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J.B. Hunt（JBHT）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
史密斯菲尔德食品的季度营收约是J.B. Hunt的1.2倍（$3.8B vs $3.1B），史密斯菲尔德食品净利率更高（6.6% vs 5.8%，领先0.7%），史密斯菲尔德食品同比增速更快（0.8% vs -1.6%），过去两年史密斯菲尔德食品的营收复合增速更高（6.8% 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。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
JBHT vs SFD — 直观对比
营收规模更大
SFD
是对方的1.2倍
$3.1B
营收增速更快
SFD
高出2.3%
-1.6%
净利率更高
SFD
高出0.7%
5.8%
两年增速更快
SFD
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.8B |
| 净利润 | $181.1M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 8.0% | 8.8% |
| 净利率 | 5.8% | 6.6% |
| 营收同比 | -1.6% | 0.8% |
| 净利润同比 | 16.5% | 9.8% |
| 每股收益（稀释后） | $1.88 | — |
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JBHTSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $3.1B | $4.2B | ||
| Q3 25 | $3.1B | $3.7B | ||
| Q2 25 | $2.9B | $3.8B | ||
| Q1 25 | $2.9B | $3.8B | ||
| Q4 24 | $3.1B | $4.0B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $2.9B | — |
净利润JBHTSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $181.1M | $327.0M | ||
| Q3 25 | $170.8M | $248.0M | ||
| Q2 25 | $128.6M | $188.0M | ||
| Q1 25 | $117.7M | $224.0M | ||
| Q4 24 | $155.5M | $205.0M | ||
| Q3 24 | $152.1M | $291.0M | ||
| Q2 24 | $135.9M | — |
毛利率JBHTSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | — |
营业利润率JBHTSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 8.0% | 9.5% | ||
| Q3 25 | 7.9% | 8.3% | ||
| Q2 25 | 6.7% | 6.9% | ||
| Q1 25 | 6.1% | 8.5% | ||
| Q4 24 | 6.6% | 8.5% | ||
| Q3 24 | 7.3% | 8.5% | ||
| Q2 24 | 7.0% | — |
净利率JBHTSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 5.8% | 7.7% | ||
| Q3 25 | 5.6% | 6.6% | ||
| Q2 25 | 4.4% | 5.0% | ||
| Q1 25 | 4.0% | 5.9% | ||
| Q4 24 | 4.9% | 5.2% | ||
| Q3 24 | 5.0% | 8.7% | ||
| Q2 24 | 4.6% | — |
每股收益（稀释后）JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.88 | $0.83 | ||
| Q3 25 | $1.76 | $0.63 | ||
| Q2 25 | $1.31 | $0.48 | ||
| Q1 25 | $1.17 | $0.57 | ||
| Q4 24 | $1.53 | $0.54 | ||
| Q3 24 | $1.49 | $0.77 | ||
| Q2 24 | $1.32 | — |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $6.9B |
| 总资产 | $7.9B | $12.0B |
| 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JBHTSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $17.3M | — | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $43.4M | — | ||
| Q4 24 | $47.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $53.5M | — |
总债务JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $977.7M | $2.0B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — |
股东权益JBHTSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $3.6B | $6.8B | ||
| Q3 25 | $3.6B | $6.5B | ||
| Q2 25 | $3.7B | $6.3B | ||
| Q1 25 | $3.9B | $6.2B | ||
| Q4 24 | $4.0B | $5.8B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — |
总资产JBHTSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $7.9B | $12.2B | ||
| Q3 25 | $8.1B | $11.5B | ||
| Q2 25 | $8.2B | $11.2B | ||
| Q1 25 | $8.3B | $11.1B | ||
| Q4 24 | $8.3B | $11.1B | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $8.4B | — |
负债/权益比JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | 0.24× | 0.34× | ||
| 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 | — |
| 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% | 2.3% |
| 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JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $938.0M | ||
| Q3 25 | $486.4M | $13.0M | ||
| Q2 25 | $402.1M | $274.0M | ||
| Q1 25 | $404.2M | $-166.0M | ||
| Q4 24 | $317.6M | — | ||
| Q3 24 | $338.5M | — | ||
| Q2 24 | $360.6M | — |
自由现金流JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $842.0M | ||
| Q3 25 | $352.4M | $-75.0M | ||
| Q2 25 | $185.6M | $196.0M | ||
| Q1 25 | $158.4M | $-245.0M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | — | ||
| Q2 24 | $98.2M | — |
自由现金流率JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 19.9% | ||
| Q3 25 | 11.5% | -2.0% | ||
| Q2 25 | 6.3% | 5.2% | ||
| Q1 25 | 5.4% | -6.5% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.4% | — |
资本支出强度JBHTSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.3% | 2.3% | ||
| Q3 25 | 4.4% | 2.3% | ||
| Q2 25 | 7.4% | 2.1% | ||
| Q1 25 | 8.4% | 2.1% | ||
| Q4 24 | 7.1% | 2.1% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | 9.0% | — |
现金转化率JBHTSFD
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 2.87× | ||
| Q3 25 | 2.85× | 0.05× | ||
| Q2 25 | 3.13× | 1.46× | ||
| Q1 25 | 3.43× | -0.74× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | — |
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% |
SFD
暂无分部数据
