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CSX Corporation（CSX）与Kenvue（KVUE）财务数据对比。点击上方公司名可切换其他公司
Kenvue的季度营收约是CSX Corporation的1.1倍（$3.8B vs $3.5B），CSX Corporation净利率更高（23.2% vs 8.7%，领先14.4%），Kenvue同比增速更快（3.2% vs 1.7%），CSX Corporation自由现金流更多（$793.0M vs $744.0M），过去两年Kenvue的营收复合增速更高（-1.5% 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。
Kenvue是美国消费者健康企业，前身为强生集团消费者健康业务部门，旗下拥有邦迪、李施德林、露得清、泰诺、强生婴儿、仙特明等诸多知名消费健康品牌，总部现位于美国新泽西州萨米特。
CSX vs KVUE — 直观对比
营收规模更大
KVUE
是对方的1.1倍
$3.5B
营收增速更快
KVUE
高出1.5%
1.7%
净利率更高
CSX
高出14.4%
8.7%
自由现金流更多
CSX
多$49.0M
$744.0M
两年增速更快
KVUE
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.8B |
| 净利润 | $807.0M | $330.0M |
| 毛利率 | — | 56.5% |
| 营业利润率 | 29.9% | 14.2% |
| 净利率 | 23.2% | 8.7% |
| 营收同比 | 1.7% | 3.2% |
| 净利润同比 | 401.2% | 12.6% |
| 每股收益（稀释后） | — | $0.16 |
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CSXKVUE
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $3.8B | ||
| Q3 25 | $3.6B | $3.8B | ||
| Q2 25 | $3.6B | $3.8B | ||
| Q1 25 | $3.4B | $3.7B | ||
| Q4 24 | $3.5B | $3.7B | ||
| Q3 24 | $3.6B | $3.9B | ||
| Q2 24 | $3.7B | $4.0B |
净利润CSXKVUE
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $330.0M | ||
| Q3 25 | $694.0M | $398.0M | ||
| Q2 25 | $829.0M | $420.0M | ||
| Q1 25 | $646.0M | $322.0M | ||
| Q4 24 | $720.0M | $293.0M | ||
| Q3 24 | $894.0M | $383.0M | ||
| Q2 24 | $963.0M | $58.0M |
毛利率CSXKVUE
| Q1 26 | — | — | ||
| Q4 25 | — | 56.5% | ||
| Q3 25 | — | 59.1% | ||
| Q2 25 | — | 58.9% | ||
| Q1 25 | — | 58.0% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | — | 58.5% | ||
| Q2 24 | — | 59.1% |
营业利润率CSXKVUE
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 14.2% | ||
| Q3 25 | 30.3% | 16.7% | ||
| Q2 25 | 35.9% | 18.0% | ||
| Q1 25 | 30.4% | 14.9% | ||
| Q4 24 | 30.8% | 13.2% | ||
| Q3 24 | 37.4% | 16.8% | ||
| Q2 24 | 39.1% | 3.9% |
净利率CSXKVUE
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 8.7% | ||
| Q3 25 | 19.3% | 10.6% | ||
| Q2 25 | 23.2% | 10.9% | ||
| Q1 25 | 18.9% | 8.6% | ||
| Q4 24 | 20.3% | 8.0% | ||
| Q3 24 | 24.7% | 9.8% | ||
| Q2 24 | 26.0% | 1.5% |
每股收益（稀释后）CSXKVUE
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.16 | ||
| Q3 25 | $0.37 | $0.21 | ||
| Q2 25 | $0.44 | $0.22 | ||
| Q1 25 | $0.34 | $0.17 | ||
| Q4 24 | $0.38 | $0.16 | ||
| Q3 24 | $0.46 | $0.20 | ||
| Q2 24 | $0.49 | $0.03 |
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 | $1.1B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $10.8B |
| 总资产 | $44.2B | $27.1B |
| 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CSXKVUE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $1.1B | ||
| Q3 25 | $6.0M | $1.1B | ||
| Q2 25 | $6.0M | $1.1B | ||
| Q1 25 | $8.0M | $1.1B | ||
| Q4 24 | $72.0M | $1.1B | ||
| Q3 24 | $12.0M | $1.1B | ||
| Q2 24 | $4.0M | $1.0B |
总债务CSXKVUE
| 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CSXKVUE
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $10.8B | ||
| Q3 25 | $12.8B | $10.6B | ||
| Q2 25 | $12.4B | $10.7B | ||
| Q1 25 | $12.2B | $10.1B | ||
| Q4 24 | $12.5B | $9.7B | ||
| Q3 24 | $12.9B | $10.6B | ||
| Q2 24 | $12.6B | $10.2B |
总资产CSXKVUE
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $27.1B | ||
| Q3 25 | $43.3B | $27.2B | ||
| Q2 25 | $42.9B | $27.1B | ||
| Q1 25 | $43.2B | $26.3B | ||
| Q4 24 | $42.8B | $25.6B | ||
| Q3 24 | $43.1B | $26.9B | ||
| Q2 24 | $42.4B | $26.4B |
负债/权益比CSXKVUE
| 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 | $854.0M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $744.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 19.7% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 1.58× | 2.59× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $1.7B |
8季度趋势，按日历期对齐
经营现金流CSXKVUE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $854.0M | ||
| Q3 25 | $1.3B | $294.0M | ||
| Q2 25 | $635.0M | $621.0M | ||
| Q1 25 | $1.3B | $428.0M | ||
| Q4 24 | $1.4B | $793.0M | ||
| Q3 24 | $1.7B | $249.0M | ||
| Q2 24 | $1.1B | $440.0M |
自由现金流CSXKVUE
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $744.0M | ||
| Q3 25 | $607.0M | $196.0M | ||
| Q2 25 | $-141.0M | $533.0M | ||
| Q1 25 | $536.0M | $249.0M | ||
| Q4 24 | $550.0M | $661.0M | ||
| Q3 24 | $1.1B | $190.0M | ||
| Q2 24 | $547.0M | $350.0M |
自由现金流率CSXKVUE
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 19.7% | ||
| Q3 25 | 16.9% | 5.2% | ||
| Q2 25 | -3.9% | 13.9% | ||
| Q1 25 | 15.7% | 6.7% | ||
| Q4 24 | 15.5% | 18.1% | ||
| Q3 24 | 29.3% | 4.9% | ||
| Q2 24 | 14.8% | 8.8% |
资本支出强度CSXKVUE
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 2.9% | ||
| Q3 25 | 20.4% | 2.6% | ||
| Q2 25 | 21.7% | 2.3% | ||
| Q1 25 | 21.0% | 4.8% | ||
| Q4 24 | 23.7% | 3.6% | ||
| Q3 24 | 17.3% | 1.5% | ||
| Q2 24 | 14.6% | 2.3% |
现金转化率CSXKVUE
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 2.59× | ||
| Q3 25 | 1.93× | 0.74× | ||
| Q2 25 | 0.77× | 1.48× | ||
| Q1 25 | 1.94× | 1.33× | ||
| Q4 24 | 1.93× | 2.71× | ||
| Q3 24 | 1.89× | 0.65× | ||
| Q2 24 | 1.13× | 7.59× |
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
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
