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J.B. Hunt(JBHT)与Liberty Global Ltd.(LBTYA)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Liberty Global Ltd.的1.3倍($3.1B vs $2.4B),Liberty Global Ltd.净利率更高(15.0% vs 4.6%,领先10.4%),J.B. Hunt同比增速更快(4.6% vs -3.6%),过去两年Liberty Global Ltd.的营收复合增速更高(12.9% vs 2.2%)
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。
自由全球有限公司是一家英荷美合资的跨国电信企业,注册地位于百慕大,在伦敦、阿姆斯特丹和丹佛均设有总部。公司旗下拥有英国自由全球控股有限公司、荷兰自由全球有限公司及美国自由全球公司三大主体,其中英国主体为上市实体。企业由自由媒体国际业务部与UnitedGlobalCom于2005年合并成立,在全球电信服务领域拥有深厚的行业积累。
JBHT vs LBTYA — 直观对比
营收规模更大
JBHT
是对方的1.3倍
$2.4B
营收增速更快
JBHT
高出8.3%
-3.6%
净利率更高
LBTYA
高出10.4%
4.6%
两年增速更快
LBTYA
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $2.4B |
| 净利润 | $141.6M | $358.2M |
| 毛利率 | — | — |
| 营业利润率 | 6.8% | 1.0% |
| 净利率 | 4.6% | 15.0% |
| 营收同比 | 4.6% | -3.6% |
| 净利润同比 | 20.2% | 127.1% |
| 每股收益(稀释后) | $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
JBHT
LBTYA
| Q1 26 | $3.1B | $2.4B | ||
| Q4 25 | $3.1B | $1.2B | ||
| Q3 25 | $3.1B | $1.2B | ||
| Q2 25 | $2.9B | $1.3B | ||
| Q1 25 | $2.9B | $1.2B | ||
| Q4 24 | $3.1B | $-1.4B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $2.9B | $1.9B |
净利润
JBHT
LBTYA
| Q1 26 | $141.6M | $358.2M | ||
| Q4 25 | $181.1M | $-2.9B | ||
| Q3 25 | $170.8M | $-90.7M | ||
| Q2 25 | $128.6M | $-2.8B | ||
| Q1 25 | $117.7M | $-1.3B | ||
| Q4 24 | $155.5M | $2.2B | ||
| Q3 24 | $152.1M | $-1.4B | ||
| Q2 24 | $135.9M | $268.1M |
毛利率
JBHT
LBTYA
| Q1 26 | — | — | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 63.3% | ||
| Q1 25 | — | 65.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 69.4% | ||
| Q2 24 | — | 68.5% |
营业利润率
JBHT
LBTYA
| Q1 26 | 6.8% | 1.0% | ||
| Q4 25 | 8.0% | -8.6% | ||
| Q3 25 | 7.9% | -0.7% | ||
| Q2 25 | 6.7% | 2.3% | ||
| Q1 25 | 6.1% | 5.2% | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.3% | 5.2% | ||
| Q2 24 | 7.0% | 1.0% |
净利率
JBHT
LBTYA
| Q1 26 | 4.6% | 15.0% | ||
| Q4 25 | 5.8% | -237.0% | ||
| Q3 25 | 5.6% | -7.5% | ||
| Q2 25 | 4.4% | -220.1% | ||
| Q1 25 | 4.0% | -114.2% | ||
| Q4 24 | 4.9% | -158.9% | ||
| Q3 24 | 5.0% | -74.1% | ||
| Q2 24 | 4.6% | 14.3% |
每股收益(稀释后)
JBHT
LBTYA
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $-8.66 | ||
| Q3 25 | $1.76 | $-0.27 | ||
| Q2 25 | $1.31 | $-8.09 | ||
| Q1 25 | $1.17 | $-3.84 | ||
| Q4 24 | $1.53 | $6.15 | ||
| Q3 24 | $1.49 | $-3.95 | ||
| Q2 24 | $1.32 | $0.71 |
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 | $-387.3M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $3.6B | — |
| 总资产 | — | — |
| 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
JBHT
LBTYA
| Q1 26 | $4.6M | $-387.3M | ||
| Q4 25 | $17.3M | $2.2B | ||
| Q3 25 | $52.3M | $1.7B | ||
| Q2 25 | $50.9M | $3.1B | ||
