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J.B. Hunt（JBHT）与Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的1.2倍（$3.1B vs $2.7B），J.B. Hunt净利率更高（5.8% vs 2.5%，领先3.3%），Rocket Companies, Inc.同比增速更快（52.2% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
JBHT vs RKT — 直观对比
营收规模更大
JBHT
是对方的1.2倍
$2.7B
营收增速更快
RKT
高出53.7%
-1.6%
净利率更高
JBHT
高出3.3%
2.5%
自由现金流更多
JBHT
多$1.5B
$-1.3B
两年增速更快
RKT
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.7B |
| 净利润 | $181.1M | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 6.3% |
| 净利率 | 5.8% | 2.5% |
| 营收同比 | -1.6% | 52.2% |
| 净利润同比 | 16.5% | 100.8% |
| 每股收益（稀释后） | $1.88 | $0.10 |
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JBHTRKT
| Q4 25 | $3.1B | $2.7B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.9B | $1.0B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.1B | $646.9M | ||
| Q2 24 | $2.9B | $1.3B | ||
| Q1 24 | $2.9B | $1.4B |
净利润JBHTRKT
| Q4 25 | $181.1M | $68.0M | ||
| Q3 25 | $170.8M | $-123.9M | ||
| Q2 25 | $128.6M | $-1.8M | ||
| Q1 25 | $117.7M | $-10.4M | ||
| Q4 24 | $155.5M | $33.9M | ||
| Q3 24 | $152.1M | $-22.0M | ||
| Q2 24 | $135.9M | $1.3M | ||
| Q1 24 | $127.5M | $16.2M |
毛利率JBHTRKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 47.4% | ||
| Q1 24 | — | 51.2% |
营业利润率JBHTRKT
| Q4 25 | 8.0% | 6.3% | ||
| Q3 25 | 7.9% | -11.5% | ||
| Q2 25 | 6.7% | 1.8% | ||
| Q1 25 | 6.1% | -21.5% | ||
| Q4 24 | 6.6% | 38.1% | ||
| Q3 24 | 7.3% | -76.9% | ||
| Q2 24 | 7.0% | 14.8% | ||
| Q1 24 | 6.6% | 21.6% |
净利率JBHTRKT
| Q4 25 | 5.8% | 2.5% | ||
| Q3 25 | 5.6% | -7.7% | ||
| Q2 25 | 4.4% | -0.1% | ||
| Q1 25 | 4.0% | -1.0% | ||
| Q4 24 | 4.9% | 1.9% | ||
| Q3 24 | 5.0% | -3.4% | ||
| Q2 24 | 4.6% | 0.1% | ||
| Q1 24 | 4.3% | 1.2% |
每股收益（稀释后）JBHTRKT
| Q4 25 | $1.88 | $0.10 | ||
| Q3 25 | $1.76 | $-0.06 | ||
| Q2 25 | $1.31 | $-0.01 | ||
| Q1 25 | $1.17 | $-0.08 | ||
| Q4 24 | $1.53 | $0.28 | ||
| Q3 24 | $1.49 | $-0.19 | ||
| Q2 24 | $1.32 | $0.01 | ||
| Q1 24 | $1.22 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $22.9B |
| 总资产 | $7.9B | $60.7B |
| 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JBHTRKT
| Q4 25 | $17.3M | $2.7B | ||
| Q3 25 | $52.3M | $5.8B | ||
| Q2 25 | $50.9M | $5.1B | ||
| Q1 25 | $43.4M | $1.4B | ||
| Q4 24 | $47.0M | $1.3B | ||
| Q3 24 | $120.0M | $1.2B | ||
| Q2 24 | $53.5M | $1.3B | ||
| Q1 24 | $64.2M | $861.4M |
总债务JBHTRKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTRKT
| Q4 25 | $3.6B | $22.9B | ||
| Q3 25 | $3.6B | $8.9B | ||
| Q2 25 | $3.7B | $7.4B | ||
| Q1 25 | $3.9B | $8.6B | ||
| Q4 24 | $4.0B | $9.0B | ||
| Q3 24 | $4.0B | $8.4B | ||
| Q2 24 | $4.1B | $8.8B | ||
| Q1 24 | $4.2B | $8.6B |
总资产JBHTRKT
| Q4 25 | $7.9B | $60.7B | ||
| Q3 25 | $8.1B | $33.6B | ||
| Q2 25 | $8.2B | $30.4B | ||
| Q1 25 | $8.3B | $25.3B | ||
| Q4 24 | $8.3B | $24.5B | ||
| Q3 24 | $8.3B | $25.1B | ||
| Q2 24 | $8.4B | $23.6B | ||
| Q1 24 | $8.4B | $22.2B |
负债/权益比JBHTRKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| 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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $-1.3B |
| 自由现金流率自由现金流/营收 | 8.1% | -47.2% |
| 资本支出强度资本支出/营收 | 4.3% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.13× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流JBHTRKT
| Q4 25 | $385.6M | $-1.2B | ||
| Q3 25 | $486.4M | $-50.3M | ||
| Q2 25 | $402.1M | $-1.9B | ||
| Q1 25 | $404.2M | $-797.0M | ||
| Q4 24 | $317.6M | $1.8B | ||
| Q3 24 | $338.5M | $-1.3B | ||
| Q2 24 | $360.6M | $-122.3M | ||
| Q1 24 | $466.5M | $-3.0B |
自由现金流JBHTRKT
| Q4 25 | $251.3M | $-1.3B | ||
| Q3 25 | $352.4M | $-71.8M | ||
| Q2 25 | $185.6M | $-1.9B | ||
| Q1 25 | $158.4M | $-811.0M | ||
| Q4 24 | $93.3M | $1.8B | ||
| Q3 24 | $163.1M | $-1.4B | ||
| Q2 24 | $98.2M | $-138.3M | ||
| Q1 24 | $263.1M | $-3.0B |
自由现金流率JBHTRKT
| Q4 25 | 8.1% | -47.2% | ||
| Q3 25 | 11.5% | -4.5% | ||
| Q2 25 | 6.3% | -137.2% | ||
| Q1 25 | 5.4% | -78.2% | ||
| Q4 24 | 3.0% | 103.1% | ||
| Q3 24 | 5.3% | -209.6% | ||
| Q2 24 | 3.4% | -10.6% | ||
| Q1 24 | 8.9% | -218.7% |
资本支出强度JBHTRKT
| Q4 25 | 4.3% | 1.5% | ||
| Q3 25 | 4.4% | 1.3% | ||
| Q2 25 | 7.4% | 1.1% | ||
| Q1 25 | 8.4% | 1.4% | ||
| Q4 24 | 7.1% | 1.1% | ||
| Q3 24 | 5.7% | 2.9% | ||
| Q2 24 | 9.0% | 1.2% | ||
| Q1 24 | 6.9% | 1.0% |
现金转化率JBHTRKT
| Q4 25 | 2.13× | -18.08× | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | 2.04× | 54.42× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | -94.46× | ||
| Q1 24 | 3.66× | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
