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J.B. Hunt（JBHT）与Old Dominion（ODFL）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Old Dominion的2.4倍（$3.1B vs $1.3B），Old Dominion净利率更高（17.6% vs 5.8%，领先11.7%），J.B. Hunt同比增速更快（-1.6% vs -5.7%），Old Dominion自由现金流更多（$264.5M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -5.4%）
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。
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
JBHT vs ODFL — 直观对比
营收规模更大
JBHT
是对方的2.4倍
$1.3B
营收增速更快
JBHT
高出4.1%
-5.7%
净利率更高
ODFL
高出11.7%
5.8%
自由现金流更多
ODFL
多$13.2M
$251.3M
两年增速更快
JBHT
近两年复合增速
-5.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.3B |
| 净利润 | $181.1M | $229.5M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 23.3% |
| 净利率 | 5.8% | 17.6% |
| 营收同比 | -1.6% | -5.7% |
| 净利润同比 | 16.5% | -12.8% |
| 每股收益（稀释后） | $1.88 | $1.10 |
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JBHTODFL
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $3.1B | $1.4B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $2.9B | $1.5B | ||
| Q1 24 | $2.9B | $1.5B |
净利润JBHTODFL
| Q4 25 | $181.1M | $229.5M | ||
| Q3 25 | $170.8M | $270.9M | ||
| Q2 25 | $128.6M | $268.6M | ||
| Q1 25 | $117.7M | $254.7M | ||
| Q4 24 | $155.5M | $263.1M | ||
| Q3 24 | $152.1M | $308.6M | ||
| Q2 24 | $135.9M | $322.0M | ||
| Q1 24 | $127.5M | $292.3M |
营业利润率JBHTODFL
| Q4 25 | 8.0% | 23.3% | ||
| Q3 25 | 7.9% | 25.7% | ||
| Q2 25 | 6.7% | 25.4% | ||
| Q1 25 | 6.1% | 24.6% | ||
| Q4 24 | 6.6% | 24.1% | ||
| Q3 24 | 7.3% | 27.3% | ||
| Q2 24 | 7.0% | 28.1% | ||
| Q1 24 | 6.6% | 26.5% |
净利率JBHTODFL
| Q4 25 | 5.8% | 17.6% | ||
| Q3 25 | 5.6% | 19.3% | ||
| Q2 25 | 4.4% | 19.1% | ||
| Q1 25 | 4.0% | 18.5% | ||
| Q4 24 | 4.9% | 19.0% | ||
| Q3 24 | 5.0% | 21.0% | ||
| Q2 24 | 4.6% | 21.5% | ||
| Q1 24 | 4.3% | 20.0% |
每股收益（稀释后）JBHTODFL
| Q4 25 | $1.88 | $1.10 | ||
| Q3 25 | $1.76 | $1.28 | ||
| Q2 25 | $1.31 | $1.27 | ||
| Q1 25 | $1.17 | $1.19 | ||
| Q4 24 | $1.53 | $1.23 | ||
| Q3 24 | $1.49 | $1.43 | ||
| Q2 24 | $1.32 | $1.48 | ||
| Q1 24 | $1.22 | $1.34 |
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 | $120.1M |
| 总债务越低越好 | — | $20.0M |
| 股东权益账面价值 | $3.6B | $4.3B |
| 总资产 | $7.9B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资JBHTODFL
| Q4 25 | $17.3M | $120.1M | ||
| Q3 25 | $52.3M | $46.6M | ||
| Q2 25 | $50.9M | $24.1M | ||
| Q1 25 | $43.4M | $97.2M | ||
| Q4 24 | $47.0M | $108.7M | ||
| Q3 24 | $120.0M | $74.2M | ||
| Q2 24 | $53.5M | $104.6M | ||
| Q1 24 | $64.2M | $581.0M |
