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J.B. Hunt（JBHT）与PILGRIMS PRIDE CORP（PPC）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是J.B. Hunt的1.5倍（$4.5B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 2.2%，领先3.6%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -1.6%），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -0.3%）
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。
Pilgrim's Pride是美国跨国食品企业，为美国及波多黎各最大的鸡肉生产商之一，同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态，2011年将美国总部迁至科罗拉多州格里利，由JBS集团控股，2016年11月底以3.5亿美元收购Gold'n Plump。
JBHT vs PPC — 直观对比
营收规模更大
PPC
是对方的1.5倍
$3.1B
营收增速更快
PPC
高出3.1%
-1.6%
净利率更高
JBHT
高出3.6%
2.2%
两年增速更快
JBHT
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.5B |
| 净利润 | $181.1M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 8.0% | 3.6% |
| 净利率 | 5.8% | 2.2% |
| 营收同比 | -1.6% | 1.6% |
| 净利润同比 | 16.5% | — |
| 每股收益（稀释后） | $1.88 | $0.43 |
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JBHTPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.1B | $4.5B | ||
| Q3 25 | $3.1B | $4.8B | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $2.9B | $4.5B | ||
| Q4 24 | $3.1B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $2.9B | $4.6B |
净利润JBHTPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $181.1M | $88.0M | ||
| Q3 25 | $170.8M | $342.8M | ||
| Q2 25 | $128.6M | $355.5M | ||
| Q1 25 | $117.7M | $296.0M | ||
| Q4 24 | $155.5M | $235.9M | ||
| Q3 24 | $152.1M | $349.9M | ||
| Q2 24 | $135.9M | $326.3M |
毛利率JBHTPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% |
营业利润率JBHTPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 8.0% | 4.5% | ||
| Q3 25 | 7.9% | 10.4% | ||
| Q2 25 | 6.7% | 10.8% | ||
| Q1 25 | 6.1% | 9.1% | ||
| Q4 24 | 6.6% | 7.0% | ||
| Q3 24 | 7.3% | 11.1% | ||
| Q2 24 | 7.0% | 9.7% |
净利率JBHTPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.8% | 1.9% | ||
| Q3 25 | 5.6% | 7.2% | ||
| Q2 25 | 4.4% | 7.5% | ||
| Q1 25 | 4.0% | 6.6% | ||
| Q4 24 | 4.9% | 5.4% | ||
| Q3 24 | 5.0% | 7.6% | ||
| Q2 24 | 4.6% | 7.2% |
每股收益（稀释后）JBHTPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $1.88 | $0.37 | ||
| Q3 25 | $1.76 | $1.44 | ||
| Q2 25 | $1.31 | $1.49 | ||
| Q1 25 | $1.17 | $1.24 | ||
| Q4 24 | $1.53 | $1.00 | ||
| Q3 24 | $1.49 | $1.47 | ||
| Q2 24 | $1.32 | $1.37 |
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 | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $3.6B | $3.7B |
| 总资产 | $7.9B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资JBHTPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $17.3M | $640.2M | ||
| Q3 25 | $52.3M | $612.6M | ||
| Q2 25 | $50.9M | $849.0M | ||
| Q1 25 | $43.4M | $2.1B | ||
| Q4 24 | $47.0M | $2.0B | ||
| Q3 24 | $120.0M | $1.9B | ||
| Q2 24 | $53.5M | $1.3B |
总债务JBHTPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $977.7M | $3.2B | ||
| Q3 24 | $1.0B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B |
股东权益JBHTPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.6B | $3.7B | ||
| Q3 25 | $3.6B | $3.5B | ||
| Q2 25 | $3.7B | $3.7B | ||
| Q1 25 | $3.9B | $3.1B | ||
| Q4 24 | $4.0B | $4.2B | ||
| Q3 24 | $4.0B | $4.2B | ||
| Q2 24 | $4.1B | $3.7B |
总资产JBHTPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $7.9B | $10.3B | ||
| Q3 25 | $8.1B | $10.0B | ||
| Q2 25 | $8.2B | $10.1B | ||
| Q1 25 | $8.3B | $11.0B | ||
| Q4 24 | $8.3B | $10.7B | ||
| Q3 24 | $8.3B | $10.7B | ||
| Q2 24 | $8.4B | $10.1B |
负债/权益比JBHTPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | 0.24× | 0.76× | ||
| Q3 24 | 0.26× | 0.76× | ||
| Q2 24 | 0.36× | 0.85× |
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 | — |
| 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× | — |
| 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JBHTPPC
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $291.2M | ||
| Q3 25 | $486.4M | $458.3M | ||
| Q2 25 | $402.1M | $495.2M | ||
| Q1 25 | $404.2M | $126.9M | ||
| Q4 24 | $317.6M | $349.3M | ||
| Q3 24 | $338.5M | $651.1M | ||
| Q2 24 | $360.6M | $718.6M |
自由现金流JBHTPPC
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $10.0M | ||
| Q3 25 | $352.4M | $275.9M | ||
| Q2 25 | $185.6M | $339.1M | ||
| Q1 25 | $158.4M | $28.1M | ||
| Q4 24 | $93.3M | $176.6M | ||
| Q3 24 | $163.1M | $565.3M | ||
| Q2 24 | $98.2M | $617.7M |
自由现金流率JBHTPPC
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 0.2% | ||
| Q3 25 | 11.5% | 5.8% | ||
| Q2 25 | 6.3% | 7.1% | ||
| Q1 25 | 5.4% | 0.6% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 5.3% | 12.3% | ||
| Q2 24 | 3.4% | 13.5% |
资本支出强度JBHTPPC
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | 6.2% | ||
| Q3 25 | 4.4% | 3.8% | ||
| Q2 25 | 7.4% | 3.3% | ||
| Q1 25 | 8.4% | 2.2% | ||
| Q4 24 | 7.1% | 4.0% | ||
| Q3 24 | 5.7% | 1.9% | ||
| Q2 24 | 9.0% | 2.2% |
现金转化率JBHTPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 3.31× | ||
| Q3 25 | 2.85× | 1.34× | ||
| Q2 25 | 3.13× | 1.39× | ||
| Q1 25 | 3.43× | 0.43× | ||
| Q4 24 | 2.04× | 1.48× | ||
| Q3 24 | 2.23× | 1.86× | ||
| Q2 24 | 2.65× | 2.20× |
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% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
