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C.H. Robinson（CHRW）与CSX Corporation（CSX）财务数据对比。点击上方公司名可切换其他公司
C.H. Robinson的季度营收约是CSX Corporation的1.1倍（$3.9B vs $3.5B），CSX Corporation净利率更高（23.2% vs 3.5%，领先19.7%），CSX Corporation同比增速更快（1.7% vs -6.5%），CSX Corporation自由现金流更多（$793.0M vs $302.4M），过去两年CSX Corporation的营收复合增速更高（-3.0% vs -5.8%）
C.H. Robinson是美国知名第三方物流与运输服务企业，业务涵盖货运代理、运输管理、中介经纪及仓储服务，可提供整车、零担、空运、多式联运、海运等多种运输解决方案，满足全球客户差异化物流需求。
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。
CHRW vs CSX — 直观对比
营收规模更大
CHRW
是对方的1.1倍
$3.5B
营收增速更快
CSX
高出8.2%
-6.5%
净利率更高
CSX
高出19.7%
3.5%
自由现金流更多
CSX
多$490.6M
$302.4M
两年增速更快
CSX
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.5B |
| 净利润 | $136.3M | $807.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.6% | 29.9% |
| 净利率 | 3.5% | 23.2% |
| 营收同比 | -6.5% | 1.7% |
| 净利润同比 | -8.7% | 401.2% |
| 每股收益（稀释后） | $1.12 | — |
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CHRWCSX
| Q1 26 | — | $3.5B | ||
| Q4 25 | $3.9B | $3.5B | ||
| Q3 25 | $4.1B | $3.6B | ||
| Q2 25 | $4.1B | $3.6B | ||
| Q1 25 | $4.0B | $3.4B | ||
| Q4 24 | $4.2B | $3.5B | ||
| Q3 24 | $4.6B | $3.6B | ||
| Q2 24 | $4.5B | $3.7B |
净利润CHRWCSX
| Q1 26 | — | $807.0M | ||
| Q4 25 | $136.3M | $720.0M | ||
| Q3 25 | $163.0M | $694.0M | ||
| Q2 25 | $152.5M | $829.0M | ||
| Q1 25 | $135.3M | $646.0M | ||
| Q4 24 | $149.3M | $720.0M | ||
| Q3 24 | $97.2M | $894.0M | ||
| Q2 24 | $126.3M | $963.0M |
营业利润率CHRWCSX
| Q1 26 | — | 29.9% | ||
| Q4 25 | 4.6% | 31.6% | ||
| Q3 25 | 5.3% | 30.3% | ||
| Q2 25 | 5.2% | 35.9% | ||
| Q1 25 | 4.4% | 30.4% | ||
| Q4 24 | 4.4% | 30.8% | ||
| Q3 24 | 3.9% | 37.4% | ||
| Q2 24 | 4.0% | 39.1% |
净利率CHRWCSX
| Q1 26 | — | 23.2% | ||
| Q4 25 | 3.5% | 20.5% | ||
| Q3 25 | 3.9% | 19.3% | ||
| Q2 25 | 3.7% | 23.2% | ||
| Q1 25 | 3.3% | 18.9% | ||
| Q4 24 | 3.6% | 20.3% | ||
| Q3 24 | 2.1% | 24.7% | ||
| Q2 24 | 2.8% | 26.0% |
每股收益（稀释后）CHRWCSX
| Q1 26 | — | — | ||
| Q4 25 | $1.12 | $0.39 | ||
| Q3 25 | $1.34 | $0.37 | ||
| Q2 25 | $1.26 | $0.44 | ||
| Q1 25 | $1.11 | $0.34 | ||
| Q4 24 | $1.23 | $0.38 | ||
| Q3 24 | $0.80 | $0.46 | ||
| Q2 24 | $1.05 | $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 | $160.9M | $1.1B |
| 总债务越低越好 | $1.1B | $18.9B |
| 股东权益账面价值 | $1.8B | $13.6B |
| 总资产 | $5.1B | $44.2B |
| 负债/权益比越低杠杆越低 | 0.59× | 1.39× |
8季度趋势，按日历期对齐
现金及短期投资CHRWCSX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $160.9M | $5.0M | ||
| Q3 25 | $136.8M | $6.0M | ||
| Q2 25 | $156.0M | $6.0M | ||
| Q1 25 | $129.9M | $8.0M | ||
| Q4 24 | $145.8M | $72.0M | ||
| Q3 24 | $131.7M | $12.0M | ||
| Q2 24 | $113.2M | $4.0M |
总债务CHRWCSX
| Q1 26 | — | $18.9B | ||
