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J.B. Hunt（JBHT）与标普全球（VG）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是J.B. Hunt的1.4倍（$4.4B vs $3.1B），标普全球净利率更高（26.8% vs 5.8%，领先20.9%），标普全球同比增速更快（191.7% vs -1.6%），J.B. Hunt自由现金流更多（$251.3M vs $-1.5B），过去两年标普全球的营收复合增速更高（77.3% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
JBHT vs VG — 直观对比
营收规模更大
VG
是对方的1.4倍
$3.1B
营收增速更快
VG
高出193.2%
-1.6%
净利率更高
VG
高出20.9%
5.8%
自由现金流更多
JBHT
多$1.8B
$-1.5B
两年增速更快
VG
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.4B |
| 净利润 | $181.1M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 38.7% |
| 净利率 | 5.8% | 26.8% |
| 营收同比 | -1.6% | 191.7% |
| 净利润同比 | 16.5% | 20.3% |
| 每股收益（稀释后） | $1.88 | $0.41 |
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JBHTVG
| Q4 25 | $3.1B | $4.4B | ||
| Q3 25 | $3.1B | $3.3B | ||
| Q2 25 | $2.9B | $3.1B | ||
| Q1 25 | $2.9B | $2.9B | ||
| Q4 24 | $3.1B | $1.5B | ||
| Q3 24 | $3.1B | $926.0M | ||
| Q2 24 | $2.9B | $1.1B | ||
| Q1 24 | $2.9B | $1.4B |
净利润JBHTVG
| Q4 25 | $181.1M | $1.2B | ||
| Q3 25 | $170.8M | $550.0M | ||
| Q2 25 | $128.6M | $475.0M | ||
| Q1 25 | $117.7M | $517.0M | ||
| Q4 24 | $155.5M | $990.0M | ||
| Q3 24 | $152.1M | $-294.0M | ||
| Q2 24 | $135.9M | $352.0M | ||
| Q1 24 | $127.5M | $698.0M |
营业利润率JBHTVG
| Q4 25 | 8.0% | 38.7% | ||
| Q3 25 | 7.9% | 39.7% | ||
| Q2 25 | 6.7% | 33.5% | ||
| Q1 25 | 6.1% | 37.3% | ||
| Q4 24 | 6.6% | 39.0% | ||
| Q3 24 | 7.3% | 20.4% | ||
| Q2 24 | 7.0% | 32.8% | ||
| Q1 24 | 6.6% | 43.6% |
净利率JBHTVG
| Q4 25 | 5.8% | 26.8% | ||
| Q3 25 | 5.6% | 16.5% | ||
| Q2 25 | 4.4% | 15.3% | ||
| Q1 25 | 4.0% | 17.9% | ||
| Q4 24 | 4.9% | 65.0% | ||
| Q3 24 | 5.0% | -31.7% | ||
| Q2 24 | 4.6% | 31.8% | ||
| Q1 24 | 4.3% | 49.4% |
每股收益（稀释后）JBHTVG
| Q4 25 | $1.88 | $0.41 | ||
| Q3 25 | $1.76 | $0.16 | ||
| Q2 25 | $1.31 | $0.14 | ||
| Q1 25 | $1.17 | $0.15 | ||
| Q4 24 | $1.53 | $0.35 | ||
| Q3 24 | $1.49 | $-0.15 | ||
| Q2 24 | $1.32 | $0.12 | ||
| Q1 24 | $1.22 | $0.25 |
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 | $2.4B |
| 总债务越低越好 | — | $34.2B |
| 股东权益账面价值 | $3.6B | $6.7B |
| 总资产 | $7.9B | $53.4B |
| 负债/权益比越低杠杆越低 | — | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资JBHTVG
| Q4 25 | $17.3M | $2.4B | ||
| Q3 25 | $52.3M | $1.9B | ||
| Q2 25 | $50.9M | $2.2B | ||
| Q1 25 | $43.4M | $3.6B | ||
| Q4 24 | $47.0M | $3.6B | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $53.5M | — | ||
| Q1 24 | $64.2M | — |
总债务JBHTVG
| Q4 25 | — | $34.2B | ||
| Q3 25 | — | $32.6B | ||
| Q2 25 | — | $30.0B | ||
| Q1 25 | — | $29.3B | ||
| Q4 24 | $977.7M | $29.3B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTVG
| Q4 25 | $3.6B | $6.7B | ||
| Q3 25 | $3.6B | $5.7B | ||
| Q2 25 | $3.7B | $5.3B | ||
| Q1 25 | $3.9B | $4.9B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.2B | — |
总资产JBHTVG
| Q4 25 | $7.9B | $53.4B | ||
| Q3 25 | $8.1B | $50.1B | ||
| Q2 25 | $8.2B | $46.5B | ||
| Q1 25 | $8.3B | $45.1B | ||
| Q4 24 | $8.3B | $43.5B | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.4B | — |
负债/权益比JBHTVG
| Q4 25 | — | 5.07× | ||
| Q3 25 | — | 5.73× | ||
| Q2 25 | — | 5.69× | ||
| Q1 25 | — | 6.01× | ||
| Q4 24 | 0.24× | 10.11× | ||
| 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 | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $-1.5B |
| 自由现金流率自由现金流/营收 | 8.1% | -34.1% |
| 资本支出强度资本支出/营收 | 4.3% | 81.6% |
| 现金转化率经营现金流/净利润 | 2.13× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $-6.8B |
8季度趋势，按日历期对齐
经营现金流JBHTVG
| Q4 25 | $385.6M | $2.1B | ||
| Q3 25 | $486.4M | $1.9B | ||
| Q2 25 | $402.1M | $1.5B | ||
| Q1 25 | $404.2M | $1.1B | ||
| Q4 24 | $317.6M | — | ||
| Q3 24 | $338.5M | — | ||
| Q2 24 | $360.6M | — | ||
| Q1 24 | $466.5M | $638.0M |
自由现金流JBHTVG
| Q4 25 | $251.3M | $-1.5B | ||
| Q3 25 | $352.4M | $-1.4B | ||
| Q2 25 | $185.6M | $-1.5B | ||
| Q1 25 | $158.4M | $-2.4B | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | — | ||
| Q2 24 | $98.2M | — | ||
| Q1 24 | $263.1M | $-2.4B |
自由现金流率JBHTVG
| Q4 25 | 8.1% | -34.1% | ||
| Q3 25 | 11.5% | -42.4% | ||
| Q2 25 | 6.3% | -49.1% | ||
| Q1 25 | 5.4% | -81.3% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 8.9% | -167.3% |
资本支出强度JBHTVG
| Q4 25 | 4.3% | 81.6% | ||
| Q3 25 | 4.4% | 98.9% | ||
| Q2 25 | 7.4% | 96.1% | ||
| Q1 25 | 8.4% | 119.8% | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 6.9% | 212.4% |
现金转化率JBHTVG
| Q4 25 | 2.13× | 1.77× | ||
| Q3 25 | 2.85× | 3.42× | ||
| Q2 25 | 3.13× | 3.07× | ||
| Q1 25 | 3.43× | 2.15× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.65× | — | ||
| Q1 24 | 3.66× | 0.91× |
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% |
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |
