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J.B. Hunt（JBHT）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是J.B. Hunt的1.0倍（$3.2B vs $3.1B），恩智浦净利率更高（35.3% vs 5.8%，领先29.4%），J.B. Hunt同比增速更快（-1.6% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs 0.9%）
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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
JBHT vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.0倍
$3.1B
营收增速更快
JBHT
高出3.4%
-5.0%
净利率更高
NXPI
高出29.4%
5.8%
自由现金流更多
NXPI
多$462.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.2B |
| 净利润 | $181.1M | $1.1B |
| 毛利率 | — | 59.5% |
| 营业利润率 | 8.0% | — |
| 净利率 | 5.8% | 35.3% |
| 营收同比 | -1.6% | -5.0% |
| 净利润同比 | 16.5% | 147.0% |
| 每股收益（稀释后） | $1.88 | $4.43 |
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JBHTNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $2.9B | $3.1B |
净利润JBHTNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $181.1M | $455.0M | ||
| Q3 25 | $170.8M | $631.0M | ||
| Q2 25 | $128.6M | $445.0M | ||
| Q1 25 | $117.7M | $490.0M | ||
| Q4 24 | $155.5M | $495.0M | ||
| Q3 24 | $152.1M | $718.0M | ||
| Q2 24 | $135.9M | $658.0M |
毛利率JBHTNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | — | 53.4% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 57.3% |
营业利润率JBHTNXPI
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 22.3% | ||
| Q3 25 | 7.9% | 28.1% | ||
| Q2 25 | 6.7% | 23.5% | ||
| Q1 25 | 6.1% | 25.5% | ||
| Q4 24 | 6.6% | 21.7% | ||
| Q3 24 | 7.3% | 30.5% | ||
| Q2 24 | 7.0% | 28.7% |
净利率JBHTNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 5.8% | 13.6% | ||
| Q3 25 | 5.6% | 19.9% | ||
| Q2 25 | 4.4% | 15.2% | ||
| Q1 25 | 4.0% | 17.3% | ||
| Q4 24 | 4.9% | 15.9% | ||
| Q3 24 | 5.0% | 22.1% | ||
| Q2 24 | 4.6% | 21.0% |
每股收益（稀释后）JBHTNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $1.88 | $1.80 | ||
| Q3 25 | $1.76 | $2.48 | ||
| Q2 25 | $1.31 | $1.75 | ||
| Q1 25 | $1.17 | $1.92 | ||
| Q4 24 | $1.53 | $1.93 | ||
| Q3 24 | $1.49 | $2.79 | ||
| Q2 24 | $1.32 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $3.6B | $10.9B |
| 总资产 | $7.9B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资JBHTNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $17.3M | $3.3B | ||
| Q3 25 | $52.3M | $3.5B | ||
| Q2 25 | $50.9M | $3.2B | ||
| Q1 25 | $43.4M | $4.0B | ||
| Q4 24 | $47.0M | $3.3B | ||
| Q3 24 | $120.0M | $2.7B | ||
| Q2 24 | $53.5M | $2.9B |
总债务JBHTNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | $977.7M | $10.4B | ||
| Q3 24 | $1.0B | $9.7B | ||
| Q2 24 | $1.5B | $9.7B |
股东权益JBHTNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $3.6B | $10.1B | ||
| Q3 25 | $3.6B | $10.0B | ||
| Q2 25 | $3.7B | $9.6B | ||
| Q1 25 | $3.9B | $9.3B | ||
| Q4 24 | $4.0B | $9.2B | ||
| Q3 24 | $4.0B | $9.4B | ||
| Q2 24 | $4.1B | $9.0B |
总资产JBHTNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $7.9B | $26.6B | ||
| Q3 25 | $8.1B | $26.4B | ||
| Q2 25 | $8.2B | $25.3B | ||
| Q1 25 | $8.3B | $25.2B | ||
| Q4 24 | $8.3B | $24.4B | ||
| Q3 24 | $8.3B | $23.7B | ||
| Q2 24 | $8.4B | $23.2B |
负债/权益比JBHTNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 0.24× | 1.13× | ||
| Q3 24 | 0.26× | 1.03× | ||
| Q2 24 | 0.36× | 1.07× |
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 | $714.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 22.4% |
| 资本支出强度资本支出/营收 | 4.3% | 2.5% |
| 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 | $2.7B |
8季度趋势，按日历期对齐
经营现金流JBHTNXPI
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $891.0M | ||
| Q3 25 | $486.4M | $585.0M | ||
| Q2 25 | $402.1M | $779.0M | ||
| Q1 25 | $404.2M | $565.0M | ||
| Q4 24 | $317.6M | $391.0M | ||
| Q3 24 | $338.5M | $779.0M | ||
| Q2 24 | $360.6M | $761.0M |
自由现金流JBHTNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $251.3M | $793.0M | ||
| Q3 25 | $352.4M | $508.0M | ||
| Q2 25 | $185.6M | $696.0M | ||
| Q1 25 | $158.4M | $426.0M | ||
| Q4 24 | $93.3M | $261.0M | ||
| Q3 24 | $163.1M | $593.0M | ||
| Q2 24 | $98.2M | $576.0M |
自由现金流率JBHTNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 8.1% | 23.8% | ||
| Q3 25 | 11.5% | 16.0% | ||
| Q2 25 | 6.3% | 23.8% | ||
| Q1 25 | 5.4% | 15.0% | ||
| Q4 24 | 3.0% | 8.4% | ||
| Q3 24 | 5.3% | 18.2% | ||
| Q2 24 | 3.4% | 18.4% |
资本支出强度JBHTNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 4.3% | 2.9% | ||
| Q3 25 | 4.4% | 2.4% | ||
| Q2 25 | 7.4% | 2.8% | ||
| Q1 25 | 8.4% | 4.9% | ||
| Q4 24 | 7.1% | 4.2% | ||
| Q3 24 | 5.7% | 5.7% | ||
| Q2 24 | 9.0% | 5.9% |
现金转化率JBHTNXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 1.96× | ||
| Q3 25 | 2.85× | 0.93× | ||
| Q2 25 | 3.13× | 1.75× | ||
| Q1 25 | 3.43× | 1.15× | ||
| Q4 24 | 2.04× | 0.79× | ||
| Q3 24 | 2.23× | 1.08× | ||
| Q2 24 | 2.65× | 1.16× |
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% |
NXPI
暂无分部数据
