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卡彭特科技（CRS）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.的季度营收约是卡彭特科技的1.8倍（$1.5B vs $811.5M），卡彭特科技净利率更高（17.2% vs -3.1%，领先20.3%），卡彭特科技同比增速更快（11.6% vs -11.9%），卡彭特科技自由现金流更多（$124.8M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 0.8%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RXO — 直观对比
营收规模更大
RXO
是对方的1.8倍
$811.5M
营收增速更快
CRS
高出23.5%
-11.9%
净利率更高
CRS
高出20.3%
-3.1%
自由现金流更多
CRS
多$133.8M
$-9.0M
两年增速更快
RXO
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $1.5B |
| 净利润 | $139.6M | $-46.0M |
| 毛利率 | 31.0% | — |
| 营业利润率 | 23.0% | -2.9% |
| 净利率 | 17.2% | -3.1% |
| 营收同比 | 11.6% | -11.9% |
| 净利润同比 | 46.3% | -84.0% |
| 每股收益（稀释后） | $2.77 | $-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CRSRXO
| Q1 26 | $811.5M | — | ||
| Q4 25 | $728.0M | $1.5B | ||
| Q3 25 | $733.7M | $1.4B | ||
| Q2 25 | $755.6M | $1.4B | ||
| Q1 25 | $727.0M | $1.4B | ||
| Q4 24 | $676.9M | $1.7B | ||
| Q3 24 | $717.6M | $1.0B | ||
| Q2 24 | $798.7M | $930.0M |
净利润CRSRXO
| Q1 26 | $139.6M | — | ||
| Q4 25 | $105.3M | $-46.0M | ||
| Q3 25 | $122.5M | $-14.0M | ||
| Q2 25 | $111.7M | $-9.0M | ||
| Q1 25 | $95.4M | $-31.0M | ||
| Q4 24 | $84.1M | $-25.0M | ||
| Q3 24 | $84.8M | $-243.0M | ||
| Q2 24 | $93.6M | $-7.0M |
毛利率CRSRXO
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.3% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 26.2% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 23.9% | — |
营业利润率CRSRXO
| Q1 26 | 23.0% | — | ||
| Q4 25 | 21.3% | -2.9% | ||
| Q3 25 | 20.9% | -0.5% | ||
| Q2 25 | 20.1% | — | ||
| Q1 25 | 19.0% | -2.1% | ||
| Q4 24 | 17.6% | -1.4% | ||
| Q3 24 | 15.8% | -1.9% | ||
| Q2 24 | 13.6% | — |
净利率CRSRXO
| Q1 26 | 17.2% | — | ||
| Q4 25 | 14.5% | -3.1% | ||
| Q3 25 | 16.7% | -1.0% | ||
| Q2 25 | 14.8% | -0.6% | ||
| Q1 25 | 13.1% | -2.2% | ||
| Q4 24 | 12.4% | -1.5% | ||
| Q3 24 | 11.8% | -23.4% | ||
| Q2 24 | 11.7% | -0.8% |
每股收益（稀释后）CRSRXO
| Q1 26 | $2.77 | — | ||
| Q4 25 | $2.09 | $-0.28 | ||
| Q3 25 | $2.43 | $-0.08 | ||
| Q2 25 | $2.21 | $-0.05 | ||
| Q1 25 | $1.88 | $-0.18 | ||
| Q4 24 | $1.66 | $-0.17 | ||
| Q3 24 | $1.67 | $-1.81 | ||
| Q2 24 | $1.85 | $-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 | $294.8M | $17.0M |
| 总债务越低越好 | $690.4M | $387.0M |
| 股东权益账面价值 | $2.1B | $1.5B |
| 总资产 | $3.7B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资CRSRXO
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $17.0M | ||
| Q3 25 | $208.0M | $25.0M | ||
| Q2 25 | $315.5M | $18.0M | ||
| Q1 25 | $151.5M | $16.0M | ||
| Q4 24 | $162.1M | $35.0M | ||
| Q3 24 | $150.2M | $55.0M | ||
| Q2 24 | $199.1M | $7.0M |
总债务CRSRXO
| Q1 26 | $690.4M | — | ||
| 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CRSRXO
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $1.7B | $1.7B | ||
| Q2 24 | $1.6B | $579.0M |
总资产CRSRXO
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.5B | $3.2B | ||
| Q1 25 | $3.4B | $3.3B | ||
| Q4 24 | $3.3B | $3.4B | ||
| Q3 24 | $3.3B | $3.4B | ||
| Q2 24 | $3.3B | $1.8B |
负债/权益比CRSRXO
| Q1 26 | 0.33× | — | ||
| 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 | $124.8M | $-9.0M |
| 自由现金流率自由现金流/营收 | 15.4% | -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 | $407.5M | $-8.0M |
8季度趋势，按日历期对齐
经营现金流CRSRXO
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $7.0M | ||
| Q3 25 | $39.2M | $23.0M | ||
| Q2 25 | $258.1M | $23.0M | ||
| Q1 25 | $74.2M | $-2.0M | ||
| Q4 24 | $67.9M | $-7.0M | ||
| Q3 24 | $40.2M | $-7.0M | ||
| Q2 24 | $169.5M | $-5.0M |
自由现金流CRSRXO
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | $-9.0M | ||
| Q3 25 | $-3.4M | $9.0M | ||
| Q2 25 | $200.2M | $9.0M | ||
| Q1 25 | $34.0M | $-17.0M | ||
| Q4 24 | $38.6M | $-19.0M | ||
| Q3 24 | $13.3M | $-18.0M | ||
| Q2 24 | $141.8M | $-16.0M |
自由现金流率CRSRXO
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | -0.6% | ||
| Q3 25 | -0.5% | 0.6% | ||
| Q2 25 | 26.5% | 0.6% | ||
| Q1 25 | 4.7% | -1.2% | ||
| Q4 24 | 5.7% | -1.1% | ||
| Q3 24 | 1.9% | -1.7% | ||
| Q2 24 | 17.8% | -1.7% |
资本支出强度CRSRXO
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 1.1% | ||
| Q3 25 | 5.8% | 1.0% | ||
| Q2 25 | 7.7% | 1.0% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 4.3% | 0.7% | ||
| Q3 24 | 3.7% | 1.1% | ||
| Q2 24 | 3.5% | 1.2% |
现金转化率CRSRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | — | ||
| Q3 25 | 0.32× | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 1.81× | — |
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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
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% |
