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卡骆驰（CROX）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.的季度营收约是卡骆驰的1.6倍（$1.5B vs $921.5M），卡骆驰净利率更高（14.9% vs -3.1%，领先18.1%），卡骆驰同比增速更快（-1.7% vs -11.9%），RXO, Inc.自由现金流更多（$-9.0M vs $-98.9M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs -8.9%）
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
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。
CROX vs RXO — 直观对比
营收规模更大
RXO
是对方的1.6倍
$921.5M
营收增速更快
CROX
高出10.2%
-11.9%
净利率更高
CROX
高出18.1%
-3.1%
自由现金流更多
RXO
多$89.9M
$-98.9M
两年增速更快
RXO
近两年复合增速
-8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $921.5M | $1.5B |
| 净利润 | $137.6M | $-46.0M |
| 毛利率 | 56.8% | — |
| 营业利润率 | 21.8% | -2.9% |
| 净利率 | 14.9% | -3.1% |
| 营收同比 | -1.7% | -11.9% |
| 净利润同比 | -14.1% | -84.0% |
| 每股收益（稀释后） | $2.71 | $-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CROXRXO
| Q1 26 | $921.5M | — | ||
| Q4 25 | $957.6M | $1.5B | ||
| Q3 25 | $996.3M | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $937.3M | $1.4B | ||
| Q4 24 | $989.8M | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $930.0M |
净利润CROXRXO
| Q1 26 | $137.6M | — | ||
| Q4 25 | $105.2M | $-46.0M | ||
| Q3 25 | $145.8M | $-14.0M | ||
| Q2 25 | $-492.3M | $-9.0M | ||
| Q1 25 | $160.1M | $-31.0M | ||
| Q4 24 | $368.9M | $-25.0M | ||
| Q3 24 | $199.8M | $-243.0M | ||
| Q2 24 | $228.9M | $-7.0M |
毛利率CROXRXO
| Q1 26 | 56.8% | — | ||
| Q4 25 | 54.7% | — | ||
| Q3 25 | 58.5% | — | ||
| Q2 25 | 61.7% | — | ||
| Q1 25 | 57.8% | — | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | 59.6% | — | ||
| Q2 24 | 61.4% | — |
营业利润率CROXRXO
| Q1 26 | 21.8% | — | ||
| Q4 25 | 15.3% | -2.9% | ||
| Q3 25 | 20.8% | -0.5% | ||
| Q2 25 | -37.2% | — | ||
| Q1 25 | 23.8% | -2.1% | ||
| Q4 24 | 20.2% | -1.4% | ||
| Q3 24 | 25.4% | -1.9% | ||
| Q2 24 | 29.3% | — |
净利率CROXRXO
| Q1 26 | 14.9% | — | ||
| Q4 25 | 11.0% | -3.1% | ||
| Q3 25 | 14.6% | -1.0% | ||
| Q2 25 | -42.8% | -0.6% | ||
| Q1 25 | 17.1% | -2.2% | ||
| Q4 24 | 37.3% | -1.5% | ||
| Q3 24 | 18.8% | -23.4% | ||
| Q2 24 | 20.6% | -0.8% |
每股收益（稀释后）CROXRXO
| Q1 26 | $2.71 | — | ||
| Q4 25 | $1.79 | $-0.28 | ||
| Q3 25 | $2.70 | $-0.08 | ||
| Q2 25 | $-8.82 | $-0.05 | ||
| Q1 25 | $2.83 | $-0.18 | ||
| Q4 24 | $6.25 | $-0.17 | ||
| Q3 24 | $3.36 | $-1.81 | ||
| Q2 24 | $3.77 | $-0.06 |
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 | $130.9M | $17.0M |
| 总债务越低越好 | $1.3B | $387.0M |
| 股东权益账面价值 | $1.4B | $1.5B |
| 总资产 | $4.3B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.93× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资CROXRXO
| Q1 26 | $130.9M | — | ||
| Q4 25 | $130.4M | $17.0M | ||
| Q3 25 | $154.0M | $25.0M | ||
| Q2 25 | $200.6M | $18.0M | ||
| Q1 25 | $166.5M | $16.0M | ||
| Q4 24 | $180.5M | $35.0M | ||
| Q3 24 | $186.1M | $55.0M | ||
| Q2 24 | $167.7M | $7.0M |
总债务CROXRXO
| Q1 26 | $1.3B | — | ||
| 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 |
股东权益CROXRXO
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.7B | $579.0M |
总资产CROXRXO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.3B | $3.2B | ||
| Q2 25 | $4.5B | $3.2B | ||
| Q1 25 | $5.1B | $3.3B | ||
| Q4 24 | $4.8B | $3.4B | ||
| Q3 24 | $4.7B | $3.4B | ||
| Q2 24 | $4.7B | $1.8B |
负债/权益比CROXRXO
| Q1 26 | 0.93× | — | ||
| 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× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $-98.9M | $-9.0M |
| 自由现金流率自由现金流/营收 | -10.7% | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $642.9M | $-8.0M |
8季度趋势，按日历期对齐
经营现金流CROXRXO
| Q1 26 | — | — | ||
| Q4 25 | $252.5M | $7.0M | ||
| Q3 25 | $239.3M | $23.0M | ||
| Q2 25 | $285.8M | $23.0M | ||
| Q1 25 | $-67.2M | $-2.0M | ||
| Q4 24 | $321.9M | $-7.0M | ||
| Q3 24 | $296.9M | $-7.0M | ||
| Q2 24 | $401.2M | $-5.0M |
自由现金流CROXRXO
| Q1 26 | $-98.9M | — | ||
| Q4 25 | $246.4M | $-9.0M | ||
| Q3 25 | $226.2M | $9.0M | ||
| Q2 25 | $269.2M | $9.0M | ||
| Q1 25 | $-82.6M | $-17.0M | ||
| Q4 24 | $303.4M | $-19.0M | ||
| Q3 24 | $278.8M | $-18.0M | ||
| Q2 24 | $384.2M | $-16.0M |
自由现金流率CROXRXO
| Q1 26 | -10.7% | — | ||
| Q4 25 | 25.7% | -0.6% | ||
| Q3 25 | 22.7% | 0.6% | ||
| Q2 25 | 23.4% | 0.6% | ||
| Q1 25 | -8.8% | -1.2% | ||
| Q4 24 | 30.7% | -1.1% | ||
| Q3 24 | 26.3% | -1.7% | ||
| Q2 24 | 34.6% | -1.7% |
资本支出强度CROXRXO
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 1.1% | ||
| Q3 25 | 1.3% | 1.0% | ||
| Q2 25 | 1.4% | 1.0% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 1.9% | 0.7% | ||
| Q3 24 | 1.7% | 1.1% | ||
| Q2 24 | 1.5% | 1.2% |
现金转化率CROXRXO
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | — | ||
| Q3 25 | 1.64× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.42× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.75× | — |
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
CROX
暂无分部数据
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% |
