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J.B. Hunt（JBHT）与PVH CORP.（PVH）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PVH CORP.的1.3倍（$3.1B vs $2.3B），J.B. Hunt净利率更高（5.8% vs 0.2%，领先5.7%），PVH CORP.同比增速更快（1.7% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-85.1M）
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。
PVH集团是源自美国的知名服饰企业，前身为Phillips-Van Heusen公司，旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌，同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可，在全球服饰消费市场拥有广泛影响力。
JBHT vs PVH — 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
PVH
高出3.3%
-1.6%
净利率更高
JBHT
高出5.7%
0.2%
自由现金流更多
JBHT
多$336.4M
$-85.1M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.3B |
| 净利润 | $181.1M | $4.2M |
| 毛利率 | — | 56.3% |
| 营业利润率 | 8.0% | 7.9% |
| 净利率 | 5.8% | 0.2% |
| 营收同比 | -1.6% | 1.7% |
| 净利润同比 | 16.5% | -96.8% |
| 每股收益（稀释后） | $1.88 | $0.09 |
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JBHTPVH
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
净利润JBHTPVH
| Q4 25 | $181.1M | $4.2M | ||
| Q3 25 | $170.8M | $224.2M | ||
| Q2 25 | $128.6M | $-44.8M | ||
| Q1 25 | $117.7M | — | ||
| Q4 24 | $155.5M | — | ||
| Q3 24 | $152.1M | — | ||
| Q2 24 | $135.9M | — | ||
| Q1 24 | $127.5M | — |
毛利率JBHTPVH
| Q4 25 | — | 56.3% | ||
| Q3 25 | — | 57.7% | ||
| Q2 25 | — | 58.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率JBHTPVH
| Q4 25 | 8.0% | 7.9% | ||
| Q3 25 | 7.9% | 6.1% | ||
| Q2 25 | 6.7% | -16.7% | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 6.6% | — |
净利率JBHTPVH
| Q4 25 | 5.8% | 0.2% | ||
| Q3 25 | 5.6% | 10.3% | ||
| Q2 25 | 4.4% | -2.3% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 4.3% | — |
每股收益（稀释后）JBHTPVH
| Q4 25 | $1.88 | $0.09 | ||
| Q3 25 | $1.76 | $4.63 | ||
| Q2 25 | $1.31 | $-0.88 | ||
| Q1 25 | $1.17 | — | ||
| Q4 24 | $1.53 | — | ||
| Q3 24 | $1.49 | — | ||
| Q2 24 | $1.32 | — | ||
| Q1 24 | $1.22 | — |
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 | $158.2M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $3.6B | $4.9B |
| 总资产 | $7.9B | $11.4B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资JBHTPVH
| Q4 25 | $17.3M | $158.2M | ||
| Q3 25 | $52.3M | $248.8M | ||
| Q2 25 | $50.9M | $191.0M | ||
| Q1 25 | $43.4M | — | ||
| Q4 24 | $47.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $53.5M | — | ||
| Q1 24 | $64.2M | — |
总债务JBHTPVH
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTPVH
| Q4 25 | $3.6B | $4.9B | ||
| Q3 25 | $3.6B | $4.9B | ||
| Q2 25 | $3.7B | $4.6B | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | — |
总资产JBHTPVH
| Q4 25 | $7.9B | $11.4B | ||
| Q3 25 | $8.1B | $11.6B | ||
| Q2 25 | $8.2B | $10.7B | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.4B | — |
负债/权益比JBHTPVH
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | — | ||
| 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 | $-44.5M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $-85.1M |
| 自由现金流率自由现金流/营收 | 8.1% | -3.7% |
| 资本支出强度资本支出/营收 | 4.3% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.13× | -10.60× |
| 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JBHTPVH
| Q4 25 | $385.6M | $-44.5M | ||
| Q3 25 | $486.4M | $213.1M | ||
| Q2 25 | $402.1M | $-71.4M | ||
| Q1 25 | $404.2M | — | ||
| Q4 24 | $317.6M | — | ||
| Q3 24 | $338.5M | — | ||
| Q2 24 | $360.6M | — | ||
| Q1 24 | $466.5M | — |
自由现金流JBHTPVH
| Q4 25 | $251.3M | $-85.1M | ||
| Q3 25 | $352.4M | $181.9M | ||
| Q2 25 | $185.6M | $-98.1M | ||
| 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JBHTPVH
| Q4 25 | 8.1% | -3.7% | ||
| Q3 25 | 11.5% | 8.4% | ||
| Q2 25 | 6.3% | -4.9% | ||
| 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JBHTPVH
| Q4 25 | 4.3% | 1.8% | ||
| Q3 25 | 4.4% | 1.4% | ||
| Q2 25 | 7.4% | 1.3% | ||
| 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JBHTPVH
| Q4 25 | 2.13× | -10.60× | ||
| Q3 25 | 2.85× | 0.95× | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | — | ||
| Q1 24 | 3.66× | — |
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% |
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |
