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C.H. Robinson（CHRW）与GXO Logistics, Inc.（GXO）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GXO Logistics, Inc.的1.1倍（$3.9B vs $3.5B），C.H. Robinson净利率更高（3.5% vs 1.2%，领先2.3%），GXO Logistics, Inc.同比增速更快（7.9% vs -6.5%），C.H. Robinson自由现金流更多（$302.4M vs $115.0M），过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% 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。
GXO物流是总部位于美国康涅狄格州格林威治的全球化合同物流企业，为三十余个国家的蓝筹客户提供外包供应链管理、仓储及逆向物流服务，合作客户涵盖苹果、耐克、波音、惠而浦、雀巢等众多全球知名企业。
CHRW vs GXO — 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
GXO
高出14.4%
-6.5%
净利率更高
CHRW
高出2.3%
1.2%
自由现金流更多
CHRW
多$187.4M
$115.0M
两年增速更快
GXO
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.5B |
| 净利润 | $136.3M | $43.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.6% | 2.7% |
| 净利率 | 3.5% | 1.2% |
| 营收同比 | -6.5% | 7.9% |
| 净利润同比 | -8.7% | -57.0% |
| 每股收益（稀释后） | $1.12 | $0.35 |
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CHRWGXO
| Q4 25 | $3.9B | $3.5B | ||
| Q3 25 | $4.1B | $3.4B | ||
| Q2 25 | $4.1B | $3.3B | ||
| Q1 25 | $4.0B | $3.0B | ||
| Q4 24 | $4.2B | $3.3B | ||
| Q3 24 | $4.6B | $3.2B | ||
| Q2 24 | $4.5B | $2.8B | ||
| Q1 24 | $4.4B | $2.5B |
净利润CHRWGXO
| Q4 25 | $136.3M | $43.0M | ||
| Q3 25 | $163.0M | $59.0M | ||
| Q2 25 | $152.5M | $26.0M | ||
| Q1 25 | $135.3M | $-96.0M | ||
| Q4 24 | $149.3M | $100.0M | ||
| Q3 24 | $97.2M | $33.0M | ||
| Q2 24 | $126.3M | $38.0M | ||
| Q1 24 | $92.9M | $-37.0M |
营业利润率CHRWGXO
| Q4 25 | 4.6% | 2.7% | ||
| Q3 25 | 5.3% | 3.5% | ||
| Q2 25 | 5.2% | 2.7% | ||
| Q1 25 | 4.4% | -1.9% | ||
| Q4 24 | 4.4% | 3.1% | ||
| Q3 24 | 3.9% | 2.6% | ||
| Q2 24 | 4.0% | 2.6% | ||
| Q1 24 | 2.9% | -1.6% |
净利率CHRWGXO
| Q4 25 | 3.5% | 1.2% | ||
| Q3 25 | 3.9% | 1.7% | ||
| Q2 25 | 3.7% | 0.8% | ||
| Q1 25 | 3.3% | -3.2% | ||
| Q4 24 | 3.6% | 3.1% | ||
| Q3 24 | 2.1% | 1.0% | ||
| Q2 24 | 2.8% | 1.3% | ||
| Q1 24 | 2.1% | -1.5% |
每股收益（稀释后）CHRWGXO
| Q4 25 | $1.12 | $0.35 | ||
| Q3 25 | $1.34 | $0.51 | ||
| Q2 25 | $1.26 | $0.23 | ||
| Q1 25 | $1.11 | $-0.81 | ||
| Q4 24 | $1.23 | $0.83 | ||
| Q3 24 | $0.80 | $0.28 | ||
| Q2 24 | $1.05 | $0.32 | ||
| Q1 24 | $0.78 | $-0.31 |
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 | $854.0M |
| 总债务越低越好 | $1.1B | $2.6B |
| 股东权益账面价值 | $1.8B | $3.0B |
| 总资产 | $5.1B | $12.3B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资CHRWGXO
| Q4 25 | $160.9M | $854.0M | ||
| Q3 25 | $136.8M | $339.0M | ||
| Q2 25 | $156.0M | $205.0M | ||
| Q1 25 | $129.9M | $288.0M | ||
| Q4 24 | $145.8M | $413.0M | ||
| Q3 24 | $131.7M | $548.0M | ||
| Q2 24 | $113.2M | $469.0M | ||