| Q4 25 | $1.1B | $18.2B | ||
| Q3 25 | $1.2B | $18.6B | ||
| Q2 25 | $1.4B | $18.6B | ||
| Q1 25 | $1.4B | $18.5B | ||
| Q4 24 | $1.4B | $17.9B | ||
| Q3 24 | $1.6B | $18.5B | ||
| Q2 24 | $1.6B | $18.0B |
股东权益CHRWCSX
| Q1 26 | — | $13.6B | ||
| Q4 25 | $1.8B | $13.2B | ||
| Q3 25 | $1.9B | $12.8B | ||
| Q2 25 | $1.8B | $12.4B | ||
| Q1 25 | $1.7B | $12.2B | ||
| Q4 24 | $1.7B | $12.5B | ||
| Q3 24 | $1.6B | $12.9B | ||
| Q2 24 | $1.5B | $12.6B |
总资产CHRWCSX
| Q1 26 | — | $44.2B | ||
| Q4 25 | $5.1B | $43.7B | ||
| Q3 25 | $5.2B | $43.3B | ||
| Q2 25 | $5.3B | $42.9B | ||
| Q1 25 | $5.2B | $43.2B | ||
| Q4 24 | $5.3B | $42.8B | ||
| Q3 24 | $5.6B | $43.1B | ||
| Q2 24 | $5.5B | $42.4B |
负债/权益比CHRWCSX
| Q1 26 | — | 1.39× | ||
| Q4 25 | 0.59× | 1.38× | ||
| Q3 25 | 0.64× | 1.45× | ||
| Q2 25 | 0.76× | 1.50× | ||
| Q1 25 | 0.80× | 1.52× | ||
| Q4 24 | 0.80× | 1.43× | ||
| Q3 24 | 0.95× | 1.43× | ||
| Q2 24 | 1.07× | 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 | $305.4M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $302.4M | $793.0M |
| 自由现金流率自由现金流/营收 | 7.7% | 22.8% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 2.24× | 1.58× |
| 过去12个月自由现金流最近4个季度 | $894.9M | $2.0B |
8季度趋势，按日历期对齐
经营现金流CHRWCSX
| Q1 26 | — | $1.3B | ||
| Q4 25 | $305.4M | $1.4B | ||
| Q3 25 | $275.4M | $1.3B | ||
| Q2 25 | $227.1M | $635.0M | ||
| Q1 25 | $106.5M | $1.3B | ||
| Q4 24 | $267.9M | $1.4B | ||
| Q3 24 | $108.1M | $1.7B | ||
| Q2 24 | $166.4M | $1.1B |
自由现金流CHRWCSX
| Q1 26 | — | $793.0M | ||
| Q4 25 | $302.4M | $709.0M | ||
| Q3 25 | $269.5M | $607.0M | ||
| Q2 25 | $219.8M | $-141.0M | ||
| Q1 25 | $103.2M | $536.0M | ||
| Q4 24 | $265.3M | $550.0M | ||
| Q3 24 | $103.3M | $1.1B | ||
| Q2 24 | $159.8M | $547.0M |
自由现金流率CHRWCSX
| Q1 26 | — | 22.8% | ||
| Q4 25 | 7.7% | 20.2% | ||
| Q3 25 | 6.5% | 16.9% | ||
| Q2 25 | 5.3% | -3.9% | ||
| Q1 25 | 2.5% | 15.7% | ||
| Q4 24 | 6.3% | 15.5% | ||
| Q3 24 | 2.2% | 29.3% | ||
| Q2 24 | 3.6% | 14.8% |
资本支出强度CHRWCSX
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 19.3% | ||
| Q3 25 | 0.1% | 20.4% | ||
| Q2 25 | 0.2% | 21.7% | ||
| Q1 25 | 0.1% | 21.0% | ||
| Q4 24 | 0.1% | 23.7% | ||
| Q3 24 | 0.1% | 17.3% | ||
| Q2 24 | 0.1% | 14.6% |
现金转化率CHRWCSX
| Q1 26 | — | 1.58× | ||
| Q4 25 | 2.24× | 1.93× | ||
| Q3 25 | 1.69× | 1.93× | ||
| Q2 25 | 1.49× | 0.77× | ||
| Q1 25 | 0.79× | 1.94× | ||
| Q4 24 | 1.79× | 1.93× | ||
| Q3 24 | 1.11× | 1.89× | ||
| Q2 24 | 1.32× | 1.13× |
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
CHRW
| North American Service Transportation NAST | $2.8B | 72% |
| Global Forwarding | $731.0M | 19% |
| Sourcing | $340.9M | 9% |
CSX
暂无分部数据
