vs
J.B. Hunt（JBHT）与怪兽饮料（MNST）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是怪兽饮料的1.5倍（$3.1B vs $2.1B），怪兽饮料净利率更高（21.1% vs 5.8%，领先15.2%），怪兽饮料同比增速更快（17.6% vs -1.6%），怪兽饮料自由现金流更多（$351.2M vs $251.3M），过去两年怪兽饮料的营收复合增速更高（5.9% vs 2.6%）
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。
怪兽饮料是美国知名饮品企业，旗下拥有魔爪、Relentless、Reign、Burn等多款畅销能量饮料产品。公司1935年创立于美国南加州，前身为Hansen's，最初主营果汁产品，2012年正式更为现名。
JBHT vs MNST — 直观对比
营收规模更大
JBHT
是对方的1.5倍
$2.1B
营收增速更快
MNST
高出19.2%
-1.6%
净利率更高
MNST
高出15.2%
5.8%
自由现金流更多
MNST
多$100.0M
$251.3M
两年增速更快
MNST
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $181.1M | $449.2M |
| 毛利率 | — | 55.5% |
| 营业利润率 | 8.0% | 25.5% |
| 净利率 | 5.8% | 21.1% |
| 营收同比 | -1.6% | 17.6% |
| 净利润同比 | 16.5% | 65.9% |
| 每股收益（稀释后） | $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JBHTMNST
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $2.9B | $1.9B |
净利润JBHTMNST
| Q4 25 | $181.1M | $449.2M | ||
| Q3 25 | $170.8M | $524.5M | ||
| Q2 25 | $128.6M | $488.8M | ||
| Q1 25 | $117.7M | $443.0M | ||
| Q4 24 | $155.5M | $270.7M | ||
| Q3 24 | $152.1M | $370.9M | ||
| Q2 24 | $135.9M | $425.4M | ||
| Q1 24 | $127.5M | $442.0M |
毛利率JBHTMNST
| Q4 25 | — | 55.5% | ||
| Q3 25 | — | 55.7% | ||
| Q2 25 | — | 55.7% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | 55.3% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 53.6% | ||
| Q1 24 | — | 54.1% |
营业利润率JBHTMNST
| Q4 25 | 8.0% | 25.5% | ||
| Q3 25 | 7.9% | 30.7% | ||
| Q2 25 | 6.7% | 29.9% | ||
| Q1 25 | 6.1% | 30.7% | ||
| Q4 24 | 6.6% | 21.0% | ||
| Q3 24 | 7.3% | 25.5% | ||
| Q2 24 | 7.0% | 27.7% | ||
| Q1 24 | 6.6% | 28.5% |
净利率JBHTMNST
| Q4 25 | 5.8% | 21.1% | ||
| Q3 25 | 5.6% | 23.9% | ||
| Q2 25 | 4.4% | 23.1% | ||
| Q1 25 | 4.0% | 23.9% | ||
| Q4 24 | 4.9% | 14.9% | ||
| Q3 24 | 5.0% | 19.7% | ||
| Q2 24 | 4.6% | 22.4% | ||
| Q1 24 | 4.3% | 23.3% |
每股收益（稀释后）JBHTMNST
| Q4 25 | $1.88 | — | ||
| Q3 25 | $1.76 | — | ||
| Q2 25 | $1.31 | — | ||
| Q1 25 | $1.17 | — | ||
| Q4 24 | $1.53 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.32 | — | ||
| Q1 24 | $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 | $17.3M | $2.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $8.3B |
| 总资产 | $7.9B | $10.0B |
| 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JBHTMNST
| Q4 25 | $17.3M | $2.8B | ||
| Q3 25 | $52.3M | $2.6B | ||
| Q2 25 | $50.9M | $2.1B | ||
| Q1 25 | $43.4M | $1.9B | ||
| Q4 24 | $47.0M | $1.5B | ||
| Q3 24 | $120.0M | $1.6B | ||
| Q2 24 | $53.5M | $1.6B | ||
| Q1 24 | $64.2M | $3.6B |
总债务JBHTMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $199.1M | ||
