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J.B. Hunt（JBHT）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.4倍（$3.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.8%，领先17.7%），J.B. Hunt同比增速更快（-1.6% vs -36.8%），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
JBHT vs RNR — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.2B
营收增速更快
JBHT
高出35.2%
-36.8%
净利率更高
RNR
高出17.7%
5.8%
两年增速更快
JBHT
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $181.1M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | — |
| 净利率 | 5.8% | 23.5% |
| 营收同比 | -1.6% | -36.8% |
| 净利润同比 | 16.5% | 72.6% |
| 每股收益（稀释后） | $1.88 | $6.57 |
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JBHTRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.9B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润JBHTRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $181.1M | $760.5M | ||
| Q3 25 | $170.8M | $916.5M | ||
| Q2 25 | $128.6M | $835.4M | ||
| Q1 25 | $117.7M | $170.0M | ||
| Q4 24 | $155.5M | $-189.7M | ||
| Q3 24 | $152.1M | $1.2B | ||
| Q2 24 | $135.9M | $503.9M |
营业利润率JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 42.5% | ||
| Q3 25 | 7.9% | 46.3% | ||
| Q2 25 | 6.7% | 41.8% | ||
| Q1 25 | 6.1% | -2.0% | ||
| Q4 24 | 6.6% | -3.6% | ||
| Q3 24 | 7.3% | 43.7% | ||
| Q2 24 | 7.0% | 25.0% |
净利率JBHTRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.8% | 25.6% | ||
| Q3 25 | 5.6% | 28.7% | ||
| Q2 25 | 4.4% | 26.1% | ||
| Q1 25 | 4.0% | 4.9% | ||
| Q4 24 | 4.9% | -8.3% | ||
| Q3 24 | 5.0% | 29.8% | ||
| Q2 24 | 4.6% | 17.8% |
每股收益（稀释后）JBHTRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.88 | $16.16 | ||
| Q3 25 | $1.76 | $19.40 | ||
| Q2 25 | $1.31 | $17.20 | ||
| Q1 25 | $1.17 | $3.27 | ||
| Q4 24 | $1.53 | $-3.76 | ||
| Q3 24 | $1.49 | $22.62 | ||
| Q2 24 | $1.32 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $4.3B |
| 总资产 | $7.9B | $53.7B |
| 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JBHTRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $17.3M | $1.7B | ||
| Q3 25 | $52.3M | $1.7B | ||
| Q2 25 | $50.9M | $1.4B | ||
| Q1 25 | $43.4M | $1.6B | ||
| Q4 24 | $47.0M | $1.7B | ||
| Q3 24 | $120.0M | $1.6B | ||
| Q2 24 | $53.5M | $1.6B |
总债务JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $977.7M | $1.9B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $1.5B | $2.0B |
股东权益JBHTRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.6B | $11.6B | ||
| Q3 25 | $3.6B | $11.5B | ||
| Q2 25 | $3.7B | $10.8B | ||
| Q1 25 | $3.9B | $10.3B | ||
| Q4 24 | $4.0B | $10.6B | ||
| Q3 24 | $4.0B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
总资产JBHTRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.9B | $53.8B | ||
| Q3 25 | $8.1B | $54.5B | ||
| Q2 25 | $8.2B | $54.7B | ||
| Q1 25 | $8.3B | $53.6B | ||
| Q4 24 | $8.3B | $50.7B | ||
| Q3 24 | $8.3B | $52.8B | ||
| Q2 24 | $8.4B | $51.6B |
负债/权益比JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.24× | 0.18× | ||
| Q3 24 | 0.26× | 0.17× | ||
| Q2 24 | 0.36× | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $251.3M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 2.13× | — |
| 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JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $483.0M | ||
| Q3 25 | $486.4M | $1.6B | ||
| Q2 25 | $402.1M | $1.5B | ||
| Q1 25 | $404.2M | $157.8M | ||
| Q4 24 | $317.6M | $778.9M | ||
| Q3 24 | $338.5M | $1.5B | ||
| Q2 24 | $360.6M | $1.2B |
自由现金流JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | — | ||
| Q3 25 | $352.4M | — | ||
| Q2 25 | $185.6M | — | ||
| Q1 25 | $158.4M | — | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | — | ||
| Q2 24 | $98.2M | — |
自由现金流率JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.4% | — |
资本支出强度JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 9.0% | — |
现金转化率JBHTRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 0.64× | ||
| Q3 25 | 2.85× | 1.73× | ||
| Q2 25 | 3.13× | 1.76× | ||
| Q1 25 | 3.43× | 0.93× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | 1.26× | ||
| Q2 24 | 2.65× | 2.41× |
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% |
RNR
暂无分部数据
