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CSX Corporation(CSX)与First American Financial Corp(FAF)财务数据对比。点击上方公司名可切换其他公司
CSX Corporation的季度营收约是First American Financial Corp的1.7倍($3.5B vs $2.0B),CSX Corporation净利率更高(23.2% vs 10.3%,领先12.8%),First American Financial Corp同比增速更快(21.6% vs 1.7%),CSX Corporation自由现金流更多($793.0M vs $324.5M),过去两年First American Financial Corp的营收复合增速更高(19.9% 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。
第一美国金融公司是美国知名金融服务企业,主要面向房地产及抵押贷款行业开展业务,核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务,在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
CSX vs FAF — 直观对比
营收规模更大
CSX
是对方的1.7倍
$2.0B
营收增速更快
FAF
高出19.9%
1.7%
净利率更高
CSX
高出12.8%
10.3%
自由现金流更多
CSX
多$468.5M
$324.5M
两年增速更快
FAF
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.5B | $2.0B |
| 净利润 | $807.0M | $211.9M |
| 毛利率 | — | — |
| 营业利润率 | 29.9% | 14.0% |
| 净利率 | 23.2% | 10.3% |
| 营收同比 | 1.7% | 21.6% |
| 净利润同比 | 401.2% | 192.7% |
| 每股收益(稀释后) | — | $2.04 |
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
CSX
FAF
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.6B | $1.8B | ||
| Q1 25 | $3.4B | $1.6B | ||
| Q4 24 | $3.5B | $1.7B | ||
| Q3 24 | $3.6B | $1.4B | ||
| Q2 24 | $3.7B | $1.6B |
净利润
CSX
FAF
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $211.9M | ||
| Q3 25 | $694.0M | $189.6M | ||
| Q2 25 | $829.0M | $146.1M | ||
| Q1 25 | $646.0M | $74.2M | ||
| Q4 24 | $720.0M | $72.4M | ||
| Q3 24 | $894.0M | $-104.0M | ||
| Q2 24 | $963.0M | $116.0M |
营业利润率
CSX
FAF
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 14.0% | ||
| Q3 25 | 30.3% | 12.5% | ||
| Q2 25 | 35.9% | 10.6% | ||
| Q1 25 | 30.4% | 6.1% | ||
| Q4 24 | 30.8% | 5.9% | ||
| Q3 24 | 37.4% | -10.3% | ||
| Q2 24 | 39.1% | 9.4% |
净利率
CSX
FAF
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 10.3% | ||
| Q3 25 | 19.3% | 9.6% | ||
| Q2 25 | 23.2% | 7.9% | ||
| Q1 25 | 18.9% | 4.7% | ||
| Q4 24 | 20.3% | 4.3% | ||
| Q3 24 | 24.7% | -7.4% | ||
| Q2 24 | 26.0% | 7.2% |
每股收益(稀释后)
CSX
FAF
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $2.04 | ||
| Q3 25 | $0.37 | $1.84 | ||
| Q2 25 | $0.44 | $1.41 | ||
| Q1 25 | $0.34 | $0.71 | ||
| Q4 24 | $0.38 | $0.70 | ||
| Q3 24 | $0.46 | $-1.00 | ||
| Q2 24 | $0.49 | $1.11 |
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 | $1.4B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $5.5B |
| 总资产 | $44.2B | $16.2B |
| 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
CSX
FAF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $1.4B | ||
| Q3 25 | $6.0M | $2.9B | ||
| Q2 25 | $6.0M | $2.0B | ||
| Q1 25 | $8.0M | $2.0B | ||
| Q4 24 | $72.0M | $1.7B | ||
| Q3 24 | $12.0M | $3.0B | ||
| Q2 24 | $4.0M | $2.0B |
总债务
CSX
FAF
| 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
CSX
FAF
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $5.5B | ||
| Q3 25 | $12.8B | $5.3B | ||
| Q2 25 | $12.4B | $5.1B | ||
| Q1 25 | $12.2B | $5.0B | ||
| Q4 24 | $12.5B | $4.9B | ||
| Q3 24 | $12.9B | $5.1B | ||
| Q2 24 | $12.6B | $4.8B |
总资产
CSX
FAF
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $16.2B | ||
| Q3 25 | $43.3B | $17.6B | ||
| Q2 25 | $42.9B | $16.3B | ||
| Q1 25 | $43.2B | $15.5B | ||
| Q4 24 | $42.8B | $14.9B | ||
| Q3 24 | $43.1B | $16.6B | ||
| Q2 24 | $42.4B | $15.2B |
负债/权益比
CSX
FAF
| 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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $324.5M |
| 自由现金流率自由现金流/营收 | 22.8% | 15.8% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | 1.58× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $762.5M |
8季度趋势,按日历期对齐
经营现金流
CSX
FAF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $369.3M | ||
| Q3 25 | $1.3B | $272.5M | ||
| Q2 25 | $635.0M | $361.8M | ||
| Q1 25 | $1.3B | $-52.8M | ||
| Q4 24 | $1.4B | $324.6M | ||
| Q3 24 | $1.7B | $236.9M | ||
| Q2 24 | $1.1B | $266.7M |
自由现金流
CSX
FAF
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $324.5M | ||
| Q3 25 | $607.0M | $223.1M | ||
| Q2 25 | $-141.0M | $309.4M | ||
| Q1 25 | $536.0M | $-94.5M | ||
| Q4 24 | $550.0M | $266.2M | ||
| Q3 24 | $1.1B | $185.4M | ||
| Q2 24 | $547.0M | $210.0M |
自由现金流率
CSX
FAF
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 15.8% | ||
| Q3 25 | 16.9% | 11.3% | ||
| Q2 25 | -3.9% | 16.8% | ||
| Q1 25 | 15.7% | -6.0% | ||
| Q4 24 | 15.5% | 15.8% | ||
| Q3 24 | 29.3% | 13.2% | ||
| Q2 24 | 14.8% | 13.0% |
资本支出强度
CSX
FAF
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 2.2% | ||
| Q3 25 | 20.4% | 2.5% | ||
| Q2 25 | 21.7% | 2.8% | ||
| Q1 25 | 21.0% | 2.6% | ||
| Q4 24 | 23.7% | 3.5% | ||
| Q3 24 | 17.3% | 3.7% | ||
| Q2 24 | 14.6% | 3.5% |
现金转化率
CSX
FAF
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 1.74× | ||
| Q3 25 | 1.93× | 1.44× | ||
| Q2 25 | 0.77× | 2.48× | ||
| Q1 25 | 1.94× | -0.71× | ||
| Q4 24 | 1.93× | 4.48× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.13× | 2.30× |
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
CSX
暂无分部数据
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |