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J.B. Hunt(JBHT)与新思科技(SNPS)财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是新思科技的1.3倍($3.1B vs $2.4B),J.B. Hunt净利率更高(4.6% vs 2.7%,领先1.9%),J.B. Hunt同比增速更快(4.6% vs -2.2%),过去两年新思科技的营收复合增速更高(28.7% vs 2.2%)
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。
新思科技是总部位于美国加利福尼亚州森尼韦尔的跨国电子设计自动化(EDA)龙头企业,专注于硅芯片设计与验证、电子系统级设计验证及可复用组件研发,为全球半导体设计与制造行业提供专业工具及配套服务。
JBHT vs SNPS — 直观对比
营收规模更大
JBHT
是对方的1.3倍
$2.4B
营收增速更快
JBHT
高出6.8%
-2.2%
净利率更高
JBHT
高出1.9%
2.7%
两年增速更快
SNPS
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $2.4B |
| 净利润 | $141.6M | $64.7M |
| 毛利率 | — | 73.5% |
| 营业利润率 | 6.8% | 8.4% |
| 净利率 | 4.6% | 2.7% |
| 营收同比 | 4.6% | -2.2% |
| 净利润同比 | 20.2% | -78.2% |
| 每股收益(稀释后) | $1.49 | $0.34 |
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
SNPS
| Q4 26 | — | $2.4B | ||
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $3.1B | $1.5B | ||
| Q3 24 | $3.1B | $1.5B |
净利润
JBHT
SNPS
| Q4 26 | — | $64.7M | ||
| Q1 26 | $141.6M | — | ||
| Q4 25 | $181.1M | $448.7M | ||
| Q3 25 | $170.8M | $242.5M | ||
| Q2 25 | $128.6M | $345.3M | ||
| Q1 25 | $117.7M | $295.7M | ||
| Q4 24 | $155.5M | $1.1B | ||
| Q3 24 | $152.1M | $408.1M |
毛利率
JBHT
SNPS
| Q4 26 | — | 73.5% | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 71.0% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 80.2% | ||
| Q1 25 | — | 81.4% | ||
| Q4 24 | — | 78.3% | ||
| Q3 24 | — | 80.9% |
营业利润率
JBHT
SNPS
| Q4 26 | — | 8.4% | ||
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | 5.4% | ||
| Q3 25 | 7.9% | 9.5% | ||
| Q2 25 | 6.7% | 23.5% | ||
| Q1 25 | 6.1% | 17.3% | ||
| Q4 24 | 6.6% | 20.3% | ||
| Q3 24 | 7.3% | 23.6% |
净利率
JBHT
SNPS
| Q4 26 | — | 2.7% | ||
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.8% | 19.9% | ||
| Q3 25 | 5.6% | 13.9% | ||
| Q2 25 | 4.4% | 21.5% | ||
| Q1 25 | 4.0% | 20.3% | ||
| Q4 24 | 4.9% | 74.4% | ||
| Q3 24 | 5.0% | 26.7% |
每股收益(稀释后)
JBHT
SNPS
| Q4 26 | — | $0.34 | ||
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $2.44 | ||
| Q3 25 | $1.76 | $1.50 | ||
| Q2 25 | $1.31 | $2.21 | ||
| Q1 25 | $1.17 | $1.89 | ||
| Q4 24 | $1.53 | $7.13 | ||
| Q3 24 | $1.49 | $2.61 |
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 | $2.2B |
| 总债务越低越好 | $1.3B | $10.0B |
| 股东权益账面价值 | $3.6B | $30.5B |
| 总资产 | — | $47.2B |
| 负债/权益比越低杠杆越低 | 0.36× | 0.33× |
8季度趋势,按日历期对齐
现金及短期投资
JBHT
SNPS
| Q4 26 | — | $2.2B | ||
| Q1 26 | $4.6M | — | ||
| Q4 25 | $17.3M | $3.0B | ||
| Q3 25 | $52.3M | $2.6B | ||
| Q2 25 | $50.9M | $14.3B | ||
| Q1 25 | $43.4M | $3.8B | ||
| Q4 24 | $47.0M | $4.1B | ||
| Q3 24 | $120.0M | $2.0B |
总债务
JBHT
SNPS
| Q4 26 | — | $10.0B | ||
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $13.5B | ||
| Q3 25 | — | $14.3B | ||
| Q2 25 | — | $10.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — |
股东权益
JBHT
SNPS
| Q4 26 | — | $30.5B | ||
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $28.3B | ||
| Q3 25 | $3.6B | $27.6B | ||
| Q2 25 | $3.7B | $9.9B | ||
| Q1 25 | $3.9B | $9.3B | ||
| Q4 24 | $4.0B | $9.0B | ||
| Q3 24 | $4.0B | $7.7B |
总资产
JBHT
SNPS
| Q4 26 | — | $47.2B | ||
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $48.2B | ||
| Q3 25 | $8.1B | $48.2B | ||
| Q2 25 | $8.2B | $23.8B | ||
| Q1 25 | $8.3B | $13.0B | ||
| Q4 24 | $8.3B | $13.1B | ||
| Q3 24 | $8.3B | $11.6B |
负债/权益比
JBHT
SNPS
| Q4 26 | — | 0.33× | ||
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 1.01× | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.26× | — |
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% | — |
| 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
SNPS
| Q4 26 | — | — | ||
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $639.7M | ||
| Q3 25 | $486.4M | $671.0M | ||
| Q2 25 | $402.1M | $275.4M | ||
| Q1 25 | $404.2M | $-67.5M | ||
| Q4 24 | $317.6M | $562.8M | ||
| Q3 24 | $338.5M | $455.4M |
自由现金流
JBHT
SNPS
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $605.2M | ||
| Q3 25 | $352.4M | $632.4M | ||
| Q2 25 | $185.6M | $219.8M | ||
| Q1 25 | $158.4M | $-108.2M | ||
| Q4 24 | $93.3M | $558.4M | ||
| Q3 24 | $163.1M | $415.4M |
自由现金流率
JBHT
SNPS
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 26.8% | ||
| Q3 25 | 11.5% | 36.3% | ||
| Q2 25 | 6.3% | 13.7% | ||
| Q1 25 | 5.4% | -7.4% | ||
| Q4 24 | 3.0% | 37.3% | ||
| Q3 24 | 5.3% | 27.2% |
资本支出强度
JBHT
SNPS
| Q4 26 | — | — | ||
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.3% | 1.5% | ||
| Q3 25 | 4.4% | 2.2% | ||
| Q2 25 | 7.4% | 3.5% | ||
| Q1 25 | 8.4% | 2.8% | ||
| Q4 24 | 7.1% | 0.3% | ||
| Q3 24 | 5.7% | 2.6% |
现金转化率
JBHT
SNPS
| Q4 26 | — | — | ||
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 1.43× | ||
| Q3 25 | 2.85× | 2.77× | ||
| Q2 25 | 3.13× | 0.80× | ||
| Q1 25 | 3.43× | -0.23× | ||
| Q4 24 | 2.04× | 0.51× | ||
| Q3 24 | 2.23× | 1.12× |
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% |
SNPS
| Time-based products | $951.5M | 40% |
| Upfront products | $741.5M | 31% |
| Maintenance and service | $715.7M | 30% |