vs
CSX Corporation(CSX)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是CSX Corporation的1.3倍($4.4B vs $3.5B),标普全球净利率更高(26.8% vs 23.2%,领先3.6%),标普全球同比增速更快(191.7% vs 1.7%),CSX Corporation自由现金流更多($793.0M vs $-1.5B),过去两年标普全球的营收复合增速更高(77.3% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
CSX vs VG — 直观对比
营收规模更大
VG
是对方的1.3倍
$3.5B
营收增速更快
VG
高出189.9%
1.7%
净利率更高
VG
高出3.6%
23.2%
自由现金流更多
CSX
多$2.3B
$-1.5B
两年增速更快
VG
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.5B | $4.4B |
| 净利润 | $807.0M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 36.0% | 38.7% |
| 净利率 | 23.2% | 26.8% |
| 营收同比 | 1.7% | 191.7% |
| 净利润同比 | 24.9% | 20.3% |
| 每股收益(稀释后) | — | $0.41 |
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
CSX
VG
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $4.4B | ||
| Q3 25 | $3.6B | $3.3B | ||
| Q2 25 | $3.6B | $3.1B | ||
| Q1 25 | $3.4B | $2.9B | ||
| Q4 24 | $3.5B | $1.5B | ||
| Q3 24 | $3.6B | $926.0M | ||
| Q2 24 | $3.7B | $1.1B |
净利润
CSX
VG
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $1.2B | ||
| Q3 25 | $694.0M | $550.0M | ||
| Q2 25 | $829.0M | $475.0M | ||
| Q1 25 | $646.0M | $517.0M | ||
| Q4 24 | $720.0M | $990.0M | ||
| Q3 24 | $894.0M | $-294.0M | ||
| Q2 24 | $963.0M | $352.0M |
营业利润率
CSX
VG
| Q1 26 | 36.0% | — | ||
| Q4 25 | 31.6% | 38.7% | ||
| Q3 25 | 30.3% | 39.7% | ||
| Q2 25 | 35.9% | 33.5% | ||
| Q1 25 | 30.4% | 37.3% | ||
| Q4 24 | 30.8% | 39.0% | ||
| Q3 24 | 37.4% | 20.4% | ||
| Q2 24 | 39.1% | 32.8% |
净利率
CSX
VG
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 26.8% | ||
| Q3 25 | 19.3% | 16.5% | ||
| Q2 25 | 23.2% | 15.3% | ||
| Q1 25 | 18.9% | 17.9% | ||
| Q4 24 | 20.3% | 65.0% | ||
| Q3 24 | 24.7% | -31.7% | ||
| Q2 24 | 26.0% | 31.8% |
每股收益(稀释后)
CSX
VG
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.41 | ||
| Q3 25 | $0.37 | $0.16 | ||
| Q2 25 | $0.44 | $0.14 | ||
| Q1 25 | $0.34 | $0.15 | ||
| Q4 24 | $0.38 | $0.35 | ||
| Q3 24 | $0.46 | $-0.15 | ||
| Q2 24 | $0.49 | $0.12 |
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 | $2.4B |
| 总债务越低越好 | $18.9B | $34.2B |
| 股东权益账面价值 | $13.6B | $6.7B |
| 总资产 | $44.2B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.39× | 5.07× |
8季度趋势,按日历期对齐
现金及短期投资
CSX
VG
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $2.4B | ||
| Q3 25 | $6.0M | $1.9B | ||
| Q2 25 | $6.0M | $2.2B | ||
| Q1 25 | $8.0M | $3.6B | ||
| Q4 24 | $72.0M | $3.6B | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $4.0M | — |
总债务
CSX
VG
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $34.2B | ||
| Q3 25 | $18.6B | $32.6B | ||
| Q2 25 | $18.6B | $30.0B | ||
| Q1 25 | $18.5B | $29.3B | ||
| Q4 24 | $17.9B | $29.3B | ||
| Q3 24 | $18.5B | — | ||
| Q2 24 | $18.0B | — |
股东权益
CSX
VG
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $6.7B | ||
| Q3 25 | $12.8B | $5.7B | ||
| Q2 25 | $12.4B | $5.3B | ||
| Q1 25 | $12.2B | $4.9B | ||
| Q4 24 | $12.5B | $2.9B | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.6B | — |
总资产
CSX
VG
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $53.4B | ||
| Q3 25 | $43.3B | $50.1B | ||
| Q2 25 | $42.9B | $46.5B | ||
| Q1 25 | $43.2B | $45.1B | ||
| Q4 24 | $42.8B | $43.5B | ||
| Q3 24 | $43.1B | — | ||
| Q2 24 | $42.4B | — |
负债/权益比
CSX
VG
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 5.07× | ||
| Q3 25 | 1.45× | 5.73× | ||
| Q2 25 | 1.50× | 5.69× | ||
| Q1 25 | 1.52× | 6.01× | ||
| Q4 24 | 1.43× | 10.11× | ||
| 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 | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $-1.5B |
| 自由现金流率自由现金流/营收 | 22.8% | -34.1% |
| 资本支出强度资本支出/营收 | — | 81.6% |
| 现金转化率经营现金流/净利润 | 1.58× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $-6.8B |
8季度趋势,按日历期对齐
经营现金流
CSX
VG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $2.1B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $635.0M | $1.5B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.1B | — |
自由现金流
CSX
VG
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $-1.5B | ||
| Q3 25 | $607.0M | $-1.4B | ||
| Q2 25 | $-141.0M | $-1.5B | ||
| Q1 25 | $536.0M | $-2.4B | ||
| Q4 24 | $550.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $547.0M | — |
自由现金流率
CSX
VG
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | -34.1% | ||
| Q3 25 | 16.9% | -42.4% | ||
| Q2 25 | -3.9% | -49.1% | ||
| Q1 25 | 15.7% | -81.3% | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度
CSX
VG
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 81.6% | ||
| Q3 25 | 20.4% | 98.9% | ||
| Q2 25 | 21.7% | 96.1% | ||
| Q1 25 | 21.0% | 119.8% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 17.3% | — | ||
| Q2 24 | 14.6% | — |
现金转化率
CSX
VG
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 1.77× | ||
| Q3 25 | 1.93× | 3.42× | ||
| Q2 25 | 0.77× | 3.07× | ||
| Q1 25 | 1.94× | 2.15× | ||
| Q4 24 | 1.93× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.13× | — |
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
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |