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CSX Corporation(CSX)与捷迈邦美(ZBH)财务数据对比。点击上方公司名可切换其他公司
CSX Corporation的季度营收约是捷迈邦美的1.7倍($3.5B vs $2.1B),CSX Corporation净利率更高(23.2% vs 11.4%,领先11.8%),捷迈邦美同比增速更快(9.3% vs 1.7%),CSX Corporation自由现金流更多($793.0M vs $245.9M),过去两年捷迈邦美的营收复合增速更高(3.7% 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。
捷迈邦美是一家美国上市的医疗设备企业,1927年成立,最初以生产铝制夹板为核心业务,总部设于印第安纳州华沙市,是当地医疗设备产业集群的核心成员,在全球骨科医疗器械领域拥有较高知名度。
CSX vs ZBH — 直观对比
营收规模更大
CSX
是对方的1.7倍
$2.1B
营收增速更快
ZBH
高出7.6%
1.7%
净利率更高
CSX
高出11.8%
11.4%
自由现金流更多
CSX
多$547.1M
$245.9M
两年增速更快
ZBH
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.5B | $2.1B |
| 净利润 | $807.0M | $238.3M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 29.9% | 17.9% |
| 净利率 | 23.2% | 11.4% |
| 营收同比 | 1.7% | 9.3% |
| 净利润同比 | 401.2% | 30.5% |
| 每股收益(稀释后) | — | $1.22 |
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
ZBH
| Q1 26 | $3.5B | $2.1B | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.6B | $2.1B | ||
| Q1 25 | $3.4B | $1.9B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.7B | $1.9B |
净利润
CSX
ZBH
| Q1 26 | $807.0M | $238.3M | ||
| Q4 25 | $720.0M | $139.4M | ||
| Q3 25 | $694.0M | $230.9M | ||
| Q2 25 | $829.0M | $152.8M | ||
| Q1 25 | $646.0M | $182.0M | ||
| Q4 24 | $720.0M | $239.5M | ||
| Q3 24 | $894.0M | $249.1M | ||
| Q2 24 | $963.0M | $242.8M |
毛利率
CSX
ZBH
| Q1 26 | — | 64.6% | ||
| Q4 25 | — | 64.7% | ||
| Q3 25 | — | 72.1% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | — | 70.5% | ||
| Q2 24 | — | 71.5% |
营业利润率
CSX
ZBH
| Q1 26 | 29.9% | 17.9% | ||
| Q4 25 | 31.6% | 6.9% | ||
| Q3 25 | 30.3% | 17.6% | ||
| Q2 25 | 35.9% | 14.4% | ||
| Q1 25 | 30.4% | 15.3% | ||
| Q4 24 | 30.8% | 19.2% | ||
| Q3 24 | 37.4% | 15.3% | ||
| Q2 24 | 39.1% | 18.1% |
净利率
CSX
ZBH
| Q1 26 | 23.2% | 11.4% | ||
| Q4 25 | 20.5% | 6.2% | ||
| Q3 25 | 19.3% | 11.5% | ||
| Q2 25 | 23.2% | 7.4% | ||
| Q1 25 | 18.9% | 9.5% | ||
| Q4 24 | 20.3% | 11.8% | ||
| Q3 24 | 24.7% | 13.7% | ||
| Q2 24 | 26.0% | 12.5% |
每股收益(稀释后)
CSX
ZBH
| Q1 26 | — | $1.22 | ||
| Q4 25 | $0.39 | $0.71 | ||
| Q3 25 | $0.37 | $1.16 | ||
| Q2 25 | $0.44 | $0.77 | ||
| Q1 25 | $0.34 | $0.91 | ||
| Q4 24 | $0.38 | $1.18 | ||
| Q3 24 | $0.46 | $1.23 | ||
| Q2 24 | $0.49 | $1.18 |
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 | $424.2M |
| 总债务越低越好 | $18.9B | $7.5B |
| 股东权益账面价值 | $13.6B | $12.7B |
| 总资产 | $44.2B | $22.7B |
| 负债/权益比越低杠杆越低 | 1.39× | 0.59× |
8季度趋势,按日历期对齐
现金及短期投资
CSX
ZBH