总债务JBHTODFL
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | — | $150.0M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | $977.7M | $40.0M | ||
| Q3 24 | $1.0B | $40.0M | ||
| Q2 24 | $1.5B | $40.0M | ||
| Q1 24 | $1.4B | $60.0M |
股东权益JBHTODFL
| Q4 25 | $3.6B | $4.3B | ||
| Q3 25 | $3.6B | $4.3B | ||
| Q2 25 | $3.7B | $4.2B | ||
| Q1 25 | $3.9B | $4.2B | ||
| Q4 24 | $4.0B | $4.2B | ||
| Q3 24 | $4.0B | $4.2B | ||
| Q2 24 | $4.1B | $4.1B | ||
| Q1 24 | $4.2B | $4.4B |
总资产JBHTODFL
| Q4 25 | $7.9B | $5.5B | ||
| Q3 25 | $8.1B | $5.5B | ||
| Q2 25 | $8.2B | $5.6B | ||
| Q1 25 | $8.3B | $5.5B | ||
| Q4 24 | $8.3B | $5.5B | ||
| Q3 24 | $8.3B | $5.4B | ||
| Q2 24 | $8.4B | $5.3B | ||
| Q1 24 | $8.4B | $5.7B |
负债/权益比JBHTODFL
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | 0.24× | 0.01× | ||
| Q3 24 | 0.26× | 0.01× | ||
| Q2 24 | 0.36× | 0.01× | ||
| Q1 24 | 0.33× | 0.01× |
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 | $310.3M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $264.5M |
| 自由现金流率自由现金流/营收 | 8.1% | 20.2% |
| 资本支出强度资本支出/营收 | 4.3% | 3.5% |
| 现金转化率经营现金流/净利润 | 2.13× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $955.1M |
8季度趋势，按日历期对齐
经营现金流JBHTODFL
| Q4 25 | $385.6M | $310.3M | ||
| Q3 25 | $486.4M | $437.5M | ||
| Q2 25 | $402.1M | $285.8M | ||
| Q1 25 | $404.2M | $336.5M | ||
| Q4 24 | $317.6M | $401.1M | ||
| Q3 24 | $338.5M | $446.5M | ||
| Q2 24 | $360.6M | $387.9M | ||
| Q1 24 | $466.5M | $423.9M |
自由现金流JBHTODFL
| Q4 25 | $251.3M | $264.5M | ||
| Q3 25 | $352.4M | $343.5M | ||
| Q2 25 | $185.6M | $98.7M | ||
| Q1 25 | $158.4M | $248.4M | ||
| Q4 24 | $93.3M | $230.1M | ||
| Q3 24 | $163.1M | $203.7M | ||
| Q2 24 | $98.2M | $149.7M | ||
| Q1 24 | $263.1M | $304.4M |
自由现金流率JBHTODFL
| Q4 25 | 8.1% | 20.2% | ||
| Q3 25 | 11.5% | 24.4% | ||
| Q2 25 | 6.3% | 7.0% | ||
| Q1 25 | 5.4% | 18.1% | ||
| Q4 24 | 3.0% | 16.6% | ||
| Q3 24 | 5.3% | 13.9% | ||
| Q2 24 | 3.4% | 10.0% | ||
| Q1 24 | 8.9% | 20.8% |
资本支出强度JBHTODFL
| Q4 25 | 4.3% | 3.5% | ||
| Q3 25 | 4.4% | 6.7% | ||
| Q2 25 | 7.4% | 13.3% | ||
| Q1 25 | 8.4% | 6.4% | ||
| Q4 24 | 7.1% | 12.3% | ||
| Q3 24 | 5.7% | 16.5% | ||
| Q2 24 | 9.0% | 15.9% | ||
| Q1 24 | 6.9% | 8.2% |
现金转化率JBHTODFL
| Q4 25 | 2.13× | 1.35× | ||
| Q3 25 | 2.85× | 1.61× | ||
| Q2 25 | 3.13× | 1.06× | ||
| Q1 25 | 3.43× | 1.32× | ||
| Q4 24 | 2.04× | 1.52× | ||
| Q3 24 | 2.23× | 1.45× | ||
| Q2 24 | 2.65× | 1.20× | ||
| Q1 24 | 3.66× | 1.45× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
