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J.B. Hunt（JBHT）与Toast, Inc.（TOST）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Toast, Inc.的1.9倍（$3.1B vs $1.6B），Toast, Inc.净利率更高（6.2% vs 5.8%，领先0.3%），Toast, Inc.同比增速更快（22.0% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $178.0M），过去两年Toast, Inc.的营收复合增速更高（23.3% vs 2.6%）
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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
JBHT vs TOST — 直观对比
营收规模更大
JBHT
是对方的1.9倍
$1.6B
营收增速更快
TOST
高出23.6%
-1.6%
净利率更高
TOST
高出0.3%
5.8%
自由现金流更多
JBHT
多$73.3M
$178.0M
两年增速更快
TOST
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $181.1M | $101.0M |
| 毛利率 | — | 25.9% |
| 营业利润率 | 8.0% | 5.2% |
| 净利率 | 5.8% | 6.2% |
| 营收同比 | -1.6% | 22.0% |
| 净利润同比 | 16.5% | 215.6% |
| 每股收益（稀释后） | $1.88 | $0.18 |
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JBHTTOST
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $2.9B | $1.2B | ||
| Q1 24 | $2.9B | $1.1B |
净利润JBHTTOST
| Q4 25 | $181.1M | $101.0M | ||
| Q3 25 | $170.8M | $105.0M | ||
| Q2 25 | $128.6M | $80.0M | ||
| Q1 25 | $117.7M | $56.0M | ||
| Q4 24 | $155.5M | $32.0M | ||
| Q3 24 | $152.1M | $56.0M | ||
| Q2 24 | $135.9M | $14.0M | ||
| Q1 24 | $127.5M | $-83.0M |
毛利率JBHTTOST
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 25.3% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 23.0% | ||
| Q1 24 | — | 23.2% |
营业利润率JBHTTOST
| Q4 25 | 8.0% | 5.2% | ||
| Q3 25 | 7.9% | 5.1% | ||
| Q2 25 | 6.7% | 5.2% | ||
| Q1 25 | 6.1% | 3.2% | ||
| Q4 24 | 6.6% | 2.5% | ||
| Q3 24 | 7.3% | 2.6% | ||
| Q2 24 | 7.0% | 0.4% | ||
| Q1 24 | 6.6% | -5.2% |
净利率JBHTTOST
| Q4 25 | 5.8% | 6.2% | ||
| Q3 25 | 5.6% | 6.4% | ||
| Q2 25 | 4.4% | 5.2% | ||
| Q1 25 | 4.0% | 4.2% | ||
| Q4 24 | 4.9% | 2.4% | ||
| Q3 24 | 5.0% | 4.3% | ||
| Q2 24 | 4.6% | 1.1% | ||
| Q1 24 | 4.3% | -7.7% |
每股收益（稀释后）JBHTTOST
| Q4 25 | $1.88 | $0.18 | ||
| Q3 25 | $1.76 | $0.16 | ||
| Q2 25 | $1.31 | $0.13 | ||
| Q1 25 | $1.17 | $0.09 | ||
| Q4 24 | $1.53 | $0.09 | ||
| Q3 24 | $1.49 | $0.07 | ||
| Q2 24 | $1.32 | $0.02 | ||
| Q1 24 | $1.22 | $-0.15 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $2.1B |
| 总资产 | $7.9B | $3.1B |
| 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JBHTTOST
| Q4 25 | $17.3M | $1.4B | ||
| Q3 25 | $52.3M | $1.4B | ||
| Q2 25 | $50.9M | $1.2B | ||
| Q1 25 | $43.4M | $1.0B | ||
| Q4 24 | $47.0M | $903.0M | ||
| Q3 24 | $120.0M | $761.0M | ||
| Q2 24 | $53.5M | $691.0M | ||
| Q1 24 | $64.2M | $578.0M |
总债务JBHTTOST
| 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JBHTTOST
| Q4 25 | $3.6B | $2.1B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.9B | $1.7B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $4.1B | $1.3B | ||
| Q1 24 | $4.2B | $1.2B |
总资产JBHTTOST
| Q4 25 | $7.9B | $3.1B | ||
| Q3 25 | $8.1B | $3.0B | ||
| Q2 25 | $8.2B | $2.8B | ||
| Q1 25 | $8.3B | $2.6B | ||
| Q4 24 | $8.3B | $2.4B | ||
| Q3 24 | $8.3B | $2.2B | ||
| Q2 24 | $8.4B | $2.2B | ||
| Q1 24 | $8.4B | $2.1B |
负债/权益比JBHTTOST
| 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 | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $178.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 10.9% |
| 资本支出强度资本支出/营收 | 4.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.13× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $608.0M |
8季度趋势，按日历期对齐
经营现金流JBHTTOST
| Q4 25 | $385.6M | $194.0M | ||
| Q3 25 | $486.4M | $165.0M | ||
| Q2 25 | $402.1M | $223.0M | ||
| Q1 25 | $404.2M | $79.0M | ||
| Q4 24 | $317.6M | $147.0M | ||
| Q3 24 | $338.5M | $109.0M | ||
| Q2 24 | $360.6M | $124.0M | ||
| Q1 24 | $466.5M | $-20.0M |
自由现金流JBHTTOST
| Q4 25 | $251.3M | $178.0M | ||
| Q3 25 | $352.4M | $153.0M | ||
| Q2 25 | $185.6M | $208.0M | ||
| Q1 25 | $158.4M | $69.0M | ||
| Q4 24 | $93.3M | $134.0M | ||
| Q3 24 | $163.1M | $97.0M | ||
| Q2 24 | $98.2M | $108.0M | ||
| Q1 24 | $263.1M | $-33.0M |
自由现金流率JBHTTOST
| Q4 25 | 8.1% | 10.9% | ||
| Q3 25 | 11.5% | 9.4% | ||
| Q2 25 | 6.3% | 13.4% | ||
| Q1 25 | 5.4% | 5.2% | ||
| Q4 24 | 3.0% | 10.0% | ||
| Q3 24 | 5.3% | 7.4% | ||
| Q2 24 | 3.4% | 8.7% | ||
| Q1 24 | 8.9% | -3.1% |
资本支出强度JBHTTOST
| Q4 25 | 4.3% | 1.0% | ||
| Q3 25 | 4.4% | 0.7% | ||
| Q2 25 | 7.4% | 1.0% | ||
| Q1 25 | 8.4% | 0.7% | ||
| Q4 24 | 7.1% | 1.0% | ||
| Q3 24 | 5.7% | 0.9% | ||
| Q2 24 | 9.0% | 1.3% | ||
| Q1 24 | 6.9% | 1.2% |
现金转化率JBHTTOST
| Q4 25 | 2.13× | 1.92× | ||
| Q3 25 | 2.85× | 1.57× | ||
| Q2 25 | 3.13× | 2.79× | ||
| Q1 25 | 3.43× | 1.41× | ||
| Q4 24 | 2.04× | 4.59× | ||
| Q3 24 | 2.23× | 1.95× | ||
| Q2 24 | 2.65× | 8.86× | ||
| Q1 24 | 3.66× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
