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J.B. Hunt（JBHT）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是泰佩思琦的1.2倍（$3.1B vs $2.5B），泰佩思琦净利率更高（22.4% vs 5.8%，领先16.6%），泰佩思琦同比增速更快（14.0% vs -1.6%），泰佩思琦自由现金流更多（$1.0B vs $251.3M），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
JBHT vs TPR — 直观对比
营收规模更大
JBHT
是对方的1.2倍
$2.5B
营收增速更快
TPR
高出15.6%
-1.6%
净利率更高
TPR
高出16.6%
5.8%
自由现金流更多
TPR
多$786.2M
$251.3M
两年增速更快
TPR
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.5B |
| 净利润 | $181.1M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | 8.0% | 28.6% |
| 净利率 | 5.8% | 22.4% |
| 营收同比 | -1.6% | 14.0% |
| 净利润同比 | 16.5% | 80.8% |
| 每股收益（稀释后） | $1.88 | $2.68 |
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JBHTTPR
| Q4 25 | $3.1B | $2.5B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $2.9B | $1.7B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $2.9B | $1.6B | ||
| Q1 24 | $2.9B | $1.5B |
净利润JBHTTPR
| Q4 25 | $181.1M | $561.3M | ||
| Q3 25 | $170.8M | $274.8M | ||
| Q2 25 | $128.6M | $-517.1M | ||
| Q1 25 | $117.7M | $203.3M | ||
| Q4 24 | $155.5M | $310.4M | ||
| Q3 24 | $152.1M | $186.6M | ||
| Q2 24 | $135.9M | $159.3M | ||
| Q1 24 | $127.5M | $139.4M |
毛利率JBHTTPR
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% | ||
| Q1 24 | — | 74.7% |
营业利润率JBHTTPR
| Q4 25 | 8.0% | 28.6% | ||
| Q3 25 | 7.9% | 19.3% | ||
| Q2 25 | 6.7% | -33.9% | ||
| Q1 25 | 6.1% | 16.0% | ||
| Q4 24 | 6.6% | 22.4% | ||
| Q3 24 | 7.3% | 16.7% | ||
| Q2 24 | 7.0% | 14.8% | ||
| Q1 24 | 6.6% | 13.8% |
净利率JBHTTPR
| Q4 25 | 5.8% | 22.4% | ||
| Q3 25 | 5.6% | 16.1% | ||
| Q2 25 | 4.4% | -30.0% | ||
| Q1 25 | 4.0% | 12.8% | ||
| Q4 24 | 4.9% | 14.1% | ||
| Q3 24 | 5.0% | 12.4% | ||
| Q2 24 | 4.6% | 10.0% | ||
| Q1 24 | 4.3% | 9.4% |
每股收益（稀释后）JBHTTPR
| Q4 25 | $1.88 | $2.68 | ||
| Q3 25 | $1.76 | $1.28 | ||
| Q2 25 | $1.31 | $-2.30 | ||
| Q1 25 | $1.17 | $0.95 | ||
| Q4 24 | $1.53 | $1.38 | ||
| Q3 24 | $1.49 | $0.79 | ||
| Q2 24 | $1.32 | $0.67 | ||
| Q1 24 | $1.22 | $0.60 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $3.6B | $551.2M |
| 总资产 | $7.9B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资JBHTTPR
| Q4 25 | $17.3M | $1.1B | ||
| Q3 25 | $52.3M | $743.2M | ||
| Q2 25 | $50.9M | $1.1B | ||
| Q1 25 | $43.4M | $1.1B | ||
| Q4 24 | $47.0M | $1.0B | ||
| Q3 24 | $120.0M | $7.3B | ||
| Q2 24 | $53.5M | $7.2B | ||
| Q1 24 | $64.2M | $7.4B |
总债务JBHTTPR
