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空气化工产品公司(APD)与CSX Corporation(CSX)财务数据对比。点击上方公司名可切换其他公司
CSX Corporation的季度营收约是空气化工产品公司的1.1倍($3.5B vs $3.2B),CSX Corporation净利率更高(23.2% vs 22.9%,领先0.3%),空气化工产品公司同比增速更快(8.8% vs 1.7%),过去两年空气化工产品公司的营收复合增速更高(3.1% vs -3.0%)
空气化工产品公司是全球知名的工业气体供应商,业务覆盖全球各地,主营大气气体、工艺气体、特种气体、相关设备及服务,产品涵盖氧气、氮气、氩气、氢气、氦气、二氧化碳、一氧化碳、合成气等,同时供应空分装置、非低温发生器等气体生产处理设备,服务炼油、化工、气化等多个行业领域。
CSX运输是美国一级货运铁路企业,业务覆盖美国东部区域及加拿大安大略省、魁北克省,运营铁路总里程约3.4万公里,隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation,是其旗下核心子公司。
APD vs CSX — 直观对比
营收规模更大
CSX
是对方的1.1倍
$3.2B
营收增速更快
APD
高出7.0%
1.7%
净利率更高
CSX
高出0.3%
22.9%
两年增速更快
APD
近两年复合增速
-3.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $3.5B |
| 净利润 | $724.8M | $807.0M |
| 毛利率 | 31.1% | — |
| 营业利润率 | — | 36.0% |
| 净利率 | 22.9% | 23.2% |
| 营收同比 | 8.8% | 1.7% |
| 净利润同比 | 166.6% | 24.9% |
| 每股收益(稀释后) | $3.19 | — |
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
APD
CSX
| Q1 26 | $3.2B | $3.5B | ||
| Q4 25 | $3.1B | $3.5B | ||
| Q3 25 | $3.2B | $3.6B | ||
| Q2 25 | $3.0B | $3.6B | ||
| Q1 25 | $2.9B | $3.4B | ||
| Q4 24 | $2.9B | $3.5B | ||
| Q3 24 | $3.2B | $3.6B | ||
| Q2 24 | $3.0B | $3.7B |
净利润
APD
CSX
| Q1 26 | $724.8M | $807.0M | ||
| Q4 25 | $678.2M | $720.0M | ||
| Q3 25 | $4.9M | $694.0M | ||
| Q2 25 | $713.8M | $829.0M | ||
| Q1 25 | $-1.7B | $646.0M | ||
| Q4 24 | $617.4M | $720.0M | ||
| Q3 24 | $1.9B | $894.0M | ||
| Q2 24 | $696.6M | $963.0M |
毛利率
APD
CSX
| Q1 26 | 31.1% | — | ||
| Q4 25 | 32.1% | — | ||
| Q3 25 | 32.3% | — | ||
| Q2 25 | 32.5% | — | ||
| Q1 25 | 29.6% | — | ||
| Q4 24 | 31.2% | — | ||
| Q3 24 | 34.0% | — | ||
| Q2 24 | 32.8% | — |
营业利润率
APD
CSX
| Q1 26 | — | 36.0% | ||
| Q4 25 | 23.7% | 31.6% | ||
| Q3 25 | 0.5% | 30.3% | ||
| Q2 25 | 26.2% | 35.9% | ||
| Q1 25 | -79.8% | 30.4% | ||
| Q4 24 | 22.0% | 30.8% | ||
| Q3 24 | 76.1% | 37.4% | ||
| Q2 24 | 24.7% | 39.1% |
净利率
APD
CSX
| Q1 26 | 22.9% | 23.2% | ||
| Q4 25 | 21.9% | 20.5% | ||
| Q3 25 | 0.2% | 19.3% | ||
| Q2 25 | 23.6% | 23.2% | ||
| Q1 25 | -59.3% | 18.9% | ||
| Q4 24 | 21.1% | 20.3% | ||
| Q3 24 | 61.2% | 24.7% | ||
| Q2 24 | 23.3% | 26.0% |
每股收益(稀释后)
APD
CSX
| Q1 26 | $3.19 | — | ||
| Q4 25 | $3.04 | $0.39 | ||
| Q3 25 | $0.03 | $0.37 | ||
| Q2 25 | $3.20 | $0.44 | ||
| Q1 25 | $-7.77 | $0.34 | ||
| Q4 24 | $2.77 | $0.38 | ||
| Q3 24 | $8.75 | $0.46 | ||
| Q2 24 | $3.13 | $0.49 |
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 | — | $1.1B |
| 总债务越低越好 | $17.4M | $18.9B |
| 股东权益账面价值 | $18.1M | $13.6B |
| 总资产 | $41.6M | $44.2B |
| 负债/权益比越低杠杆越低 | 0.96× | 1.39× |
8季度趋势,按日历期对齐
现金及短期投资
APD
CSX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0B | $5.0M | ||
| Q3 25 | $1.9B | $6.0M | ||
