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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.3倍（$1.5B vs $1.2B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs -3.1%，领先11.3%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs -11.9%），APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
AIT vs RXO — 直观对比
营收规模更大
RXO
是对方的1.3倍
$1.2B
营收增速更快
AIT
高出20.3%
-11.9%
净利率更高
AIT
高出11.3%
-3.1%
自由现金流更多
AIT
多$102.4M
$-9.0M
两年增速更快
RXO
近两年复合增速
0.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.5B |
| 净利润 | $95.3M | $-46.0M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 10.6% | -2.9% |
| 净利率 | 8.2% | -3.1% |
| 营收同比 | 8.4% | -11.9% |
| 净利润同比 | 2.2% | -84.0% |
| 每股收益（稀释后） | $2.51 | $-0.28 |
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AITRXO
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $930.0M | ||
| Q1 24 | $1.1B | $913.0M |
净利润AITRXO
| Q4 25 | $95.3M | $-46.0M | ||
| Q3 25 | $100.8M | $-14.0M | ||
| Q2 25 | $107.8M | $-9.0M | ||
| Q1 25 | $99.8M | $-31.0M | ||
| Q4 24 | $93.3M | $-25.0M | ||
| Q3 24 | $92.1M | $-243.0M | ||
| Q2 24 | $103.5M | $-7.0M | ||
| Q1 24 | $97.2M | $-15.0M |
毛利率AITRXO
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — | ||
| Q1 24 | 29.5% | — |
营业利润率AITRXO
| Q4 25 | 10.6% | -2.9% | ||
| Q3 25 | 10.8% | -0.5% | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 11.1% | -2.1% | ||
| Q4 24 | 11.3% | -1.4% | ||
| Q3 24 | 10.3% | -1.9% | ||
| Q2 24 | 12.0% | — | ||
| Q1 24 | 10.6% | -1.3% |
净利率AITRXO
| Q4 25 | 8.2% | -3.1% | ||
| Q3 25 | 8.4% | -1.0% | ||
| Q2 25 | 8.8% | -0.6% | ||
| Q1 25 | 8.6% | -2.2% | ||
| Q4 24 | 8.7% | -1.5% | ||
| Q3 24 | 8.4% | -23.4% | ||
| Q2 24 | 8.9% | -0.8% | ||
| Q1 24 | 8.5% | -1.6% |
每股收益（稀释后）AITRXO
| Q4 25 | $2.51 | $-0.28 | ||
| Q3 25 | $2.63 | $-0.08 | ||
| Q2 25 | $2.80 | $-0.05 | ||
| Q1 25 | $2.57 | $-0.18 | ||
| Q4 24 | $2.39 | $-0.17 | ||
| Q3 24 | $2.36 | $-1.81 | ||
| Q2 24 | $2.64 | $-0.06 | ||
| Q1 24 | $2.48 | $-0.13 |
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 | $406.0M | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $1.9B | $1.5B |
| 总资产 | $3.2B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AITRXO
| Q4 25 | $406.0M | $17.0M | ||
| Q3 25 | $418.7M | $25.0M | ||
| Q2 25 | $388.4M | $18.0M | ||
| Q1 25 | $352.8M | $16.0M | ||
| Q4 24 | $303.4M | $35.0M | ||
| Q3 24 | $538.5M | $55.0M | ||
| Q2 24 | $460.6M | $7.0M | ||
| Q1 24 | $456.5M | $7.0M |
总债务AITRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益AITRXO
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.7B | $579.0M | ||
| Q1 24 | $1.7B | $582.0M |
总资产AITRXO
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.3B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $2.9B | $1.8B |
负债/权益比AITRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $99.7M | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $-9.0M |
| 自由现金流率自由现金流/营收 | 8.0% | -0.6% |
| 资本支出强度资本支出/营收 | 0.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $458.5M | $-8.0M |
8季度趋势，按日历期对齐
经营现金流AITRXO
| Q4 25 | $99.7M | $7.0M | ||
| Q3 25 | $119.3M | $23.0M | ||
| Q2 25 | $147.0M | $23.0M | ||
| Q1 25 | $122.5M | $-2.0M | ||
| Q4 24 | $95.1M | $-7.0M | ||
| Q3 24 | $127.7M | $-7.0M | ||
| Q2 24 | $119.2M | $-5.0M | ||
| Q1 24 | $84.2M | $7.0M |
自由现金流AITRXO
| Q4 25 | $93.4M | $-9.0M | ||
| Q3 25 | $112.0M | $9.0M | ||
| Q2 25 | $138.2M | $9.0M | ||
| Q1 25 | $114.9M | $-17.0M | ||
| Q4 24 | $89.9M | $-19.0M | ||
| Q3 24 | $122.2M | $-18.0M | ||
| Q2 24 | $111.7M | $-16.0M | ||
| Q1 24 | $76.7M | $-4.0M |
自由现金流率AITRXO
| Q4 25 | 8.0% | -0.6% | ||
| Q3 25 | 9.3% | 0.6% | ||
| Q2 25 | 11.3% | 0.6% | ||
| Q1 25 | 9.8% | -1.2% | ||
| Q4 24 | 8.4% | -1.1% | ||
| Q3 24 | 11.1% | -1.7% | ||
| Q2 24 | 9.6% | -1.7% | ||
| Q1 24 | 6.7% | -0.4% |
资本支出强度AITRXO
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.7% | 1.0% | ||
| Q1 25 | 0.6% | 1.0% | ||
| Q4 24 | 0.5% | 0.7% | ||
| Q3 24 | 0.5% | 1.1% | ||
| Q2 24 | 0.6% | 1.2% | ||
| Q1 24 | 0.7% | 1.2% |
现金转化率AITRXO
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 0.87× | — |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