| Q4 24 | $977.7M | $374.0M | ||
| Q3 24 | $1.0B | $748.8M | ||
| Q2 24 | $1.5B | $748.7M | ||
| Q1 24 | $1.4B | — |
股东权益JBHTMNST
| Q4 25 | $3.6B | $8.3B | ||
| Q3 25 | $3.6B | $7.7B | ||
| Q2 25 | $3.7B | $7.2B | ||
| Q1 25 | $3.9B | $6.5B | ||
| Q4 24 | $4.0B | $6.0B | ||
| Q3 24 | $4.0B | $5.8B | ||
| Q2 24 | $4.1B | $5.9B | ||
| Q1 24 | $4.2B | $8.6B |
总资产JBHTMNST
| Q4 25 | $7.9B | $10.0B | ||
| Q3 25 | $8.1B | $9.6B | ||
| Q2 25 | $8.2B | $8.7B | ||
| Q1 25 | $8.3B | $8.2B | ||
| Q4 24 | $8.3B | $7.7B | ||
| Q3 24 | $8.3B | $8.1B | ||
| Q2 24 | $8.4B | $8.1B | ||
| Q1 24 | $8.4B | $10.1B |
负债/权益比JBHTMNST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | 0.24× | 0.06× | ||
| Q3 24 | 0.26× | 0.13× | ||
| Q2 24 | 0.36× | 0.13× | ||
| 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 | $385.6M | $379.4M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $351.2M |
| 自由现金流率自由现金流/营收 | 8.1% | 16.5% |
| 资本支出强度资本支出/营收 | 4.3% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.13× | 0.84× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $2.0B |
8季度趋势，按日历期对齐
经营现金流JBHTMNST
| Q4 25 | $385.6M | $379.4M | ||
| Q3 25 | $486.4M | $745.1M | ||
| Q2 25 | $402.1M | $466.0M | ||
| Q1 25 | $404.2M | $507.6M | ||
| Q4 24 | $317.6M | $461.7M | ||
| Q3 24 | $338.5M | $618.4M | ||
| Q2 24 | $360.6M | $436.3M | ||
| Q1 24 | $466.5M | $412.1M |
自由现金流JBHTMNST
| Q4 25 | $251.3M | $351.2M | ||
| Q3 25 | $352.4M | $701.5M | ||
| Q2 25 | $185.6M | $434.6M | ||
| Q1 25 | $158.4M | $478.5M | ||
| Q4 24 | $93.3M | $370.4M | ||
| Q3 24 | $163.1M | $571.4M | ||
| Q2 24 | $98.2M | $376.5M | ||
| Q1 24 | $263.1M | $346.1M |
自由现金流率JBHTMNST
| Q4 25 | 8.1% | 16.5% | ||
| Q3 25 | 11.5% | 31.9% | ||
| Q2 25 | 6.3% | 20.6% | ||
| Q1 25 | 5.4% | 25.8% | ||
| Q4 24 | 3.0% | 20.4% | ||
| Q3 24 | 5.3% | 30.4% | ||
| Q2 24 | 3.4% | 19.8% | ||
| Q1 24 | 8.9% | 18.2% |
资本支出强度JBHTMNST
| Q4 25 | 4.3% | 1.3% | ||
| Q3 25 | 4.4% | 2.0% | ||
| Q2 25 | 7.4% | 1.5% | ||
| Q1 25 | 8.4% | 1.6% | ||
| Q4 24 | 7.1% | 5.0% | ||
| Q3 24 | 5.7% | 2.5% | ||
| Q2 24 | 9.0% | 3.1% | ||
| Q1 24 | 6.9% | 3.5% |
现金转化率JBHTMNST
| Q4 25 | 2.13× | 0.84× | ||
| Q3 25 | 2.85× | 1.42× | ||
| Q2 25 | 3.13× | 0.95× | ||
| Q1 25 | 3.43× | 1.15× | ||
| Q4 24 | 2.04× | 1.71× | ||
| Q3 24 | 2.23× | 1.67× | ||
| Q2 24 | 2.65× | 1.03× | ||
| Q1 24 | 3.66× | 0.93× |
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% |
MNST
| Monster Energy Drinks Segment | $1.2B | 57% |
| Sales Revenue Product Line | $905.5M | 42% |
| Strategic Brands Segment | $50.3M | 2% |
| Alcohol Brands Segment | $29.0M | 1% |
