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J.B. Hunt（JBHT）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是J.B. Hunt的1.1倍（$3.3B vs $3.1B），西部数据净利率更高（96.0% vs 4.6%，领先91.4%），西部数据同比增速更快（45.5% vs 4.6%），过去两年J.B. Hunt的营收复合增速更高（2.2% vs -9.7%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
JBHT vs WDC — 直观对比
营收规模更大
WDC
是对方的1.1倍
$3.1B
营收增速更快
WDC
高出40.8%
4.6%
净利率更高
WDC
高出91.4%
4.6%
两年增速更快
JBHT
近两年复合增速
-9.7%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.3B |
| 净利润 | $141.6M | $3.2B |
| 毛利率 | — | 50.2% |
| 营业利润率 | 6.8% | 35.7% |
| 净利率 | 4.6% | 96.0% |
| 营收同比 | 4.6% | 45.5% |
| 净利润同比 | 20.2% | 516.3% |
| 每股收益（稀释后） | $1.49 | $8.20 |
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JBHTWDC
| Q3 26 | — | $3.3B | ||
| Q2 26 | — | $3.0B | ||
| Q1 26 | $3.1B | $3.0B | ||
| Q4 25 | $3.1B | $2.8B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $2.9B | $-1.2B | ||
| Q1 25 | $2.9B | $2.3B | ||
| Q4 24 | $3.1B | $4.3B |
净利润JBHTWDC
| Q3 26 | — | $3.2B | ||
| Q2 26 | — | $1.8B | ||
| Q1 26 | $141.6M | $1.8B | ||
| Q4 25 | $181.1M | $1.2B | ||
| Q3 25 | $170.8M | — | ||
| Q2 25 | $128.6M | $282.0M | ||
| Q1 25 | $117.7M | $520.0M | ||
| Q4 24 | $155.5M | $594.0M |
毛利率JBHTWDC
| Q3 26 | — | 50.2% | ||
| Q2 26 | — | 45.7% | ||
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 35.4% |
营业利润率JBHTWDC
| Q3 26 | — | 35.7% | ||
| Q2 26 | — | 30.1% | ||
| Q1 26 | 6.8% | 30.1% | ||
| Q4 25 | 8.0% | 28.1% | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 6.1% | 33.1% | ||
| Q4 24 | 6.6% | 19.9% |
净利率JBHTWDC
| Q3 26 | — | 96.0% | ||
| Q2 26 | — | 61.1% | ||
| Q1 26 | 4.6% | 61.1% | ||
| Q4 25 | 5.8% | 41.9% | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.4% | -24.4% | ||
| Q1 25 | 4.0% | 22.7% | ||
| Q4 24 | 4.9% | 13.9% |
每股收益（稀释后）JBHTWDC
| Q3 26 | — | $8.20 | ||
| Q2 26 | — | $4.73 | ||
| Q1 26 | $1.49 | $4.73 | ||
| Q4 25 | $1.88 | $3.07 | ||
| Q3 25 | $1.76 | — | ||
| Q2 25 | $1.31 | $0.72 | ||
| Q1 25 | $1.17 | $1.42 | ||
| Q4 24 | $1.53 | $1.63 |
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 | $2.0B |
| 总债务越低越好 | $1.3B | $1.6B |
| 股东权益账面价值 | $3.6B | $9.7B |
| 总资产 | — | $15.0B |
| 负债/权益比越低杠杆越低 | 0.36× | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资JBHTWDC
| Q3 26 | — | $2.0B | ||
| Q2 26 | — | $2.0B | ||
| Q1 26 | $4.6M | $2.0B | ||
| Q4 25 | $17.3M | $2.0B | ||
| Q3 25 | $52.3M | — | ||
| Q2 25 | $50.9M | $2.1B | ||
| Q1 25 | $43.4M | $3.5B | ||
| Q4 24 | $47.0M | $2.3B |
总债务JBHTWDC
| Q3 26 | — | $1.6B | ||
| Q2 26 | — | $4.7B | ||
| Q1 26 | $1.3B | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | $977.7M | $7.4B |
股东权益JBHTWDC
| Q3 26 | — | $9.7B | ||
| Q2 26 | — | $7.1B | ||
| Q1 26 | $3.6B | $7.1B | ||
| Q4 25 | $3.6B | $5.9B | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.7B | $5.3B | ||
| Q1 25 | $3.9B | $5.2B | ||
| Q4 24 | $4.0B | $12.1B |
总资产JBHTWDC
| Q3 26 | — | $15.0B | ||
| Q2 26 | — | $15.6B | ||
| Q1 26 | — | $15.6B | ||
| Q4 25 | $7.9B | $14.4B | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.2B | $14.0B | ||
| Q1 25 | $8.3B | $16.4B | ||
| Q4 24 | $8.3B | $25.5B |
负债/权益比JBHTWDC
| Q3 26 | — | 0.16× | ||
| Q2 26 | — | 0.65× | ||
| Q1 26 | 0.36× | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | 0.24× | 0.61× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $978.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 2.49× | 0.35× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流JBHTWDC
| Q3 26 | — | $1.1B | ||
| Q2 26 | — | $745.0M | ||
| Q1 26 | $353.0M | — | ||
| Q4 25 | $385.6M | $672.0M | ||
| Q3 25 | $486.4M | — | ||
| Q2 25 | $402.1M | $746.0M | ||
| Q1 25 | $404.2M | $508.0M | ||
| Q4 24 | $317.6M | $403.0M |
自由现金流JBHTWDC
| Q3 26 | — | $978.0M | ||
| Q2 26 | — | $653.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $251.3M | $599.0M | ||
| Q3 25 | $352.4M | — | ||
| Q2 25 | $185.6M | $675.0M | ||
| Q1 25 | $158.4M | $379.0M | ||
| Q4 24 | $93.3M | $287.0M |
自由现金流率JBHTWDC
| Q3 26 | — | 29.3% | ||
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 21.3% | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 6.3% | -58.5% | ||
| Q1 25 | 5.4% | 16.5% | ||
| Q4 24 | 3.0% | 6.7% |
资本支出强度JBHTWDC
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.3% | 2.6% | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 7.4% | -6.2% | ||
| Q1 25 | 8.4% | 5.6% | ||
| Q4 24 | 7.1% | 2.7% |
现金转化率JBHTWDC
| Q3 26 | — | 0.35× | ||
| Q2 26 | — | 0.40× | ||
| Q1 26 | 2.49× | — | ||
| Q4 25 | 2.13× | 0.57× | ||
| Q3 25 | 2.85× | — | ||
| Q2 25 | 3.13× | 2.65× | ||
| Q1 25 | 3.43× | 0.98× | ||
| Q4 24 | 2.04× | 0.68× |
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% |
WDC
暂无分部数据
