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J.B. Hunt（JBHT）与Workday, Inc.（WDAY）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Workday, Inc.的1.3倍（$3.1B vs $2.4B），Workday, Inc.净利率更高（10.4% vs 4.6%，领先5.7%），Workday, Inc.同比增速更快（12.6% vs 4.6%），过去两年Workday, Inc.的营收复合增速更高（12.5% 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。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
JBHT vs WDAY — 直观对比
营收规模更大
JBHT
是对方的1.3倍
$2.4B
营收增速更快
WDAY
高出8.0%
4.6%
净利率更高
WDAY
高出5.7%
4.6%
两年增速更快
WDAY
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.4B |
| 净利润 | $141.6M | $252.0M |
| 毛利率 | — | — |
| 营业利润率 | 6.8% | 10.6% |
| 净利率 | 4.6% | 10.4% |
| 营收同比 | 4.6% | 12.6% |
| 净利润同比 | 20.2% | 30.6% |
| 每股收益（稀释后） | $1.49 | $0.94 |
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JBHTWDAY
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $2.4B | ||
| Q3 25 | $3.1B | $2.3B | ||
| Q2 25 | $2.9B | $2.2B | ||
| Q1 25 | $2.9B | $2.2B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $2.9B | $2.0B |
净利润JBHTWDAY
| Q1 26 | $141.6M | — | ||
| Q4 25 | $181.1M | $252.0M | ||
| Q3 25 | $170.8M | $228.0M | ||
| Q2 25 | $128.6M | $68.0M | ||
| Q1 25 | $117.7M | $94.0M | ||
| Q4 24 | $155.5M | $193.0M | ||
| Q3 24 | $152.1M | $132.0M | ||
| Q2 24 | $135.9M | $107.0M |
营业利润率JBHTWDAY
| Q1 26 | 6.8% | — | ||
| Q4 25 | 8.0% | 10.6% | ||
| Q3 25 | 7.9% | 10.6% | ||
| Q2 25 | 6.7% | 1.7% | ||
| Q1 25 | 6.1% | 3.4% | ||
| Q4 24 | 6.6% | 7.6% | ||
| Q3 24 | 7.3% | 5.3% | ||
| Q2 24 | 7.0% | 3.2% |
净利率JBHTWDAY
| Q1 26 | 4.6% | — | ||
| Q4 25 | 5.8% | 10.4% | ||
| Q3 25 | 5.6% | 9.7% | ||
| Q2 25 | 4.4% | 3.0% | ||
| Q1 25 | 4.0% | 4.3% | ||
| Q4 24 | 4.9% | 8.9% | ||
| Q3 24 | 5.0% | 6.3% | ||
| Q2 24 | 4.6% | 5.4% |
每股收益（稀释后）JBHTWDAY
| Q1 26 | $1.49 | — | ||
| Q4 25 | $1.88 | $0.94 | ||
| Q3 25 | $1.76 | $0.84 | ||
| Q2 25 | $1.31 | $0.25 | ||
| Q1 25 | $1.17 | $0.34 | ||
| Q4 24 | $1.53 | $0.72 | ||
| Q3 24 | $1.49 | $0.49 | ||
| Q2 24 | $1.32 | $0.40 |
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 | $6.8B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $3.6B | $8.9B |
| 总资产 | — | $17.8B |
| 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JBHTWDAY
| Q1 26 | $4.6M | — | ||
| Q4 25 | $17.3M | $6.8B | ||
| Q3 25 | $52.3M | $8.2B | ||
| Q2 25 | $50.9M | $8.0B | ||
| Q1 25 | $43.4M | $8.0B | ||
| Q4 24 | $47.0M | $7.2B | ||
| Q3 24 | $120.0M | $7.4B | ||
| Q2 24 | $53.5M | $7.2B |
总债务JBHTWDAY
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | $3.0B |
股东权益JBHTWDAY
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $8.9B | ||
| Q3 25 | $3.6B | $9.2B | ||
| Q2 25 | $3.7B | $8.9B | ||
| Q1 25 | $3.9B | $9.0B | ||
| Q4 24 | $4.0B | $8.6B | ||
| Q3 24 | $4.0B | $8.3B | ||
| Q2 24 | $4.1B | $8.2B |
总资产JBHTWDAY
| Q1 26 | — | — | ||
| Q4 25 | $7.9B | $17.8B | ||
| Q3 25 | $8.1B | $18.0B | ||
| Q2 25 | $8.2B | $17.2B | ||
| Q1 25 | $8.3B | $18.0B | ||
| Q4 24 | $8.3B | $16.4B | ||
| Q3 24 | $8.3B | $16.2B | ||
| Q2 24 | $8.4B | $15.9B |
负债/权益比JBHTWDAY
| Q1 26 | 0.36× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.36× | 0.37× |
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 | $588.0M |
| 自由现金流经营现金流 - 资本支出 | — | $550.0M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | 2.3% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.49× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流JBHTWDAY
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $588.0M | ||
| Q3 25 | $486.4M | $616.0M | ||
| Q2 25 | $402.1M | $457.0M | ||
| Q1 25 | $404.2M | $1.1B | ||
| Q4 24 | $317.6M | $406.0M | ||
| Q3 24 | $338.5M | $571.0M | ||
| Q2 24 | $360.6M | $372.0M |
自由现金流JBHTWDAY
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $550.0M | ||
| Q3 25 | $352.4M | $588.0M | ||
| Q2 25 | $185.6M | $421.0M | ||
| Q1 25 | $158.4M | $1.0B | ||
| Q4 24 | $93.3M | $359.0M | ||
| Q3 24 | $163.1M | $516.0M | ||
| Q2 24 | $98.2M | $291.0M |
自由现金流率JBHTWDAY
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 22.6% | ||
| Q3 25 | 11.5% | 25.0% | ||
| Q2 25 | 6.3% | 18.8% | ||
| Q1 25 | 5.4% | 46.4% | ||
| Q4 24 | 3.0% | 16.6% | ||
| Q3 24 | 5.3% | 24.7% | ||
| Q2 24 | 3.4% | 14.6% |
资本支出强度JBHTWDAY
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.3% | 1.6% | ||
| Q3 25 | 4.4% | 1.2% | ||
| Q2 25 | 7.4% | 1.6% | ||
| Q1 25 | 8.4% | 3.9% | ||
| Q4 24 | 7.1% | 2.2% | ||
| Q3 24 | 5.7% | 2.6% | ||
| Q2 24 | 9.0% | 4.1% |
现金转化率JBHTWDAY
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 2.33× | ||
| Q3 25 | 2.85× | 2.70× | ||
| Q2 25 | 3.13× | 6.72× | ||
| Q1 25 | 3.43× | 11.83× | ||
| Q4 24 | 2.04× | 2.10× | ||
| Q3 24 | 2.23× | 4.33× | ||
| Q2 24 | 2.65× | 3.48× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
