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J.B. Hunt（JBHT）与PPL Corporation（PPL）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PPL Corporation的1.3倍（$3.1B vs $2.3B），PPL Corporation净利率更高（11.3% vs 5.8%，领先5.5%），PPL Corporation同比增速更快（7.2% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-614.0M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs 1.0%）
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。
PPL公司是总部位于美国宾夕法尼亚州的能源公用事业控股企业，为宾州、肯塔基州、罗德岛州约350万居民及工商业用户提供电力与天然气供应服务，核心业务方向包括电网现代化升级、清洁能源转型、高可靠性可持续能源服务供给。
JBHT vs PPL — 直观对比
营收规模更大
JBHT
是对方的1.3倍
$2.3B
营收增速更快
PPL
高出8.8%
-1.6%
净利率更高
PPL
高出5.5%
5.8%
自由现金流更多
JBHT
多$865.3M
$-614.0M
两年增速更快
JBHT
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.3B |
| 净利润 | $181.1M | $266.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 20.3% |
| 净利率 | 5.8% | 11.3% |
| 营收同比 | -1.6% | 7.2% |
| 净利润同比 | 16.5% | 50.3% |
| 每股收益（稀释后） | $1.88 | $0.35 |
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JBHTPPL
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $2.9B | $2.3B |
净利润JBHTPPL
| Q4 25 | $181.1M | $266.0M | ||
| Q3 25 | $170.8M | $318.0M | ||
| Q2 25 | $128.6M | $183.0M | ||
| Q1 25 | $117.7M | $414.0M | ||
| Q4 24 | $155.5M | $177.0M | ||
| Q3 24 | $152.1M | $214.0M | ||
| Q2 24 | $135.9M | $190.0M | ||
| Q1 24 | $127.5M | $307.0M |
营业利润率JBHTPPL
| Q4 25 | 8.0% | 20.3% | ||
| Q3 25 | 7.9% | 25.4% | ||
| Q2 25 | 6.7% | 19.9% | ||
| Q1 25 | 6.1% | 26.6% | ||
| Q4 24 | 6.6% | 17.2% | ||
| Q3 24 | 7.3% | 20.6% | ||
| Q2 24 | 7.0% | 20.8% | ||
| Q1 24 | 6.6% | 23.7% |
净利率JBHTPPL
| Q4 25 | 5.8% | 11.3% | ||
| Q3 25 | 5.6% | 14.2% | ||
| Q2 25 | 4.4% | 9.0% | ||
| Q1 25 | 4.0% | 16.3% | ||
| Q4 24 | 4.9% | 8.1% | ||
| Q3 24 | 5.0% | 10.3% | ||
| Q2 24 | 4.6% | 10.1% | ||
| Q1 24 | 4.3% | 13.3% |
每股收益（稀释后）JBHTPPL
| Q4 25 | $1.88 | $0.35 | ||
| Q3 25 | $1.76 | $0.43 | ||
| Q2 25 | $1.31 | $0.25 | ||
| Q1 25 | $1.17 | $0.56 | ||
| Q4 24 | $1.53 | $0.23 | ||
| Q3 24 | $1.49 | $0.29 | ||
| Q2 24 | $1.32 | $0.26 | ||
| Q1 24 | $1.22 | $0.42 |
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 | $1.1B |
| 总债务越低越好 | — | $18.9B |
| 股东权益账面价值 | $3.6B | $14.9B |
| 总资产 | $7.9B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 1.27× |
8季度趋势，按日历期对齐
现金及短期投资JBHTPPL
| Q4 25 | $17.3M | $1.1B | ||
| Q3 25 | $52.3M | $1.1B | ||
| Q2 25 | $50.9M | $294.0M | ||
| Q1 25 | $43.4M | $312.0M | ||
| Q4 24 | $47.0M | $306.0M | ||
| Q3 24 | $120.0M | $542.0M | ||
| Q2 24 | $53.5M | $282.0M | ||
| Q1 24 | $64.2M | $276.0M |
总债务JBHTPPL
| Q4 25 | — | $18.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | $16.5B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTPPL
| Q4 25 | $3.6B | $14.9B | ||
| Q3 25 | $3.6B | $14.4B | ||
| Q2 25 | $3.7B | $14.3B | ||
| Q1 25 | $3.9B | $14.3B | ||
| Q4 24 | $4.0B | $14.1B | ||
| Q3 24 | $4.0B | $14.1B | ||
| Q2 24 | $4.1B | $14.1B | ||
| Q1 24 | $4.2B | $14.1B |
总资产JBHTPPL
| Q4 25 | $7.9B | $45.2B | ||
| Q3 25 | $8.1B | $43.9B | ||
| Q2 25 | $8.2B | $42.4B | ||
| Q1 25 | $8.3B | $41.8B | ||
| Q4 24 | $8.3B | $41.1B | ||
| Q3 24 | $8.3B | $40.5B | ||
| Q2 24 | $8.4B | $39.8B | ||
| Q1 24 | $8.4B | $39.6B |
负债/权益比JBHTPPL
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | 1.17× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.33× | — |
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 | $548.0M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $-614.0M |
| 自由现金流率自由现金流/营收 | 8.1% | -26.1% |
| 资本支出强度资本支出/营收 | 4.3% | 49.5% |
| 现金转化率经营现金流/净利润 | 2.13× | 2.06× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $-1.4B |
8季度趋势，按日历期对齐
经营现金流JBHTPPL
| Q4 25 | $385.6M | $548.0M | ||
| Q3 25 | $486.4M | $966.0M | ||
| Q2 25 | $402.1M | $602.0M | ||
| Q1 25 | $404.2M | $513.0M | ||
| Q4 24 | $317.6M | $511.0M | ||
| Q3 24 | $338.5M | $781.0M | ||
| Q2 24 | $360.6M | $766.0M | ||
| Q1 24 | $466.5M | $282.0M |
自由现金流JBHTPPL
| Q4 25 | $251.3M | $-614.0M | ||
| Q3 25 | $352.4M | $-179.0M | ||
| Q2 25 | $185.6M | $-328.0M | ||
| Q1 25 | $158.4M | $-280.0M | ||
| Q4 24 | $93.3M | $-349.0M | ||
| Q3 24 | $163.1M | $102.0M | ||
| Q2 24 | $98.2M | $96.0M | ||
| Q1 24 | $263.1M | $-314.0M |
自由现金流率JBHTPPL
| Q4 25 | 8.1% | -26.1% | ||
| Q3 25 | 11.5% | -8.0% | ||
| Q2 25 | 6.3% | -16.1% | ||
| Q1 25 | 5.4% | -11.0% | ||
| Q4 24 | 3.0% | -15.9% | ||
| Q3 24 | 5.3% | 4.9% | ||
| Q2 24 | 3.4% | 5.1% | ||
| Q1 24 | 8.9% | -13.6% |
资本支出强度JBHTPPL
| Q4 25 | 4.3% | 49.5% | ||
| Q3 25 | 4.4% | 51.2% | ||
| Q2 25 | 7.4% | 45.6% | ||
| Q1 25 | 8.4% | 31.2% | ||
| Q4 24 | 7.1% | 39.3% | ||
| Q3 24 | 5.7% | 32.7% | ||
| Q2 24 | 9.0% | 35.8% | ||
| Q1 24 | 6.9% | 25.9% |
现金转化率JBHTPPL
| Q4 25 | 2.13× | 2.06× | ||
| Q3 25 | 2.85× | 3.04× | ||
| Q2 25 | 3.13× | 3.29× | ||
| Q1 25 | 3.43× | 1.24× | ||
| Q4 24 | 2.04× | 2.89× | ||
| Q3 24 | 2.23× | 3.65× | ||
| Q2 24 | 2.65× | 4.03× | ||
| Q1 24 | 3.66× | 0.92× |
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% |
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |
