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J.B. Hunt（JBHT）与Roper Technologies（ROP）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Roper Technologies的1.5倍（$3.1B vs $2.1B），Roper Technologies净利率更高（15.8% vs 5.8%，领先9.9%），Roper Technologies同比增速更快（11.3% vs -1.6%），Roper Technologies自由现金流更多（$507.0M vs $251.3M），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
JBHT vs ROP — 直观对比
营收规模更大
JBHT
是对方的1.5倍
$2.1B
营收增速更快
ROP
高出12.9%
-1.6%
净利率更高
ROP
高出9.9%
5.8%
自由现金流更多
ROP
多$255.7M
$251.3M
两年增速更快
ROP
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.1B |
| 净利润 | $181.1M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 8.0% | 27.2% |
| 净利率 | 5.8% | 15.8% |
| 营收同比 | -1.6% | 11.3% |
| 净利润同比 | 16.5% | 53.7% |
| 每股收益（稀释后） | $1.88 | $4.87 |
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JBHTROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $3.1B | $1.9B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B |
净利润JBHTROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $181.1M | $428.4M | ||
| Q3 25 | $170.8M | $398.5M | ||
| Q2 25 | $128.6M | $378.3M | ||
| Q1 25 | $117.7M | $331.1M | ||
| Q4 24 | $155.5M | $462.3M | ||
| Q3 24 | $152.1M | $367.9M | ||
| Q2 24 | $135.9M | $337.1M |
毛利率JBHTROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率JBHTROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 8.0% | 28.6% | ||
| Q3 25 | 7.9% | 28.4% | ||
| Q2 25 | 6.7% | 28.2% | ||
| Q1 25 | 6.1% | 27.9% | ||
| Q4 24 | 6.6% | 28.0% | ||
| Q3 24 | 7.3% | 28.1% | ||
| Q2 24 | 7.0% | 28.8% |
净利率JBHTROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 5.8% | 20.8% | ||
| Q3 25 | 5.6% | 19.8% | ||
| Q2 25 | 4.4% | 19.5% | ||
| Q1 25 | 4.0% | 17.6% | ||
| Q4 24 | 4.9% | 24.6% | ||
| Q3 24 | 5.0% | 20.8% | ||
| Q2 24 | 4.6% | 19.6% |
每股收益（稀释后）JBHTROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.88 | $3.97 | ||
| Q3 25 | $1.76 | $3.68 | ||
| Q2 25 | $1.31 | $3.49 | ||
| Q1 25 | $1.17 | $3.06 | ||
| Q4 24 | $1.53 | $4.29 | ||
| Q3 24 | $1.49 | $3.40 | ||
| Q2 24 | $1.32 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $3.6B | $18.8B |
| 总资产 | $7.9B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资JBHTROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $17.3M | $297.4M | ||
| Q3 25 | $52.3M | $320.0M | ||
| Q2 25 | $50.9M | $242.4M | ||
| Q1 25 | $43.4M | $372.8M | ||
| Q4 24 | $47.0M | $188.2M | ||
| Q3 24 | $120.0M | $269.6M | ||
| Q2 24 | $53.5M | $251.5M |
总债务JBHTROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | $7.6B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — |
股东权益JBHTROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.6B | $19.9B | ||
| Q3 25 | $3.6B | $20.0B | ||
| Q2 25 | $3.7B | $19.6B | ||
| Q1 25 | $3.9B | $19.2B | ||
| Q4 24 | $4.0B | $18.9B | ||
| Q3 24 | $4.0B | $18.5B | ||
| Q2 24 | $4.1B | $18.1B |
总资产JBHTROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $7.9B | $34.6B | ||
| Q3 25 | $8.1B | $34.6B | ||
| Q2 25 | $8.2B | $33.2B | ||
| Q1 25 | $8.3B | $31.4B | ||
| Q4 24 | $8.3B | $31.3B | ||
| Q3 24 | $8.3B | $31.6B | ||
| Q2 24 | $8.4B | $29.8B |
负债/权益比JBHTROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | 0.40× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.36× | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 24.2% |
| 资本支出强度资本支出/营收 | 4.3% | 0.5% |
| 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JBHTROP
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $738.0M | ||
| Q3 25 | $486.4M | $869.5M | ||
| Q2 25 | $402.1M | $404.1M | ||
| Q1 25 | $404.2M | $528.7M | ||
| Q4 24 | $317.6M | $722.2M | ||
| Q3 24 | $338.5M | $755.4M | ||
| Q2 24 | $360.6M | $384.1M |
自由现金流JBHTROP
| Q1 26 | — | $507.0M | ||
| 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JBHTROP
| Q1 26 | — | 24.2% | ||
| 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JBHTROP
| Q1 26 | — | 0.5% | ||
| 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JBHTROP
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 1.72× | ||
| Q3 25 | 2.85× | 2.18× | ||
| Q2 25 | 3.13× | 1.07× | ||
| Q1 25 | 3.43× | 1.60× | ||
| Q4 24 | 2.04× | 1.56× | ||
| Q3 24 | 2.23× | 2.05× | ||
| Q2 24 | 2.65× | 1.14× |
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% |
ROP
暂无分部数据
