vs
直觉外科（ISRG）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的季度营收约是直觉外科的1.1倍（$3.1B vs $2.8B），直觉外科净利率更高（29.8% vs 4.6%，领先25.2%），直觉外科同比增速更快（23.0% vs 4.6%），过去两年直觉外科的营收复合增速更高（17.4% vs 2.2%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.1倍
$2.8B
营收增速更快
ISRG
高出18.3%
4.6%
净利率更高
ISRG
高出25.2%
4.6%
两年增速更快
ISRG
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.1B |
| 净利润 | $826.0M | $141.6M |
| 毛利率 | 66.1% | — |
| 营业利润率 | 64.8% | 6.8% |
| 净利率 | 29.8% | 4.6% |
| 营收同比 | 23.0% | 4.6% |
| 净利润同比 | 17.4% | 20.2% |
| 每股收益（稀释后） | $2.28 | $1.49 |
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ISRGJBHT
| Q1 26 | $2.8B | $3.1B | ||
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.5B | $3.1B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $2.3B | $2.9B | ||
| Q4 24 | $2.4B | $3.1B | ||
| Q3 24 | $2.0B | $3.1B | ||
| Q2 24 | $2.0B | $2.9B |
净利润ISRGJBHT
| Q1 26 | $826.0M | $141.6M | ||
| Q4 25 | $794.8M | $181.1M | ||
| Q3 25 | $704.4M | $170.8M | ||
| Q2 25 | $658.4M | $128.6M | ||
| Q1 25 | $698.4M | $117.7M | ||
| Q4 24 | $685.7M | $155.5M | ||
| Q3 24 | $565.1M | $152.1M | ||
| Q2 24 | $526.9M | $135.9M |
毛利率ISRGJBHT
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
营业利润率ISRGJBHT
| Q1 26 | 64.8% | 6.8% | ||
| Q4 25 | 30.2% | 8.0% | ||
| Q3 25 | 30.3% | 7.9% | ||
| Q2 25 | 30.5% | 6.7% | ||
| Q1 25 | 25.7% | 6.1% | ||
| Q4 24 | 30.4% | 6.6% | ||
| Q3 24 | 28.3% | 7.3% | ||
| Q2 24 | 28.2% | 7.0% |
净利率ISRGJBHT
| Q1 26 | 29.8% | 4.6% | ||
| Q4 25 | 27.7% | 5.8% | ||
| Q3 25 | 28.1% | 5.6% | ||
| Q2 25 | 27.0% | 4.4% | ||
| Q1 25 | 31.0% | 4.0% | ||
| Q4 24 | 28.4% | 4.9% | ||
| Q3 24 | 27.7% | 5.0% | ||
| Q2 24 | 26.2% | 4.6% |
每股收益（稀释后）ISRGJBHT
| Q1 26 | $2.28 | $1.49 | ||
| Q4 25 | $2.19 | $1.88 | ||
| Q3 25 | $1.95 | $1.76 | ||
| Q2 25 | $1.81 | $1.31 | ||
| Q1 25 | $1.92 | $1.17 | ||
| Q4 24 | $1.89 | $1.53 | ||
| Q3 24 | $1.56 | $1.49 | ||
| Q2 24 | $1.46 | $1.32 |
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 | — | $4.6M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $17.6B | $3.6B |
| 总资产 | $20.1B | — |
| 负债/权益比越低杠杆越低 | — | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资ISRGJBHT
| Q1 26 | — | $4.6M | ||
| Q4 25 | $5.9B | $17.3M | ||
| Q3 25 | $4.9B | $52.3M | ||
| Q2 25 | $5.3B | $50.9M | ||
| Q1 25 | $4.5B | $43.4M | ||
| Q4 24 | $4.0B | $47.0M | ||
| Q3 24 | $4.2B | $120.0M | ||
| Q2 24 | $4.8B | $53.5M |
总债务ISRGJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益ISRGJBHT
| Q1 26 | $17.6B | $3.6B | ||
| Q4 25 | $17.8B | $3.6B | ||
| Q3 25 | $16.9B | $3.6B | ||
| Q2 25 | $17.8B | $3.7B | ||
| Q1 25 | $17.1B | $3.9B | ||
| Q4 24 | $16.4B | $4.0B | ||
| Q3 24 | $15.6B | $4.0B | ||
| Q2 24 | $14.7B | $4.1B |
总资产ISRGJBHT
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $7.9B | ||
| Q3 25 | $19.4B | $8.1B | ||
| Q2 25 | $20.2B | $8.2B | ||
| Q1 25 | $19.2B | $8.3B | ||
| Q4 24 | $18.7B | $8.3B | ||
| Q3 24 | $17.7B | $8.3B | ||
| Q2 24 | $16.6B | $8.4B |
负债/权益比ISRGJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× |
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 | — | $353.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 2.49× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ISRGJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $892.5M | $385.6M | ||
| Q3 25 | $841.0M | $486.4M | ||
| Q2 25 | $715.4M | $402.1M | ||
| Q1 25 | $581.6M | $404.2M | ||
| Q4 24 | $822.6M | $317.6M | ||
| Q3 24 | $706.5M | $338.5M | ||
| Q2 24 | $620.5M | $360.6M |
自由现金流ISRGJBHT
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $251.3M | ||
| Q3 25 | $735.6M | $352.4M | ||
| Q2 25 | $560.1M | $185.6M | ||
| Q1 25 | $465.0M | $158.4M | ||
| Q4 24 | $510.6M | $93.3M | ||
| Q3 24 | $458.6M | $163.1M | ||
| Q2 24 | $311.1M | $98.2M |
自由现金流率ISRGJBHT
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 8.1% | ||
| Q3 25 | 29.4% | 11.5% | ||
| Q2 25 | 23.0% | 6.3% | ||
| Q1 25 | 20.6% | 5.4% | ||
| Q4 24 | 21.2% | 3.0% | ||
| Q3 24 | 22.5% | 5.3% | ||
| Q2 24 | 15.5% | 3.4% |
资本支出强度ISRGJBHT
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.7% | 4.3% | ||
| Q3 25 | 4.2% | 4.4% | ||
| Q2 25 | 6.4% | 7.4% | ||
| Q1 25 | 5.2% | 8.4% | ||
| Q4 24 | 12.9% | 7.1% | ||
| Q3 24 | 12.2% | 5.7% | ||
| Q2 24 | 15.4% | 9.0% |
现金转化率ISRGJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 1.12× | 2.13× | ||
| Q3 25 | 1.19× | 2.85× | ||
| Q2 25 | 1.09× | 3.13× | ||
| Q1 25 | 0.83× | 3.43× | ||
| Q4 24 | 1.20× | 2.04× | ||
| Q3 24 | 1.25× | 2.23× | ||
| Q2 24 | 1.18× | 2.65× |
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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
