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Custom Truck One Source, Inc.（CTOS）与Global-E Online Ltd.（GLBE）财务数据对比。点击上方公司名可切换其他公司
Global-E Online Ltd.的季度营收约是Custom Truck One Source, Inc.的1.5倍（$625.5M vs $422.2M），Global-E Online Ltd.净利率更高（0.9% vs -4.2%，领先5.1%）
Custom Truck One Source是北美领先的专用重型卡车及设备解决方案提供商，业务覆盖定制车辆制造、设备销售与租赁、售后配件供应及维保服务，主要服务基建、公用事业、建筑、能源等核心领域。
Global-E Online Ltd.是全球领先的跨境电商赋能平台，为直面消费者品牌及零售企业提供一站式跨境销售解决方案，覆盖本地化支付、清关、物流协调、税费核算等服务，助力客户拓展北美、欧洲及亚太等国际市场。
CTOS vs GLBE — 直观对比
营收规模更大
GLBE
是对方的1.5倍
$422.2M
净利率更高
GLBE
高出5.1%
-4.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $422.2M | $625.5M |
| 净利润 | $-17.8M | $5.8M |
| 毛利率 | 20.3% | 45.0% |
| 营业利润率 | 2.9% | 1.3% |
| 净利率 | -4.2% | 0.9% |
| 营收同比 | -8.5% | — |
| 净利润同比 | -333.7% | — |
| 每股收益（稀释后） | $-0.08 | — |
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CTOSGLBE
| Q1 26 | $422.2M | — | ||
| Q4 25 | $387.3M | — | ||
| Q3 25 | $359.9M | $625.5M | ||
| Q2 25 | $392.2M | $404.8M | ||
| Q1 25 | $307.1M | $189.9M | ||
| Q4 24 | $398.3M | — | ||
| Q3 24 | $337.5M | $489.9M | ||
| Q2 24 | $320.6M | $313.9M |
净利润CTOSGLBE
| Q1 26 | $-17.8M | — | ||
| Q4 25 | $20.9M | — | ||
| Q3 25 | $-5.8M | $5.8M | ||
| Q2 25 | $-28.4M | $-7.4M | ||
| Q1 25 | $-17.8M | — | ||
| Q4 24 | $27.6M | — | ||
| Q3 24 | $-17.4M | $-77.1M | ||
| Q2 24 | $-24.5M | $-54.5M |
毛利率CTOSGLBE
| Q1 26 | 20.3% | — | ||
| Q4 25 | 31.8% | — | ||
| Q3 25 | 28.0% | 45.0% | ||
| Q2 25 | 26.1% | 44.9% | ||
| Q1 25 | 27.9% | 44.3% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 27.2% | 45.1% | ||
| Q2 24 | 27.8% | 44.8% |
营业利润率CTOSGLBE
| Q1 26 | 2.9% | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 9.1% | 1.3% | ||
| Q2 25 | 7.1% | -2.1% | ||
| Q1 25 | 4.0% | -10.1% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 6.8% | -14.9% | ||
| Q2 24 | 5.5% | -16.6% |
净利率CTOSGLBE
| Q1 26 | -4.2% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | -1.6% | 0.9% | ||
| Q2 25 | -7.2% | -1.8% | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | -5.2% | -15.7% | ||
| Q2 24 | -7.6% | -17.4% |
每股收益（稀释后）CTOSGLBE
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $0.10 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $-0.13 | — | ||
| Q1 25 | $-0.08 | — | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $-0.07 | — | ||
| Q2 24 | $-0.10 | — |
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 | $6.3M | $251.4M |
| 总债务越低越好 | $25.9M | — |
| 股东权益账面价值 | $809.1M | $933.0M |
| 总资产 | $3.4B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资CTOSGLBE
| Q1 26 | $6.3M | — | ||
| Q4 25 | $6.3M | — | ||
| Q3 25 | $13.1M | $251.4M | ||
| Q2 25 | $5.3M | $205.2M | ||
| Q1 25 | $5.4M | $207.7M | ||
| Q4 24 | $3.8M | — | ||
| Q3 24 | $8.4M | $207.3M | ||
| Q2 24 | $8.1M | $229.8M |
总债务CTOSGLBE
| Q1 26 | $25.9M | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
股东权益CTOSGLBE
| Q1 26 | $809.1M | — | ||
| Q4 25 | $809.1M | — | ||
| Q3 25 | $784.7M | $933.0M | ||
| Q2 25 | $790.1M | $909.1M | ||
| Q1 25 | $813.4M | $884.3M | ||
| Q4 24 | $861.3M | — | ||
| Q3 24 | $837.5M | $869.4M | ||
| Q2 24 | $856.7M | $878.7M |
总资产CTOSGLBE
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.5B | $1.3B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.5B | $1.2B | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.6B | $1.2B | ||
| Q2 24 | $3.5B | $1.1B |
负债/权益比CTOSGLBE
| Q1 26 | 0.03× | — | ||
| Q4 25 | 2.03× | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.79× | — |
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
CTOS
| Equipment sales | $273.9M | 65% |
| Rental revenue | $116.3M | 28% |
| Parts sales and services | $32.1M | 8% |
GLBE
暂无分部数据
