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德康医疗（DXCM）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是德康医疗的1.2倍（$1.5B vs $1.3B），德康医疗净利率更高（21.2% vs -3.1%，领先24.4%），德康医疗同比增速更快（21.6% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 12.0%）
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
DXCM vs RXO — 直观对比
营收规模更大
RXO
是对方的1.2倍
$1.3B
营收增速更快
DXCM
高出33.5%
-11.9%
净利率更高
DXCM
高出24.4%
-3.1%
两年增速更快
RXO
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $267.3M | $-46.0M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 25.6% | -2.9% |
| 净利率 | 21.2% | -3.1% |
| 营收同比 | 21.6% | -11.9% |
| 净利润同比 | 153.6% | -84.0% |
| 每股收益（稀释后） | $0.67 | $-0.28 |
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DXCMRXO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $994.2M | $1.0B | ||
| Q2 24 | $1.0B | $930.0M |
净利润DXCMRXO
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $-46.0M | ||
| Q3 25 | $283.8M | $-14.0M | ||
| Q2 25 | $179.8M | $-9.0M | ||
| Q1 25 | $105.4M | $-31.0M | ||
| Q4 24 | $151.7M | $-25.0M | ||
| Q3 24 | $134.6M | $-243.0M | ||
| Q2 24 | $143.5M | $-7.0M |
毛利率DXCMRXO
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | — | ||
| Q2 24 | 62.4% | — |
营业利润率DXCMRXO
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | -2.9% | ||
| Q3 25 | 20.1% | -0.5% | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 12.9% | -2.1% | ||
| Q4 24 | 17.0% | -1.4% | ||
| Q3 24 | 15.3% | -1.9% | ||
| Q2 24 | 15.7% | — |
净利率DXCMRXO
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | -3.1% | ||
| Q3 25 | 23.5% | -1.0% | ||
| Q2 25 | 15.5% | -0.6% | ||
| Q1 25 | 10.2% | -2.2% | ||
| Q4 24 | 13.6% | -1.5% | ||
| Q3 24 | 13.5% | -23.4% | ||
| Q2 24 | 14.3% | -0.8% |
每股收益（稀释后）DXCMRXO
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $-0.28 | ||
| Q3 25 | $0.70 | $-0.08 | ||
| Q2 25 | $0.45 | $-0.05 | ||
| Q1 25 | $0.27 | $-0.18 | ||
| Q4 24 | $0.37 | $-0.17 | ||
| Q3 24 | $0.34 | $-1.81 | ||
| Q2 24 | $0.35 | $-0.06 |
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 | $917.7M | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $2.7B | $1.5B |
| 总资产 | $6.3B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资DXCMRXO
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $17.0M | ||
| Q3 25 | $1.8B | $25.0M | ||
| Q2 25 | $1.2B | $18.0M | ||
| Q1 25 | $904.9M | $16.0M | ||
| Q4 24 | $606.1M | $35.0M | ||
| Q3 24 | $621.2M | $55.0M | ||
| Q2 24 | $939.2M | $7.0M |
总债务DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益DXCMRXO
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.4B | $579.0M |
总资产DXCMRXO
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $7.5B | $3.2B | ||
| Q2 25 | $7.3B | $3.2B | ||
| Q1 25 | $6.8B | $3.3B | ||
| Q4 24 | $6.5B | $3.4B | ||
| Q3 24 | $6.4B | $3.4B | ||
| Q2 24 | $6.8B | $1.8B |
负债/权益比DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $7.0M | ||
| Q3 25 | $659.9M | $23.0M | ||
| Q2 25 | $303.0M | $23.0M | ||
| Q1 25 | $183.8M | $-2.0M | ||
| Q4 24 | $301.4M | $-7.0M | ||
| Q3 24 | $199.5M | $-7.0M | ||
| Q2 24 | $279.4M | $-5.0M |
自由现金流DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $-9.0M | ||
| Q3 25 | $579.4M | $9.0M | ||
| Q2 25 | $208.9M | $9.0M | ||
| Q1 25 | $96.8M | $-17.0M | ||
| Q4 24 | $176.8M | $-19.0M | ||
| Q3 24 | $88.3M | $-18.0M | ||
| Q2 24 | $213.3M | $-16.0M |
自由现金流率DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -0.6% | ||
| Q3 25 | 47.9% | 0.6% | ||
| Q2 25 | 18.1% | 0.6% | ||
| Q1 25 | 9.3% | -1.2% | ||
| Q4 24 | 15.9% | -1.1% | ||
| Q3 24 | 8.9% | -1.7% | ||
| Q2 24 | 21.2% | -1.7% |
资本支出强度DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.1% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 8.1% | 1.0% | ||
| Q1 25 | 8.4% | 1.0% | ||
| Q4 24 | 11.2% | 0.7% | ||
| Q3 24 | 11.2% | 1.1% | ||
| Q2 24 | 6.6% | 1.2% |
现金转化率DXCMRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | 2.33× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.95× | — |
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
DXCM
暂无分部数据
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
