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J.B. Hunt（JBHT）与美盛公司（MOS）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是美盛公司的1.0倍（$3.1B vs $3.0B），J.B. Hunt净利率更高（5.8% vs -17.5%，领先23.3%），美盛公司同比增速更快（5.6% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-405.7M），过去两年美盛公司的营收复合增速更高（5.3% 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。
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
JBHT vs MOS — 直观对比
营收规模更大
JBHT
是对方的1.0倍
$3.0B
营收增速更快
MOS
高出7.2%
-1.6%
净利率更高
JBHT
高出23.3%
-17.5%
自由现金流更多
JBHT
多$657.0M
$-405.7M
两年增速更快
MOS
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.0B |
| 净利润 | $181.1M | $-519.5M |
| 毛利率 | — | 11.5% |
| 营业利润率 | 8.0% | -3.4% |
| 净利率 | 5.8% | -17.5% |
| 营收同比 | -1.6% | 5.6% |
| 净利润同比 | 16.5% | -407.4% |
| 每股收益（稀释后） | $1.88 | $-1.63 |
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JBHTMOS
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.1B | $3.5B | ||
| Q2 25 | $2.9B | $3.0B | ||
| Q1 25 | $2.9B | $2.6B | ||
| Q4 24 | $3.1B | $2.8B | ||
| Q3 24 | $3.1B | $2.8B | ||
| Q2 24 | $2.9B | $2.8B | ||
| Q1 24 | $2.9B | $2.7B |
净利润JBHTMOS
| Q4 25 | $181.1M | $-519.5M | ||
| Q3 25 | $170.8M | $411.4M | ||
| Q2 25 | $128.6M | $410.7M | ||
| Q1 25 | $117.7M | $238.1M | ||
| Q4 24 | $155.5M | $169.0M | ||
| Q3 24 | $152.1M | $122.2M | ||
| Q2 24 | $135.9M | $-161.5M | ||
| Q1 24 | $127.5M | $45.2M |
毛利率JBHTMOS
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 14.0% | ||
| Q1 24 | — | 14.9% |
营业利润率JBHTMOS
| Q4 25 | 8.0% | -3.4% | ||
| Q3 25 | 7.9% | 9.8% | ||
| Q2 25 | 6.7% | 8.1% | ||
| Q1 25 | 6.1% | 12.9% | ||
| Q4 24 | 6.6% | 3.5% | ||
| Q3 24 | 7.3% | 4.1% | ||
| Q2 24 | 7.0% | 8.3% | ||
| Q1 24 | 6.6% | 6.5% |
净利率JBHTMOS
| Q4 25 | 5.8% | -17.5% | ||
| Q3 25 | 5.6% | 11.9% | ||
| Q2 25 | 4.4% | 13.7% | ||
| Q1 25 | 4.0% | 9.1% | ||
| Q4 24 | 4.9% | 6.0% | ||
| Q3 24 | 5.0% | 4.3% | ||
| Q2 24 | 4.6% | -5.7% | ||
| Q1 24 | 4.3% | 1.7% |
每股收益（稀释后）JBHTMOS
| Q4 25 | $1.88 | $-1.63 | ||
| Q3 25 | $1.76 | $1.29 | ||
| Q2 25 | $1.31 | $1.29 | ||
| Q1 25 | $1.17 | $0.75 | ||
| Q4 24 | $1.53 | $0.53 | ||
| Q3 24 | $1.49 | $0.38 | ||
| Q2 24 | $1.32 | $-0.50 | ||
| Q1 24 | $1.22 | $0.14 |
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 | $276.6M |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $3.6B | $12.1B |
| 总资产 | $7.9B | $24.5B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资JBHTMOS
| Q4 25 | $17.3M | $276.6M | ||
| Q3 25 | $52.3M | $153.3M | ||
| Q2 25 | $50.9M | $286.2M | ||
| Q1 25 | $43.4M | $259.2M | ||
| Q4 24 | $47.0M | $272.8M | ||
