vs
J.B. Hunt（JBHT）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是欧文斯科宁的1.4倍（$3.1B vs $2.1B），J.B. Hunt净利率更高（5.8% vs -13.9%，领先19.8%），J.B. Hunt同比增速更快（-1.6% vs -24.6%），欧文斯科宁自由现金流更多（$333.0M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -3.5%）
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。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
JBHT vs OC — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.1B
营收增速更快
JBHT
高出23.0%
-24.6%
净利率更高
JBHT
高出19.8%
-13.9%
自由现金流更多
OC
多$81.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $181.1M | $-298.0M |
| 毛利率 | — | 23.2% |
| 营业利润率 | 8.0% | -10.5% |
| 净利率 | 5.8% | -13.9% |
| 营收同比 | -1.6% | -24.6% |
| 净利润同比 | 16.5% | -15.5% |
| 每股收益（稀释后） | $1.88 | $-3.47 |
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JBHTOC
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.7B | ||
| Q2 25 | $2.9B | $2.7B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $3.1B | $2.8B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $2.9B | $2.8B | ||
| Q1 24 | $2.9B | $2.3B |
净利润JBHTOC
| Q4 25 | $181.1M | $-298.0M | ||
| Q3 25 | $170.8M | $-494.0M | ||
| Q2 25 | $128.6M | $363.0M | ||
| Q1 25 | $117.7M | $-93.0M | ||
| Q4 24 | $155.5M | $-258.0M | ||
| Q3 24 | $152.1M | $321.0M | ||
| Q2 24 | $135.9M | $285.0M | ||
| Q1 24 | $127.5M | $299.0M |
毛利率JBHTOC
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 28.2% | ||
| Q2 25 | — | 31.2% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 31.1% | ||
| Q1 24 | — | 29.6% |
营业利润率JBHTOC
| Q4 25 | 8.0% | -10.5% | ||
| Q3 25 | 7.9% | -12.2% | ||
| Q2 25 | 6.7% | 18.4% | ||
| Q1 25 | 6.1% | 16.1% | ||
| Q4 24 | 6.6% | -8.5% | ||
| Q3 24 | 7.3% | 16.7% | ||
| Q2 24 | 7.0% | 16.4% | ||
| Q1 24 | 6.6% | 17.5% |
净利率JBHTOC
| Q4 25 | 5.8% | -13.9% | ||
| Q3 25 | 5.6% | -18.4% | ||
| Q2 25 | 4.4% | 13.2% | ||
| Q1 25 | 4.0% | -3.7% | ||
| Q4 24 | 4.9% | -9.1% | ||
| Q3 24 | 5.0% | 10.5% | ||
| Q2 24 | 4.6% | 10.2% | ||
| Q1 24 | 4.3% | 13.0% |
每股收益（稀释后）JBHTOC
| Q4 25 | $1.88 | $-3.47 | ||
| Q3 25 | $1.76 | $-5.92 | ||
| Q2 25 | $1.31 | $4.25 | ||
| Q1 25 | $1.17 | $-1.08 | ||
| Q4 24 | $1.53 | $-2.92 | ||
| Q3 24 | $1.49 | $3.65 | ||
| Q2 24 | $1.32 | $3.24 | ||
| Q1 24 | $1.22 | $3.40 |
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 | $345.0M |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $3.6B | $3.9B |
| 总资产 | $7.9B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资JBHTOC
| Q4 25 | $17.3M | $345.0M | ||
| Q3 25 | $52.3M | $286.0M | ||
| Q2 25 | $50.9M | $230.0M | ||
| Q1 25 | $43.4M | $400.0M | ||
| Q4 24 | $47.0M | $361.0M | ||
| Q3 24 | $120.0M | $499.0M | ||
| Q2 24 | $53.5M | $254.0M | ||
| Q1 24 | $64.2M | $1.3B |
总债务JBHTOC
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $977.7M | $5.1B | ||
| Q3 24 | $1.0B | $5.0B | ||
| Q2 24 | $1.5B | $5.0B | ||
| Q1 24 | $1.4B | $2.6B |
股东权益JBHTOC
| Q4 25 | $3.6B | $3.9B | ||
| Q3 25 | $3.6B | $4.4B | ||
| Q2 25 | $3.7B | $5.2B | ||
| Q1 25 | $3.9B | $4.9B | ||
| Q4 24 | $4.0B | $5.1B | ||
| Q3 24 | $4.0B | $5.6B | ||
| Q2 24 | $4.1B | $5.5B | ||
| Q1 24 | $4.2B | $5.2B |
总资产JBHTOC
| Q4 25 | $7.9B | $13.0B | ||
| Q3 25 | $8.1B | $13.5B | ||
| Q2 25 | $8.2B | $14.5B | ||
| Q1 25 | $8.3B | $14.3B | ||
| Q4 24 | $8.3B | $14.1B | ||
| Q3 24 | $8.3B | $15.1B | ||
| Q2 24 | $8.4B | $15.0B | ||
| Q1 24 | $8.4B | $11.3B |
负债/权益比JBHTOC
| Q4 25 | — | 1.22× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | 0.24× | 1.01× | ||
| Q3 24 | 0.26× | 0.89× | ||
| Q2 24 | 0.36× | 0.92× | ||
| Q1 24 | 0.33× | 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 | $385.6M | $590.0M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $333.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 15.5% |
| 资本支出强度资本支出/营收 | 4.3% | 12.0% |
| 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 | $962.0M |
8季度趋势，按日历期对齐
经营现金流JBHTOC
| Q4 25 | $385.6M | $590.0M | ||
| Q3 25 | $486.4M | $918.0M | ||
| Q2 25 | $402.1M | $327.0M | ||
| Q1 25 | $404.2M | $-49.0M | ||
| Q4 24 | $317.6M | $676.0M | ||
| Q3 24 | $338.5M | $699.0M | ||
| Q2 24 | $360.6M | $493.0M | ||
| Q1 24 | $466.5M | $24.0M |
自由现金流JBHTOC
| Q4 25 | $251.3M | $333.0M | ||
| Q3 25 | $352.4M | $752.0M | ||
| Q2 25 | $185.6M | $129.0M | ||
| Q1 25 | $158.4M | $-252.0M | ||
| Q4 24 | $93.3M | $479.0M | ||
| Q3 24 | $163.1M | $558.0M | ||
| Q2 24 | $98.2M | $336.0M | ||
| Q1 24 | $263.1M | $-128.0M |
自由现金流率JBHTOC
| Q4 25 | 8.1% | 15.5% | ||
| Q3 25 | 11.5% | 28.0% | ||
| Q2 25 | 6.3% | 4.7% | ||
| Q1 25 | 5.4% | -10.0% | ||
| Q4 24 | 3.0% | 16.9% | ||
| Q3 24 | 5.3% | 18.3% | ||
| Q2 24 | 3.4% | 12.0% | ||
| Q1 24 | 8.9% | -5.6% |
资本支出强度JBHTOC
| Q4 25 | 4.3% | 12.0% | ||
| Q3 25 | 4.4% | 6.2% | ||
| Q2 25 | 7.4% | 7.2% | ||
| Q1 25 | 8.4% | 8.0% | ||
| Q4 24 | 7.1% | 6.9% | ||
| Q3 24 | 5.7% | 4.6% | ||
| Q2 24 | 9.0% | 5.6% | ||
| Q1 24 | 6.9% | 6.6% |
现金转化率JBHTOC
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | 3.13× | 0.90× | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | 2.18× | ||
| Q2 24 | 2.65× | 1.73× | ||
| Q1 24 | 3.66× | 0.08× |
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% |
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
