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J.B. Hunt（JBHT）与西蒙地产集团（SPG）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是西蒙地产集团的1.7倍（$3.1B vs $1.8B），西蒙地产集团净利率更高（197.6% vs 4.6%，领先193.0%），西蒙地产集团同比增速更快（13.2% vs 4.6%），过去两年西蒙地产集团的营收复合增速更高（11.4% 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。
西蒙地产集团是美国头部房地产投资信托企业，核心投资范畴涵盖购物中心、奥特莱斯、社区及生活方式中心，是美国规模最大的购物中心持有方，总部位于印第安纳州印第安纳波利斯，截至2024年12月末共持有232处物业的相关权益。
JBHT vs SPG — 直观对比
营收规模更大
JBHT
是对方的1.7倍
$1.8B
营收增速更快
SPG
高出8.6%
4.6%
净利率更高
SPG
高出193.0%
4.6%
两年增速更快
SPG
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.8B |
| 净利润 | $141.6M | $3.5B |
| 毛利率 | — | — |
| 营业利润率 | 6.8% | 49.7% |
| 净利率 | 4.6% | 197.6% |
| 营收同比 | 4.6% | 13.2% |
| 净利润同比 | 20.2% | 358.7% |
| 每股收益（稀释后） | $1.49 | $9.34 |
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JBHTSPG
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $1.8B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $3.1B | $1.6B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $2.9B | $1.5B |
净利润JBHTSPG
| Q1 26 | $141.6M | — | ||
| Q4 25 | $181.1M | $3.5B | ||
| Q3 25 | $170.8M | $702.7M | ||
| Q2 25 | $128.6M | $643.7M | ||
| Q1 25 | $117.7M | $477.9M | ||
| Q4 24 | $155.5M | $771.8M | ||
| Q3 24 | $152.1M | $546.7M | ||
| Q2 24 | $135.9M | $569.4M |
营业利润率JBHTSPG
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | 49.7% | ||
| Q3 25 | 7.9% | 50.8% | ||
| Q2 25 | 6.7% | 49.7% | ||
| Q1 25 | 6.1% | 49.4% | ||
| Q4 24 | 6.6% | 52.8% | ||
| Q3 24 | 7.3% | 51.9% | ||
| Q2 24 | 7.0% | 51.7% |
净利率JBHTSPG
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.8% | 197.6% | ||
| Q3 25 | 5.6% | 43.9% | ||
| Q2 25 | 4.4% | 43.0% | ||
| Q1 25 | 4.0% | 32.4% | ||
| Q4 24 | 4.9% | 48.8% | ||
| Q3 24 | 5.0% | 36.9% | ||
| Q2 24 | 4.6% | 39.0% |
每股收益（稀释后）JBHTSPG
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $9.34 | ||
| Q3 25 | $1.76 | $1.86 | ||
| Q2 25 | $1.31 | $1.70 | ||
| Q1 25 | $1.17 | $1.27 | ||
| Q4 24 | $1.53 | $2.04 | ||
| Q3 24 | $1.49 | $1.46 | ||
| Q2 24 | $1.32 | $1.51 |
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 | $823.1M |
| 总债务越低越好 | $1.3B | $28.4B |
| 股东权益账面价值 | $3.6B | $5.2B |
| 总资产 | — | $40.6B |
| 负债/权益比越低杠杆越低 | 0.36× | 5.46× |
8季度趋势，按日历期对齐
现金及短期投资JBHTSPG
| Q1 26 | $4.6M | — | ||
| Q4 25 | $17.3M | $823.1M | ||
| Q3 25 | $52.3M | $1.6B | ||
| Q2 25 | $50.9M | $1.2B | ||
| Q1 25 | $43.4M | $1.4B | ||
| Q4 24 | $47.0M | $1.4B | ||
| Q3 24 | $120.0M | $2.5B | ||
| Q2 24 | $53.5M | $2.5B |
总债务JBHTSPG
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $28.4B | ||
| Q3 25 | — | $25.8B | ||
| Q2 25 | — | $25.4B | ||
| Q1 25 | — | $24.8B | ||
| Q4 24 | $977.7M | $24.3B | ||
| Q3 24 | $1.0B | $25.4B | ||
| Q2 24 | $1.5B | $25.3B |
股东权益JBHTSPG
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $5.2B | ||
| Q3 25 | $3.6B | $2.3B | ||
| Q2 25 | $3.7B | $2.5B | ||
| Q1 25 | $3.9B | $2.6B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $4.1B | $2.9B |
总资产JBHTSPG
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $40.6B | ||
| Q3 25 | $8.1B | $33.6B | ||
| Q2 25 | $8.2B | $33.3B | ||
| Q1 25 | $8.3B | $32.5B | ||
| Q4 24 | $8.3B | $32.4B | ||
| Q3 24 | $8.3B | $33.3B | ||
| Q2 24 | $8.4B | $33.4B |
负债/权益比JBHTSPG
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | 5.46× | ||
| Q3 25 | — | 10.98× | ||
| Q2 25 | — | 10.36× | ||
| Q1 25 | — | 9.50× | ||
| Q4 24 | 0.24× | 8.25× | ||
| Q3 24 | 0.26× | 9.37× | ||
| Q2 24 | 0.36× | 8.59× |
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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $948.8M |
| 自由现金流率自由现金流/营收 | — | 53.0% |
| 资本支出强度资本支出/营收 | 2.3% | 14.2% |
| 现金转化率经营现金流/净利润 | 2.49× | 0.34× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流JBHTSPG
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $1.2B | ||
| Q3 25 | $486.4M | $890.3M | ||
| Q2 25 | $402.1M | $1.2B | ||
| Q1 25 | $404.2M | $827.2M | ||
| Q4 24 | $317.6M | $1.1B | ||
| Q3 24 | $338.5M | $892.9M | ||
| Q2 24 | $360.6M | $1.1B |
自由现金流JBHTSPG
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $948.8M | ||
| Q3 25 | $352.4M | $685.0M | ||
| Q2 25 | $185.6M | $971.3M | ||
| Q1 25 | $158.4M | $597.0M | ||
| Q4 24 | $93.3M | $867.7M | ||
| Q3 24 | $163.1M | $706.5M | ||
| Q2 24 | $98.2M | $874.8M |
自由现金流率JBHTSPG
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 53.0% | ||
| Q3 25 | 11.5% | 42.8% | ||
| Q2 25 | 6.3% | 64.8% | ||
| Q1 25 | 5.4% | 40.5% | ||
| Q4 24 | 3.0% | 54.8% | ||
| Q3 24 | 5.3% | 47.7% | ||
| Q2 24 | 3.4% | 60.0% |
资本支出强度JBHTSPG
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.3% | 14.2% | ||
| Q3 25 | 4.4% | 12.8% | ||
| Q2 25 | 7.4% | 16.3% | ||
| Q1 25 | 8.4% | 15.6% | ||
| Q4 24 | 7.1% | 13.8% | ||
| Q3 24 | 5.7% | 12.6% | ||
| Q2 24 | 9.0% | 12.9% |
现金转化率JBHTSPG
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 0.34× | ||
| Q3 25 | 2.85× | 1.27× | ||
| Q2 25 | 3.13× | 1.89× | ||
| Q1 25 | 3.43× | 1.73× | ||
| Q4 24 | 2.04× | 1.41× | ||
| Q3 24 | 2.23× | 1.63× | ||
| Q2 24 | 2.65× | 1.87× |
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% |
SPG
| Real Estate Segment | $1.7B | 95% |
| Other | $86.3M | 5% |
