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J.B. Hunt（JBHT）与Post Holdings, Inc.（POST）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Post Holdings, Inc.的1.4倍（$3.1B vs $2.2B），J.B. Hunt净利率更高（5.8% vs 4.5%，领先1.4%），Post Holdings, Inc.同比增速更快（10.1% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% 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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
JBHT vs POST — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.2B
营收增速更快
POST
高出11.7%
-1.6%
净利率更高
JBHT
高出1.4%
4.5%
自由现金流更多
JBHT
多$132.0M
$119.3M
两年增速更快
POST
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $181.1M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 8.0% | 11.0% |
| 净利率 | 5.8% | 4.5% |
| 营收同比 | -1.6% | 10.1% |
| 净利润同比 | 16.5% | -14.6% |
| 每股收益（稀释后） | $1.88 | $1.71 |
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JBHTPOST
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $2.9B | $2.0B |
净利润JBHTPOST
| Q4 25 | $181.1M | $96.8M | ||
| Q3 25 | $170.8M | $51.0M | ||
| Q2 25 | $128.6M | $108.8M | ||
| Q1 25 | $117.7M | $62.6M | ||
| Q4 24 | $155.5M | $113.3M | ||
| Q3 24 | $152.1M | $81.6M | ||
| Q2 24 | $135.9M | $99.8M | ||
| Q1 24 | $127.5M | $97.2M |
毛利率JBHTPOST
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
营业利润率JBHTPOST
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 7.9% | 7.5% | ||
| Q2 25 | 6.7% | 11.8% | ||
| Q1 25 | 6.1% | 9.3% | ||
| Q4 24 | 6.6% | 10.8% | ||
| Q3 24 | 7.3% | 9.5% | ||
| Q2 24 | 7.0% | 10.4% | ||
| Q1 24 | 6.6% | 9.5% |
净利率JBHTPOST
| Q4 25 | 5.8% | 4.5% | ||
| Q3 25 | 5.6% | 2.3% | ||
| Q2 25 | 4.4% | 5.5% | ||
| Q1 25 | 4.0% | 3.2% | ||
| Q4 24 | 4.9% | 5.7% | ||
| Q3 24 | 5.0% | 4.1% | ||
| Q2 24 | 4.6% | 5.1% | ||
| Q1 24 | 4.3% | 4.9% |
每股收益（稀释后）JBHTPOST
| Q4 25 | $1.88 | $1.71 | ||
| Q3 25 | $1.76 | $0.91 | ||
| Q2 25 | $1.31 | $1.79 | ||
| Q1 25 | $1.17 | $1.03 | ||
| Q4 24 | $1.53 | $1.78 | ||
| Q3 24 | $1.49 | $1.28 | ||
| Q2 24 | $1.32 | $1.53 | ||
| Q1 24 | $1.22 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $3.6B | $3.5B |
| 总资产 | $7.9B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资JBHTPOST
| Q4 25 | $17.3M | $279.3M | ||
| Q3 25 | $52.3M | $176.7M | ||
| Q2 25 | $50.9M | $1.1B | ||
| Q1 25 | $43.4M | $617.6M | ||
| Q4 24 | $47.0M | $872.9M | ||
| Q3 24 | $120.0M | $787.4M | ||
| Q2 24 | $53.5M | $333.8M | ||
| Q1 24 | $64.2M | $333.4M |
总债务JBHTPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $977.7M | $6.9B | ||
| Q3 24 | $1.0B | $6.8B | ||
| Q2 24 | $1.5B | $6.4B | ||
| Q1 24 | $1.4B | $6.4B |
股东权益JBHTPOST
| Q4 25 | $3.6B | $3.5B | ||
| Q3 25 | $3.6B | $3.8B | ||
| Q2 25 | $3.7B | $4.0B | ||
| Q1 25 | $3.9B | $3.8B | ||
| Q4 24 | $4.0B | $3.9B | ||
| Q3 24 | $4.0B | $4.1B | ||
| Q2 24 | $4.1B | $3.9B | ||
| Q1 24 | $4.2B | $4.0B |
总资产JBHTPOST
| Q4 25 | $7.9B | $13.0B | ||
| Q3 25 | $8.1B | $13.5B | ||
| Q2 25 | $8.2B | $13.4B | ||
| Q1 25 | $8.3B | $12.8B | ||
| Q4 24 | $8.3B | $12.8B | ||
| Q3 24 | $8.3B | $12.9B | ||
| Q2 24 | $8.4B | $12.1B | ||
| Q1 24 | $8.4B | $12.2B |
负债/权益比JBHTPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.24× | 1.79× | ||
| Q3 24 | 0.26× | 1.67× | ||
| Q2 24 | 0.36× | 1.62× | ||
| Q1 24 | 0.33× | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $119.3M |
| 自由现金流率自由现金流/营收 | 8.1% | 5.5% |
| 资本支出强度资本支出/营收 | 4.3% | 5.4% |
| 现金转化率经营现金流/净利润 | 2.13× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $436.0M |
8季度趋势，按日历期对齐
经营现金流JBHTPOST
| Q4 25 | $385.6M | $235.7M | ||
| Q3 25 | $486.4M | $301.3M | ||
| Q2 25 | $402.1M | $225.9M | ||
| Q1 25 | $404.2M | $160.7M | ||
| Q4 24 | $317.6M | $310.4M | ||
| Q3 24 | $338.5M | $235.4M | ||
| Q2 24 | $360.6M | $272.3M | ||
| Q1 24 | $466.5M | $249.6M |
自由现金流JBHTPOST
| Q4 25 | $251.3M | $119.3M | ||
| Q3 25 | $352.4M | $151.6M | ||
| Q2 25 | $185.6M | $94.9M | ||
| Q1 25 | $158.4M | $70.2M | ||
| Q4 24 | $93.3M | $171.4M | ||
| Q3 24 | $163.1M | $96.2M | ||
| Q2 24 | $98.2M | $161.5M | ||
| Q1 24 | $263.1M | $150.9M |
自由现金流率JBHTPOST
| Q4 25 | 8.1% | 5.5% | ||
| Q3 25 | 11.5% | 6.7% | ||
| Q2 25 | 6.3% | 4.8% | ||
| Q1 25 | 5.4% | 3.6% | ||
| Q4 24 | 3.0% | 8.7% | ||
| Q3 24 | 5.3% | 4.8% | ||
| Q2 24 | 3.4% | 8.3% | ||
| Q1 24 | 8.9% | 7.5% |
资本支出强度JBHTPOST
| Q4 25 | 4.3% | 5.4% | ||
| Q3 25 | 4.4% | 6.7% | ||
| Q2 25 | 7.4% | 6.6% | ||
| Q1 25 | 8.4% | 4.6% | ||
| Q4 24 | 7.1% | 7.0% | ||
| Q3 24 | 5.7% | 6.9% | ||
| Q2 24 | 9.0% | 5.7% | ||
| Q1 24 | 6.9% | 4.9% |
现金转化率JBHTPOST
| Q4 25 | 2.13× | 2.43× | ||
| Q3 25 | 2.85× | 5.91× | ||
| Q2 25 | 3.13× | 2.08× | ||
| Q1 25 | 3.43× | 2.57× | ||
| Q4 24 | 2.04× | 2.74× | ||
| Q3 24 | 2.23× | 2.88× | ||
| Q2 24 | 2.65× | 2.73× | ||
| Q1 24 | 3.66× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
