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Expeditors International（EXPD）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是Expeditors International的1.1倍（$3.2B vs $2.9B），恩智浦净利率更高（35.3% vs 7.0%，领先28.2%），Expeditors International同比增速更快（-3.3% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $270.3M），过去两年Expeditors International的营收复合增速更高（13.8% vs 0.9%）
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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
EXPD vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.1倍
$2.9B
营收增速更快
EXPD
高出1.7%
-5.0%
净利率更高
NXPI
高出28.2%
7.0%
自由现金流更多
NXPI
多$443.7M
$270.3M
两年增速更快
EXPD
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.2B |
| 净利润 | $200.7M | $1.1B |
| 毛利率 | — | 59.5% |
| 营业利润率 | 8.8% | — |
| 净利率 | 7.0% | 35.3% |
| 营收同比 | -3.3% | -5.0% |
| 净利润同比 | -14.9% | 147.0% |
| 每股收益（稀释后） | $1.50 | $4.43 |
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EXPDNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.7B | $2.8B | ||
| Q4 24 | $3.0B | $3.1B | ||
| Q3 24 | $3.0B | $3.3B | ||
| Q2 24 | $2.4B | $3.1B |
净利润EXPDNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $200.7M | $455.0M | ||
| Q3 25 | $222.3M | $631.0M | ||
| Q2 25 | $183.6M | $445.0M | ||
| Q1 25 | $203.8M | $490.0M | ||
| Q4 24 | $235.9M | $495.0M | ||
| Q3 24 | $229.6M | $718.0M | ||
| Q2 24 | $175.5M | $658.0M |
毛利率EXPDNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | — | 53.4% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 57.3% |
营业利润率EXPDNXPI
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 22.3% | ||
| Q3 25 | 10.0% | 28.1% | ||
| Q2 25 | 9.3% | 23.5% | ||
| Q1 25 | 10.0% | 25.5% | ||
| Q4 24 | 10.2% | 21.7% | ||
| Q3 24 | 10.1% | 30.5% | ||
| Q2 24 | 9.2% | 28.7% |
净利率EXPDNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 7.0% | 13.6% | ||
| Q3 25 | 7.7% | 19.9% | ||
| Q2 25 | 6.9% | 15.2% | ||
| Q1 25 | 7.6% | 17.3% | ||
| Q4 24 | 8.0% | 15.9% | ||
| Q3 24 | 7.7% | 22.1% | ||
| Q2 24 | 7.2% | 21.0% |
每股收益（稀释后）EXPDNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $1.50 | $1.80 | ||
| Q3 25 | $1.64 | $2.48 | ||
| Q2 25 | $1.34 | $1.75 | ||
| Q1 25 | $1.47 | $1.92 | ||
| Q4 24 | $1.68 | $1.93 | ||
| Q3 24 | $1.63 | $2.79 | ||
| Q2 24 | $1.24 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $2.4B | $10.9B |
| 总资产 | $4.9B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资EXPDNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.2B | $3.5B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.3B | $4.0B | ||
| Q4 24 | $1.1B | $3.3B | ||
| Q3 24 | $1.3B | $2.7B | ||
| Q2 24 | $1.3B | $2.9B |
总债务EXPDNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益EXPDNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $2.4B | $10.1B | ||
| Q3 25 | $2.3B | $10.0B | ||
| Q2 25 | $2.2B | $9.6B | ||
| Q1 25 | $2.3B | $9.3B | ||
| Q4 24 | $2.2B | $9.2B | ||
| Q3 24 | $2.4B | $9.4B | ||
| Q2 24 | $2.2B | $9.0B |
总资产EXPDNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $4.9B | $26.6B | ||
| Q3 25 | $4.8B | $26.4B | ||
| Q2 25 | $4.8B | $25.3B | ||
| Q1 25 | $4.8B | $25.2B | ||
| Q4 24 | $4.8B | $24.4B | ||
| Q3 24 | $5.2B | $23.7B | ||
| Q2 24 | $4.8B | $23.2B |
负债/权益比EXPDNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $270.3M | $714.0M |
| 自由现金流率自由现金流/营收 | 9.5% | 22.4% |
| 资本支出强度资本支出/营收 | 0.5% | 2.5% |
| 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 | $2.7B |
8季度趋势，按日历期对齐
经营现金流EXPDNXPI
| Q1 26 | — | — | ||
| Q4 25 | $283.3M | $891.0M | ||
| Q3 25 | $201.4M | $585.0M | ||
| Q2 25 | $179.2M | $779.0M | ||
| Q1 25 | $342.6M | $565.0M | ||
| Q4 24 | $249.7M | $391.0M | ||
| Q3 24 | $90.0M | $779.0M | ||
| Q2 24 | $126.8M | $761.0M |
自由现金流EXPDNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $270.3M | $793.0M | ||
| Q3 25 | $190.3M | $508.0M | ||
| Q2 25 | $163.3M | $696.0M | ||
| Q1 25 | $329.5M | $426.0M | ||
| Q4 24 | $239.7M | $261.0M | ||
| Q3 24 | $77.7M | $593.0M | ||
| Q2 24 | $118.8M | $576.0M |
自由现金流率EXPDNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 9.5% | 23.8% | ||
| Q3 25 | 6.6% | 16.0% | ||
| Q2 25 | 6.2% | 23.8% | ||
| Q1 25 | 12.4% | 15.0% | ||
| Q4 24 | 8.1% | 8.4% | ||
| Q3 24 | 2.6% | 18.2% | ||
| Q2 24 | 4.9% | 18.4% |
资本支出强度EXPDNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.5% | 2.9% | ||
| Q3 25 | 0.4% | 2.4% | ||
| Q2 25 | 0.6% | 2.8% | ||
| Q1 25 | 0.5% | 4.9% | ||
| Q4 24 | 0.3% | 4.2% | ||
| Q3 24 | 0.4% | 5.7% | ||
| Q2 24 | 0.3% | 5.9% |
现金转化率EXPDNXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.96× | ||
| Q3 25 | 0.91× | 0.93× | ||
| Q2 25 | 0.98× | 1.75× | ||
| Q1 25 | 1.68× | 1.15× | ||
| Q4 24 | 1.06× | 0.79× | ||
| Q3 24 | 0.39× | 1.08× | ||
| Q2 24 | 0.72× | 1.16× |
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% |
NXPI
暂无分部数据
