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J.B. Hunt（JBHT）与WESCO INTERNATIONAL INC（WCC）财务数据对比。点击上方公司名可切换其他公司
WESCO INTERNATIONAL INC的季度营收约是J.B. Hunt的2.0倍（$6.1B vs $3.1B），J.B. Hunt净利率更高（4.6% vs 2.5%，领先2.1%），WESCO INTERNATIONAL INC同比增速更快（13.8% vs 4.6%），过去两年WESCO INTERNATIONAL INC的营收复合增速更高（5.3% 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。
WESCO国际是一家美国上市控股公司，旗下子公司WESCO Distribution主营电气产品分销及相关服务，总部位于宾夕法尼亚州匹兹堡市，可为工业、基建、商业等多领域客户提供一站式电气供应链解决方案与技术支持服务。
JBHT vs WCC — 直观对比
营收规模更大
WCC
是对方的2.0倍
$3.1B
营收增速更快
WCC
高出9.2%
4.6%
净利率更高
JBHT
高出2.1%
2.5%
两年增速更快
WCC
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $6.1B |
| 净利润 | $141.6M | $153.8M |
| 毛利率 | — | 21.2% |
| 营业利润率 | 6.8% | 4.8% |
| 净利率 | 4.6% | 2.5% |
| 营收同比 | 4.6% | 13.8% |
| 净利润同比 | 20.2% | 47.9% |
| 每股收益（稀释后） | $1.49 | — |
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JBHTWCC
| Q1 26 | $3.1B | $6.1B | ||
| Q4 25 | $3.1B | $6.1B | ||
| Q3 25 | $3.1B | $6.2B | ||
| Q2 25 | $2.9B | $5.9B | ||
| Q1 25 | $2.9B | $5.3B | ||
| Q4 24 | $3.1B | $5.5B | ||
| Q3 24 | $3.1B | $5.5B | ||
| Q2 24 | $2.9B | $5.5B |
净利润JBHTWCC
| Q1 26 | $141.6M | $153.8M | ||
| Q4 25 | $181.1M | $159.8M | ||
| Q3 25 | $170.8M | $187.5M | ||
| Q2 25 | $128.6M | $174.5M | ||
| Q1 25 | $117.7M | $118.4M | ||
| Q4 24 | $155.5M | $165.4M | ||
| Q3 24 | $152.1M | $204.3M | ||
| Q2 24 | $135.9M | $232.1M |
毛利率JBHTWCC
| Q1 26 | — | 21.2% | ||
| Q4 25 | — | 21.2% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | — | 21.2% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 21.9% |
营业利润率JBHTWCC
| Q1 26 | 6.8% | 4.8% | ||
| Q4 25 | 8.0% | 5.3% | ||
| Q3 25 | 7.9% | 5.6% | ||
| Q2 25 | 6.7% | 5.5% | ||
| Q1 25 | 6.1% | 4.5% | ||
| Q4 24 | 6.6% | 5.5% | ||
| Q3 24 | 7.3% | 6.1% | ||
| Q2 24 | 7.0% | 5.9% |
净利率JBHTWCC
| Q1 26 | 4.6% | 2.5% | ||
| Q4 25 | 5.8% | 2.6% | ||
| Q3 25 | 5.6% | 3.0% | ||
| Q2 25 | 4.4% | 3.0% | ||
| Q1 25 | 4.0% | 2.2% | ||
| Q4 24 | 4.9% | 3.0% | ||
| Q3 24 | 5.0% | 3.7% | ||
| Q2 24 | 4.6% | 4.2% |
每股收益（稀释后）JBHTWCC
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $3.33 | ||
| Q3 25 | $1.76 | $3.79 | ||
| Q2 25 | $1.31 | $3.83 | ||
| Q1 25 | $1.17 | $2.10 | ||
| Q4 24 | $1.53 | $3.01 | ||
| Q3 24 | $1.49 | $3.81 | ||
| Q2 24 | $1.32 | $4.28 |
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 | $696.6M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $3.6B | $5.1B |
| 总资产 | — | $17.0B |
| 负债/权益比越低杠杆越低 | 0.36× | — |
8季度趋势，按日历期对齐
现金及短期投资JBHTWCC
| Q1 26 | $4.6M | $696.6M | ||
| Q4 25 | $17.3M | — | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $43.4M | — | ||
| Q4 24 | $47.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $53.5M | — |
总债务JBHTWCC
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — |
股东权益JBHTWCC
| Q1 26 | $3.6B | $5.1B | ||
| Q4 25 | $3.6B | $5.0B | ||
| Q3 25 | $3.6B | $4.8B | ||
| Q2 25 | $3.7B | $4.8B | ||
| Q1 25 | $3.9B | $5.0B | ||
| Q4 24 | $4.0B | $5.0B | ||
| Q3 24 | $4.0B | $5.0B | ||
| Q2 24 | $4.1B | $4.9B |
总资产JBHTWCC
| Q1 26 | — | $17.0B | ||
| Q4 25 | $7.9B | $16.5B | ||
| Q3 25 | $8.1B | $16.6B | ||
| Q2 25 | $8.2B | $16.2B | ||
| Q1 25 | $8.3B | $15.5B | ||
| Q4 24 | $8.3B | $15.1B | ||
| Q3 24 | $8.3B | $15.3B | ||
| Q2 24 | $8.4B | $15.1B |
负债/权益比JBHTWCC
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.36× | — |
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 | $221.4M |
| 自由现金流经营现金流 - 资本支出 | — | $213.4M |
| 自由现金流率自由现金流/营收 | — | 3.5% |
| 资本支出强度资本支出/营收 | 2.3% | 0.4% |
| 现金转化率经营现金流/净利润 | 2.49× | 1.44× |
| 过去12个月自由现金流最近4个季度 | — | $231.0M |
8季度趋势，按日历期对齐
经营现金流JBHTWCC
| Q1 26 | $353.0M | $221.4M | ||
| Q4 25 | $385.6M | $71.9M | ||
| Q3 25 | $486.4M | $-82.7M | ||
| Q2 25 | $402.1M | $107.8M | ||
| Q1 25 | $404.2M | $28.0M | ||
| Q4 24 | $317.6M | $276.6M | ||
| Q3 24 | $338.5M | $302.1M | ||
| Q2 24 | $360.6M | $-223.8M |
自由现金流JBHTWCC
| Q1 26 | — | $213.4M | ||
| Q4 25 | $251.3M | $27.5M | ||
| Q3 25 | $352.4M | $-95.9M | ||
| Q2 25 | $185.6M | $86.0M | ||
| Q1 25 | $158.4M | $7.6M | ||
| Q4 24 | $93.3M | $252.3M | ||
| Q3 24 | $163.1M | $272.9M | ||
| Q2 24 | $98.2M | $-244.6M |
自由现金流率JBHTWCC
| Q1 26 | — | 3.5% | ||
| Q4 25 | 8.1% | 0.5% | ||
| Q3 25 | 11.5% | -1.5% | ||
| Q2 25 | 6.3% | 1.5% | ||
| Q1 25 | 5.4% | 0.1% | ||
| Q4 24 | 3.0% | 4.6% | ||
| Q3 24 | 5.3% | 5.0% | ||
| Q2 24 | 3.4% | -4.5% |
资本支出强度JBHTWCC
| Q1 26 | 2.3% | 0.4% | ||
| Q4 25 | 4.3% | 0.7% | ||
| Q3 25 | 4.4% | 0.2% | ||
| Q2 25 | 7.4% | 0.4% | ||
| Q1 25 | 8.4% | 0.4% | ||
| Q4 24 | 7.1% | 0.4% | ||
| Q3 24 | 5.7% | 0.5% | ||
| Q2 24 | 9.0% | 0.4% |
现金转化率JBHTWCC
| Q1 26 | 2.49× | 1.44× | ||
| Q4 25 | 2.13× | 0.45× | ||
| Q3 25 | 2.85× | -0.44× | ||
| Q2 25 | 3.13× | 0.62× | ||
| Q1 25 | 3.43× | 0.24× | ||
| Q4 24 | 2.04× | 1.67× | ||
| Q3 24 | 2.23× | 1.48× | ||
| Q2 24 | 2.65× | -0.96× |
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% |
WCC
| CSS | $2.5B | 41% |
| EES | $2.2B | 37% |
| UBS | $1.4B | 22% |
