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J.B. Hunt（JBHT）与SONOCO PRODUCTS CO（SON）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SONOCO PRODUCTS CO的1.8倍（$3.1B vs $1.7B），J.B. Hunt净利率更高（5.8% vs 4.1%，领先1.8%），J.B. Hunt同比增速更快（-1.6% vs -1.9%），J.B. Hunt自由现金流更多（$251.3M vs $-428.3B），过去两年J.B. Hunt的营收复合增速更高（2.6% vs 1.2%）
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。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
JBHT vs SON — 直观对比
营收规模更大
JBHT
是对方的1.8倍
$1.7B
营收增速更快
JBHT
高出0.4%
-1.9%
净利率更高
JBHT
高出1.8%
4.1%
自由现金流更多
JBHT
多$428.5B
$-428.3B
两年增速更快
JBHT
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.7B |
| 净利润 | $181.1M | $68.0M |
| 毛利率 | — | 20.6% |
| 营业利润率 | 8.0% | 7.6% |
| 净利率 | 5.8% | 4.1% |
| 营收同比 | -1.6% | -1.9% |
| 净利润同比 | 16.5% | 25.9% |
| 每股收益（稀释后） | $1.88 | $0.68 |
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JBHTSON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $2.9B | $1.6B |
净利润JBHTSON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $181.1M | $332.2M | ||
| Q3 25 | $170.8M | $122.9M | ||
| Q2 25 | $128.6M | $493.4M | ||
| Q1 25 | $117.7M | $54.4M | ||
| Q4 24 | $155.5M | — | ||
| Q3 24 | $152.1M | $50.9M | ||
| Q2 24 | $135.9M | $90.8M |
毛利率JBHTSON
| Q1 26 | — | 20.6% | ||
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 22.0% |
营业利润率JBHTSON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 8.0% | 29.4% | ||
| Q3 25 | 7.9% | 9.1% | ||
| Q2 25 | 6.7% | 9.2% | ||
| Q1 25 | 6.1% | 7.4% | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.3% | 7.6% | ||
| Q2 24 | 7.0% | 8.6% |
净利率JBHTSON
| Q1 26 | — | 4.1% | ||
| Q4 25 | 5.8% | 18.8% | ||
| Q3 25 | 5.6% | 5.8% | ||
| Q2 25 | 4.4% | 25.8% | ||
| Q1 25 | 4.0% | 3.2% | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 5.0% | 3.0% | ||
| Q2 24 | 4.6% | 5.6% |
每股收益（稀释后）JBHTSON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $1.88 | $3.33 | ||
| Q3 25 | $1.76 | $1.23 | ||
| Q2 25 | $1.31 | $4.96 | ||
| Q1 25 | $1.17 | $0.55 | ||
| Q4 24 | $1.53 | — | ||
| Q3 24 | $1.49 | $0.51 | ||
| Q2 24 | $1.32 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | — | $3.5B |
| 股东权益账面价值 | $3.6B | $3.6B |
| 总资产 | $7.9B | $11.1B |
| 负债/权益比越低杠杆越低 | — | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资JBHTSON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $17.3M | $378.4M | ||
| Q3 25 | $52.3M | $244.9M | ||
| Q2 25 | $50.9M | $329.8M | ||
| Q1 25 | $43.4M | $181.8M | ||
| Q4 24 | $47.0M | — | ||
| Q3 24 | $120.0M | $1.9B | ||
| Q2 24 | $53.5M | $140.2M |
总债务JBHTSON
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | $4.3B | ||
| Q2 24 | $1.5B | $2.5B |
股东权益JBHTSON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.6B | $3.6B | ||
| Q3 25 | $3.6B | $3.3B | ||
| Q2 25 | $3.7B | $3.2B | ||
| Q1 25 | $3.9B | $2.4B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.0B | $2.5B | ||
| Q2 24 | $4.1B | $2.4B |
总资产JBHTSON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $7.9B | $11.2B | ||
| Q3 25 | $8.1B | $11.7B | ||
| Q2 25 | $8.2B | $12.0B | ||
| Q1 25 | $8.3B | $12.7B | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $8.3B | $9.0B | ||
| Q2 24 | $8.4B | $7.2B |
负债/权益比JBHTSON
| Q1 26 | — | 0.97× | ||
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.54× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.26× | 1.74× | ||
| Q2 24 | 0.36× | 1.04× |
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 | $-428.3B |
| 自由现金流率自由现金流/营收 | 8.1% | -25547.4% |
| 资本支出强度资本支出/营收 | 4.3% | 3600.5% |
| 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 | $-427.6B |
8季度趋势，按日历期对齐
经营现金流JBHTSON
| Q1 26 | — | — | ||
| Q4 25 | $385.6M | $412.9M | ||
| Q3 25 | $486.4M | $291.5M | ||
| Q2 25 | $402.1M | $193.4M | ||
| Q1 25 | $404.2M | $-208.1M | ||
| Q4 24 | $317.6M | — | ||
| Q3 24 | $338.5M | $162.1M | ||
| Q2 24 | $360.6M | $109.3M |
自由现金流JBHTSON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $251.3M | $322.3M | ||
| Q3 25 | $352.4M | $225.6M | ||
| Q2 25 | $185.6M | $98.6M | ||
| Q1 25 | $158.4M | $-300.8M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | $70.5M | ||
| Q2 24 | $98.2M | $16.0M |
自由现金流率JBHTSON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 8.1% | 18.2% | ||
| Q3 25 | 11.5% | 10.6% | ||
| Q2 25 | 6.3% | 5.2% | ||
| Q1 25 | 5.4% | -17.6% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | 4.2% | ||
| Q2 24 | 3.4% | 1.0% |
资本支出强度JBHTSON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 4.3% | 5.1% | ||
| Q3 25 | 4.4% | 3.1% | ||
| Q2 25 | 7.4% | 5.0% | ||
| Q1 25 | 8.4% | 5.4% | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 5.7% | 5.5% | ||
| Q2 24 | 9.0% | 5.7% |
现金转化率JBHTSON
| Q1 26 | — | — | ||
| Q4 25 | 2.13× | 1.24× | ||
| Q3 25 | 2.85× | 2.37× | ||
| Q2 25 | 3.13× | 0.39× | ||
| Q1 25 | 3.43× | -3.82× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | 3.18× | ||
| Q2 24 | 2.65× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