| Q3 24 | $120.0M | $301.6M | ||
| Q2 24 | $53.5M | $322.0M | ||
| Q1 24 | $64.2M | $336.7M |
总债务JBHTMOS
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $977.7M | $3.3B | ||
| Q3 24 | $1.0B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B | ||
| Q1 24 | $1.4B | $3.2B |
股东权益JBHTMOS
| Q4 25 | $3.6B | $12.1B | ||
| Q3 25 | $3.6B | $12.8B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.9B | $11.8B | ||
| Q4 24 | $4.0B | $11.5B | ||
| Q3 24 | $4.0B | $11.8B | ||
| Q2 24 | $4.1B | $11.7B | ||
| Q1 24 | $4.2B | $12.0B |
总资产JBHTMOS
| Q4 25 | $7.9B | $24.5B | ||
| Q3 25 | $8.1B | $24.7B | ||
| Q2 25 | $8.2B | $24.3B | ||
| Q1 25 | $8.3B | $23.2B | ||
| Q4 24 | $8.3B | $22.9B | ||
| Q3 24 | $8.3B | $23.3B | ||
| Q2 24 | $8.4B | $22.6B | ||
| Q1 24 | $8.4B | $22.9B |
负债/权益比JBHTMOS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | 0.24× | 0.29× | ||
| Q3 24 | 0.26× | 0.27× | ||
| Q2 24 | 0.36× | 0.27× | ||
| Q1 24 | 0.33× | 0.27× |
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 | $-56.1M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $-405.7M |
| 自由现金流率自由现金流/营收 | 8.1% | -13.6% |
| 资本支出强度资本支出/营收 | 4.3% | 11.8% |
| 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 | $-534.6M |
8季度趋势，按日历期对齐
经营现金流JBHTMOS
| Q4 25 | $385.6M | $-56.1M | ||
| Q3 25 | $486.4M | $228.5M | ||
| Q2 25 | $402.1M | $609.5M | ||
| Q1 25 | $404.2M | $42.9M | ||
| Q4 24 | $317.6M | $219.3M | ||
| Q3 24 | $338.5M | $312.9M | ||
| Q2 24 | $360.6M | $847.0M | ||
| Q1 24 | $466.5M | $-80.0M |
自由现金流JBHTMOS
| Q4 25 | $251.3M | $-405.7M | ||
| Q3 25 | $352.4M | $-135.9M | ||
| Q2 25 | $185.6M | $304.9M | ||
| Q1 25 | $158.4M | $-297.9M | ||
| Q4 24 | $93.3M | $-74.8M | ||
| Q3 24 | $163.1M | $72.1M | ||
| Q2 24 | $98.2M | $513.1M | ||
| Q1 24 | $263.1M | $-463.0M |
自由现金流率JBHTMOS
| Q4 25 | 8.1% | -13.6% | ||
| Q3 25 | 11.5% | -3.9% | ||
| Q2 25 | 6.3% | 10.1% | ||
| Q1 25 | 5.4% | -11.4% | ||
| Q4 24 | 3.0% | -2.7% | ||
| Q3 24 | 5.3% | 2.6% | ||
| Q2 24 | 3.4% | 18.2% | ||
| Q1 24 | 8.9% | -17.3% |
资本支出强度JBHTMOS
| Q4 25 | 4.3% | 11.8% | ||
| Q3 25 | 4.4% | 10.6% | ||
| Q2 25 | 7.4% | 10.1% | ||
| Q1 25 | 8.4% | 13.0% | ||
| Q4 24 | 7.1% | 10.4% | ||
| Q3 24 | 5.7% | 8.6% | ||
| Q2 24 | 9.0% | 11.9% | ||
| Q1 24 | 6.9% | 14.3% |
现金转化率JBHTMOS
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.85× | 0.56× | ||
| Q2 25 | 3.13× | 1.48× | ||
| Q1 25 | 3.43× | 0.18× | ||
| Q4 24 | 2.04× | 1.30× | ||
| Q3 24 | 2.23× | 2.56× | ||
| Q2 24 | 2.65× | — | ||
| Q1 24 | 3.66× | -1.77× |
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% |
MOS
暂无分部数据
