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CSX Corporation（CSX）与RYDER SYSTEM INC（R）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RYDER SYSTEM INC的1.1倍（$3.5B vs $3.1B），CSX Corporation净利率更高（23.2% vs 3.0%，领先20.2%），CSX Corporation同比增速更快（1.7% vs 1.0%），CSX Corporation自由现金流更多（$793.0M vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% 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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
CSX vs R — 直观对比
营收规模更大
CSX
是对方的1.1倍
$3.1B
营收增速更快
CSX
高出0.7%
1.0%
净利率更高
CSX
高出20.2%
3.0%
自由现金流更多
CSX
多$520.0M
$273.0M
两年增速更快
R
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.1B |
| 净利润 | $807.0M | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 36.0% | — |
| 净利率 | 23.2% | 3.0% |
| 营收同比 | 1.7% | 1.0% |
| 净利润同比 | 24.9% | -5.1% |
| 每股收益（稀释后） | — | $2.34 |
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CSXR
| Q1 26 | $3.5B | $3.1B | ||
| Q4 25 | $3.5B | $3.2B | ||
| Q3 25 | $3.6B | $3.2B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.4B | $3.1B | ||
| Q4 24 | $3.5B | $3.2B | ||
| Q3 24 | $3.6B | $3.2B | ||
| Q2 24 | $3.7B | $3.2B |
净利润CSXR
| Q1 26 | $807.0M | $93.0M | ||
| Q4 25 | $720.0M | $132.0M | ||
| Q3 25 | $694.0M | $138.0M | ||
| Q2 25 | $829.0M | $131.0M | ||
| Q1 25 | $646.0M | $98.0M | ||
| Q4 24 | $720.0M | $135.0M | ||
| Q3 24 | $894.0M | $142.0M | ||
| Q2 24 | $963.0M | $127.0M |
营业利润率CSXR
| Q1 26 | 36.0% | — | ||
| Q4 25 | 31.6% | 5.6% | ||
| Q3 25 | 30.3% | 6.0% | ||
| Q2 25 | 35.9% | 5.8% | ||
| Q1 25 | 30.4% | 4.3% | ||
| Q4 24 | 30.8% | 5.7% | ||
| Q3 24 | 37.4% | 5.9% | ||
| Q2 24 | 39.1% | 5.6% |
净利率CSXR
| Q1 26 | 23.2% | 3.0% | ||
| Q4 25 | 20.5% | 4.2% | ||
| Q3 25 | 19.3% | 4.4% | ||
| Q2 25 | 23.2% | 4.1% | ||
| Q1 25 | 18.9% | 3.1% | ||
| Q4 24 | 20.3% | 4.2% | ||
| Q3 24 | 24.7% | 4.5% | ||
| Q2 24 | 26.0% | 4.0% |
每股收益（稀释后）CSXR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.39 | $3.22 | ||
| Q3 25 | $0.37 | $3.32 | ||
| Q2 25 | $0.44 | $3.13 | ||
| Q1 25 | $0.34 | $2.27 | ||
| Q4 24 | $0.38 | $3.09 | ||
| Q3 24 | $0.46 | $3.24 | ||
| Q2 24 | $0.49 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $2.9B |
| 总资产 | $44.2B | — |
| 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CSXR
| Q1 26 | $1.1B | $182.0M | ||
| Q4 25 | $5.0M | $198.0M | ||
| Q3 25 | $6.0M | $189.0M | ||
| Q2 25 | $6.0M | $180.0M | ||
| Q1 25 | $8.0M | $151.0M | ||
| Q4 24 | $72.0M | $154.0M | ||
| Q3 24 | $12.0M | $162.0M | ||
| Q2 24 | $4.0M | $164.0M |
总债务CSXR
