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J.B. Hunt（JBHT）与金佰利（KMB）财务数据对比。点击上方公司名可切换其他公司
金佰利的季度营收约是J.B. Hunt的1.3倍（$4.2B vs $3.1B），金佰利净利率更高（16.2% vs 5.8%，领先10.4%），金佰利同比增速更快（2.7% vs -1.6%），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -9.0%）
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。
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
JBHT vs KMB — 直观对比
营收规模更大
KMB
是对方的1.3倍
$3.1B
营收增速更快
KMB
高出4.3%
-1.6%
净利率更高
KMB
高出10.4%
5.8%
两年增速更快
JBHT
近两年复合增速
-9.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.2B |
| 净利润 | $181.1M | $675.0M |
| 毛利率 | — | 36.8% |
| 营业利润率 | 8.0% | 18.1% |
| 净利率 | 5.8% | 16.2% |
| 营收同比 | -1.6% | 2.7% |
| 净利润同比 | 16.5% | 17.3% |
| 每股收益（稀释后） | $1.88 | $2.00 |
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JBHTKMB
| Q1 26 | — | $4.2B | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $4.2B | ||
| Q2 25 | $2.9B | $4.2B | ||
| Q1 25 | $2.9B | $4.8B | ||
| Q4 24 | $3.1B | $4.9B | ||
| Q3 24 | $3.1B | $5.0B | ||
| Q2 24 | $2.9B | $5.0B |
净利润JBHTKMB
| Q1 26 | — | $675.0M | ||
| Q4 25 | $181.1M | $499.0M | ||
| Q3 25 | $170.8M | $446.0M | ||
| Q2 25 | $128.6M | $509.0M | ||
| Q1 25 | $117.7M | $567.0M | ||
| Q4 24 | $155.5M | $447.0M | ||
| Q3 24 | $152.1M | $907.0M | ||
| Q2 24 | $135.9M | $544.0M |
毛利率JBHTKMB
| Q1 26 | — | 36.8% | ||
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 35.0% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 36.0% |
营业利润率JBHTKMB
| Q1 26 | — | 18.1% | ||
| Q4 25 | 8.0% | 11.2% | ||
| Q3 25 | 7.9% | 15.0% | ||
| Q2 25 | 6.7% | 14.2% | ||
| Q1 25 | 6.1% | 15.9% | ||
| Q4 24 | 6.6% | 11.1% | ||
| Q3 24 | 7.3% | 23.3% | ||
| Q2 24 | 7.0% | 13.0% |
净利率JBHTKMB
| Q1 26 | — | 16.2% | ||
| Q4 25 | 5.8% | 15.1% | ||
| Q3 25 | 5.6% | 10.7% | ||
| Q2 25 | 4.4% | 12.2% | ||
| Q1 25 | 4.0% | 11.7% | ||
| Q4 24 | 4.9% | 9.1% | ||
| Q3 24 | 5.0% | 18.3% | ||
| Q2 24 | 4.6% | 10.8% |
每股收益（稀释后）JBHTKMB
| Q1 26 | — | $2.00 | ||
| Q4 25 | $1.88 | $1.50 | ||
| Q3 25 | $1.76 | $1.34 | ||
| Q2 25 | $1.31 | $1.53 | ||
| Q1 25 | $1.17 | $1.70 | ||
| Q4 24 | $1.53 | $1.34 | ||
| Q3 24 | $1.49 | $2.69 | ||
| Q2 24 | $1.32 | $1.61 |
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 | $17.3M | $542.0K |
| 总债务越低越好 | — | $6.5M |
| 股东权益账面价值 | $3.6B | $1.9M |
| 总资产 | $7.9B | $17.2M |
| 负债/权益比越低杠杆越低 | — | 3.38× |
8季度趋势，按日历期对齐
现金及短期投资JBHTKMB
| Q1 26 | — | $542.0K | ||
| Q4 25 | $17.3M | $688.0M | ||
| Q3 25 | $52.3M | $617.0M | ||
| Q2 25 | $50.9M | $634.0M | ||
| Q1 25 | $43.4M | $563.0M | ||
| Q4 24 | $47.0M | $1.0B | ||
| Q3 24 | $120.0M | $1.1B | ||