| Q1 25 | $43.4M | $2.0B | ||
| Q4 24 | $47.0M | $2.2B | ||
| Q3 24 | $120.0M | $3.3B | ||
| Q2 24 | $53.5M | $3.2B |
总债务
JBHT
LBTYA
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $7.8B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | $977.7M | $8.2B | ||
| Q3 24 | $1.0B | $14.9B | ||
| Q2 24 | $1.5B | $14.7B |
股东权益
JBHT
LBTYA
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $9.7B | ||
| Q3 25 | $3.6B | $12.7B | ||
| Q2 25 | $3.7B | $13.0B | ||
| Q1 25 | $3.9B | $12.6B | ||
| Q4 24 | $4.0B | $12.4B | ||
| Q3 24 | $4.0B | $18.7B | ||
| Q2 24 | $4.1B | $18.3B |
总资产
JBHT
LBTYA
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $22.6B | ||
| Q3 25 | $8.1B | $25.4B | ||
| Q2 25 | $8.2B | $27.2B | ||
| Q1 25 | $8.3B | $26.0B | ||
| Q4 24 | $8.3B | $25.4B | ||
| Q3 24 | $8.3B | $41.8B | ||
| Q2 24 | $8.4B | $40.8B |
负债/权益比
JBHT
LBTYA
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | 0.24× | 0.66× | ||
| Q3 24 | 0.26× | 0.80× | ||
| Q2 24 | 0.36× | 0.80× |
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 | $107.6M |
| 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% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.49× | 0.30× |
| 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
JBHT
LBTYA
| Q1 26 | $353.0M | $107.6M | ||
| Q4 25 | $385.6M | $630.9M | ||
| Q3 25 | $486.4M | $301.8M | ||
| Q2 25 | $402.1M | $149.2M | ||
| Q1 25 | $404.2M | $129.2M | ||
| Q4 24 | $317.6M | $791.6M | ||
| Q3 24 | $338.5M | $449.5M | ||
| Q2 24 | $360.6M | $546.1M |
自由现金流
JBHT
LBTYA
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $193.3M | ||
| Q3 25 | $352.4M | $-41.1M | ||
| Q2 25 | $185.6M | $-170.1M | ||
| Q1 25 | $158.4M | $-114.1M | ||
| Q4 24 | $93.3M | $712.9M | ||
| Q3 24 | $163.1M | $102.4M | ||
| Q2 24 | $98.2M | $256.8M |
自由现金流率
JBHT
LBTYA
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 15.7% | ||
| Q3 25 | 11.5% | -3.4% | ||
| Q2 25 | 6.3% | -13.4% | ||
| Q1 25 | 5.4% | -9.7% | ||
| Q4 24 | 3.0% | -50.5% | ||
| Q3 24 | 5.3% | 5.3% | ||
| Q2 24 | 3.4% | 13.7% |
资本支出强度
JBHT
LBTYA
| Q1 26 | 2.3% | 1.5% | ||
| Q4 25 | 4.3% | 35.5% | ||
| Q3 25 | 4.4% | 28.4% | ||
| Q2 25 | 7.4% | 25.2% | ||
| Q1 25 | 8.4% | 20.8% | ||
| Q4 24 | 7.1% | -5.6% | ||
| Q3 24 | 5.7% | 17.9% | ||
| Q2 24 | 9.0% | 15.4% |
现金转化率
JBHT
LBTYA
| Q1 26 | 2.49× | 0.30× | ||
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | 2.04× | 0.35× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | 2.04× |
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
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
LBTYA
| Mobile Service | $775.2M | 32% |
| Fixed Service | $772.0M | 32% |
| Business | $308.7M | 13% |
| Wholesale | $256.9M | 11% |
| Business Service | $233.2M | 10% |