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J.B. Hunt（JBHT）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.6倍（$3.1B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 5.8%，领先2.6%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -1.6%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $251.3M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
JBHT vs RPM — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.9B |
| 净利润 | $181.1M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 8.0% | 11.0% |
| 净利率 | 5.8% | 8.4% |
| 营收同比 | -1.6% | 3.5% |
| 净利润同比 | 16.5% | -12.0% |
| 每股收益（稀释后） | $1.88 | $1.26 |
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
| Q4 25 | $3.1B | $1.9B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $2.9B | $1.5B |
| Q4 25 | $181.1M | $161.2M | ||
| Q3 25 | $170.8M | $227.6M | ||
| Q2 25 | $128.6M | $225.8M | ||
| Q1 25 | $117.7M | $52.0M | ||
| Q4 24 | $155.5M | $183.2M | ||
| Q3 24 | $152.1M | $227.7M | ||
| Q2 24 | $135.9M | $180.6M | ||
| Q1 24 | $127.5M | $61.2M |
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 7.9% | 14.1% | ||
| Q2 25 | 6.7% | 11.9% | ||
| Q1 25 | 6.1% | 2.8% | ||
| Q4 24 | 6.6% | 11.5% | ||
| Q3 24 | 7.3% | 14.8% | ||
| Q2 24 | 7.0% | 11.9% | ||
| Q1 24 | 6.6% | 5.5% |
| Q4 25 | 5.8% | 8.4% | ||
| Q3 25 | 5.6% | 10.8% | ||
| Q2 25 | 4.4% | 10.8% | ||
| Q1 25 | 4.0% | 3.5% | ||
| Q4 24 | 4.9% | 9.9% | ||
| Q3 24 | 5.0% | 11.6% | ||
| Q2 24 | 4.6% | 9.0% | ||
| Q1 24 | 4.3% | 4.0% |
| Q4 25 | $1.88 | $1.26 | ||
| Q3 25 | $1.76 | $1.77 | ||
| Q2 25 | $1.31 | $1.76 | ||
| Q1 25 | $1.17 | $0.40 | ||
| Q4 24 | $1.53 | $1.42 | ||
| Q3 24 | $1.49 | $1.77 | ||
| Q2 24 | $1.32 | $1.40 | ||
| Q1 24 | $1.22 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.6B | $3.1B |
| 总资产 | $7.9B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
| Q4 25 | $17.3M | $316.6M | ||
| Q3 25 | $52.3M | $297.1M | ||
| Q2 25 | $50.9M | $302.1M | ||
| Q1 25 | $43.4M | $241.9M | ||
| Q4 24 | $47.0M | $268.7M | ||
| Q3 24 | $120.0M | $231.6M | ||
| Q2 24 | $53.5M | $237.4M | ||
| Q1 24 | $64.2M | $248.9M |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $977.7M | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $3.6B | $3.1B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $3.9B | $2.7B | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $4.0B | $2.6B | ||
| Q2 24 | $4.1B | $2.5B | ||
| Q1 24 | $4.2B | $2.3B |
| Q4 25 | $7.9B | $7.9B | ||
| Q3 25 | $8.1B | $7.9B | ||
| Q2 25 | $8.2B | $7.8B | ||
| Q1 25 | $8.3B | $6.6B | ||
| Q4 24 | $8.3B | $6.7B | ||
| Q3 24 | $8.3B | $6.6B | ||
| Q2 24 | $8.4B | $6.6B | ||
| Q1 24 | $8.4B | $6.4B |
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.24× | 0.74× | ||
| Q3 24 | 0.26× | 0.77× | ||
| Q2 24 | 0.36× | 0.79× | ||
| Q1 24 | 0.33× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $296.4M |
| 自由现金流率自由现金流/营收 | 8.1% | 15.5% |
| 资本支出强度资本支出/营收 | 4.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.13× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $582.9M |
8季度趋势，按日历期对齐
| Q4 25 | $385.6M | $345.7M | ||
| Q3 25 | $486.4M | $237.5M | ||
| Q2 25 | $402.1M | $149.2M | ||
| Q1 25 | $404.2M | $91.5M | ||
| Q4 24 | $317.6M | $279.4M | ||
| Q3 24 | $338.5M | $248.1M | ||
| Q2 24 | $360.6M | $181.2M | ||
| Q1 24 | $466.5M | $173.4M |
| Q4 25 | $251.3M | $296.4M | ||
| Q3 25 | $352.4M | $175.0M | ||
| Q2 25 | $185.6M | $78.2M | ||
| Q1 25 | $158.4M | $33.3M | ||
| Q4 24 | $93.3M | $229.5M | ||
| Q3 24 | $163.1M | $197.3M | ||
| Q2 24 | $98.2M | $105.3M | ||
| Q1 24 | $263.1M | $124.6M |
| Q4 25 | 8.1% | 15.5% | ||
| Q3 25 | 11.5% | 8.3% | ||
| Q2 25 | 6.3% | 3.8% | ||
| Q1 25 | 5.4% | 2.3% | ||
| Q4 24 | 3.0% | 12.4% | ||
| Q3 24 | 5.3% | 10.0% | ||
| Q2 24 | 3.4% | 5.2% | ||
| Q1 24 | 8.9% | 8.2% |
| Q4 25 | 4.3% | 2.6% | ||
| Q3 25 | 4.4% | 3.0% | ||
| Q2 25 | 7.4% | 3.4% | ||
| Q1 25 | 8.4% | 3.9% | ||
| Q4 24 | 7.1% | 2.7% | ||
| Q3 24 | 5.7% | 2.6% | ||
| Q2 24 | 9.0% | 3.8% | ||
| Q1 24 | 6.9% | 3.2% |
| Q4 25 | 2.13× | 2.14× | ||
| Q3 25 | 2.85× | 1.04× | ||
| Q2 25 | 3.13× | 0.66× | ||
| Q1 25 | 3.43× | 1.76× | ||
| Q4 24 | 2.04× | 1.53× | ||
| Q3 24 | 2.23× | 1.09× | ||
| Q2 24 | 2.65× | 1.00× | ||
| Q1 24 | 3.66× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