| Q2 24 | $53.5M | $1.2B |
总债务JBHTKMB
| Q1 26 | — | $6.5M | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | — | $6.5B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | $977.7M | $6.9B | ||
| Q3 24 | $1.0B | $6.9B | ||
| Q2 24 | $1.5B | $7.2B |
股东权益JBHTKMB
| Q1 26 | — | $1.9M | ||
| Q4 25 | $3.6B | $1.5B | ||
| Q3 25 | $3.6B | $1.3B | ||
| Q2 25 | $3.7B | $1.3B | ||
| Q1 25 | $3.9B | $1.1B | ||
| Q4 24 | $4.0B | $840.0M | ||
| Q3 24 | $4.0B | $1.3B | ||
| Q2 24 | $4.1B | $1.1B |
总资产JBHTKMB
| Q1 26 | — | $17.2M | ||
| Q4 25 | $7.9B | $17.1B | ||
| Q3 25 | $8.1B | $16.9B | ||
| Q2 25 | $8.2B | $16.8B | ||
| Q1 25 | $8.3B | $16.3B | ||
| Q4 24 | $8.3B | $16.5B | ||
| Q3 24 | $8.3B | $17.2B | ||
| Q2 24 | $8.4B | $17.3B |
负债/权益比JBHTKMB
| Q1 26 | — | 3.38× | ||
| Q4 25 | — | 4.31× | ||
| Q3 25 | — | 4.86× | ||
| Q2 25 | — | 5.09× | ||
| Q1 25 | — | 5.89× | ||
| Q4 24 | 0.24× | 8.18× | ||
| Q3 24 | 0.26× | 5.36× | ||
| Q2 24 | 0.36× | 6.30× |
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 | $385.6M | — |
| 自由现金流经营现金流 - 资本支出 | $251.3M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 2.13× | — |
| 过去12个月自由现金流最近4个季度 | $947.6M | — |
8季度趋势，按日历期对齐
经营现金流JBHTKMB
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $972.0M | ||
| Q3 25 | $486.4M | $708.0M | ||
| Q2 25 | $402.1M | $770.0M | ||
| Q1 25 | $404.2M | $327.0M | ||
| Q4 24 | $317.6M | $817.0M | ||
| Q3 24 | $338.5M | $958.0M | ||
| Q2 24 | $360.6M | $1.0B |
自由现金流JBHTKMB
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $575.0M | ||
| Q3 25 | $352.4M | $368.0M | ||
| Q2 25 | $185.6M | $573.0M | ||
| Q1 25 | $158.4M | $123.0M | ||
| Q4 24 | $93.3M | $608.0M | ||
| Q3 24 | $163.1M | $798.0M | ||
| Q2 24 | $98.2M | $863.0M |
自由现金流率JBHTKMB
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 17.5% | ||
| Q3 25 | 11.5% | 8.9% | ||
| Q2 25 | 6.3% | 13.8% | ||
| Q1 25 | 5.4% | 2.5% | ||
| Q4 24 | 3.0% | 12.3% | ||
| Q3 24 | 5.3% | 16.1% | ||
| Q2 24 | 3.4% | 17.2% |
资本支出强度JBHTKMB
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | 12.1% | ||
| Q3 25 | 4.4% | 8.2% | ||
| Q2 25 | 7.4% | 4.7% | ||
| Q1 25 | 8.4% | 4.2% | ||
| Q4 24 | 7.1% | 4.2% | ||
| Q3 24 | 5.7% | 3.2% | ||
| Q2 24 | 9.0% | 3.1% |
现金转化率JBHTKMB
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 1.95× | ||
| Q3 25 | 2.85× | 1.59× | ||
| Q2 25 | 3.13× | 1.51× | ||
| Q1 25 | 3.43× | 0.58× | ||
| Q4 24 | 2.04× | 1.83× | ||
| Q3 24 | 2.23× | 1.06× | ||
| Q2 24 | 2.65× | 1.88× |
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
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
