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高德纳（IT）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的季度营收约是高德纳的1.8倍（$3.1B vs $1.8B），高德纳净利率更高（13.8% vs 5.8%，领先8.0%），高德纳同比增速更快（2.2% vs -1.6%），高德纳自由现金流更多（$270.7M vs $251.3M），过去两年高德纳的营收复合增速更高（9.1% vs 2.6%）
高德纳是美国专注于商业与科技领域的研究咨询机构，服务客户覆盖大型企业、政府机构、科技公司、投资机构等群体，通过输出研究报告、举办行业峰会、提供定制咨询等形式，为客户决策提供权威专业的洞见支撑。
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。
IT 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
IT
高出3.8%
-1.6%
净利率更高
IT
高出8.0%
5.8%
自由现金流更多
IT
多$19.4M
$251.3M
两年增速更快
IT
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $3.1B |
| 净利润 | $242.2M | $181.1M |
| 毛利率 | 67.8% | — |
| 营业利润率 | 19.1% | 8.0% |
| 净利率 | 13.8% | 5.8% |
| 营收同比 | 2.2% | -1.6% |
| 净利润同比 | -39.2% | 16.5% |
| 每股收益（稀释后） | $3.36 | $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ITJBHT
| Q4 25 | $1.8B | $3.1B | ||
| Q3 25 | $1.5B | $3.1B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.5B | $2.9B | ||
| Q4 24 | $1.7B | $3.1B | ||
| Q3 24 | $1.5B | $3.1B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.5B | $2.9B |
净利润ITJBHT
| Q4 25 | $242.2M | $181.1M | ||
| Q3 25 | $35.4M | $170.8M | ||
| Q2 25 | $240.8M | $128.6M | ||
| Q1 25 | $210.9M | $117.7M | ||
| Q4 24 | $398.6M | $155.5M | ||
| Q3 24 | $415.0M | $152.1M | ||
| Q2 24 | $229.5M | $135.9M | ||
| Q1 24 | $210.5M | $127.5M |
毛利率ITJBHT
| Q4 25 | 67.8% | — | ||
| Q3 25 | 69.3% | — | ||
| Q2 25 | 68.6% | — | ||
| Q1 25 | 69.4% | — | ||
| Q4 24 | 66.8% | — | ||
| Q3 24 | 68.4% | — | ||
| Q2 24 | 68.6% | — | ||
| Q1 24 | 69.4% | — |
营业利润率ITJBHT
| Q4 25 | 19.1% | 8.0% | ||
| Q3 25 | 5.7% | 7.9% | ||
| Q2 25 | 19.4% | 6.7% | ||
| Q1 25 | 18.1% | 6.1% | ||
| Q4 24 | 18.5% | 6.6% | ||
| Q3 24 | 16.6% | 7.3% | ||
| Q2 24 | 20.0% | 7.0% | ||
| Q1 24 | 18.6% | 6.6% |
净利率ITJBHT
| Q4 25 | 13.8% | 5.8% | ||
| Q3 25 | 2.3% | 5.6% | ||
| Q2 25 | 14.3% | 4.4% | ||
| Q1 25 | 13.7% | 4.0% | ||
| Q4 24 | 23.2% | 4.9% | ||
| Q3 24 | 28.0% | 5.0% | ||
| Q2 24 | 14.4% | 4.6% | ||
| Q1 24 | 14.3% | 4.3% |
每股收益（稀释后）ITJBHT
| Q4 25 | $3.36 | $1.88 | ||
| Q3 25 | $0.47 | $1.76 | ||
| Q2 25 | $3.11 | $1.31 | ||
| Q1 25 | $2.71 | $1.17 | ||
| Q4 24 | $5.08 | $1.53 | ||
| Q3 24 | $5.32 | $1.49 | ||
| Q2 24 | $2.93 | $1.32 | ||
| Q1 24 | $2.67 | $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 | $1.7B | $17.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $319.9M | $3.6B |
| 总资产 | $8.1B | $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ITJBHT
| Q4 25 | $1.7B | $17.3M | ||
| Q3 25 | $1.4B | $52.3M | ||
