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J.B. Hunt（JBHT）与WHITE MOUNTAINS INSURANCE GROUP LTD（WTM）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WHITE MOUNTAINS INSURANCE GROUP LTD的1.9倍（$3.1B vs $1.6B），WHITE MOUNTAINS INSURANCE GROUP LTD净利率更高（52.1% vs 5.8%，领先46.3%），WHITE MOUNTAINS INSURANCE GROUP LTD同比增速更快（348.0% vs -1.6%），过去两年WHITE MOUNTAINS INSURANCE GROUP LTD的营收复合增速更高（57.4% 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。
怀特山保险集团是一家多元化保险及相关金融服务控股企业，总部位于百慕大汉密尔顿，1999年10月25日从美国特拉华州迁册至当前注册地，大部分业务通过旗下保险子公司及其他关联机构开展，覆盖多个保险及金融服务细分赛道。
JBHT vs WTM — 直观对比
营收规模更大
JBHT
是对方的1.9倍
$1.6B
营收增速更快
WTM
高出349.6%
-1.6%
净利率更高
WTM
高出46.3%
5.8%
两年增速更快
WTM
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $181.1M | $835.8M |
| 毛利率 | — | 97.1% |
| 营业利润率 | 8.0% | 56.2% |
| 净利率 | 5.8% | 52.1% |
| 营收同比 | -1.6% | 348.0% |
| 净利润同比 | 16.5% | 741.0% |
| 每股收益（稀释后） | $1.88 | $325.02 |
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JBHTWTM
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $864.2M | ||
| Q2 25 | $2.9B | $689.2M | ||
| Q1 25 | $2.9B | $577.8M | ||
| Q4 24 | $3.1B | $358.0M | ||
| Q3 24 | $3.1B | $839.1M | ||
| Q2 24 | $2.9B | $395.4M | ||
| Q1 24 | $2.9B | $647.3M |
净利润JBHTWTM
| Q4 25 | $181.1M | $835.8M | ||
| Q3 25 | $170.8M | $113.8M | ||
| Q2 25 | $128.6M | $122.9M | ||
| Q1 25 | $117.7M | $33.9M | ||
| Q4 24 | $155.5M | $-130.4M | ||
| Q3 24 | $152.1M | $179.0M | ||
| Q2 24 | $135.9M | $-54.6M | ||
| Q1 24 | $127.5M | $236.4M |
毛利率JBHTWTM
| Q4 25 | — | 97.1% | ||
| Q3 25 | — | 93.6% | ||
| Q2 25 | — | 93.8% | ||
| Q1 25 | — | 98.7% | ||
| Q4 24 | — | 97.9% | ||
| Q3 24 | — | 99.1% | ||
| Q2 24 | — | 98.2% | ||
| Q1 24 | — | 98.8% |
营业利润率JBHTWTM
| Q4 25 | 8.0% | 56.2% | ||
| Q3 25 | 7.9% | 20.7% | ||
| Q2 25 | 6.7% | 25.6% | ||
| Q1 25 | 6.1% | 12.5% | ||
| Q4 24 | 6.6% | -33.7% | ||
| Q3 24 | 7.3% | 28.5% | ||
| Q2 24 | 7.0% | -8.8% | ||
| Q1 24 | 6.6% | 35.9% |
净利率JBHTWTM
| Q4 25 | 5.8% | 52.1% | ||
| Q3 25 | 5.6% | 13.2% | ||
| Q2 25 | 4.4% | 17.8% | ||
| Q1 25 | 4.0% | 5.9% | ||
| Q4 24 | 4.9% | -36.4% | ||
| Q3 24 | 5.0% | 21.3% | ||
| Q2 24 | 4.6% | -13.8% | ||
| Q1 24 | 4.3% | 36.5% |
每股收益（稀释后）JBHTWTM
| Q4 25 | $1.88 | $325.02 | ||
| Q3 25 | $1.76 | $44.18 | ||
| Q2 25 | $1.31 | $47.75 | ||
| Q1 25 | $1.17 | $13.19 | ||
| Q4 24 | $1.53 | $-50.98 | ||
| Q3 24 | $1.49 | $69.68 | ||
| Q2 24 | $1.32 | $-21.24 | ||
| Q1 24 | $1.22 | $92.33 |
