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J.B. Hunt(JBHT)与信安金融集团(PFG)财务数据对比。点击上方公司名可切换其他公司
信安金融集团的季度营收约是J.B. Hunt的1.5倍($4.6B vs $3.1B),信安金融集团净利率更高(11.3% vs 5.8%,领先5.4%),J.B. Hunt同比增速更快(-1.6% vs -3.7%),过去两年信安金融集团的营收复合增速更高(6.3% 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。
信安金融集团(股票代码:PFG)是总部位于美国艾奥瓦州得梅因的全球性金融服务企业,核心业务涵盖投资管理、保险服务两大板块,在全球多个区域开展业务,为机构客户和个人用户提供专业定制化的金融解决方案,在行业内拥有较高知名度。
JBHT vs PFG — 直观对比
营收规模更大
PFG
是对方的1.5倍
$3.1B
营收增速更快
JBHT
高出2.1%
-3.7%
净利率更高
PFG
高出5.4%
5.8%
两年增速更快
PFG
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $4.6B |
| 净利润 | $181.1M | $517.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | — |
| 净利率 | 5.8% | 11.3% |
| 营收同比 | -1.6% | -3.7% |
| 净利润同比 | 16.5% | -42.9% |
| 每股收益(稀释后) | $1.88 | $2.30 |
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
JBHT
PFG
| Q4 25 | $3.1B | $4.6B | ||
| Q3 25 | $3.1B | $3.7B | ||
| Q2 25 | $2.9B | $3.7B | ||
| Q1 25 | $2.9B | $3.7B | ||
| Q4 24 | $3.1B | $4.8B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $2.9B | $4.3B | ||
| Q1 24 | $2.9B | $4.1B |
净利润
JBHT
PFG
| Q4 25 | $181.1M | $517.0M | ||
| Q3 25 | $170.8M | $213.8M | ||
| Q2 25 | $128.6M | $406.2M | ||
| Q1 25 | $117.7M | $48.1M | ||
| Q4 24 | $155.5M | $905.4M | ||
| Q3 24 | $152.1M | $-220.0M | ||
| Q2 24 | $135.9M | $353.1M | ||
| Q1 24 | $127.5M | $532.5M |
营业利润率
JBHT
PFG
| Q4 25 | 8.0% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 6.6% | — |
净利率
JBHT
PFG
| Q4 25 | 5.8% | 11.3% | ||
| Q3 25 | 5.6% | 5.8% | ||
| Q2 25 | 4.4% | 11.1% | ||
| Q1 25 | 4.0% | 1.3% | ||
| Q4 24 | 4.9% | 19.1% | ||
| Q3 24 | 5.0% | -7.3% | ||
| Q2 24 | 4.6% | 8.2% | ||
| Q1 24 | 4.3% | 13.1% |
每股收益(稀释后)
JBHT
PFG
| Q4 25 | $1.88 | $2.30 | ||
| Q3 25 | $1.76 | $0.95 | ||
| Q2 25 | $1.31 | $1.79 | ||
| Q1 25 | $1.17 | $0.21 | ||
| Q4 24 | $1.53 | $3.92 | ||
| Q3 24 | $1.49 | $-0.95 | ||
| Q2 24 | $1.32 | $1.49 | ||
| Q1 24 | $1.22 | $2.22 |
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 | $4.4B |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $3.6B | $11.9B |
| 总资产 | $7.9B | $341.4B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
JBHT
PFG
| Q4 25 | $17.3M | $4.4B | ||
| Q3 25 | $52.3M | $5.1B | ||
| Q2 25 | $50.9M | $3.7B | ||
| Q1 25 | $43.4M | $3.9B | ||
| Q4 24 | $47.0M | $4.2B | ||
| Q3 24 | $120.0M | $6.2B | ||
| Q2 24 | $53.5M | $4.8B | ||
| Q1 24 | $64.2M | $4.2B |
总债务
JBHT
PFG
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | $977.7M | $4.0B | ||
| Q3 24 | $1.0B | $3.9B | ||
| Q2 24 | $1.5B | $3.9B | ||
| Q1 24 | $1.4B | $3.9B |
股东权益
JBHT
PFG
| Q4 25 | $3.6B | $11.9B | ||
| Q3 25 | $3.6B | $11.7B | ||
| Q2 25 | $3.7B | $11.4B | ||
| Q1 25 | $3.9B | $11.2B | ||
| Q4 24 | $4.0B | $11.1B | ||
| Q3 24 | $4.0B | $11.2B | ||
| Q2 24 | $4.1B | $11.0B | ||
| Q1 24 | $4.2B | $11.2B |
总资产
JBHT
PFG
| Q4 25 | $7.9B | $341.4B | ||
| Q3 25 | $8.1B | $334.5B | ||
| Q2 25 | $8.2B | $323.1B | ||
| Q1 25 | $8.3B | $313.0B | ||
| Q4 24 | $8.3B | $313.7B | ||
| Q3 24 | $8.3B | $322.9B | ||
| Q2 24 | $8.4B | $308.8B | ||
| Q1 24 | $8.4B | $308.7B |
负债/权益比
JBHT
PFG
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | 0.24× | 0.36× | ||
| Q3 24 | 0.26× | 0.35× | ||
| Q2 24 | 0.36× | 0.36× | ||
| Q1 24 | 0.33× | 0.35× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $251.3M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 2.13× | 3.37× |
| 过去12个月自由现金流最近4个季度 | $947.6M | — |
8季度趋势,按日历期对齐
经营现金流
JBHT
PFG
| Q4 25 | $385.6M | $1.7B | ||
| Q3 25 | $486.4M | $1.0B | ||
| Q2 25 | $402.1M | $811.9M | ||
| Q1 25 | $404.2M | $977.3M | ||
| Q4 24 | $317.6M | $1.5B | ||
| Q3 24 | $338.5M | $1.1B | ||
| Q2 24 | $360.6M | $1.4B | ||
| Q1 24 | $466.5M | $584.2M |
自由现金流
JBHT
PFG
| Q4 25 | $251.3M | — | ||
| Q3 25 | $352.4M | — | ||
| Q2 25 | $185.6M | — | ||
| Q1 25 | $158.4M | — | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | — | ||
| Q2 24 | $98.2M | — | ||
| Q1 24 | $263.1M | — |
自由现金流率
JBHT
PFG
| Q4 25 | 8.1% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 8.9% | — |
资本支出强度
JBHT
PFG
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 6.9% | — |
现金转化率
JBHT
PFG
| Q4 25 | 2.13× | 3.37× | ||
| Q3 25 | 2.85× | 4.70× | ||
| Q2 25 | 3.13× | 2.00× | ||
| Q1 25 | 3.43× | 20.32× | ||
| Q4 24 | 2.04× | 1.61× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | 4.05× | ||
| Q1 24 | 3.66× | 1.10× |
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% |
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |