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C.H. Robinson（CHRW）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是C.H. Robinson的1.9倍（$7.7B vs $4.0B），C.H. Robinson净利率更高（3.7% vs 0.8%，领先2.9%），Smurfit Westrock同比增速更快（0.7% vs -0.8%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs -5.4%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
CHRW vs SW — 直观对比
营收规模更大
SW
是对方的1.9倍
$4.0B
营收增速更快
SW
高出1.6%
-0.8%
净利率更高
CHRW
高出2.9%
0.8%
两年增速更快
SW
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $7.7B |
| 净利润 | $147.2M | $63.0M |
| 毛利率 | 16.1% | 16.4% |
| 营业利润率 | 3.6% | 3.3% |
| 净利率 | 3.7% | 0.8% |
| 营收同比 | -0.8% | 0.7% |
| 净利润同比 | — | 0.0% |
| 每股收益（稀释后） | — | $0.12 |
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CHRWSW
| Q1 26 | $4.0B | $7.7B | ||
| Q4 25 | $3.9B | $7.6B | ||
| Q3 25 | $4.1B | $8.0B | ||
| Q2 25 | $4.1B | $7.9B | ||
| Q1 25 | $4.0B | $7.7B | ||
| Q4 24 | $4.2B | $7.5B | ||
| Q3 24 | $4.6B | $7.7B | ||
| Q2 24 | $4.5B | $3.0B |
净利润CHRWSW
| Q1 26 | $147.2M | $63.0M | ||
| Q4 25 | $136.3M | $97.0M | ||
| Q3 25 | $163.0M | $246.0M | ||
| Q2 25 | $152.5M | $-28.0M | ||
| Q1 25 | $135.3M | $384.0M | ||
| Q4 24 | $149.3M | $146.0M | ||
| Q3 24 | $97.2M | $-150.0M | ||
| Q2 24 | $126.3M | $132.0M |
毛利率CHRWSW
| Q1 26 | 16.1% | 16.4% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 23.3% |
营业利润率CHRWSW
| Q1 26 | 3.6% | 3.3% | ||
| Q4 25 | 4.6% | 5.1% | ||
| Q3 25 | 5.3% | 6.6% | ||
| Q2 25 | 5.2% | 3.2% | ||
| Q1 25 | 4.4% | 7.2% | ||
| Q4 24 | 4.4% | 5.3% | ||
| Q3 24 | 3.9% | 0.7% | ||
| Q2 24 | 4.0% | 8.2% |
净利率CHRWSW
| Q1 26 | 3.7% | 0.8% | ||
| Q4 25 | 3.5% | 1.3% | ||
| Q3 25 | 3.9% | 3.1% | ||
| Q2 25 | 3.7% | -0.4% | ||
| Q1 25 | 3.3% | 5.0% | ||
| Q4 24 | 3.6% | 1.9% | ||
| Q3 24 | 2.1% | -2.0% | ||
| Q2 24 | 2.8% | 4.4% |
每股收益（稀释后）CHRWSW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.12 | $0.18 | ||
| Q3 25 | $1.34 | $0.47 | ||
| Q2 25 | $1.26 | $-0.05 | ||
| Q1 25 | $1.11 | $0.73 | ||
| Q4 24 | $1.23 | $-0.12 | ||
| Q3 24 | $0.80 | $-0.30 | ||
| Q2 24 | $1.05 | $0.51 |
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 | $159.7M | — |
| 总债务越低越好 | $1.3B | $980.0M |
| 股东权益账面价值 | — | $18.1B |
| 总资产 | $5.2B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资CHRWSW
| Q1 26 | $159.7M | — | ||
| Q4 25 | $160.9M | $892.0M | ||
| Q3 25 | $136.8M | $851.0M | ||
| Q2 25 | $156.0M | $778.0M | ||
| Q1 25 | $129.9M | $797.0M | ||
| Q4 24 | $145.8M | $855.0M | ||
| Q3 24 | $131.7M | — | ||
| Q2 24 | $113.2M | $26.8K |
总债务CHRWSW
| Q1 26 | $1.3B | $980.0M | ||
| Q4 25 | $1.1B | $13.4B | ||
| Q3 25 | $1.2B | $13.3B | ||
| Q2 25 | $1.4B | $13.3B | ||
| Q1 25 | $1.4B | $12.9B | ||
| Q4 24 | $1.4B | $12.5B | ||
| Q3 24 | $1.6B | $13.2B | ||
| Q2 24 | $1.6B | — |
股东权益CHRWSW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $1.8B | $18.3B | ||
| Q3 25 | $1.9B | $18.4B | ||
| Q2 25 | $1.8B | $18.3B | ||
| Q1 25 | $1.7B | $17.9B | ||
| Q4 24 | $1.7B | $17.4B | ||
| Q3 24 | $1.6B | $18.0B | ||
| Q2 24 | $1.5B | $14.5K |
总资产CHRWSW
| Q1 26 | $5.2B | $45.2B | ||
| Q4 25 | $5.1B | $45.2B | ||
| Q3 25 | $5.2B | $45.6B | ||
| Q2 25 | $5.3B | $45.7B | ||
| Q1 25 | $5.2B | $44.6B | ||
| Q4 24 | $5.3B | $43.8B | ||
| Q3 24 | $5.6B | $45.0B | ||
| Q2 24 | $5.5B | $26.8K |
负债/权益比CHRWSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 0.59× | 0.73× | ||
| Q3 25 | 0.64× | 0.72× | ||
| Q2 25 | 0.76× | 0.73× | ||
| Q1 25 | 0.80× | 0.72× | ||
| Q4 24 | 0.80× | 0.72× | ||
| Q3 24 | 0.95× | 0.73× | ||
| Q2 24 | 1.07× | — |
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 | $68.6M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.47× | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHRWSW
| Q1 26 | $68.6M | $204.0M | ||
| Q4 25 | $305.4M | $1.2B | ||
| Q3 25 | $275.4M | $1.1B | ||
| Q2 25 | $227.1M | $829.0M | ||
| Q1 25 | $106.5M | $235.0M | ||
| Q4 24 | $267.9M | $781.0M | ||
| Q3 24 | $108.1M | $320.0M | ||
| Q2 24 | $166.4M | $340.0M |
自由现金流CHRWSW
| Q1 26 | — | — | ||
| Q4 25 | $302.4M | $612.0M | ||
| Q3 25 | $269.5M | $523.0M | ||
| Q2 25 | $219.8M | $307.0M | ||
| Q1 25 | $103.2M | $-242.0M | ||
| Q4 24 | $265.3M | $212.0M | ||
| Q3 24 | $103.3M | $-192.0M | ||
| Q2 24 | $159.8M | $163.0M |
自由现金流率CHRWSW
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 8.1% | ||
| Q3 25 | 6.5% | 6.5% | ||
| Q2 25 | 5.3% | 3.9% | ||
| Q1 25 | 2.5% | -3.2% | ||
| Q4 24 | 6.3% | 2.8% | ||
| Q3 24 | 2.2% | -2.5% | ||
| Q2 24 | 3.6% | 5.5% |
资本支出强度CHRWSW
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 7.7% | ||
| Q3 25 | 0.1% | 7.6% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.1% | 6.2% | ||
| Q4 24 | 0.1% | 7.5% | ||
| Q3 24 | 0.1% | 6.7% | ||
| Q2 24 | 0.1% | 6.0% |
现金转化率CHRWSW
| Q1 26 | 0.47× | 3.24× | ||
| Q4 25 | 2.24× | 12.32× | ||
| Q3 25 | 1.69× | 4.61× | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 0.79× | 0.61× | ||
| Q4 24 | 1.79× | 5.35× | ||
| Q3 24 | 1.11× | — | ||
| Q2 24 | 1.32× | 2.58× |
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
| Transportation | $3.6B | 91% |
| Sourcing | $369.2M | 9% |
SW
暂无分部数据
