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CSX Corporation（CSX）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
CSX Corporation的季度营收约是泰佩思琦的1.4倍（$3.5B vs $2.5B），CSX Corporation净利率更高（23.2% vs 22.4%，领先0.7%），泰佩思琦同比增速更快（14.0% vs 1.7%），泰佩思琦自由现金流更多（$1.0B vs $793.0M），过去两年泰佩思琦的营收复合增速更高（29.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
CSX vs TPR — 直观对比
营收规模更大
CSX
是对方的1.4倍
$2.5B
营收增速更快
TPR
高出12.3%
1.7%
净利率更高
CSX
高出0.7%
22.4%
自由现金流更多
TPR
多$244.5M
$793.0M
两年增速更快
TPR
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.5B |
| 净利润 | $807.0M | $561.3M |
| 毛利率 | — | 75.5% |
| 营业利润率 | 29.9% | 28.6% |
| 净利率 | 23.2% | 22.4% |
| 营收同比 | 1.7% | 14.0% |
| 净利润同比 | 401.2% | 80.8% |
| 每股收益（稀释后） | — | $2.68 |
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CSXTPR
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $2.5B | ||
| Q3 25 | $3.6B | $1.7B | ||
| Q2 25 | $3.6B | $1.7B | ||
| Q1 25 | $3.4B | $1.6B | ||
| Q4 24 | $3.5B | $2.2B | ||
| Q3 24 | $3.6B | $1.5B | ||
| Q2 24 | $3.7B | $1.6B |
净利润CSXTPR
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $561.3M | ||
| Q3 25 | $694.0M | $274.8M | ||
| Q2 25 | $829.0M | $-517.1M | ||
| Q1 25 | $646.0M | $203.3M | ||
| Q4 24 | $720.0M | $310.4M | ||
| Q3 24 | $894.0M | $186.6M | ||
| Q2 24 | $963.0M | $159.3M |
毛利率CSXTPR
| Q1 26 | — | — | ||
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% |
营业利润率CSXTPR
| Q1 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 28.6% | ||
| Q3 25 | 30.3% | 19.3% | ||
| Q2 25 | 35.9% | -33.9% | ||
| Q1 25 | 30.4% | 16.0% | ||
| Q4 24 | 30.8% | 22.4% | ||
| Q3 24 | 37.4% | 16.7% | ||
| Q2 24 | 39.1% | 14.8% |
净利率CSXTPR
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 22.4% | ||
| Q3 25 | 19.3% | 16.1% | ||
| Q2 25 | 23.2% | -30.0% | ||
| Q1 25 | 18.9% | 12.8% | ||
| Q4 24 | 20.3% | 14.1% | ||
| Q3 24 | 24.7% | 12.4% | ||
| Q2 24 | 26.0% | 10.0% |
每股收益（稀释后）CSXTPR
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $2.68 | ||
| Q3 25 | $0.37 | $1.28 | ||
| Q2 25 | $0.44 | $-2.30 | ||
| Q1 25 | $0.34 | $0.95 | ||
| Q4 24 | $0.38 | $1.38 | ||
| Q3 24 | $0.46 | $0.79 | ||
| Q2 24 | $0.49 | $0.67 |
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 | $2.4B |
| 股东权益账面价值 | $13.6B | $551.2M |
| 总资产 | $44.2B | $6.5B |
| 负债/权益比越低杠杆越低 | 1.39× | 4.32× |
8季度趋势，按日历期对齐
现金及短期投资CSXTPR
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $1.1B | ||
| Q3 25 | $6.0M | $743.2M | ||
| Q2 25 | $6.0M | $1.1B | ||
| Q1 25 | $8.0M | $1.1B | ||
| Q4 24 | $72.0M | $1.0B | ||
| Q3 24 | $12.0M | $7.3B | ||
| Q2 24 | $4.0M | $7.2B |
总债务CSXTPR
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $2.4B | ||
| Q3 25 | $18.6B | $2.4B | ||
| Q2 25 | $18.6B | $2.4B | ||
| Q1 25 | $18.5B | $2.4B | ||
| Q4 24 | $17.9B | $2.4B | ||
| Q3 24 | $18.5B | $7.0B | ||
| Q2 24 | $18.0B | $6.9B |
股东权益CSXTPR
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $551.2M | ||
| Q3 25 | $12.8B | $399.5M | ||
| Q2 25 | $12.4B | $857.8M | ||
| Q1 25 | $12.2B | $1.5B | ||
| Q4 24 | $12.5B | $1.3B | ||
| Q3 24 | $12.9B | $3.0B | ||
| Q2 24 | $12.6B | $2.9B |
总资产CSXTPR
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $6.5B | ||
| Q3 25 | $43.3B | $6.4B | ||
| Q2 25 | $42.9B | $6.6B | ||
| Q1 25 | $43.2B | $7.3B | ||
| Q4 24 | $42.8B | $7.3B | ||
| Q3 24 | $43.1B | $13.7B | ||
| Q2 24 | $42.4B | $13.4B |
负债/权益比CSXTPR
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 4.32× | ||
| Q3 25 | 1.45× | 5.95× | ||
| Q2 25 | 1.50× | 2.77× | ||
| Q1 25 | 1.52× | 1.59× | ||
| Q4 24 | 1.43× | 1.78× | ||
| Q3 24 | 1.43× | 2.35× | ||
| Q2 24 | 1.42× | 2.39× |
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 | $1.0B |
| 自由现金流率自由现金流/营收 | 22.8% | 41.5% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 1.58× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $1.6B |
8季度趋势，按日历期对齐
经营现金流CSXTPR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $112.6M | ||
| Q2 25 | $635.0M | $446.8M | ||
| Q1 25 | $1.3B | $144.3M | ||
| Q4 24 | $1.4B | $506.0M | ||
| Q3 24 | $1.7B | $119.5M | ||
| Q2 24 | $1.1B | $256.0M |
自由现金流CSXTPR
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $1.0B | ||
| Q3 25 | $607.0M | $80.2M | ||
| Q2 25 | $-141.0M | $411.5M | ||
| Q1 25 | $536.0M | $113.4M | ||
| Q4 24 | $550.0M | $475.1M | ||
| Q3 24 | $1.1B | $93.9M | ||
| Q2 24 | $547.0M | $209.8M |
自由现金流率CSXTPR
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 41.5% | ||
| Q3 25 | 16.9% | 4.7% | ||
| Q2 25 | -3.9% | 23.9% | ||
| Q1 25 | 15.7% | 7.2% | ||
| Q4 24 | 15.5% | 21.6% | ||
| Q3 24 | 29.3% | 6.2% | ||
| Q2 24 | 14.8% | 13.2% |
资本支出强度CSXTPR
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 1.7% | ||
| Q3 25 | 20.4% | 1.9% | ||
| Q2 25 | 21.7% | 2.0% | ||
| Q1 25 | 21.0% | 2.0% | ||
| Q4 24 | 23.7% | 1.4% | ||
| Q3 24 | 17.3% | 1.7% | ||
| Q2 24 | 14.6% | 2.9% |
现金转化率CSXTPR
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 1.93× | ||
| Q3 25 | 1.93× | 0.41× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 1.94× | 0.71× | ||
| Q4 24 | 1.93× | 1.63× | ||
| Q3 24 | 1.89× | 0.64× | ||
| Q2 24 | 1.13× | 1.61× |
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
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
