vs
J.B. Hunt（JBHT）与Atlassian Corp（TEAM）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Atlassian Corp的2.0倍（$3.1B vs $1.6B），J.B. Hunt净利率更高（5.8% vs -2.7%，领先8.5%），Atlassian Corp同比增速更快（23.3% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $168.5M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
JBHT vs TEAM — 直观对比
营收规模更大
JBHT
是对方的2.0倍
$1.6B
营收增速更快
TEAM
高出24.9%
-1.6%
净利率更高
JBHT
高出8.5%
-2.7%
自由现金流更多
JBHT
多$82.8M
$168.5M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $181.1M | $-42.6M |
| 毛利率 | — | 85.0% |
| 营业利润率 | 8.0% | -3.0% |
| 净利率 | 5.8% | -2.7% |
| 营收同比 | -1.6% | 23.3% |
| 净利润同比 | 16.5% | -11.6% |
| 每股收益（稀释后） | $1.88 | $-0.16 |
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JBHTTEAM
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | $1.2B |
净利润JBHTTEAM
| Q4 25 | $181.1M | $-42.6M | ||
| Q3 25 | $170.8M | $-51.9M | ||
| Q2 25 | $128.6M | $-23.9M | ||
| Q1 25 | $117.7M | $-70.8M | ||
| Q4 24 | $155.5M | $-38.2M | ||
| Q3 24 | $152.1M | $-123.8M | ||
| Q2 24 | $135.9M | — | ||
| Q1 24 | $127.5M | $12.8M |
毛利率JBHTTEAM
| Q4 25 | — | 85.0% | ||
| Q3 25 | — | 82.0% | ||
| Q2 25 | — | 83.1% | ||
| Q1 25 | — | 83.8% | ||
| Q4 24 | — | 82.7% | ||
| Q3 24 | — | 81.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 82.1% |
营业利润率JBHTTEAM
| Q4 25 | 8.0% | -3.0% | ||
| Q3 25 | 7.9% | -6.7% | ||
| Q2 25 | 6.7% | -2.1% | ||
| Q1 25 | 6.1% | -0.9% | ||
| Q4 24 | 6.6% | -4.5% | ||
| Q3 24 | 7.3% | -2.7% | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 6.6% | 1.5% |
净利率JBHTTEAM
| Q4 25 | 5.8% | -2.7% | ||
| Q3 25 | 5.6% | -3.6% | ||
| Q2 25 | 4.4% | -1.7% | ||
| Q1 25 | 4.0% | -5.2% | ||
| Q4 24 | 4.9% | -3.0% | ||
| Q3 24 | 5.0% | -10.4% | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 4.3% | 1.1% |
每股收益（稀释后）JBHTTEAM
| Q4 25 | $1.88 | $-0.16 | ||
| Q3 25 | $1.76 | $-0.20 | ||
| Q2 25 | $1.31 | $-0.08 | ||
| Q1 25 | $1.17 | $-0.27 | ||
| Q4 24 | $1.53 | $-0.15 | ||
| Q3 24 | $1.49 | $-0.48 | ||
| Q2 24 | $1.32 | — | ||
| Q1 24 | $1.22 | $0.05 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $1.6B |
| 总资产 | $7.9B | $6.2B |
| 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JBHTTEAM
| Q4 25 | $17.3M | $1.6B | ||
| Q3 25 | $52.3M | $2.8B | ||
| Q2 25 | $50.9M | $2.9B | ||
| Q1 25 | $43.4M | $3.0B | ||
| Q4 24 | $47.0M | $2.5B | ||
| Q3 24 | $120.0M | $2.2B | ||
| Q2 24 | $53.5M | — | ||
| Q1 24 | $64.2M | $2.1B |
总债务JBHTTEAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTTEAM
| Q4 25 | $3.6B | $1.6B | ||
| Q3 25 | $3.6B | $1.4B | ||
| Q2 25 | $3.7B | $1.3B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $4.0B | $1.2B | ||
| Q3 24 | $4.0B | $1.0B | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | $1.1B |
总资产JBHTTEAM
| Q4 25 | $7.9B | $6.2B | ||
| Q3 25 | $8.1B | $5.7B | ||
| Q2 25 | $8.2B | $6.0B | ||
| Q1 25 | $8.3B | $5.9B | ||
| Q4 24 | $8.3B | $5.4B | ||
| Q3 24 | $8.3B | $5.0B | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.4B | $5.1B |
负债/权益比JBHTTEAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.33× | — |
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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $168.5M |
| 自由现金流率自由现金流/营收 | 8.1% | 10.6% |
| 资本支出强度资本支出/营收 | 4.3% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流JBHTTEAM
| Q4 25 | $385.6M | $177.8M | ||
| Q3 25 | $486.4M | $128.7M | ||
| Q2 25 | $402.1M | $375.3M | ||
| Q1 25 | $404.2M | $652.7M | ||
| Q4 24 | $317.6M | $351.9M | ||
| Q3 24 | $338.5M | $80.5M | ||
| Q2 24 | $360.6M | — | ||
| Q1 24 | $466.5M | $565.4M |
自由现金流JBHTTEAM
| Q4 25 | $251.3M | $168.5M | ||
| Q3 25 | $352.4M | $114.6M | ||
| Q2 25 | $185.6M | $360.3M | ||
| Q1 25 | $158.4M | $638.3M | ||
| Q4 24 | $93.3M | $342.6M | ||
| Q3 24 | $163.1M | $74.3M | ||
| Q2 24 | $98.2M | — | ||
| Q1 24 | $263.1M | $554.9M |
自由现金流率JBHTTEAM
| Q4 25 | 8.1% | 10.6% | ||
| Q3 25 | 11.5% | 8.0% | ||
| Q2 25 | 6.3% | 26.0% | ||
| Q1 25 | 5.4% | 47.0% | ||
| Q4 24 | 3.0% | 26.6% | ||
| Q3 24 | 5.3% | 6.3% | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 8.9% | 46.7% |
资本支出强度JBHTTEAM
| Q4 25 | 4.3% | 0.6% | ||
| Q3 25 | 4.4% | 1.0% | ||
| Q2 25 | 7.4% | 1.1% | ||
| Q1 25 | 8.4% | 1.1% | ||
| Q4 24 | 7.1% | 0.7% | ||
| Q3 24 | 5.7% | 0.5% | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 6.9% | 0.9% |
现金转化率JBHTTEAM
| Q4 25 | 2.13× | — | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | — | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | — | ||
| Q1 24 | 3.66× | 44.34× |
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% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