| Q1 24 | $121.8M | $423.0M |
总债务CHRWGXO
| Q4 25 | $1.1B | $2.6B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.5B | ||
| Q4 24 | $1.4B | $2.5B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $2.6B | ||
| Q1 24 | $1.7B | $1.5B |
股东权益CHRWGXO
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $1.9B | $3.0B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.7B | $2.9B | ||
| Q4 24 | $1.7B | $3.0B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.4B | $2.9B |
总资产CHRWGXO
| Q4 25 | $5.1B | $12.3B | ||
| Q3 25 | $5.2B | $11.9B | ||
| Q2 25 | $5.3B | $11.9B | ||
| Q1 25 | $5.2B | $11.3B | ||
| Q4 24 | $5.3B | $11.3B | ||
| Q3 24 | $5.6B | $11.9B | ||
| Q2 24 | $5.5B | $11.4B | ||
| Q1 24 | $5.5B | $9.4B |
负债/权益比CHRWGXO
| Q4 25 | 0.59× | 0.88× | ||
| Q3 25 | 0.64× | 0.74× | ||
| Q2 25 | 0.76× | 0.88× | ||
| Q1 25 | 0.80× | 0.89× | ||
| Q4 24 | 0.80× | 0.84× | ||
| Q3 24 | 0.95× | 0.82× | ||
| Q2 24 | 1.07× | 0.88× | ||
| Q1 24 | 1.19× | 0.53× |
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 | $170.0M |
| 自由现金流经营现金流 - 资本支出 | $302.4M | $115.0M |
| 自由现金流率自由现金流/营收 | 7.7% | 3.3% |
| 资本支出强度资本支出/营收 | 0.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.24× | 3.95× |
| 过去12个月自由现金流最近4个季度 | $894.9M | $110.0M |
8季度趋势，按日历期对齐
经营现金流CHRWGXO
| Q4 25 | $305.4M | $170.0M | ||
| Q3 25 | $275.4M | $232.0M | ||
| Q2 25 | $227.1M | $3.0M | ||
| Q1 25 | $106.5M | $29.0M | ||
| Q4 24 | $267.9M | $186.0M | ||
| Q3 24 | $108.1M | $198.0M | ||
| Q2 24 | $166.4M | $115.0M | ||
| Q1 24 | $-33.3M | $50.0M |
自由现金流CHRWGXO
| Q4 25 | $302.4M | $115.0M | ||
| Q3 25 | $269.5M | $88.0M | ||
| Q2 25 | $219.8M | $-44.0M | ||
| Q1 25 | $103.2M | $-49.0M | ||
| Q4 24 | $265.3M | $82.0M | ||
| Q3 24 | $103.3M | $104.0M | ||
| Q2 24 | $159.8M | $27.0M | ||
| Q1 24 | $-41.9M | $-23.0M |
自由现金流率CHRWGXO
| Q4 25 | 7.7% | 3.3% | ||
| Q3 25 | 6.5% | 2.6% | ||
| Q2 25 | 5.3% | -1.3% | ||
| Q1 25 | 2.5% | -1.6% | ||
| Q4 24 | 6.3% | 2.5% | ||
| Q3 24 | 2.2% | 3.3% | ||
| Q2 24 | 3.6% | 0.9% | ||
| Q1 24 | -1.0% | -0.9% |
资本支出强度CHRWGXO
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.1% | 4.2% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.1% | 2.6% | ||
| Q4 24 | 0.1% | 3.2% | ||
| Q3 24 | 0.1% | 3.0% | ||
| Q2 24 | 0.1% | 3.1% | ||
| Q1 24 | 0.2% | 3.0% |
现金转化率CHRWGXO
| Q4 25 | 2.24× | 3.95× | ||
| Q3 25 | 1.69× | 3.93× | ||
| Q2 25 | 1.49× | 0.12× | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.79× | 1.86× | ||
| Q3 24 | 1.11× | 6.00× | ||
| Q2 24 | 1.32× | 3.03× | ||
| Q1 24 | -0.36× | — |
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% |
GXO
暂无分部数据