| Q2 25 | $2.2B | $50.9M | ||
| Q1 25 | $2.1B | $43.4M | ||
| Q4 24 | $1.9B | $47.0M | ||
| Q3 24 | $1.8B | $120.0M | ||
| Q2 24 | $1.2B | $53.5M | ||
| Q1 24 | $1.2B | $64.2M |
总债务ITJBHT
| 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ITJBHT
| Q4 25 | $319.9M | $3.6B | ||
| Q3 25 | $556.6M | $3.6B | ||
| Q2 25 | $1.5B | $3.7B | ||
| Q1 25 | $1.5B | $3.9B | ||
| Q4 24 | $1.4B | $4.0B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $646.7M | $4.1B | ||
| Q1 24 | $718.2M | $4.2B |
总资产ITJBHT
| Q4 25 | $8.1B | $7.9B | ||
| Q3 25 | $7.2B | $8.1B | ||
| Q2 25 | $8.3B | $8.2B | ||
| Q1 25 | $8.5B | $8.3B | ||
| Q4 24 | $8.5B | $8.3B | ||
| Q3 24 | $7.8B | $8.3B | ||
| Q2 24 | $7.4B | $8.4B | ||
| Q1 24 | $7.7B | $8.4B |
负债/权益比ITJBHT
| 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 | $294.5M | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $270.7M | $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 | 1.4% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.22× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $947.6M |
8季度趋势，按日历期对齐
经营现金流ITJBHT
| Q4 25 | $294.5M | $385.6M | ||
| Q3 25 | $298.7M | $486.4M | ||
| Q2 25 | $383.6M | $402.1M | ||
| Q1 25 | $313.5M | $404.2M | ||
| Q4 24 | $335.4M | $317.6M | ||
| Q3 24 | $590.8M | $338.5M | ||
| Q2 24 | $370.0M | $360.6M | ||
| Q1 24 | $188.8M | $466.5M |
自由现金流ITJBHT
| Q4 25 | $270.7M | $251.3M | ||
| Q3 25 | $269.3M | $352.4M | ||
| Q2 25 | $347.3M | $185.6M | ||
| Q1 25 | $287.9M | $158.4M | ||
| Q4 24 | $311.4M | $93.3M | ||
| Q3 24 | $565.0M | $163.1M | ||
| Q2 24 | $340.6M | $98.2M | ||
| Q1 24 | $166.2M | $263.1M |
自由现金流率ITJBHT
| Q4 25 | 15.4% | 8.1% | ||
| Q3 25 | 17.7% | 11.5% | ||
| Q2 25 | 20.6% | 6.3% | ||
| Q1 25 | 18.8% | 5.4% | ||
| Q4 24 | 18.2% | 3.0% | ||
| Q3 24 | 38.1% | 5.3% | ||
| Q2 24 | 21.4% | 3.4% | ||
| Q1 24 | 11.3% | 8.9% |
资本支出强度ITJBHT
| Q4 25 | 1.4% | 4.3% | ||
| Q3 25 | 1.9% | 4.4% | ||
| Q2 25 | 2.1% | 7.4% | ||
| Q1 25 | 1.7% | 8.4% | ||
| Q4 24 | 1.4% | 7.1% | ||
| Q3 24 | 1.7% | 5.7% | ||
| Q2 24 | 1.8% | 9.0% | ||
| Q1 24 | 1.5% | 6.9% |
现金转化率ITJBHT
| Q4 25 | 1.22× | 2.13× | ||
| Q3 25 | 8.45× | 2.85× | ||
| Q2 25 | 1.59× | 3.13× | ||
| Q1 25 | 1.49× | 3.43× | ||
| Q4 24 | 0.84× | 2.04× | ||
| Q3 24 | 1.42× | 2.23× | ||
| Q2 24 | 1.61× | 2.65× | ||
| Q1 24 | 0.90× | 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
IT
| Transferred Over Time | $1.3B | 73% |
| Conferences | $286.2M | 16% |
| Consulting | $133.6M | 8% |
| Other | $52.3M | 3% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