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $6.8B | ||
| Q3 25 | $18.6B | $7.3B | ||
| Q2 25 | $18.6B | $7.0B | ||
| Q1 25 | $18.5B | $6.7B | ||
| Q4 24 | $17.9B | $6.7B | ||
| Q3 24 | $18.5B | $6.6B | ||
| Q2 24 | $18.0B | $6.5B |
股东权益CSXR
| Q1 26 | $13.6B | $2.9B | ||
| Q4 25 | $13.2B | $3.1B | ||
| Q3 25 | $12.8B | $3.1B | ||
| Q2 25 | $12.4B | $3.1B | ||
| Q1 25 | $12.2B | $3.0B | ||
| Q4 24 | $12.5B | $3.1B | ||
| Q3 24 | $12.9B | $3.1B | ||
| Q2 24 | $12.6B | $3.1B |
总资产CSXR
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $16.4B | ||
| Q3 25 | $43.3B | $16.5B | ||
| Q2 25 | $42.9B | $16.5B | ||
| Q1 25 | $43.2B | $16.4B | ||
| Q4 24 | $42.8B | $16.7B | ||
| Q3 24 | $43.1B | $16.5B | ||
| Q2 24 | $42.4B | $16.4B |
负债/权益比CSXR
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 2.24× | ||
| Q3 25 | 1.45× | 2.35× | ||
| Q2 25 | 1.50× | 2.27× | ||
| Q1 25 | 1.52× | 2.21× | ||
| Q4 24 | 1.43× | 2.14× | ||
| Q3 24 | 1.43× | 2.17× | ||
| Q2 24 | 1.42× | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 8.7% |
| 资本支出强度资本支出/营收 | — | 13.7% |
| 现金转化率经营现金流/净利润 | 1.58× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $595.0M |
8季度趋势，按日历期对齐
经营现金流CSXR
| Q1 26 | $1.3B | $583.0M | ||
| Q4 25 | $1.4B | $749.0M | ||
| Q3 25 | $1.3B | $442.0M | ||
| Q2 25 | $635.0M | $752.0M | ||
| Q1 25 | $1.3B | $651.0M | ||
| Q4 24 | $1.4B | $558.0M | ||
| Q3 24 | $1.7B | $629.0M | ||
| Q2 24 | $1.1B | $552.0M |
自由现金流CSXR
| Q1 26 | $793.0M | $273.0M | ||
| Q4 25 | $709.0M | $344.0M | ||
| Q3 25 | $607.0M | $-85.0M | ||
| Q2 25 | $-141.0M | $63.0M | ||
| Q1 25 | $536.0M | $137.0M | ||
| Q4 24 | $550.0M | $-201.0M | ||
| Q3 24 | $1.1B | $30.0M | ||
| Q2 24 | $547.0M | $-87.0M |
自由现金流率CSXR
| Q1 26 | 22.8% | 8.7% | ||
| Q4 25 | 20.2% | 10.8% | ||
| Q3 25 | 16.9% | -2.7% | ||
| Q2 25 | -3.9% | 2.0% | ||
| Q1 25 | 15.7% | 4.4% | ||
| Q4 24 | 15.5% | -6.3% | ||
| Q3 24 | 29.3% | 0.9% | ||
| Q2 24 | 14.8% | -2.7% |
资本支出强度CSXR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 19.3% | 12.8% | ||
| Q3 25 | 20.4% | 16.6% | ||
| Q2 25 | 21.7% | 21.6% | ||
| Q1 25 | 21.0% | 16.4% | ||
| Q4 24 | 23.7% | 23.8% | ||
| Q3 24 | 17.3% | 18.9% | ||
| Q2 24 | 14.6% | 20.1% |
现金转化率CSXR
| Q1 26 | 1.58× | 6.27× | ||
| Q4 25 | 1.93× | 5.67× | ||
| Q3 25 | 1.93× | 3.20× | ||
| Q2 25 | 0.77× | 5.74× | ||
| Q1 25 | 1.94× | 6.64× | ||
| Q4 24 | 1.93× | 4.13× | ||
| Q3 24 | 1.89× | 4.43× | ||
| Q2 24 | 1.13× | 4.35× |
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
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
