vs
Expeditors International（EXPD）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
Expeditors International的季度营收约是李维斯的1.6倍（$2.9B vs $1.8B），李维斯净利率更高（8.9% vs 7.0%，领先1.9%），Expeditors International同比增速更快（-3.3% vs -4.0%），Expeditors International自由现金流更多（$270.3M vs $215.7M），过去两年Expeditors International的营收复合增速更高（13.8% vs 6.5%）
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。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
EXPD vs LEVI — 直观对比
营收规模更大
EXPD
是对方的1.6倍
$1.8B
营收增速更快
EXPD
高出0.7%
-4.0%
净利率更高
LEVI
高出1.9%
7.0%
自由现金流更多
EXPD
多$54.6M
$215.7M
两年增速更快
EXPD
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $1.8B |
| 净利润 | $200.7M | $158.0M |
| 毛利率 | — | 60.8% |
| 营业利润率 | 8.8% | 11.9% |
| 净利率 | 7.0% | 8.9% |
| 营收同比 | -3.3% | -4.0% |
| 净利润同比 | -14.9% | -13.4% |
| 每股收益（稀释后） | $1.50 | $0.39 |
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EXPDLEVI
| Q4 25 | $2.9B | $1.8B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $3.0B | $1.8B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.2B | $1.6B |
净利润EXPDLEVI
| Q4 25 | $200.7M | $158.0M | ||
| Q3 25 | $222.3M | $218.1M | ||
| Q2 25 | $183.6M | $67.0M | ||
| Q1 25 | $203.8M | $135.0M | ||
| Q4 24 | $235.9M | $182.5M | ||
| Q3 24 | $229.6M | $20.7M | ||
| Q2 24 | $175.5M | $18.0M | ||
| Q1 24 | $169.2M | $-10.6M |
毛利率EXPDLEVI
| Q4 25 | — | 60.8% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 62.6% | ||
| Q1 25 | — | 62.1% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 60.0% | ||
| Q2 24 | — | 60.5% | ||
| Q1 24 | — | 58.2% |
营业利润率EXPDLEVI
| Q4 25 | 8.8% | 11.9% | ||
| Q3 25 | 10.0% | 10.8% | ||
| Q2 25 | 9.3% | 7.5% | ||
| Q1 25 | 10.0% | 12.5% | ||
| Q4 24 | 10.2% | 11.5% | ||
| Q3 24 | 10.1% | 2.0% | ||
| Q2 24 | 9.2% | 1.5% | ||
| Q1 24 | 9.7% | -0.0% |
净利率EXPDLEVI
| Q4 25 | 7.0% | 8.9% | ||
| Q3 25 | 7.7% | 14.1% | ||
| Q2 25 | 6.9% | 4.6% | ||
| Q1 25 | 7.6% | 8.8% | ||
| Q4 24 | 8.0% | 9.9% | ||
| Q3 24 | 7.7% | 1.4% | ||
| Q2 24 | 7.2% | 1.2% | ||
| Q1 24 | 7.7% | -0.7% |
每股收益（稀释后）EXPDLEVI
| Q4 25 | $1.50 | $0.39 | ||
| Q3 25 | $1.64 | $0.55 | ||
| Q2 25 | $1.34 | $0.17 | ||
| Q1 25 | $1.47 | $0.34 | ||
| Q4 24 | $1.68 | $0.46 | ||
| Q3 24 | $1.63 | $0.05 | ||
| Q2 24 | $1.24 | $0.04 | ||
| Q1 24 | $1.17 | $-0.03 |
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 | $848.8M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $2.4B | $2.3B |
| 总资产 | $4.9B | $6.8B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资EXPDLEVI
| Q4 25 | $1.3B | $848.8M | ||
| Q3 25 | $1.2B | $707.5M | ||
| Q2 25 | $1.2B | $736.7M | ||
| Q1 25 | $1.3B | $574.4M | ||
| Q4 24 | $1.1B | $690.0M | ||
| Q3 24 | $1.3B | $577.1M | ||
| Q2 24 | $1.3B | $641.4M | ||
| Q1 24 | $1.4B | $516.7M |
总债务EXPDLEVI
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $987.4M | ||
| Q4 24 | — | $994.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益EXPDLEVI
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $2.2B | $2.0B | ||
| Q1 24 | $2.2B | $2.0B |
总资产EXPDLEVI
| Q4 25 | $4.9B | $6.8B | ||
| Q3 25 | $4.8B | $6.7B | ||
| Q2 25 | $4.8B | $6.5B | ||
| Q1 25 | $4.8B | $6.2B | ||
| Q4 24 | $4.8B | $6.4B | ||
| Q3 24 | $5.2B | $6.3B | ||
| Q2 24 | $4.8B | $6.2B | ||
| Q1 24 | $4.5B | $6.0B |
负债/权益比EXPDLEVI
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.51× |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $270.3M | $215.7M |
| 自由现金流率自由现金流/营收 | 9.5% | 12.2% |
| 资本支出强度资本支出/营收 | 0.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.41× | 1.69× |
| 过去12个月自由现金流最近4个季度 | $953.4M | $308.2M |
8季度趋势，按日历期对齐
经营现金流EXPDLEVI
| Q4 25 | $283.3M | $266.8M | ||
| Q3 25 | $201.4M | $24.8M | ||
| Q2 25 | $179.2M | $185.5M | ||
| Q1 25 | $342.6M | $52.5M | ||
| Q4 24 | $249.7M | $297.3M | ||
| Q3 24 | $90.0M | $52.3M | ||
| Q2 24 | $126.8M | $262.8M | ||
| Q1 24 | $256.9M | $286.0M |
自由现金流EXPDLEVI
| Q4 25 | $270.3M | $215.7M | ||
| Q3 25 | $190.3M | $-39.4M | ||
| Q2 25 | $163.3M | $146.0M | ||
| Q1 25 | $329.5M | $-14.1M | ||
| Q4 24 | $239.7M | $231.6M | ||
| Q3 24 | $77.7M | $2.3M | ||
| Q2 24 | $118.8M | $222.6M | ||
| Q1 24 | $246.7M | $214.4M |
自由现金流率EXPDLEVI
| Q4 25 | 9.5% | 12.2% | ||
| Q3 25 | 6.6% | -2.6% | ||
| Q2 25 | 6.2% | 10.1% | ||
| Q1 25 | 12.4% | -0.9% | ||
| Q4 24 | 8.1% | 12.6% | ||
| Q3 24 | 2.6% | 0.2% | ||
| Q2 24 | 4.9% | 15.4% | ||
| Q1 24 | 11.2% | 13.8% |
资本支出强度EXPDLEVI
| Q4 25 | 0.5% | 2.9% | ||
| Q3 25 | 0.4% | 4.2% | ||
| Q2 25 | 0.6% | 2.7% | ||
| Q1 25 | 0.5% | 4.4% | ||
| Q4 24 | 0.3% | 3.6% | ||
| Q3 24 | 0.4% | 3.3% | ||
| Q2 24 | 0.3% | 2.8% | ||
| Q1 24 | 0.5% | 4.6% |
现金转化率EXPDLEVI
| Q4 25 | 1.41× | 1.69× | ||
| Q3 25 | 0.91× | 0.11× | ||
| Q2 25 | 0.98× | 2.77× | ||
| Q1 25 | 1.68× | 0.39× | ||
| Q4 24 | 1.06× | 1.63× | ||
| Q3 24 | 0.39× | 2.53× | ||
| Q2 24 | 0.72× | 14.60× | ||
| 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% |
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
