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J.B. Hunt（JBHT）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是拉夫劳伦的1.3倍（$3.1B vs $2.4B），拉夫劳伦净利率更高（15.0% vs 5.8%，领先9.2%），拉夫劳伦同比增速更快（12.2% vs -1.6%），拉夫劳伦自由现金流更多（$704.0M vs $251.3M），过去两年拉夫劳伦的营收复合增速更高（23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
JBHT vs RL — 直观对比
营收规模更大
JBHT
是对方的1.3倍
$2.4B
营收增速更快
RL
高出13.8%
-1.6%
净利率更高
RL
高出9.2%
5.8%
自由现金流更多
RL
多$452.7M
$251.3M
两年增速更快
RL
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.4B |
| 净利润 | $181.1M | $361.6M |
| 毛利率 | — | 69.9% |
| 营业利润率 | 8.0% | 19.6% |
| 净利率 | 5.8% | 15.0% |
| 营收同比 | -1.6% | 12.2% |
| 净利润同比 | 16.5% | 21.6% |
| 每股收益（稀释后） | $1.88 | $5.82 |
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JBHTRL
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $2.9B | $1.7B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $2.9B | $1.5B | ||
| Q1 24 | $2.9B | $1.6B |
净利润JBHTRL
| Q4 25 | $181.1M | $361.6M | ||
| Q3 25 | $170.8M | $207.5M | ||
| Q2 25 | $128.6M | $220.4M | ||
| Q1 25 | $117.7M | $129.0M | ||
| Q4 24 | $155.5M | $297.4M | ||
| Q3 24 | $152.1M | $147.9M | ||
| Q2 24 | $135.9M | $168.6M | ||
| Q1 24 | $127.5M | $90.7M |
毛利率JBHTRL
| Q4 25 | — | 69.9% | ||
| Q3 25 | — | 68.0% | ||
| Q2 25 | — | 72.3% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.4% | ||
| Q3 24 | — | 67.0% | ||
| Q2 24 | — | 70.5% | ||
| Q1 24 | — | 66.6% |
营业利润率JBHTRL
| Q4 25 | 8.0% | 19.6% | ||
| Q3 25 | 7.9% | 12.2% | ||
| Q2 25 | 6.7% | 15.9% | ||
| Q1 25 | 6.1% | 9.1% | ||
| Q4 24 | 6.6% | 18.2% | ||
| Q3 24 | 7.3% | 10.4% | ||
| Q2 24 | 7.0% | 13.8% | ||
| Q1 24 | 6.6% | 6.9% |
净利率JBHTRL
| Q4 25 | 5.8% | 15.0% | ||
| Q3 25 | 5.6% | 10.3% | ||
| Q2 25 | 4.4% | 12.8% | ||
| Q1 25 | 4.0% | 7.6% | ||
| Q4 24 | 4.9% | 13.9% | ||
| Q3 24 | 5.0% | 8.6% | ||
| Q2 24 | 4.6% | 11.1% | ||
| Q1 24 | 4.3% | 5.8% |
每股收益（稀释后）JBHTRL
| Q4 25 | $1.88 | $5.82 | ||
| Q3 25 | $1.76 | $3.32 | ||
| Q2 25 | $1.31 | $3.52 | ||
| Q1 25 | $1.17 | $2.03 | ||
| Q4 24 | $1.53 | $4.66 | ||
| Q3 24 | $1.49 | $2.31 | ||
| Q2 24 | $1.32 | $2.61 | ||
| Q1 24 | $1.22 | $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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $2.9B |
| 总资产 | $7.9B | $7.8B |
| 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JBHTRL
| Q4 25 | $17.3M | $2.3B | ||
| Q3 25 | $52.3M | $1.6B | ||
