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CSX Corporation（CSX）与SEABOARD CORP（SEB）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SEABOARD CORP的1.4倍（$3.5B vs $2.4B），CSX Corporation净利率更高（23.2% vs 10.6%，领先12.6%），CSX Corporation同比增速更快（1.7% vs -2.9%），CSX Corporation自由现金流更多（$793.0M vs $53.0M），过去两年SEABOARD CORP的营收复合增速更高（4.9% 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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
CSX vs SEB — 直观对比
营收规模更大
CSX
是对方的1.4倍
$2.4B
营收增速更快
CSX
高出4.6%
-2.9%
净利率更高
CSX
高出12.6%
10.6%
自由现金流更多
CSX
多$740.0M
$53.0M
两年增速更快
SEB
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.4B |
| 净利润 | $807.0M | $255.0M |
| 毛利率 | — | 7.9% |
| 营业利润率 | 29.9% | 2.7% |
| 净利率 | 23.2% | 10.6% |
| 营收同比 | 1.7% | -2.9% |
| 净利润同比 | 401.2% | 63.5% |
| 每股收益（稀释后） | — | $262.58 |
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CSXSEB
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $2.4B | ||
| Q3 25 | $3.6B | $2.5B | ||
| Q2 25 | $3.6B | $2.5B | ||
| Q1 25 | $3.4B | $2.3B | ||
| Q4 24 | $3.5B | $2.5B | ||
| Q3 24 | $3.6B | $2.2B | ||
| Q2 24 | $3.7B | $2.2B |
净利润CSXSEB
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $255.0M | ||
| Q3 25 | $694.0M | $110.0M | ||
| Q2 25 | $829.0M | $104.0M | ||
| Q1 25 | $646.0M | $32.0M | ||
| Q4 24 | $720.0M | $156.0M | ||
| Q3 24 | $894.0M | $-149.0M | ||
| Q2 24 | $963.0M | $61.0M |
毛利率CSXSEB
| Q1 26 | — | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 5.8% |
营业利润率CSXSEB
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 2.7% | ||
| Q3 25 | 30.3% | 3.3% | ||
| Q2 25 | 35.9% | 2.1% | ||
| Q1 25 | 30.4% | 1.6% | ||
| Q4 24 | 30.8% | 4.6% | ||
| Q3 24 | 37.4% | 1.4% | ||
| Q2 24 | 39.1% | 1.4% |
净利率CSXSEB
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 10.6% | ||
| Q3 25 | 19.3% | 4.3% | ||
| Q2 25 | 23.2% | 4.2% | ||
| Q1 25 | 18.9% | 1.4% | ||
| Q4 24 | 20.3% | 6.3% | ||
| Q3 24 | 24.7% | -6.7% | ||
| Q2 24 | 26.0% | 2.8% |
每股收益（稀释后）CSXSEB
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $262.58 | ||
| Q3 25 | $0.37 | $113.71 | ||
| Q2 25 | $0.44 | $105.22 | ||
| Q1 25 | $0.34 | $32.95 | ||
| Q4 24 | $0.38 | $158.58 | ||
| Q3 24 | $0.46 | $-153.44 | ||
| Q2 24 | $0.49 | $62.82 |
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 | $1.2B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $5.2B |
| 总资产 | $44.2B | $8.2B |
| 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CSXSEB
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $1.2B | ||
| Q3 25 | $6.0M | $1.2B | ||
| Q2 25 | $6.0M | $1.1B | ||
| Q1 25 | $8.0M | $1.1B | ||
| Q4 24 | $72.0M | $1.2B | ||
| Q3 24 | $12.0M | $1.2B | ||
| Q2 24 | $4.0M | $1.2B |
总债务CSXSEB
| 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CSXSEB
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $5.2B | ||
| Q3 25 | $12.8B | $5.0B | ||
| Q2 25 | $12.4B | $4.8B | ||
| Q1 25 | $12.2B | $4.7B | ||
| Q4 24 | $12.5B | $4.7B | ||
| Q3 24 | $12.9B | $4.5B | ||
| Q2 24 | $12.6B | $4.7B |
总资产CSXSEB
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $8.2B | ||
| Q3 25 | $43.3B | $8.0B | ||
| Q2 25 | $42.9B | $7.9B | ||
| Q1 25 | $43.2B | $7.6B | ||
| Q4 24 | $42.8B | $7.7B | ||
| Q3 24 | $43.1B | $7.5B | ||
| Q2 24 | $42.4B | $7.7B |
负债/权益比CSXSEB
| 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 | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 2.2% |
| 资本支出强度资本支出/营收 | — | 5.6% |
| 现金转化率经营现金流/净利润 | 1.58× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $6.0M |
8季度趋势，按日历期对齐
经营现金流CSXSEB
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $188.0M | ||
| Q3 25 | $1.3B | $319.0M | ||
| Q2 25 | $635.0M | $81.0M | ||
| Q1 25 | $1.3B | $-20.0M | ||
| Q4 24 | $1.4B | $300.0M | ||
| Q3 24 | $1.7B | $194.0M | ||
| Q2 24 | $1.1B | $6.0M |
自由现金流CSXSEB
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $53.0M | ||
| Q3 25 | $607.0M | $152.0M | ||
| Q2 25 | $-141.0M | $-70.0M | ||
| Q1 25 | $536.0M | $-129.0M | ||
| Q4 24 | $550.0M | $162.0M | ||
| Q3 24 | $1.1B | $58.0M | ||
| Q2 24 | $547.0M | $-127.0M |
自由现金流率CSXSEB
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 2.2% | ||
| Q3 25 | 16.9% | 6.0% | ||
| Q2 25 | -3.9% | -2.8% | ||
| Q1 25 | 15.7% | -5.6% | ||
| Q4 24 | 15.5% | 6.5% | ||
| Q3 24 | 29.3% | 2.6% | ||
| Q2 24 | 14.8% | -5.7% |
资本支出强度CSXSEB
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 5.6% | ||
| Q3 25 | 20.4% | 6.6% | ||
| Q2 25 | 21.7% | 6.1% | ||
| Q1 25 | 21.0% | 4.7% | ||
| Q4 24 | 23.7% | 5.6% | ||
| Q3 24 | 17.3% | 6.1% | ||
| Q2 24 | 14.6% | 6.0% |
现金转化率CSXSEB
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 0.74× | ||
| Q3 25 | 1.93× | 2.90× | ||
| Q2 25 | 0.77× | 0.78× | ||
| Q1 25 | 1.94× | -0.63× | ||
| Q4 24 | 1.93× | 1.92× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.13× | 0.10× |
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
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
