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Expeditors International（EXPD）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Expeditors International的1.4倍（$3.9B vs $2.9B），Raymond James Financial净利率更高（14.1% vs 7.0%，领先7.1%），Raymond James Financial同比增速更快（13.0% vs -3.3%），过去两年Expeditors International的营收复合增速更高（13.8% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
EXPD vs RJF — 直观对比
营收规模更大
RJF
是对方的1.4倍
$2.9B
营收增速更快
RJF
高出16.3%
-3.3%
净利率更高
RJF
高出7.1%
7.0%
两年增速更快
EXPD
近两年复合增速
1.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.9B |
| 净利润 | $200.7M | $544.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | — |
| 净利率 | 7.0% | 14.1% |
| 营收同比 | -3.3% | 13.0% |
| 净利润同比 | -14.9% | 10.0% |
| 每股收益（稀释后） | $1.50 | $2.83 |
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EXPDRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.9B | $4.2B | ||
| Q3 25 | $2.9B | $4.2B | ||
| Q2 25 | $2.7B | $3.8B | ||
| Q1 25 | $2.7B | $3.8B | ||
| Q4 24 | $3.0B | $4.0B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.4B | $3.8B |
净利润EXPDRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $200.7M | $563.0M | ||
| Q3 25 | $222.3M | $604.0M | ||
| Q2 25 | $183.6M | $436.0M | ||
| Q1 25 | $203.8M | $495.0M | ||
| Q4 24 | $235.9M | $600.0M | ||
| Q3 24 | $229.6M | $602.0M | ||
| Q2 24 | $175.5M | $492.0M |
营业利润率EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 10.0% | — | ||
| Q2 25 | 9.3% | 14.7% | ||
| Q1 25 | 10.0% | 17.5% | ||
| Q4 24 | 10.2% | 18.6% | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 9.2% | 17.1% |
净利率EXPDRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 7.0% | 13.5% | ||
| Q3 25 | 7.7% | 14.4% | ||
| Q2 25 | 6.9% | 11.3% | ||
| Q1 25 | 7.6% | 12.9% | ||
| Q4 24 | 8.0% | 14.9% | ||
| Q3 24 | 7.7% | 15.0% | ||
| Q2 24 | 7.2% | 13.1% |
每股收益（稀释后）EXPDRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.50 | $2.79 | ||
| Q3 25 | $1.64 | $2.96 | ||
| Q2 25 | $1.34 | $2.12 | ||
| Q1 25 | $1.47 | $2.36 | ||
| Q4 24 | $1.68 | $2.86 | ||
| Q3 24 | $1.63 | $2.85 | ||
| Q2 24 | $1.24 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $52.0M |
| 总资产 | $4.9B | $91.9B |
| 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EXPDRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.3B | $9.9B | ||
| Q3 25 | $1.2B | $11.4B | ||
| Q2 25 | $1.2B | $9.2B | ||
| Q1 25 | $1.3B | $9.7B | ||
| Q4 24 | $1.1B | $10.0B | ||
| Q3 24 | $1.3B | $11.0B | ||
| Q2 24 | $1.3B | $9.1B |
股东权益EXPDRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $2.4B | $12.6B | ||
| Q3 25 | $2.3B | $12.5B | ||
| Q2 25 | $2.2B | $12.3B | ||
| Q1 25 | $2.3B | $12.2B | ||
| Q4 24 | $2.2B | $11.9B | ||
| Q3 24 | $2.4B | $11.7B | ||
| Q2 24 | $2.2B | $11.2B |
总资产EXPDRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $4.9B | $88.8B | ||
| Q3 25 | $4.8B | $88.2B | ||
| Q2 25 | $4.8B | $84.8B | ||
| Q1 25 | $4.8B | $83.1B | ||
| Q4 24 | $4.8B | $82.3B | ||
| Q3 24 | $5.2B | $83.0B | ||
| Q2 24 | $4.8B | $80.6B |
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 | — |
| 自由现金流率自由现金流/营收 | 9.5% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | $283.3M | $-10.0M | ||
| Q3 25 | $201.4M | $796.0M | ||
| Q2 25 | $179.2M | $691.0M | ||
| Q1 25 | $342.6M | $117.0M | ||
| Q4 24 | $249.7M | $830.0M | ||
| Q3 24 | $90.0M | $510.0M | ||
| Q2 24 | $126.8M | $711.0M |
自由现金流EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | $-56.0M | ||
| Q3 25 | $190.3M | $752.0M | ||
| Q2 25 | $163.3M | $634.0M | ||
| Q1 25 | $329.5M | $71.0M | ||
| Q4 24 | $239.7M | $789.0M | ||
| Q3 24 | $77.7M | $460.0M | ||
| Q2 24 | $118.8M | $655.0M |
自由现金流率EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | -1.3% | ||
| Q3 25 | 6.6% | 17.9% | ||
| Q2 25 | 6.2% | 16.5% | ||
| Q1 25 | 12.4% | 1.8% | ||
| Q4 24 | 8.1% | 19.6% | ||
| Q3 24 | 2.6% | 11.5% | ||
| Q2 24 | 4.9% | 17.4% |
资本支出强度EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.4% | 1.1% | ||
| Q2 25 | 0.6% | 1.5% | ||
| Q1 25 | 0.5% | 1.2% | ||
| Q4 24 | 0.3% | 1.0% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.3% | 1.5% |
现金转化率EXPDRJF
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | -0.02× | ||
| Q3 25 | 0.91× | 1.32× | ||
| Q2 25 | 0.98× | 1.58× | ||
| Q1 25 | 1.68× | 0.24× | ||
| Q4 24 | 1.06× | 1.38× | ||
| Q3 24 | 0.39× | 0.85× | ||
| Q2 24 | 0.72× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