| Q2 25 | $50.9M | $2.3B | ||
| Q1 25 | $43.4M | $2.1B | ||
| Q4 24 | $47.0M | $2.1B | ||
| Q3 24 | $120.0M | $1.7B | ||
| Q2 24 | $53.5M | $1.8B | ||
| Q1 24 | $64.2M | $1.8B |
总债务JBHTRL
| 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JBHTRL
| Q4 25 | $3.6B | $2.9B | ||
| Q3 25 | $3.6B | $2.6B | ||
| Q2 25 | $3.7B | $2.5B | ||
| Q1 25 | $3.9B | $2.6B | ||
| Q4 24 | $4.0B | $2.5B | ||
| Q3 24 | $4.0B | $2.4B | ||
| Q2 24 | $4.1B | $2.4B | ||
| Q1 24 | $4.2B | $2.5B |
总资产JBHTRL
| Q4 25 | $7.9B | $7.8B | ||
| Q3 25 | $8.1B | $7.3B | ||
| Q2 25 | $8.2B | $7.8B | ||
| Q1 25 | $8.3B | $7.0B | ||
| Q4 24 | $8.3B | $7.1B | ||
| Q3 24 | $8.3B | $6.8B | ||
| Q2 24 | $8.4B | $6.6B | ||
| Q1 24 | $8.4B | $6.6B |
负债/权益比JBHTRL
| 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 | $779.6M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $704.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 29.3% |
| 资本支出强度资本支出/营收 | 4.3% | 3.1% |
| 现金转化率经营现金流/净利润 | 2.13× | 2.16× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $694.5M |
8季度趋势，按日历期对齐
经营现金流JBHTRL
| Q4 25 | $385.6M | $779.6M | ||
| Q3 25 | $486.4M | $53.2M | ||
| Q2 25 | $402.1M | $176.1M | ||
| Q1 25 | $404.2M | $122.2M | ||
| Q4 24 | $317.6M | $738.4M | ||
| Q3 24 | $338.5M | $97.2M | ||
| Q2 24 | $360.6M | $277.3M | ||
| Q1 24 | $466.5M | — |
自由现金流JBHTRL
| Q4 25 | $251.3M | $704.0M | ||
| Q3 25 | $352.4M | $-40.6M | ||
| Q2 25 | $185.6M | $-11.2M | ||
| Q1 25 | $158.4M | $42.3M | ||
| Q4 24 | $93.3M | $677.2M | ||
| Q3 24 | $163.1M | $55.5M | ||
| Q2 24 | $98.2M | $243.9M | ||
| Q1 24 | $263.1M | — |
自由现金流率JBHTRL
| Q4 25 | 8.1% | 29.3% | ||
| Q3 25 | 11.5% | -2.0% | ||
| Q2 25 | 6.3% | -0.7% | ||
| Q1 25 | 5.4% | 2.5% | ||
| Q4 24 | 3.0% | 31.6% | ||
| Q3 24 | 5.3% | 3.2% | ||
| Q2 24 | 3.4% | 16.1% | ||
| Q1 24 | 8.9% | — |
资本支出强度JBHTRL
| Q4 25 | 4.3% | 3.1% | ||
| Q3 25 | 4.4% | 4.7% | ||
| Q2 25 | 7.4% | 10.9% | ||
| Q1 25 | 8.4% | 4.7% | ||
| Q4 24 | 7.1% | 2.9% | ||
| Q3 24 | 5.7% | 2.4% | ||
| Q2 24 | 9.0% | 2.2% | ||
| Q1 24 | 6.9% | — |
现金转化率JBHTRL
| Q4 25 | 2.13× | 2.16× | ||
| Q3 25 | 2.85× | 0.26× | ||
| Q2 25 | 3.13× | 0.80× | ||
| Q1 25 | 3.43× | 0.95× | ||
| Q4 24 | 2.04× | 2.48× | ||
| Q3 24 | 2.23× | 0.66× | ||
| Q2 24 | 2.65× | 1.64× | ||
| 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% |
RL
暂无分部数据
