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J.B. Hunt（JBHT）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
RYDER SYSTEM INC的季度营收约是J.B. Hunt的1.0倍（$3.1B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 3.0%，领先2.9%），RYDER SYSTEM INC同比增速更快（1.0% vs -1.6%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -0.9%）
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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
JBHT vs R — 直观对比
营收规模更大
R
是对方的1.0倍
$3.1B
营收增速更快
R
高出2.6%
-1.6%
净利率更高
JBHT
高出2.9%
3.0%
自由现金流更多
R
多$21.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.1B |
| 净利润 | $181.1M | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | — |
| 净利率 | 5.8% | 3.0% |
| 营收同比 | -1.6% | 1.0% |
| 净利润同比 | 16.5% | -5.1% |
| 每股收益（稀释后） | $1.88 | $2.34 |
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JBHTR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $3.1B | $3.2B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.9B | $3.1B | ||
| Q4 24 | $3.1B | $3.2B | ||
| Q3 24 | $3.1B | $3.2B | ||
| Q2 24 | $2.9B | $3.2B |
净利润JBHTR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $181.1M | $132.0M | ||
| Q3 25 | $170.8M | $138.0M | ||
| Q2 25 | $128.6M | $131.0M | ||
| Q1 25 | $117.7M | $98.0M | ||
| Q4 24 | $155.5M | $135.0M | ||
| Q3 24 | $152.1M | $142.0M | ||
| Q2 24 | $135.9M | $127.0M |
营业利润率JBHTR
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 5.6% | ||
| Q3 25 | 7.9% | 6.0% | ||
| Q2 25 | 6.7% | 5.8% | ||
| Q1 25 | 6.1% | 4.3% | ||
| Q4 24 | 6.6% | 5.7% | ||
| Q3 24 | 7.3% | 5.9% | ||
| Q2 24 | 7.0% | 5.6% |
净利率JBHTR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 5.8% | 4.2% | ||
| Q3 25 | 5.6% | 4.4% | ||
| Q2 25 | 4.4% | 4.1% | ||
| Q1 25 | 4.0% | 3.1% | ||
| Q4 24 | 4.9% | 4.2% | ||
| Q3 24 | 5.0% | 4.5% | ||
| Q2 24 | 4.6% | 4.0% |
每股收益（稀释后）JBHTR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.88 | $3.22 | ||
| Q3 25 | $1.76 | $3.32 | ||
| Q2 25 | $1.31 | $3.13 | ||
| Q1 25 | $1.17 | $2.27 | ||
| Q4 24 | $1.53 | $3.09 | ||
| Q3 24 | $1.49 | $3.24 | ||
| Q2 24 | $1.32 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $2.9B |
| 总资产 | $7.9B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JBHTR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $17.3M | $198.0M | ||
| Q3 25 | $52.3M | $189.0M | ||
| Q2 25 | $50.9M | $180.0M | ||
| Q1 25 | $43.4M | $151.0M | ||
| Q4 24 | $47.0M | $154.0M | ||
| Q3 24 | $120.0M | $162.0M | ||
| Q2 24 | $53.5M | $164.0M |
总债务JBHTR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $977.7M | $6.7B | ||
| Q3 24 | $1.0B | $6.6B | ||
| Q2 24 | $1.5B | $6.5B |
股东权益JBHTR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $3.6B | $3.1B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.9B | $3.0B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.0B | $3.1B | ||
| Q2 24 | $4.1B | $3.1B |
总资产JBHTR
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $16.4B | ||
| Q3 25 | $8.1B | $16.5B | ||
| Q2 25 | $8.2B | $16.5B | ||
| Q1 25 | $8.3B | $16.4B | ||
| Q4 24 | $8.3B | $16.7B | ||
| Q3 24 | $8.3B | $16.5B | ||
| Q2 24 | $8.4B | $16.4B |
负债/权益比JBHTR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | 0.24× | 2.14× | ||
| Q3 24 | 0.26× | 2.17× | ||
| Q2 24 | 0.36× | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $273.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 8.7% |
| 资本支出强度资本支出/营收 | 4.3% | 13.7% |
| 现金转化率经营现金流/净利润 | 2.13× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $595.0M |
8季度趋势，按日历期对齐
经营现金流JBHTR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $385.6M | $749.0M | ||
| Q3 25 | $486.4M | $442.0M | ||
| Q2 25 | $402.1M | $752.0M | ||
| Q1 25 | $404.2M | $651.0M | ||
| Q4 24 | $317.6M | $558.0M | ||
| Q3 24 | $338.5M | $629.0M | ||
| Q2 24 | $360.6M | $552.0M |
自由现金流JBHTR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $251.3M | $344.0M | ||
| Q3 25 | $352.4M | $-85.0M | ||
| Q2 25 | $185.6M | $63.0M | ||
| Q1 25 | $158.4M | $137.0M | ||
| Q4 24 | $93.3M | $-201.0M | ||
| Q3 24 | $163.1M | $30.0M | ||
| Q2 24 | $98.2M | $-87.0M |
自由现金流率JBHTR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 8.1% | 10.8% | ||
| Q3 25 | 11.5% | -2.7% | ||
| Q2 25 | 6.3% | 2.0% | ||
| Q1 25 | 5.4% | 4.4% | ||
| Q4 24 | 3.0% | -6.3% | ||
| Q3 24 | 5.3% | 0.9% | ||
| Q2 24 | 3.4% | -2.7% |
资本支出强度JBHTR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 4.3% | 12.8% | ||
| Q3 25 | 4.4% | 16.6% | ||
| Q2 25 | 7.4% | 21.6% | ||
| Q1 25 | 8.4% | 16.4% | ||
| Q4 24 | 7.1% | 23.8% | ||
| Q3 24 | 5.7% | 18.9% | ||
| Q2 24 | 9.0% | 20.1% |
现金转化率JBHTR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.13× | 5.67× | ||
| Q3 25 | 2.85× | 3.20× | ||
| Q2 25 | 3.13× | 5.74× | ||
| Q1 25 | 3.43× | 6.64× | ||
| Q4 24 | 2.04× | 4.13× | ||
| Q3 24 | 2.23× | 4.43× | ||
| Q2 24 | 2.65× | 4.35× |
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% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