| Q2 25 | $2.3B | $6.0M | ||
| Q1 25 | $1.6B | $8.0M | ||
| Q4 24 | $2.0B | $72.0M | ||
| Q3 24 | $3.0B | $12.0M | ||
| Q2 24 | $2.4B | $4.0M |
总债务
APD
CSX
| Q1 26 | $17.4M | $18.9B | ||
| Q4 25 | — | $18.2B | ||
| Q3 25 | — | $18.6B | ||
| Q2 25 | — | $18.6B | ||
| Q1 25 | — | $18.5B | ||
| Q4 24 | — | $17.9B | ||
| Q3 24 | — | $18.5B | ||
| Q2 24 | — | $18.0B |
股东权益
APD
CSX
| Q1 26 | $18.1M | $13.6B | ||
| Q4 25 | $15.4B | $13.2B | ||
| Q3 25 | $15.0B | $12.8B | ||
| Q2 25 | $15.5B | $12.4B | ||
| Q1 25 | $14.7B | $12.2B | ||
| Q4 24 | $16.7B | $12.5B | ||
| Q3 24 | $17.0B | $12.9B | ||
| Q2 24 | $15.1B | $12.6B |
总资产
APD
CSX
| Q1 26 | $41.6M | $44.2B | ||
| Q4 25 | $41.2B | $43.7B | ||
| Q3 25 | $41.1B | $43.3B | ||
| Q2 25 | $41.7B | $42.9B | ||
| Q1 25 | $38.9B | $43.2B | ||
| Q4 24 | $40.0B | $42.8B | ||
| Q3 24 | $39.6B | $43.1B | ||
| Q2 24 | $37.0B | $42.4B |
负债/权益比
APD
CSX
| Q1 26 | 0.96× | 1.39× | ||
| Q4 25 | — | 1.38× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 1.50× | ||
| Q1 25 | — | 1.52× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.43× | ||
| Q2 24 | — | 1.42× |
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 | — | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $793.0M |
| 自由现金流率自由现金流/营收 | — | 22.8% |
| 资本支出强度资本支出/营收 | 56.4% | — |
| 现金转化率经营现金流/净利润 | — | 1.58× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势,按日历期对齐
经营现金流
APD
CSX
| Q1 26 | — | $1.3B | ||
| Q4 25 | $900.7M | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $855.8M | $635.0M | ||
| Q1 25 | $328.1M | $1.3B | ||
| Q4 24 | $811.7M | $1.4B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $1.3B | $1.1B |
自由现金流
APD
CSX
| Q1 26 | — | $793.0M | ||
| Q4 25 | $-350.5M | $709.0M | ||
| Q3 25 | — | $607.0M | ||
| Q2 25 | $-640.0M | $-141.0M | ||
| Q1 25 | $-1.6B | $536.0M | ||
| Q4 24 | $-1.3B | $550.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $-345.2M | $547.0M |
自由现金流率
APD
CSX
| Q1 26 | — | 22.8% | ||
| Q4 25 | -11.3% | 20.2% | ||
| Q3 25 | — | 16.9% | ||
| Q2 25 | -21.2% | -3.9% | ||
| Q1 25 | -53.6% | 15.7% | ||
| Q4 24 | -44.5% | 15.5% | ||
| Q3 24 | — | 29.3% | ||
| Q2 24 | -11.6% | 14.8% |
资本支出强度
APD
CSX
| Q1 26 | 56.4% | — | ||
| Q4 25 | 40.3% | 19.3% | ||
| Q3 25 | 47.9% | 20.4% | ||
| Q2 25 | 49.5% | 21.7% | ||
| Q1 25 | 64.9% | 21.0% | ||
| Q4 24 | 72.2% | 23.7% | ||
| Q3 24 | 65.1% | 17.3% | ||
| Q2 24 | 53.8% | 14.6% |
现金转化率
APD
CSX
| Q1 26 | — | 1.58× | ||
| Q4 25 | 1.33× | 1.93× | ||
| Q3 25 | — | 1.93× | ||
| Q2 25 | 1.20× | 0.77× | ||
| Q1 25 | — | 1.94× | ||
| Q4 24 | 1.31× | 1.93× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | 1.81× | 1.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图