| Q1 26 | $1.1B | $424.2M | ||
| Q4 25 | $5.0M | $591.9M | ||
| Q3 25 | $6.0M | $1.3B | ||
| Q2 25 | $6.0M | $556.9M | ||
| Q1 25 | $8.0M | $1.4B | ||
| Q4 24 | $72.0M | $525.5M | ||
| Q3 24 | $12.0M | $569.0M | ||
| Q2 24 | $4.0M | $420.1M |
总债务
CSX
ZBH
| Q1 26 | $18.9B | $7.5B | ||
| 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
CSX
ZBH
| Q1 26 | $13.6B | $12.7B | ||
| Q4 25 | $13.2B | $12.7B | ||
| Q3 25 | $12.8B | $12.8B | ||
| Q2 25 | $12.4B | $12.5B | ||
| Q1 25 | $12.2B | $12.4B | ||
| Q4 24 | $12.5B | $12.5B | ||
| Q3 24 | $12.9B | $12.4B | ||
| Q2 24 | $12.6B | $12.7B |
总资产
CSX
ZBH
| Q1 26 | $44.2B | $22.7B | ||
| Q4 25 | $43.7B | $23.1B | ||
| Q3 25 | $43.3B | $23.5B | ||
| Q2 25 | $42.9B | $22.9B | ||
| Q1 25 | $43.2B | $22.2B | ||
| Q4 24 | $42.8B | $21.4B | ||
| Q3 24 | $43.1B | $21.7B | ||
| Q2 24 | $42.4B | $21.5B |
负债/权益比
CSX
ZBH
| Q1 26 | 1.39× | 0.59× | ||
| 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 | $359.4M |
| 自由现金流经营现金流 - 资本支出 | $793.0M | $245.9M |
| 自由现金流率自由现金流/营收 | 22.8% | 11.8% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.58× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $1.4B |
8季度趋势,按日历期对齐
经营现金流
CSX
ZBH
| Q1 26 | $1.3B | $359.4M | ||
| Q4 25 | $1.4B | $517.4M | ||
| Q3 25 | $1.3B | $418.7M | ||
| Q2 25 | $635.0M | $378.2M | ||
| Q1 25 | $1.3B | $382.8M | ||
| Q4 24 | $1.4B | $506.3M | ||
| Q3 24 | $1.7B | $395.7M | ||
| Q2 24 | $1.1B | $369.4M |
自由现金流
CSX
ZBH
| Q1 26 | $793.0M | $245.9M | ||
| Q4 25 | $709.0M | $442.6M | ||
| Q3 25 | $607.0M | $363.7M | ||
| Q2 25 | $-141.0M | $328.1M | ||
| Q1 25 | $536.0M | $338.2M | ||
| Q4 24 | $550.0M | $454.8M | ||
| Q3 24 | $1.1B | $351.2M | ||
| Q2 24 | $547.0M | $316.7M |
自由现金流率
CSX
ZBH
| Q1 26 | 22.8% | 11.8% | ||
| Q4 25 | 20.2% | 19.7% | ||
| Q3 25 | 16.9% | 18.2% | ||
| Q2 25 | -3.9% | 15.8% | ||
| Q1 25 | 15.7% | 17.7% | ||
| Q4 24 | 15.5% | 22.5% | ||
| Q3 24 | 29.3% | 19.3% | ||
| Q2 24 | 14.8% | 16.3% |
资本支出强度
CSX
ZBH
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 3.3% | ||
| Q3 25 | 20.4% | 2.7% | ||
| Q2 25 | 21.7% | 2.4% | ||
| Q1 25 | 21.0% | 2.3% | ||
| Q4 24 | 23.7% | 2.5% | ||
| Q3 24 | 17.3% | 2.4% | ||
| Q2 24 | 14.6% | 2.7% |
现金转化率
CSX
ZBH
| Q1 26 | 1.58× | 1.51× | ||
| Q4 25 | 1.93× | 3.71× | ||
| Q3 25 | 1.93× | 1.81× | ||
| Q2 25 | 0.77× | 2.48× | ||
| Q1 25 | 1.94× | 2.10× | ||
| Q4 24 | 1.93× | 2.11× | ||
| Q3 24 | 1.89× | 1.59× | ||
| Q2 24 | 1.13× | 1.52× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图