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CSX Corporation（CSX）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是CSX Corporation的1.1倍（$4.0B vs $3.5B），CSX Corporation净利率更高（23.2% vs 5.4%，领先17.8%），DoorDash同比增速更快（37.7% vs 1.7%），CSX Corporation自由现金流更多（$793.0M vs $367.0M），过去两年DoorDash的营收复合增速更高（25.5% vs -3.0%）
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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
CSX vs DASH — 直观对比
营收规模更大
DASH
是对方的1.1倍
$3.5B
营收增速更快
DASH
高出35.9%
1.7%
净利率更高
CSX
高出17.8%
5.4%
自由现金流更多
CSX
多$426.0M
$367.0M
两年增速更快
DASH
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $4.0B |
| 净利润 | $807.0M | $213.0M |
| 毛利率 | — | — |
| 营业利润率 | 36.0% | 3.7% |
| 净利率 | 23.2% | 5.4% |
| 营收同比 | 1.7% | 37.7% |
| 净利润同比 | 24.9% | 51.1% |
| 每股收益（稀释后） | — | $0.49 |
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CSXDASH
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $4.0B | ||
| Q3 25 | $3.6B | $3.4B | ||
| Q2 25 | $3.6B | $3.3B | ||
| Q1 25 | $3.4B | $3.0B | ||
| Q4 24 | $3.5B | $2.9B | ||
| Q3 24 | $3.6B | $2.7B | ||
| Q2 24 | $3.7B | $2.6B |
净利润CSXDASH
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $213.0M | ||
| Q3 25 | $694.0M | $244.0M | ||
| Q2 25 | $829.0M | $285.0M | ||
| Q1 25 | $646.0M | $193.0M | ||
| Q4 24 | $720.0M | $141.0M | ||
| Q3 24 | $894.0M | $162.0M | ||
| Q2 24 | $963.0M | $-157.0M |
营业利润率CSXDASH
| Q1 26 | 36.0% | — | ||
| Q4 25 | 31.6% | 3.7% | ||
| Q3 25 | 30.3% | 7.5% | ||
| Q2 25 | 35.9% | 5.0% | ||
| Q1 25 | 30.4% | 5.1% | ||
| Q4 24 | 30.8% | 4.1% | ||
| Q3 24 | 37.4% | 4.0% | ||
| Q2 24 | 39.1% | -7.6% |
净利率CSXDASH
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 5.4% | ||
| Q3 25 | 19.3% | 7.1% | ||
| Q2 25 | 23.2% | 8.7% | ||
| Q1 25 | 18.9% | 6.4% | ||
| Q4 24 | 20.3% | 4.9% | ||
| Q3 24 | 24.7% | 6.0% | ||
| Q2 24 | 26.0% | -6.0% |
每股收益（稀释后）CSXDASH
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.49 | ||
| Q3 25 | $0.37 | $0.55 | ||
| Q2 25 | $0.44 | $0.65 | ||
| Q1 25 | $0.34 | $0.44 | ||
| Q4 24 | $0.38 | $0.35 | ||
| Q3 24 | $0.46 | $0.38 | ||
| Q2 24 | $0.49 | $-0.38 |
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 | $1.1B | $4.4B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $10.0B |
| 总资产 | $44.2B | $19.7B |
| 负债/权益比越低杠杆越低 | 1.39× | — |
8季度趋势，按日历期对齐
现金及短期投资CSXDASH
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $4.4B | ||
| Q3 25 | $6.0M | $3.3B | ||
| Q2 25 | $6.0M | $3.9B | ||
| Q1 25 | $8.0M | $4.5B | ||
| Q4 24 | $72.0M | $4.0B | ||
| Q3 24 | $12.0M | $3.7B | ||
| Q2 24 | $4.0M | $3.4B |
总债务CSXDASH
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $18.6B | — | ||
| Q1 25 | $18.5B | — | ||
| Q4 24 | $17.9B | — | ||
| Q3 24 | $18.5B | — | ||
| Q2 24 | $18.0B | — |
股东权益CSXDASH
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $10.0B | ||
| Q3 25 | $12.8B | $9.5B | ||
| Q2 25 | $12.4B | $8.9B | ||
| Q1 25 | $12.2B | $8.4B | ||
| Q4 24 | $12.5B | $7.8B | ||
| Q3 24 | $12.9B | $7.6B | ||
| Q2 24 | $12.6B | $7.2B |
总资产CSXDASH
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $19.7B | ||
| Q3 25 | $43.3B | $18.0B | ||
| Q2 25 | $42.9B | $16.9B | ||
| Q1 25 | $43.2B | $13.6B | ||
| Q4 24 | $42.8B | $12.8B | ||
| Q3 24 | $43.1B | $12.3B | ||
| Q2 24 | $42.4B | $11.8B |
负债/权益比CSXDASH
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.52× | — | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 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 | $1.3B | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $367.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 9.3% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 1.58× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $2.2B |
8季度趋势，按日历期对齐
经营现金流CSXDASH
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $421.0M | ||
| Q3 25 | $1.3B | $871.0M | ||
| Q2 25 | $635.0M | $504.0M | ||
| Q1 25 | $1.3B | $635.0M | ||
| Q4 24 | $1.4B | $518.0M | ||
| Q3 24 | $1.7B | $531.0M | ||
| Q2 24 | $1.1B | $530.0M |
自由现金流CSXDASH
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $367.0M | ||
| Q3 25 | $607.0M | $808.0M | ||
| Q2 25 | $-141.0M | $438.0M | ||
| Q1 25 | $536.0M | $561.0M | ||
| Q4 24 | $550.0M | $486.0M | ||
| Q3 24 | $1.1B | $499.0M | ||
| Q2 24 | $547.0M | $507.0M |
自由现金流率CSXDASH
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 9.3% | ||
| Q3 25 | 16.9% | 23.4% | ||
| Q2 25 | -3.9% | 13.3% | ||
| Q1 25 | 15.7% | 18.5% | ||
| Q4 24 | 15.5% | 16.9% | ||
| Q3 24 | 29.3% | 18.4% | ||
| Q2 24 | 14.8% | 19.3% |
资本支出强度CSXDASH
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 1.4% | ||
| Q3 25 | 20.4% | 1.8% | ||
| Q2 25 | 21.7% | 2.0% | ||
| Q1 25 | 21.0% | 2.4% | ||
| Q4 24 | 23.7% | 1.1% | ||
| Q3 24 | 17.3% | 1.2% | ||
| Q2 24 | 14.6% | 0.9% |
现金转化率CSXDASH
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 1.98× | ||
| Q3 25 | 1.93× | 3.57× | ||
| Q2 25 | 0.77× | 1.77× | ||
| Q1 25 | 1.94× | 3.29× | ||
| Q4 24 | 1.93× | 3.67× | ||
| Q3 24 | 1.89× | 3.28× | ||
| Q2 24 | 1.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
