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J.B. Hunt(JBHT)与宣伟(SHW)财务数据对比。点击上方公司名可切换其他公司
宣伟的季度营收约是J.B. Hunt的1.9倍($5.7B vs $3.1B),宣伟净利率更高(9.4% vs 4.6%,领先4.8%),宣伟同比增速更快(6.8% vs 4.6%),过去两年J.B. Hunt的营收复合增速更高(2.2% vs -4.9%)
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。
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业,主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务,业务覆盖全球超过120个国家,截至2024年按营收计为全球规模最大的涂料企业。
JBHT vs SHW — 直观对比
营收规模更大
SHW
是对方的1.9倍
$3.1B
营收增速更快
SHW
高出2.2%
4.6%
净利率更高
SHW
高出4.8%
4.6%
两年增速更快
JBHT
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $5.7B |
| 净利润 | $141.6M | $534.7M |
| 毛利率 | — | 49.1% |
| 营业利润率 | 6.8% | — |
| 净利率 | 4.6% | 9.4% |
| 营收同比 | 4.6% | 6.8% |
| 净利润同比 | 20.2% | 6.1% |
| 每股收益(稀释后) | $1.49 | $2.15 |
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
JBHT
SHW
| Q1 26 | $3.1B | $5.7B | ||
| Q4 25 | $3.1B | $5.6B | ||
| Q3 25 | $3.1B | $6.4B | ||
| Q2 25 | $2.9B | $6.3B | ||
| Q1 25 | $2.9B | $5.3B | ||
| Q4 24 | $3.1B | $5.3B | ||
| Q3 24 | $3.1B | $6.2B | ||
| Q2 24 | $2.9B | $6.3B |
净利润
JBHT
SHW
| Q1 26 | $141.6M | $534.7M | ||
| Q4 25 | $181.1M | $476.8M | ||
| Q3 25 | $170.8M | $833.1M | ||
| Q2 25 | $128.6M | $754.7M | ||
| Q1 25 | $117.7M | $503.9M | ||
| Q4 24 | $155.5M | $480.1M | ||
| Q3 24 | $152.1M | $806.2M | ||
| Q2 24 | $135.9M | $889.9M |
毛利率
JBHT
SHW
| Q1 26 | — | 49.1% | ||
| Q4 25 | — | 48.5% | ||
| Q3 25 | — | 49.2% | ||
| Q2 25 | — | 49.4% | ||
| Q1 25 | — | 48.2% | ||
| Q4 24 | — | 48.6% | ||
| Q3 24 | — | 49.1% | ||
| Q2 24 | — | 48.8% |
营业利润率
JBHT
SHW
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | 11.4% | ||
| Q3 25 | 7.9% | 16.7% | ||
| Q2 25 | 6.7% | 15.6% | ||
| Q1 25 | 6.1% | 12.3% | ||
| Q4 24 | 6.6% | 11.6% | ||
| Q3 24 | 7.3% | 21.4% | ||
| Q2 24 | 7.0% | 22.5% |
净利率
JBHT
SHW
| Q1 26 | 4.6% | 9.4% | ||
| Q4 25 | 5.8% | 8.5% | ||
| Q3 25 | 5.6% | 13.1% | ||
| Q2 25 | 4.4% | 12.0% | ||
| Q1 25 | 4.0% | 9.5% | ||
| Q4 24 | 4.9% | 9.1% | ||
| Q3 24 | 5.0% | 13.1% | ||
| Q2 24 | 4.6% | 14.2% |
每股收益(稀释后)
JBHT
SHW
| Q1 26 | $1.49 | $2.15 | ||
| Q4 25 | $1.88 | $1.91 | ||
| Q3 25 | $1.76 | $3.35 | ||
| Q2 25 | $1.31 | $3.00 | ||
| Q1 25 | $1.17 | $2.00 | ||
| Q4 24 | $1.53 | $1.90 | ||
| Q3 24 | $1.49 | $3.18 | ||
| Q2 24 | $1.32 | $3.50 |
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 | $4.6M | $216.9M |
| 总债务越低越好 | $1.3B | $11.7B |
| 股东权益账面价值 | $3.6B | $4.4B |
| 总资产 | — | $26.4B |
| 负债/权益比越低杠杆越低 | 0.36× | 2.64× |
8季度趋势,按日历期对齐
现金及短期投资
JBHT
SHW
| Q1 26 | $4.6M | $216.9M | ||
| Q4 25 | $17.3M | $207.2M | ||
| Q3 25 | $52.3M | $241.5M | ||
| Q2 25 | $50.9M | $269.8M | ||
| Q1 25 | $43.4M | $199.8M | ||