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 | — |
| 总债务越低越好 | — | $837.0M |
| 股东权益账面价值 | $3.6B | $5.4B |
| 总资产 | $7.9B | $12.3B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资JBHTWTM
| 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 | — | ||
| Q1 24 | $64.2M | — |
总债务JBHTWTM
| Q4 25 | — | $837.0M | ||
| Q3 25 | — | $870.4M | ||
| Q2 25 | — | $694.6M | ||
| Q1 25 | — | $676.1M | ||
| Q4 24 | $977.7M | $562.5M | ||
| Q3 24 | $1.0B | $544.9M | ||
| Q2 24 | $1.5B | $530.2M | ||
| Q1 24 | $1.4B | $532.1M |
股东权益JBHTWTM
| Q4 25 | $3.6B | $5.4B | ||
| Q3 25 | $3.6B | $4.8B | ||
| Q2 25 | $3.7B | $4.6B | ||
| Q1 25 | $3.9B | $4.5B | ||
| Q4 24 | $4.0B | $4.5B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $4.1B | $4.4B | ||
| Q1 24 | $4.2B | $4.5B |
总资产JBHTWTM
| Q4 25 | $7.9B | $12.3B | ||
| Q3 25 | $8.1B | $12.3B | ||
| Q2 25 | $8.2B | $11.8B | ||
| Q1 25 | $8.3B | $11.0B | ||
| Q4 24 | $8.3B | $9.9B | ||
| Q3 24 | $8.3B | $10.3B | ||
| Q2 24 | $8.4B | $10.2B | ||
| Q1 24 | $8.4B | $9.6B |
负债/权益比JBHTWTM
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | 0.24× | 0.13× | ||
| Q3 24 | 0.26× | 0.12× | ||
| Q2 24 | 0.36× | 0.12× | ||
| Q1 24 | 0.33× | 0.12× |
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 | $53.9M |
| 自由现金流经营现金流 - 资本支出 | $251.3M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 4.3% | — |
| 现金转化率经营现金流/净利润 | 2.13× | 0.06× |
| 过去12个月自由现金流最近4个季度 | $947.6M | — |
8季度趋势，按日历期对齐
经营现金流JBHTWTM
| Q4 25 | $385.6M | $53.9M | ||
| Q3 25 | $486.4M | $359.3M | ||
| Q2 25 | $402.1M | $177.5M | ||
| Q1 25 | $404.2M | $-40.2M | ||
| Q4 24 | $317.6M | $64.1M | ||
| Q3 24 | $338.5M | $269.4M | ||
| Q2 24 | $360.6M | $216.8M | ||
| Q1 24 | $466.5M | $36.5M |
自由现金流JBHTWTM
| Q4 25 | $251.3M | — | ||
| Q3 25 | $352.4M | — | ||
| Q2 25 | $185.6M | — | ||
| Q1 25 | $158.4M | — | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $163.1M | — | ||
| Q2 24 | $98.2M | — | ||
| Q1 24 | $263.1M | — |
自由现金流率JBHTWTM
| Q4 25 | 8.1% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 8.9% | — |
资本支出强度JBHTWTM
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | 6.9% | — |
现金转化率JBHTWTM
| Q4 25 | 2.13× | 0.06× | ||
| Q3 25 | 2.85× | 3.16× | ||
| Q2 25 | 3.13× | 1.44× | ||
| Q1 25 | 3.43× | -1.19× | ||
| Q4 24 | 2.04× | — | ||
| Q3 24 | 2.23× | 1.51× | ||
| Q2 24 | 2.65× | — | ||
| Q1 24 | 3.66× | 0.15× |
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% |
WTM
暂无分部数据
