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美国艺电(EA)与RXO, Inc.(RXO)财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是RXO, Inc.的1.3倍($1.9B vs $1.5B),美国艺电净利率更高(4.6% vs -3.1%,领先7.8%),美国艺电同比增速更快(1.0% vs -11.9%),过去两年RXO, Inc.的营收复合增速更高(26.8% vs 3.4%)
美国艺电(EA)是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业,1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱,公司将旗下游戏设计师与程序员称作“软件艺术家”,是全球知名的游戏厂商。
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。
EA vs RXO — 直观对比
营收规模更大
EA
是对方的1.3倍
$1.5B
营收增速更快
EA
高出12.8%
-11.9%
净利率更高
EA
高出7.8%
-3.1%
两年增速更快
RXO
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $88.0M | $-46.0M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | -2.9% |
| 净利率 | 4.6% | -3.1% |
| 营收同比 | 1.0% | -11.9% |
| 净利润同比 | -70.0% | -84.0% |
| 每股收益(稀释后) | $0.35 | $-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
EA
RXO
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.7B | $930.0M | ||
| Q1 24 | $1.8B | $913.0M |
净利润
EA
RXO
| Q4 25 | $88.0M | $-46.0M | ||
| Q3 25 | $137.0M | $-14.0M | ||
| Q2 25 | $201.0M | $-9.0M | ||
| Q1 25 | $254.0M | $-31.0M | ||
| Q4 24 | $293.0M | $-25.0M | ||
| Q3 24 | $294.0M | $-243.0M | ||
| Q2 24 | $280.0M | $-7.0M | ||
| Q1 24 | $182.0M | $-15.0M |
毛利率
EA
RXO
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
营业利润率
EA
RXO
| Q4 25 | 6.7% | -2.9% | ||
| Q3 25 | 10.9% | -0.5% | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | 20.8% | -2.1% | ||
| Q4 24 | 20.0% | -1.4% | ||
| Q3 24 | 19.0% | -1.9% | ||
| Q2 24 | 21.9% | — | ||
| Q1 24 | 13.2% | -1.3% |
净利率
EA
RXO
| Q4 25 | 4.6% | -3.1% | ||
| Q3 25 | 7.4% | -1.0% | ||
| Q2 25 | 12.0% | -0.6% | ||
| Q1 25 | 13.4% | -2.2% | ||
| Q4 24 | 15.6% | -1.5% | ||
| Q3 24 | 14.5% | -23.4% | ||
| Q2 24 | 16.9% | -0.8% | ||
| Q1 24 | 10.2% | -1.6% |
每股收益(稀释后)
EA
RXO
| Q4 25 | $0.35 | $-0.28 | ||
| Q3 25 | $0.54 | $-0.08 | ||
| Q2 25 | $0.79 | $-0.05 | ||
| Q1 25 | $0.99 | $-0.18 | ||
| Q4 24 | $1.11 | $-0.17 | ||
| Q3 24 | $1.11 | $-1.81 | ||
| Q2 24 | $1.04 | $-0.06 | ||
| Q1 24 | $0.67 | $-0.13 |
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 | $2.8B | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $6.2B | $1.5B |
| 总资产 | $13.3B | $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
EA
RXO
| Q4 25 | $2.8B | $17.0M | ||
| Q3 25 | $1.1B | $25.0M | ||
| Q2 25 | $1.5B | $18.0M | ||
| Q1 25 | $2.1B | $16.0M | ||
| Q4 24 | $2.8B | $35.0M | ||
| Q3 24 | $2.2B | $55.0M | ||
| Q2 24 | $2.4B | $7.0M | ||
| Q1 24 | $2.9B | $7.0M |
总债务
EA
RXO
| 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 | ||
| Q1 24 | — | $351.0M |
股东权益
EA
RXO
| Q4 25 | $6.2B | $1.5B | ||
| Q3 25 | $6.0B | $1.6B | ||
| Q2 25 | $6.1B | $1.6B | ||
| Q1 25 | $6.4B | $1.6B | ||
| Q4 24 | $7.4B | $1.6B | ||
| Q3 24 | $7.4B | $1.7B | ||
| Q2 24 | $7.4B | $579.0M | ||
| Q1 24 | $7.5B | $582.0M |
总资产
EA
RXO
| Q4 25 | $13.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.7B | $3.2B | ||
| Q1 25 | $12.4B | $3.3B | ||
| Q4 24 | $13.5B | $3.4B | ||
| Q3 24 | $13.1B | $3.4B | ||
| Q2 24 | $12.7B | $1.8B | ||
| Q1 24 | $13.4B | $1.8B |
负债/权益比
EA
RXO
| 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× | ||
| Q1 24 | — | 0.60× |
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 | $1.8B | $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 | 20.75× | — |
| 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
EA
RXO
| Q4 25 | $1.8B | $7.0M | ||
| Q3 25 | $130.0M | $23.0M | ||
| Q2 25 | $17.0M | $23.0M | ||
| Q1 25 | $549.0M | $-2.0M | ||
| Q4 24 | $1.2B | $-7.0M | ||
| Q3 24 | $234.0M | $-7.0M | ||
| Q2 24 | $120.0M | $-5.0M | ||
| Q1 24 | $580.0M | $7.0M |
自由现金流
EA
RXO
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流率
EA
RXO
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
资本支出强度
EA
RXO
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
现金转化率
EA
RXO
| Q4 25 | 20.75× | — | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | — |
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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
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% |