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $977.7M | $2.4B | ||
| Q3 24 | $1.0B | $7.0B | ||
| Q2 24 | $1.5B | $6.9B | ||
| Q1 24 | $1.4B | $7.7B |
股东权益JBHTTPR
| Q4 25 | $3.6B | $551.2M | ||
| Q3 25 | $3.6B | $399.5M | ||
| Q2 25 | $3.7B | $857.8M | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | $4.0B | $3.0B | ||
| Q2 24 | $4.1B | $2.9B | ||
| Q1 24 | $4.2B | $2.8B |
总资产JBHTTPR
| Q4 25 | $7.9B | $6.5B | ||
| Q3 25 | $8.1B | $6.4B | ||
| Q2 25 | $8.2B | $6.6B | ||
| Q1 25 | $8.3B | $7.3B | ||
| Q4 24 | $8.3B | $7.3B | ||
| Q3 24 | $8.3B | $13.7B | ||
| Q2 24 | $8.4B | $13.4B | ||
| Q1 24 | $8.4B | $13.7B |
负债/权益比JBHTTPR
| Q4 25 | — | 4.32× | ||
| Q3 25 | — | 5.95× | ||
| Q2 25 | — | 2.77× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.24× | 1.78× | ||
| Q3 24 | 0.26× | 2.35× | ||
| Q2 24 | 0.36× | 2.39× | ||
| Q1 24 | 0.33× | 2.77× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $1.0B |
| 自由现金流率自由现金流/营收 | 8.1% | 41.5% |
| 资本支出强度资本支出/营收 | 4.3% | 1.7% |
| 现金转化率经营现金流/净利润 | 2.13× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $1.6B |
8季度趋势，按日历期对齐
经营现金流JBHTTPR
| Q4 25 | $385.6M | $1.1B | ||
| Q3 25 | $486.4M | $112.6M | ||
| Q2 25 | $402.1M | $446.8M | ||
| Q1 25 | $404.2M | $144.3M | ||
| Q4 24 | $317.6M | $506.0M | ||
| Q3 24 | $338.5M | $119.5M | ||
| Q2 24 | $360.6M | $256.0M | ||
| Q1 24 | $466.5M | $97.8M |
自由现金流JBHTTPR
| Q4 25 | $251.3M | $1.0B | ||
| Q3 25 | $352.4M | $80.2M | ||
| Q2 25 | $185.6M | $411.5M | ||
| Q1 25 | $158.4M | $113.4M | ||
| Q4 24 | $93.3M | $475.1M | ||
| Q3 24 | $163.1M | $93.9M | ||
| Q2 24 | $98.2M | $209.8M | ||
| Q1 24 | $263.1M | $78.8M |
自由现金流率JBHTTPR
| Q4 25 | 8.1% | 41.5% | ||
| Q3 25 | 11.5% | 4.7% | ||
| Q2 25 | 6.3% | 23.9% | ||
| Q1 25 | 5.4% | 7.2% | ||
| Q4 24 | 3.0% | 21.6% | ||
| Q3 24 | 5.3% | 6.2% | ||
| Q2 24 | 3.4% | 13.2% | ||
| Q1 24 | 8.9% | 5.3% |
资本支出强度JBHTTPR
| Q4 25 | 4.3% | 1.7% | ||
| Q3 25 | 4.4% | 1.9% | ||
| Q2 25 | 7.4% | 2.0% | ||
| Q1 25 | 8.4% | 2.0% | ||
| Q4 24 | 7.1% | 1.4% | ||
| Q3 24 | 5.7% | 1.7% | ||
| Q2 24 | 9.0% | 2.9% | ||
| Q1 24 | 6.9% | 1.3% |
现金转化率JBHTTPR
| Q4 25 | 2.13× | 1.93× | ||
| Q3 25 | 2.85× | 0.41× | ||
| Q2 25 | 3.13× | — | ||
| Q1 25 | 3.43× | 0.71× | ||
| Q4 24 | 2.04× | 1.63× | ||
| Q3 24 | 2.23× | 0.64× | ||
| Q2 24 | 2.65× | 1.61× | ||
| Q1 24 | 3.66× | 0.70× |
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% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