| Q4 24 | $47.0M | $210.4M | ||
| Q3 24 | $120.0M | $238.2M | ||
| Q2 24 | $53.5M | $200.0M |
总债务
JBHT
SHW
| Q1 26 | $1.3B | $11.7B | ||
| Q4 25 | — | $9.7B | ||
| Q3 25 | — | $9.7B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $977.7M | $9.2B | ||
| Q3 24 | $1.0B | $9.2B | ||
| Q2 24 | $1.5B | $9.0B |
股东权益
JBHT
SHW
| Q1 26 | $3.6B | $4.4B | ||
| Q4 25 | $3.6B | $4.6B | ||
| Q3 25 | $3.6B | $4.4B | ||
| Q2 25 | $3.7B | $4.4B | ||
| Q1 25 | $3.9B | $4.1B | ||
| Q4 24 | $4.0B | $4.1B | ||
| Q3 24 | $4.0B | $4.2B | ||
| Q2 24 | $4.1B | $3.8B |
总资产
JBHT
SHW
| Q1 26 | — | $26.4B | ||
| Q4 25 | $7.9B | $25.9B | ||
| Q3 25 | $8.1B | $26.2B | ||
| Q2 25 | $8.2B | $25.4B | ||
| Q1 25 | $8.3B | $24.6B | ||
| Q4 24 | $8.3B | $23.6B | ||
| Q3 24 | $8.3B | $24.0B | ||
| Q2 24 | $8.4B | $23.7B |
负债/权益比
JBHT
SHW
| Q1 26 | 0.36× | 2.64× | ||
| Q4 25 | — | 2.10× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 2.04× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | 0.24× | 2.28× | ||
| Q3 24 | 0.26× | 2.22× | ||
| Q2 24 | 0.36× | 2.39× |
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 | $353.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.3% | 2.4% |
| 现金转化率经营现金流/净利润 | 2.49× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
JBHT
SHW
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $1.1B | ||
| Q3 25 | $486.4M | $1.3B | ||
| Q2 25 | $402.1M | $1.1B | ||
| Q1 25 | $404.2M | $-61.1M | ||
| Q4 24 | $317.6M | $934.5M | ||
| Q3 24 | $338.5M | $1.1B | ||
| Q2 24 | $360.6M | $1.2B |
自由现金流
JBHT
SHW
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $862.1M | ||
| Q3 25 | $352.4M | $1.1B | ||
| Q2 25 | $185.6M | $931.1M | ||
| Q1 25 | $158.4M | $-250.4M | ||
| Q4 24 | $93.3M | $634.5M | ||
| Q3 24 | $163.1M | $839.4M | ||
| Q2 24 | $98.2M | $952.0M |
自由现金流率
JBHT
SHW
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 15.4% | ||
| Q3 25 | 11.5% | 17.5% | ||
| Q2 25 | 6.3% | 14.7% | ||
| Q1 25 | 5.4% | -4.7% | ||
| Q4 24 | 3.0% | 12.0% | ||
| Q3 24 | 5.3% | 13.6% | ||
| Q2 24 | 3.4% | 15.2% |
资本支出强度
JBHT
SHW
| Q1 26 | 2.3% | 2.4% | ||
| Q4 25 | 4.3% | 4.1% | ||
| Q3 25 | 4.4% | 3.1% | ||
| Q2 25 | 7.4% | 2.9% | ||
| Q1 25 | 8.4% | 3.6% | ||
| Q4 24 | 7.1% | 5.7% | ||
| Q3 24 | 5.7% | 3.8% | ||
| Q2 24 | 9.0% | 4.0% |
现金转化率
JBHT
SHW
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 2.29× | ||
| Q3 25 | 2.85× | 1.57× | ||
| Q2 25 | 3.13× | 1.47× | ||
| Q1 25 | 3.43× | -0.12× | ||
| Q4 24 | 2.04× | 1.95× | ||
| Q3 24 | 2.23× | 1.33× | ||
| Q2 24 | 2.65× | 1.35× |
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
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
SHW
暂无分部数据