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CSX Corporation（CSX）与康宁（GLW）财务数据对比。点击上方公司名可切换其他公司
康宁的季度营收约是CSX Corporation的1.2倍（$4.2B vs $3.5B），CSX Corporation净利率更高（23.2% vs 12.8%，领先10.4%），康宁同比增速更快（20.4% vs 1.7%），CSX Corporation自由现金流更多（$793.0M vs $620.0M），过去两年康宁的营收复合增速更高（19.0% 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。
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
CSX vs GLW — 直观对比
营收规模更大
GLW
是对方的1.2倍
$3.5B
营收增速更快
GLW
高出18.7%
1.7%
净利率更高
CSX
高出10.4%
12.8%
自由现金流更多
CSX
多$173.0M
$620.0M
两年增速更快
GLW
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $4.2B |
| 净利润 | $807.0M | $540.0M |
| 毛利率 | — | 35.5% |
| 营业利润率 | 29.9% | 15.9% |
| 净利率 | 23.2% | 12.8% |
| 营收同比 | 1.7% | 20.4% |
| 净利润同比 | 401.2% | 74.2% |
| 每股收益（稀释后） | — | $0.61 |
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CSXGLW
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $4.2B | ||
| Q3 25 | $3.6B | $4.1B | ||
| Q2 25 | $3.6B | $3.9B | ||
| Q1 25 | $3.4B | $3.5B | ||
| Q4 24 | $3.5B | $3.5B | ||
| Q3 24 | $3.6B | $3.4B | ||
| Q2 24 | $3.7B | $3.3B |
净利润CSXGLW
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $540.0M | ||
| Q3 25 | $694.0M | $430.0M | ||
| Q2 25 | $829.0M | $469.0M | ||
| Q1 25 | $646.0M | $157.0M | ||
| Q4 24 | $720.0M | $310.0M | ||
| Q3 24 | $894.0M | $-117.0M | ||
| Q2 24 | $963.0M | $104.0M |
毛利率CSXGLW
| Q1 26 | — | — | ||
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 37.1% | ||
| Q2 25 | — | 36.0% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.2% | ||
| Q3 24 | — | 33.5% | ||
| Q2 24 | — | 29.2% |
营业利润率CSXGLW
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 15.9% | ||
| Q3 25 | 30.3% | 14.4% | ||
| Q2 25 | 35.9% | 14.8% | ||
| Q1 25 | 30.4% | 12.9% | ||
| Q4 24 | 30.8% | 11.2% | ||
| Q3 24 | 37.4% | 8.9% | ||
| Q2 24 | 39.1% | 5.7% |
净利率CSXGLW
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 12.8% | ||
| Q3 25 | 19.3% | 10.5% | ||
| Q2 25 | 23.2% | 12.1% | ||
| Q1 25 | 18.9% | 4.5% | ||
| Q4 24 | 20.3% | 8.9% | ||
| Q3 24 | 24.7% | -3.5% | ||
| Q2 24 | 26.0% | 3.2% |
每股收益（稀释后）CSXGLW
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.61 | ||
| Q3 25 | $0.37 | $0.50 | ||
| Q2 25 | $0.44 | $0.54 | ||
| Q1 25 | $0.34 | $0.18 | ||
| Q4 24 | $0.38 | $0.36 | ||
| Q3 24 | $0.46 | $-0.14 | ||
| Q2 24 | $0.49 | $0.12 |
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 | $1.5B |
| 总债务越低越好 | $18.9B | $7.6B |
| 股东权益账面价值 | $13.6B | $11.8B |
| 总资产 | $44.2B | $31.0B |
| 负债/权益比越低杠杆越低 | 1.39× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资CSXGLW
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $1.5B | ||
| Q3 25 | $6.0M | — | ||
| Q2 25 | $6.0M | — | ||
| Q1 25 | $8.0M | — | ||
| Q4 24 | $72.0M | $1.8B | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $4.0M | — |
总债务CSXGLW
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $7.6B | ||
| Q3 25 | $18.6B | $7.4B | ||
| Q2 25 | $18.6B | $6.7B | ||
| Q1 25 | $18.5B | $7.0B | ||
| Q4 24 | $17.9B | $6.9B | ||
| Q3 24 | $18.5B | $7.1B | ||
| Q2 24 | $18.0B | $6.9B |
股东权益CSXGLW
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $11.8B | ||
| Q3 25 | $12.8B | $11.5B | ||
| Q2 25 | $12.4B | $11.1B | ||
| Q1 25 | $12.2B | $10.7B | ||
| Q4 24 | $12.5B | $10.7B | ||
| Q3 24 | $12.9B | $11.1B | ||
| Q2 24 | $12.6B | $10.6B |
总资产CSXGLW
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $31.0B | ||
| Q3 25 | $43.3B | $29.9B | ||
| Q2 25 | $42.9B | $28.7B | ||
| Q1 25 | $43.2B | $27.4B | ||
| Q4 24 | $42.8B | $27.7B | ||
| Q3 24 | $43.1B | $28.3B | ||
| Q2 24 | $42.4B | $27.2B |
负债/权益比CSXGLW
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 0.65× | ||
| Q3 25 | 1.45× | 0.64× | ||
| Q2 25 | 1.50× | 0.60× | ||
| Q1 25 | 1.52× | 0.65× | ||
| Q4 24 | 1.43× | 0.64× | ||
| Q3 24 | 1.43× | 0.64× | ||
| Q2 24 | 1.42× | 0.65× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $620.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 14.7% |
| 资本支出强度资本支出/营收 | — | 10.2% |
| 现金转化率经营现金流/净利润 | 1.58× | 1.95× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $1.4B |
8季度趋势，按日历期对齐
经营现金流CSXGLW
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $784.0M | ||
| Q2 25 | $635.0M | $708.0M | ||
| Q1 25 | $1.3B | $151.0M | ||
| Q4 24 | $1.4B | $623.0M | ||
| Q3 24 | $1.7B | $699.0M | ||
| Q2 24 | $1.1B | $521.0M |
自由现金流CSXGLW
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $620.0M | ||
| Q3 25 | $607.0M | $450.0M | ||
| Q2 25 | $-141.0M | $400.0M | ||
| Q1 25 | $536.0M | $-57.0M | ||
| Q4 24 | $550.0M | $369.0M | ||
| Q3 24 | $1.1B | $482.0M | ||
| Q2 24 | $547.0M | $279.0M |
自由现金流率CSXGLW
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 14.7% | ||
| Q3 25 | 16.9% | 11.0% | ||
| Q2 25 | -3.9% | 10.4% | ||
| Q1 25 | 15.7% | -1.7% | ||
| Q4 24 | 15.5% | 10.5% | ||
| Q3 24 | 29.3% | 14.2% | ||
| Q2 24 | 14.8% | 8.6% |
资本支出强度CSXGLW
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 10.2% | ||
| Q3 25 | 20.4% | 8.1% | ||
| Q2 25 | 21.7% | 8.0% | ||
| Q1 25 | 21.0% | 6.0% | ||
| Q4 24 | 23.7% | 7.3% | ||
| Q3 24 | 17.3% | 6.4% | ||
| Q2 24 | 14.6% | 7.4% |
现金转化率CSXGLW
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 1.95× | ||
| Q3 25 | 1.93× | 1.82× | ||
| Q2 25 | 0.77× | 1.51× | ||
| Q1 25 | 1.94× | 0.96× | ||
| Q4 24 | 1.93× | 2.01× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.13× | 5.01× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
