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J.B. Hunt（JBHT）与惠而浦（WHR）财务数据对比。点击上方公司名可切换其他公司
惠而浦的季度营收约是J.B. Hunt的1.3倍（$4.1B vs $3.1B），J.B. Hunt净利率更高（5.8% vs 2.7%，领先3.2%），惠而浦同比增速更快（-0.9% vs -1.6%），惠而浦自由现金流更多（$989.0M vs $251.3M），过去两年J.B. Hunt的营收复合增速更高（2.6% vs -4.5%）
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。
惠而浦是总部位于美国密歇根州本顿特许镇的跨国家电研发、生产及销售企业，位列《财富》世界500强。2023年集团年销售额约190亿美元，全球员工规模近5.9万人，在世界各地布局超55座生产及技术研发中心。
JBHT vs WHR — 直观对比
营收规模更大
WHR
是对方的1.3倍
$3.1B
营收增速更快
WHR
高出0.7%
-1.6%
净利率更高
JBHT
高出3.2%
2.7%
自由现金流更多
WHR
多$737.7M
$251.3M
两年增速更快
JBHT
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.1B |
| 净利润 | $181.1M | $109.0M |
| 毛利率 | — | 14.0% |
| 营业利润率 | 8.0% | 6.0% |
| 净利率 | 5.8% | 2.7% |
| 营收同比 | -1.6% | -0.9% |
| 净利润同比 | 16.5% | 127.8% |
| 每股收益（稀释后） | $1.88 | $1.92 |
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JBHTWHR
| Q4 25 | $3.1B | $4.1B | ||
| Q3 25 | $3.1B | $4.0B | ||
| Q2 25 | $2.9B | $3.8B | ||
| Q1 25 | $2.9B | $3.6B | ||
| Q4 24 | $3.1B | $4.1B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $2.9B | $4.0B | ||
| Q1 24 | $2.9B | $4.5B |
净利润JBHTWHR
| Q4 25 | $181.1M | $109.0M | ||
| Q3 25 | $170.8M | $73.0M | ||
| Q2 25 | $128.6M | $65.0M | ||
| Q1 25 | $117.7M | $71.0M | ||
| Q4 24 | $155.5M | $-392.0M | ||
| Q3 24 | $152.1M | $109.0M | ||
| Q2 24 | $135.9M | $219.0M | ||
| Q1 24 | $127.5M | $-259.0M |
毛利率JBHTWHR
| Q4 25 | — | 14.0% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 14.3% |
营业利润率JBHTWHR
| Q4 25 | 8.0% | 6.0% | ||
| Q3 25 | 7.9% | 5.1% | ||
| Q2 25 | 6.7% | 5.4% | ||
| Q1 25 | 6.1% | 5.1% | ||
| Q4 24 | 6.6% | -3.3% | ||
| Q3 24 | 7.3% | 6.6% | ||
| Q2 24 | 7.0% | 3.3% | ||
| Q1 24 | 6.6% | -2.6% |
净利率JBHTWHR
| Q4 25 | 5.8% | 2.7% | ||
| Q3 25 | 5.6% | 1.8% | ||
| Q2 25 | 4.4% | 1.7% | ||
| Q1 25 | 4.0% | 2.0% | ||
| Q4 24 | 4.9% | -9.5% | ||
| Q3 24 | 5.0% | 2.7% | ||
| Q2 24 | 4.6% | 5.5% | ||
| Q1 24 | 4.3% | -5.8% |
每股收益（稀释后）JBHTWHR
| Q4 25 | $1.88 | $1.92 | ||
| Q3 25 | $1.76 | $1.29 | ||
| Q2 25 | $1.31 | $1.17 | ||
| Q1 25 | $1.17 | $1.28 | ||
| Q4 24 | $1.53 | $-7.11 | ||
| Q3 24 | $1.49 | $2.00 | ||
| Q2 24 | $1.32 | $3.96 | ||
| Q1 24 | $1.22 | $-4.72 |
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 | $669.0M |
| 总债务越低越好 | — | $6.2B |
| 股东权益账面价值 | $3.6B | $2.7B |
| 总资产 | $7.9B | $16.0B |
| 负债/权益比越低杠杆越低 | — | 2.26× |
8季度趋势，按日历期对齐
现金及短期投资JBHTWHR
| Q4 25 | $17.3M | $669.0M | ||
| Q3 25 | $52.3M | $934.0M | ||
| Q2 25 | $50.9M | $1.1B | ||
| Q1 25 | $43.4M | $1.0B | ||
| Q4 24 | $47.0M | $1.3B | ||
| Q3 24 | $120.0M | $1.1B | ||
| Q2 24 | $53.5M | $1.2B | ||
| Q1 24 | $64.2M | $1.2B |
总债务JBHTWHR
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $977.7M | $6.6B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
股东权益JBHTWHR
| Q4 25 | $3.6B | $2.7B | ||
| Q3 25 | $3.6B | $2.6B | ||
| Q2 25 | $3.7B | $2.6B | ||
| Q1 25 | $3.9B | $2.6B | ||
| Q4 24 | $4.0B | $2.7B | ||
| Q3 24 | $4.0B | $3.0B | ||
| Q2 24 | $4.1B | $3.1B | ||
| Q1 24 | $4.2B | $2.4B |
总资产JBHTWHR
| Q4 25 | $7.9B | $16.0B | ||
| Q3 25 | $8.1B | $16.9B | ||
| Q2 25 | $8.2B | $16.8B | ||
| Q1 25 | $8.3B | $16.5B | ||
| Q4 24 | $8.3B | $16.3B | ||
| Q3 24 | $8.3B | $17.2B | ||
| Q2 24 | $8.4B | $17.3B | ||
| Q1 24 | $8.4B | $17.4B |
负债/权益比JBHTWHR
| Q4 25 | — | 2.26× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.24× | 2.46× | ||
| 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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $251.3M | $989.0M |
| 自由现金流率自由现金流/营收 | 8.1% | 24.1% |
| 资本支出强度资本支出/营收 | 4.3% | 3.7% |
| 现金转化率经营现金流/净利润 | 2.13× | 10.45× |
| 过去12个月自由现金流最近4个季度 | $947.6M | $81.0M |
8季度趋势，按日历期对齐
经营现金流JBHTWHR
| Q4 25 | $385.6M | $1.1B | ||
| Q3 25 | $486.4M | $33.0M | ||
| Q2 25 | $402.1M | $19.0M | ||
| Q1 25 | $404.2M | $-721.0M | ||
| Q4 24 | $317.6M | $1.1B | ||
| Q3 24 | $338.5M | $214.0M | ||
| Q2 24 | $360.6M | $388.0M | ||
| Q1 24 | $466.5M | $-873.0M |
自由现金流JBHTWHR
| Q4 25 | $251.3M | $989.0M | ||
| Q3 25 | $352.4M | $-52.0M | ||
| Q2 25 | $185.6M | $-63.0M | ||
| Q1 25 | $158.4M | $-793.0M | ||
| Q4 24 | $93.3M | $970.0M | ||
| Q3 24 | $163.1M | $127.0M | ||
| Q2 24 | $98.2M | $275.0M | ||
| Q1 24 | $263.1M | $-988.0M |
自由现金流率JBHTWHR
| Q4 25 | 8.1% | 24.1% | ||
| Q3 25 | 11.5% | -1.3% | ||
| Q2 25 | 6.3% | -1.7% | ||
| Q1 25 | 5.4% | -21.9% | ||
| Q4 24 | 3.0% | 23.5% | ||
| Q3 24 | 5.3% | 3.2% | ||
| Q2 24 | 3.4% | 6.9% | ||
| Q1 24 | 8.9% | -22.0% |
资本支出强度JBHTWHR
| Q4 25 | 4.3% | 3.7% | ||
| Q3 25 | 4.4% | 2.1% | ||
| Q2 25 | 7.4% | 2.2% | ||
| Q1 25 | 8.4% | 2.0% | ||
| Q4 24 | 7.1% | 3.3% | ||
| Q3 24 | 5.7% | 2.2% | ||
| Q2 24 | 9.0% | 2.8% | ||
| Q1 24 | 6.9% | 2.6% |
现金转化率JBHTWHR
| Q4 25 | 2.13× | 10.45× | ||
| Q3 25 | 2.85× | 0.45× | ||
| Q2 25 | 3.13× | 0.29× | ||
| Q1 25 | 3.43× | -10.15× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | 1.96× | ||
| Q2 24 | 2.65× | 1.77× | ||
| Q1 24 | 3.66× | — |
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% |
WHR
| Refrigeration | $1.2B | 30% |
| Laundry | $1.1B | 27% |
| Cooking | $1.1B | 26% |
| Dishwashing | $299.0M | 7% |
| Other | $266.0M | 6% |
| Spare Parts And Warranties | $139.0M | 3% |
