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J.B. Hunt（JBHT）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是李维斯的1.7倍（$3.1B vs $1.8B），李维斯净利率更高（8.9% vs 4.6%，领先4.3%），J.B. Hunt同比增速更快（4.6% vs -4.0%），过去两年李维斯的营收复合增速更高（6.5% 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。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
JBHT vs LEVI — 直观对比
营收规模更大
JBHT
是对方的1.7倍
$1.8B
营收增速更快
JBHT
高出8.6%
-4.0%
净利率更高
LEVI
高出4.3%
4.6%
两年增速更快
LEVI
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.8B |
| 净利润 | $141.6M | $158.0M |
| 毛利率 | — | 60.8% |
| 营业利润率 | 6.8% | 11.9% |
| 净利率 | 4.6% | 8.9% |
| 营收同比 | 4.6% | -4.0% |
| 净利润同比 | 20.2% | -13.4% |
| 每股收益（稀释后） | $1.49 | $0.39 |
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JBHTLEVI
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $2.9B | $1.4B |
净利润JBHTLEVI
| Q1 26 | $141.6M | — | ||
| Q4 25 | $181.1M | $158.0M | ||
| Q3 25 | $170.8M | $218.1M | ||
| Q2 25 | $128.6M | $67.0M | ||
| Q1 25 | $117.7M | $135.0M | ||
| Q4 24 | $155.5M | $182.5M | ||
| Q3 24 | $152.1M | $20.7M | ||
| Q2 24 | $135.9M | $18.0M |
毛利率JBHTLEVI
| Q1 26 | — | — | ||
| Q4 25 | — | 60.8% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 62.6% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 60.0% | ||
| Q2 24 | — | 60.5% |
营业利润率JBHTLEVI
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | 11.9% | ||
| Q3 25 | 7.9% | 10.8% | ||
| Q2 25 | 6.7% | 7.5% | ||
| Q1 25 | 6.1% | 12.5% | ||
| Q4 24 | 6.6% | 11.5% | ||
| Q3 24 | 7.3% | 2.0% | ||
| Q2 24 | 7.0% | 1.5% |
净利率JBHTLEVI
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.8% | 8.9% | ||
| Q3 25 | 5.6% | 14.1% | ||
| Q2 25 | 4.4% | 4.6% | ||
| Q1 25 | 4.0% | 8.8% | ||
| Q4 24 | 4.9% | 9.9% | ||
| Q3 24 | 5.0% | 1.4% | ||
| Q2 24 | 4.6% | 1.2% |
每股收益（稀释后）JBHTLEVI
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $0.39 | ||
| Q3 25 | $1.76 | $0.55 | ||
| Q2 25 | $1.31 | $0.17 | ||
| Q1 25 | $1.17 | $0.34 | ||
| Q4 24 | $1.53 | $0.46 | ||
| Q3 24 | $1.49 | $0.05 | ||
| Q2 24 | $1.32 | $0.04 |
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 | $848.8M |
| 总债务越低越好 | $1.3B | $1.1B |
| 股东权益账面价值 | $3.6B | $2.3B |
| 总资产 | — | $6.8B |
| 负债/权益比越低杠杆越低 | 0.36× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资JBHTLEVI
| Q1 26 | $4.6M | — | ||
| Q4 25 | $17.3M | $848.8M | ||
| Q3 25 | $52.3M | $707.5M | ||
| Q2 25 | $50.9M | $736.7M | ||
| Q1 25 | $43.4M | $574.4M | ||
| Q4 24 | $47.0M | $690.0M | ||
| Q3 24 | $120.0M | $577.1M | ||
| Q2 24 | $53.5M | $641.4M |
总债务JBHTLEVI
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $987.4M | ||
| Q4 24 | $977.7M | $994.0M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.5B | $1.0B |
股东权益JBHTLEVI
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $2.3B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.7B | $2.1B | ||
| Q1 25 | $3.9B | $2.0B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.0B | $1.9B | ||
| Q2 24 | $4.1B | $2.0B |
总资产JBHTLEVI
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $6.8B | ||
| Q3 25 | $8.1B | $6.7B | ||
| Q2 25 | $8.2B | $6.5B | ||
| Q1 25 | $8.3B | $6.2B | ||
| Q4 24 | $8.3B | $6.4B | ||
| Q3 24 | $8.3B | $6.3B | ||
| Q2 24 | $8.4B | $6.2B |
负债/权益比JBHTLEVI
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | 0.24× | 0.50× | ||
| Q3 24 | 0.26× | 0.54× | ||
| Q2 24 | 0.36× | 0.51× |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $215.7M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | 2.3% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.49× | 1.69× |
| 过去12个月自由现金流最近4个季度 | — | $308.2M |
8季度趋势，按日历期对齐
经营现金流JBHTLEVI
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $266.8M | ||
| Q3 25 | $486.4M | $24.8M | ||
| Q2 25 | $402.1M | $185.5M | ||
| Q1 25 | $404.2M | $52.5M | ||
| Q4 24 | $317.6M | $297.3M | ||
| Q3 24 | $338.5M | $52.3M | ||
| Q2 24 | $360.6M | $262.8M |
自由现金流JBHTLEVI
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $215.7M | ||
| Q3 25 | $352.4M | $-39.4M | ||
| Q2 25 | $185.6M | $146.0M | ||
| Q1 25 | $158.4M | $-14.1M | ||
| Q4 24 | $93.3M | $231.6M | ||
| Q3 24 | $163.1M | $2.3M | ||
| Q2 24 | $98.2M | $222.6M |
自由现金流率JBHTLEVI
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 12.2% | ||
| Q3 25 | 11.5% | -2.6% | ||
| Q2 25 | 6.3% | 10.1% | ||
| Q1 25 | 5.4% | -0.9% | ||
| Q4 24 | 3.0% | 12.6% | ||
| Q3 24 | 5.3% | 0.2% | ||
| Q2 24 | 3.4% | 15.4% |
资本支出强度JBHTLEVI
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.3% | 2.9% | ||
| Q3 25 | 4.4% | 4.2% | ||
| Q2 25 | 7.4% | 2.7% | ||
| Q1 25 | 8.4% | 4.4% | ||
| Q4 24 | 7.1% | 3.6% | ||
| Q3 24 | 5.7% | 3.3% | ||
| Q2 24 | 9.0% | 2.8% |
现金转化率JBHTLEVI
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 1.69× | ||
| Q3 25 | 2.85× | 0.11× | ||
| Q2 25 | 3.13× | 2.77× | ||
| Q1 25 | 3.43× | 0.39× | ||
| Q4 24 | 2.04× | 1.63× | ||
| Q3 24 | 2.23× | 2.53× | ||
| Q2 24 | 2.65× | 14.60× |
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% |
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
