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CSX Corporation（CSX）与Post Holdings, Inc.（POST）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Post Holdings, Inc.的1.6倍（$3.5B vs $2.2B），CSX Corporation净利率更高（23.2% vs 4.5%，领先18.7%），Post Holdings, Inc.同比增速更快（10.1% vs 1.7%），CSX Corporation自由现金流更多（$793.0M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% 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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
CSX vs POST — 直观对比
营收规模更大
CSX
是对方的1.6倍
$2.2B
营收增速更快
POST
高出8.4%
1.7%
净利率更高
CSX
高出18.7%
4.5%
自由现金流更多
CSX
多$673.7M
$119.3M
两年增速更快
POST
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.2B |
| 净利润 | $807.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 36.0% | 11.0% |
| 净利率 | 23.2% | 4.5% |
| 营收同比 | 1.7% | 10.1% |
| 净利润同比 | 24.9% | -14.6% |
| 每股收益（稀释后） | — | $1.71 |
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CSXPOST
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.4B | $2.0B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.6B | $2.0B | ||
| Q2 24 | $3.7B | $1.9B |
净利润CSXPOST
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $96.8M | ||
| Q3 25 | $694.0M | $51.0M | ||
| Q2 25 | $829.0M | $108.8M | ||
| Q1 25 | $646.0M | $62.6M | ||
| Q4 24 | $720.0M | $113.3M | ||
| Q3 24 | $894.0M | $81.6M | ||
| Q2 24 | $963.0M | $99.8M |
毛利率CSXPOST
| Q1 26 | — | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% |
营业利润率CSXPOST
| Q1 26 | 36.0% | — | ||
| Q4 25 | 31.6% | 11.0% | ||
| Q3 25 | 30.3% | 7.5% | ||
| Q2 25 | 35.9% | 11.8% | ||
| Q1 25 | 30.4% | 9.3% | ||
| Q4 24 | 30.8% | 10.8% | ||
| Q3 24 | 37.4% | 9.5% | ||
| Q2 24 | 39.1% | 10.4% |
净利率CSXPOST
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 4.5% | ||
| Q3 25 | 19.3% | 2.3% | ||
| Q2 25 | 23.2% | 5.5% | ||
| Q1 25 | 18.9% | 3.2% | ||
| Q4 24 | 20.3% | 5.7% | ||
| Q3 24 | 24.7% | 4.1% | ||
| Q2 24 | 26.0% | 5.1% |
每股收益（稀释后）CSXPOST
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $1.71 | ||
| Q3 25 | $0.37 | $0.91 | ||
| Q2 25 | $0.44 | $1.79 | ||
| Q1 25 | $0.34 | $1.03 | ||
| Q4 24 | $0.38 | $1.78 | ||
| Q3 24 | $0.46 | $1.28 | ||
| Q2 24 | $0.49 | $1.53 |
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 | $279.3M |
| 总债务越低越好 | $18.9B | $7.5B |
| 股东权益账面价值 | $13.6B | $3.5B |
| 总资产 | $44.2B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.39× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资CSXPOST
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $279.3M | ||
| Q3 25 | $6.0M | $176.7M | ||
| Q2 25 | $6.0M | $1.1B | ||
| Q1 25 | $8.0M | $617.6M | ||
| Q4 24 | $72.0M | $872.9M | ||
| Q3 24 | $12.0M | $787.4M | ||
| Q2 24 | $4.0M | $333.8M |
总债务CSXPOST
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $7.5B | ||
| Q3 25 | $18.6B | $7.4B | ||
| Q2 25 | $18.6B | $7.3B | ||
| Q1 25 | $18.5B | $6.9B | ||
| Q4 24 | $17.9B | $6.9B | ||
| Q3 24 | $18.5B | $6.8B | ||
| Q2 24 | $18.0B | $6.4B |
股东权益CSXPOST
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $3.5B | ||
| Q3 25 | $12.8B | $3.8B | ||
| Q2 25 | $12.4B | $4.0B | ||
| Q1 25 | $12.2B | $3.8B | ||
| Q4 24 | $12.5B | $3.9B | ||
| Q3 24 | $12.9B | $4.1B | ||
| Q2 24 | $12.6B | $3.9B |
总资产CSXPOST
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $13.0B | ||
| Q3 25 | $43.3B | $13.5B | ||
| Q2 25 | $42.9B | $13.4B | ||
| Q1 25 | $43.2B | $12.8B | ||
| Q4 24 | $42.8B | $12.8B | ||
| Q3 24 | $43.1B | $12.9B | ||
| Q2 24 | $42.4B | $12.1B |
负债/权益比CSXPOST
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 2.16× | ||
| Q3 25 | 1.45× | 1.98× | ||
| Q2 25 | 1.50× | 1.84× | ||
| Q1 25 | 1.52× | 1.81× | ||
| Q4 24 | 1.43× | 1.79× | ||
| Q3 24 | 1.43× | 1.67× | ||
| Q2 24 | 1.42× | 1.62× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 22.8% | 5.5% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | 1.58× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $436.0M |
8季度趋势，按日历期对齐
经营现金流CSXPOST
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $235.7M | ||
| Q3 25 | $1.3B | $301.3M | ||
| Q2 25 | $635.0M | $225.9M | ||
| Q1 25 | $1.3B | $160.7M | ||
| Q4 24 | $1.4B | $310.4M | ||
| Q3 24 | $1.7B | $235.4M | ||
| Q2 24 | $1.1B | $272.3M |
自由现金流CSXPOST
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $119.3M | ||
| Q3 25 | $607.0M | $151.6M | ||
| Q2 25 | $-141.0M | $94.9M | ||
| Q1 25 | $536.0M | $70.2M | ||
| Q4 24 | $550.0M | $171.4M | ||
| Q3 24 | $1.1B | $96.2M | ||
| Q2 24 | $547.0M | $161.5M |
自由现金流率CSXPOST
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 5.5% | ||
| Q3 25 | 16.9% | 6.7% | ||
| Q2 25 | -3.9% | 4.8% | ||
| Q1 25 | 15.7% | 3.6% | ||
| Q4 24 | 15.5% | 8.7% | ||
| Q3 24 | 29.3% | 4.8% | ||
| Q2 24 | 14.8% | 8.3% |
资本支出强度CSXPOST
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 5.4% | ||
| Q3 25 | 20.4% | 6.7% | ||
| Q2 25 | 21.7% | 6.6% | ||
| Q1 25 | 21.0% | 4.6% | ||
| Q4 24 | 23.7% | 7.0% | ||
| Q3 24 | 17.3% | 6.9% | ||
| Q2 24 | 14.6% | 5.7% |
现金转化率CSXPOST
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 2.43× | ||
| Q3 25 | 1.93× | 5.91× | ||
| Q2 25 | 0.77× | 2.08× | ||
| Q1 25 | 1.94× | 2.57× | ||
| Q4 24 | 1.93× | 2.74× | ||
| Q3 24 | 1.89× | 2.88× | ||
| Q2 24 | 1.13× | 2.73× |
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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
