9M | ||
| Q1 25 | $2.4B | $43.4M | ||
| Q4 24 | $2.9B | $47.0M | ||
| Q3 24 | $3.6B | $120.0M | ||
| Q2 24 | $4.2B | $53.5M | ||
| Q1 24 | $1.5B | $64.2M |
总债务INTUJBHT
| Q4 25 | $6.1B | — | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.3B | — | ||
| Q4 24 | $6.1B | $977.7M | ||
| Q3 24 | $6.0B | $1.0B | ||
| Q2 24 | $6.0B | $1.5B | ||
| Q1 24 | $6.0B | $1.4B |
股东权益INTUJBHT
| Q4 25 | $19.3B | $3.6B | ||
| Q3 25 | $19.7B | $3.6B | ||
| Q2 25 | $20.1B | $3.7B | ||
| Q1 25 | $17.9B | $3.9B | ||
| Q4 24 | $18.1B | $4.0B | ||
| Q3 24 | $18.4B | $4.0B | ||
| Q2 24 | $18.8B | $4.1B | ||
| Q1 24 | $16.9B | $4.2B |
总资产INTUJBHT
| Q4 25 | $33.2B | $7.9B | ||
| Q3 25 | $37.0B | $8.1B | ||
| Q2 25 | $36.6B | $8.2B | ||
| Q1 25 | $31.7B | $8.3B | ||
| Q4 24 | $33.2B | $8.3B | ||
| Q3 24 | $32.1B | $8.3B | ||
| Q2 24 | $31.6B | $8.4B | ||
| Q1 24 | $29.7B | $8.4B |
负债/权益比INTUJBHT
| Q4 25 | 0.32× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | 0.24× | ||
| Q3 24 | 0.33× | 0.26× | ||
| Q2 24 | 0.32× | 0.36× | ||
| Q1 24 | 0.35× | 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 | $637.0M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $599.0M | $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 | 1.0% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.43× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $6.4B | $947.6M |
8季度趋势，按日历期对齐
经营现金流INTUJBHT
| Q4 25 | $637.0M | $385.6M | ||
| Q3 25 | $381.0M | $486.4M | ||
| Q2 25 | $4.4B | $402.1M | ||
| Q1 25 | $1.1B | $404.2M | ||
| Q4 24 | $362.0M | $317.6M | ||
| Q3 24 | $417.0M | $338.5M | ||
| Q2 24 | $4.0B | $360.6M | ||
| Q1 24 | $613.0M | $466.5M |
自由现金流INTUJBHT
| Q4 25 | $599.0M | $251.3M | ||
| Q3 25 | $366.0M | $352.4M | ||
| Q2 25 | $4.4B | $185.6M | ||
| Q1 25 | $1.0B | $158.4M | ||
| Q4 24 | $329.0M | $93.3M | ||
| Q3 24 | $400.0M | $163.1M | ||
| Q2 24 | $3.9B | $98.2M | ||
| Q1 24 | $550.0M | $263.1M |
自由现金流率INTUJBHT
| Q4 25 | 15.4% | 8.1% | ||
| Q3 25 | 9.6% | 11.5% | ||
| Q2 25 | 56.2% | 6.3% | ||
| Q1 25 | 26.2% | 5.4% | ||
| Q4 24 | 10.0% | 3.0% | ||
| Q3 24 | 12.6% | 5.3% | ||
| Q2 24 | 57.7% | 3.4% | ||
| Q1 24 | 16.2% | 8.9% |
资本支出强度INTUJBHT
| Q4 25 | 1.0% | 4.3% | ||
| Q3 25 | 0.4% | 4.4% | ||
| Q2 25 | 0.5% | 7.4% | ||
| Q1 25 | 0.8% | 8.4% | ||
| Q4 24 | 1.0% | 7.1% | ||
| Q3 24 | 0.5% | 5.7% | ||
| Q2 24 | 0.9% | 9.0% | ||
| Q1 24 | 1.9% | 6.9% |
现金转化率INTUJBHT
| Q4 25 | 1.43× | 2.13× | ||
| Q3 25 | 1.00× | 2.85× | ||
| Q2 25 | 1.56× | 3.13× | ||
| Q1 25 | 2.27× | 3.43× | ||
| Q4 24 | 1.84× | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | 1.65× | 2.65× | ||
| Q1 24 | 1.74× | 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
INTU
| Quick Books Online Accounting | $1.2B | 32% |
| Product And Other | $779.0M | 20% |
| Credit Karma | $616.0M | 16% |
| Turbo Tax | $581.0M | 15% |
| Quick Books Desktop Accounting | $408.0M | 11% |
| Pro Tax | $290.0M | 7% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
