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Expeditors International(EXPD)与FuboTV Inc.(FUBO)财务数据对比。点击上方公司名可切换其他公司
Expeditors International的季度营收约是FuboTV Inc.的1.8倍($2.9B vs $1.5B),Expeditors International净利率更高(7.0% vs -0.4%,领先7.4%),FuboTV Inc.同比增速更快(249.4% vs -3.3%),Expeditors International自由现金流更多($270.3M vs $-200.8M),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 13.8%)
美国财富500强物流服务企业,总部位于华盛顿州贝尔维尤,依托覆盖六大洲100余个国家超340个网点的全球网络及统一集成的技术系统,为客户提供高度优化的定制化供应链解决方案。
FuboTV Inc.(简称Fubo)是源自美国的互联网体育流媒体服务商,业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容,可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播,同时也涵盖新闻、剧集等综合影视娱乐内容。
EXPD vs FUBO — 直观对比
营收规模更大
EXPD
是对方的1.8倍
$1.5B
营收增速更快
FUBO
高出252.7%
-3.3%
净利率更高
EXPD
高出7.4%
-0.4%
自由现金流更多
EXPD
多$471.2M
$-200.8M
两年增速更快
FUBO
近两年复合增速
13.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $1.5B |
| 净利润 | $200.7M | $-6.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | -1.3% |
| 净利率 | 7.0% | -0.4% |
| 营收同比 | -3.3% | 249.4% |
| 净利润同比 | -14.9% | 84.5% |
| 每股收益(稀释后) | $1.50 | $-0.02 |
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
EXPD
FUBO
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $377.2M | ||
| Q2 25 | $2.7B | $380.0M | ||
| Q1 25 | $2.7B | $416.3M | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | $386.2M | ||
| Q2 24 | $2.4B | $391.0M | ||
| Q1 24 | $2.2B | $402.3M |
净利润
EXPD
FUBO
| Q4 25 | $200.7M | $-6.0M | ||
| Q3 25 | $222.3M | $-18.9M | ||
| Q2 25 | $183.6M | $-8.0M | ||
| Q1 25 | $203.8M | $188.5M | ||
| Q4 24 | $235.9M | — | ||
| Q3 24 | $229.6M | $-52.4M | ||
| Q2 24 | $175.5M | $-25.3M | ||
| Q1 24 | $169.2M | $-56.0M |
营业利润率
EXPD
FUBO
| Q4 25 | 8.8% | -1.3% | ||
| Q3 25 | 10.0% | -5.3% | ||
| Q2 25 | 9.3% | -1.6% | ||
| Q1 25 | 10.0% | -6.1% | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 10.1% | -15.2% | ||
| Q2 24 | 9.2% | -9.1% | ||
| Q1 24 | 9.7% | -15.7% |
净利率
EXPD
FUBO
| Q4 25 | 7.0% | -0.4% | ||
| Q3 25 | 7.7% | -5.0% | ||
| Q2 25 | 6.9% | -2.1% | ||
| Q1 25 | 7.6% | 45.3% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 7.7% | -13.6% | ||
| Q2 24 | 7.2% | -6.5% | ||
| Q1 24 | 7.7% | -13.9% |
每股收益(稀释后)
EXPD
FUBO
| Q4 25 | $1.50 | $-0.02 | ||
| Q3 25 | $1.64 | $-0.06 | ||
| Q2 25 | $1.34 | $-0.02 | ||
| Q1 25 | $1.47 | $0.55 | ||
| Q4 24 | $1.68 | — | ||
| Q3 24 | $1.63 | $-0.16 | ||
| Q2 24 | $1.24 | $-0.08 | ||
| Q1 24 | $1.17 | $-0.19 |
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 | $1.3B | $452.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $275.5M |
| 总资产 | $4.9B | $4.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
EXPD
FUBO
| Q4 25 | $1.3B | $452.4M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $283.6M | ||
| Q1 25 | $1.3B | $321.6M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | $146.2M | ||
| Q2 24 | $1.3B | $155.2M | ||
| Q1 24 | $1.4B | $168.9M |
股东权益
EXPD
FUBO
| Q4 25 | $2.4B | $275.5M | ||
| Q3 25 | $2.3B | $915.3M | ||
| Q2 25 | $2.2B | $400.4M | ||
| Q1 25 | $2.3B | $389.0M | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.4B | $905.3M | ||
| Q2 24 | $2.2B | $254.2M | ||
| Q1 24 | $2.2B | $236.1M |
总资产
EXPD
FUBO
| Q4 25 | $4.9B | $4.1B | ||
| Q3 25 | $4.8B | $1.3B | ||
| Q2 25 | $4.8B | $1.2B | ||
| Q1 25 | $4.8B | $1.2B | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $5.2B | $1.1B | ||
| Q2 24 | $4.8B | $1.1B | ||
| Q1 24 | $4.5B | $1.1B |
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 | $283.3M | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | $270.3M | $-200.8M |
| 自由现金流率自由现金流/营收 | 9.5% | -13.0% |
| 资本支出强度资本支出/营收 | 0.5% | 0.0% |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | $953.4M | $-81.3M |
8季度趋势,按日历期对齐
经营现金流
EXPD
FUBO
| Q4 25 | $283.3M | $-200.3M | ||
| Q3 25 | $201.4M | $-6.5M | ||
| Q2 25 | $179.2M | $-34.6M | ||
| Q1 25 | $342.6M | $161.4M | ||
| Q4 24 | $249.7M | — | ||
| Q3 24 | $90.0M | $235.0K | ||
| Q2 24 | $126.8M | $-32.3M | ||
| Q1 24 | $256.9M | $-67.3M |
自由现金流
EXPD
FUBO
| Q4 25 | $270.3M | $-200.8M | ||
| Q3 25 | $190.3M | $-6.5M | ||
| Q2 25 | $163.3M | $-35.0M | ||
| Q1 25 | $329.5M | $161.1M | ||
| Q4 24 | $239.7M | — | ||
| Q3 24 | $77.7M | $-1.3M | ||
| Q2 24 | $118.8M | $-32.5M | ||
| Q1 24 | $246.7M | $-67.4M |
自由现金流率
EXPD
FUBO
| Q4 25 | 9.5% | -13.0% | ||
| Q3 25 | 6.6% | -1.7% | ||
| Q2 25 | 6.2% | -9.2% | ||
| Q1 25 | 12.4% | 38.7% | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 2.6% | -0.3% | ||
| Q2 24 | 4.9% | -8.3% | ||
| Q1 24 | 11.2% | -16.7% |
资本支出强度
EXPD
FUBO
| Q4 25 | 0.5% | 0.0% | ||
| Q3 25 | 0.4% | 0.0% | ||
| Q2 25 | 0.6% | 0.1% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 0.3% | 0.1% | ||
| Q1 24 | 0.5% | 0.0% |
现金转化率
EXPD
FUBO
| Q4 25 | 1.41× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | 0.86× | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.72× | — | ||
| Q1 24 | 1.52× | — |
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
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |