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First American Financial Corp（FAF）与Knight-Swift Transportation Holdings Inc.（KNX）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是Knight-Swift Transportation Holdings Inc.的1.1倍（$2.0B vs $1.9B），First American Financial Corp净利率更高（10.3% vs 0.0%，领先10.3%），First American Financial Corp同比增速更快（21.6% vs 1.4%），First American Financial Corp自由现金流更多（$324.5M vs $56.9M），过去两年First American Financial Corp的营收复合增速更高（19.9% vs 0.1%）
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
FAF vs KNX — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $211.9M | $96.0K |
| 毛利率 | — | — |
| 营业利润率 | 14.0% | 1.5% |
| 净利率 | 10.3% | 0.0% |
| 营收同比 | 21.6% | 1.4% |
| 净利润同比 | 192.7% | -76.6% |
| 每股收益（稀释后） | $2.04 | $-0.01 |
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
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $2.0B | $1.9B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.6B | $1.8B |
| Q1 26 | — | $96.0K | ||
| Q4 25 | $211.9M | $-6.8M | ||
| Q3 25 | $189.6M | $7.9M | ||
| Q2 25 | $146.1M | $34.2M | ||
| Q1 25 | $74.2M | $30.6M | ||
| Q4 24 | $72.4M | $69.5M | ||
| Q3 24 | $-104.0M | $30.5M | ||
| Q2 24 | $116.0M | $20.3M |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 14.0% | 1.4% | ||
| Q3 25 | 12.5% | 2.6% | ||
| Q2 25 | 10.6% | 3.9% | ||
| Q1 25 | 6.1% | 3.7% | ||
| Q4 24 | 5.9% | 4.2% | ||
| Q3 24 | -10.3% | 4.3% | ||
| Q2 24 | 9.4% | 3.4% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 10.3% | -0.4% | ||
| Q3 25 | 9.6% | 0.4% | ||
| Q2 25 | 7.9% | 1.8% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 4.3% | 3.7% | ||
| Q3 24 | -7.4% | 1.6% | ||
| Q2 24 | 7.2% | 1.1% |
| Q1 26 | — | $-0.01 | ||
| Q4 25 | $2.04 | $-0.04 | ||
| Q3 25 | $1.84 | $0.05 | ||
| Q2 25 | $1.41 | $0.21 | ||
| Q1 25 | $0.71 | $0.19 | ||
| Q4 24 | $0.70 | $0.43 | ||
| Q3 24 | $-1.00 | $0.19 | ||
| Q2 24 | $1.11 | $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 | $1.4B | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $7.1B |
| 总资产 | $16.2B | $11.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $222.8M | ||
| Q4 25 | $1.4B | $220.4M | ||
| Q3 25 | $2.9B | $192.7M | ||
| Q2 25 | $2.0B | $216.3M | ||
| Q1 25 | $2.0B | $209.5M | ||
| Q4 24 | $1.7B | $218.3M | ||
| Q3 24 | $3.0B | $166.3M | ||
| Q2 24 | $2.0B | $186.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.6B |
| Q1 26 | — | $7.1B | ||
| Q4 25 | $5.5B | $7.1B | ||
| Q3 25 | $5.3B | $7.1B | ||
| Q2 25 | $5.1B | $7.1B | ||
| Q1 25 | $5.0B | $7.1B | ||
| Q4 24 | $4.9B | $7.1B | ||
| Q3 24 | $5.1B | $7.1B | ||
| Q2 24 | $4.8B | $7.1B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | $16.2B | $12.0B | ||
| Q3 25 | $17.6B | $12.6B | ||
| Q2 25 | $16.3B | $12.5B | ||
| Q1 25 | $15.5B | $12.6B | ||
| Q4 24 | $14.9B | $12.7B | ||
| Q3 24 | $16.6B | $12.8B | ||
| Q2 24 | $15.2B | $12.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.23× |
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 | $369.3M | $142.5M |
| 自由现金流经营现金流 - 资本支出 | $324.5M | $56.9M |
| 自由现金流率自由现金流/营收 | 15.8% | 3.1% |
| 资本支出强度资本支出/营收 | 2.2% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.74× | 1484.79× |
| 过去12个月自由现金流最近4个季度 | $762.5M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $142.5M | ||
| Q4 25 | $369.3M | $723.2M | ||
| Q3 25 | $272.5M | $217.5M | ||
| Q2 25 | $361.8M | $216.5M | ||
| Q1 25 | $-52.8M | $109.4M | ||
| Q4 24 | $324.6M | $274.3M | ||
| Q3 24 | $236.9M | $214.0M | ||
| Q2 24 | $266.7M | $273.4M |
| Q1 26 | — | $56.9M | ||
| Q4 25 | $324.5M | — | ||
| Q3 25 | $223.1M | — | ||
| Q2 25 | $309.4M | — | ||
| Q1 25 | $-94.5M | — | ||
| Q4 24 | $266.2M | — | ||
| Q3 24 | $185.4M | — | ||
| Q2 24 | $210.0M | — |
| Q1 26 | — | 3.1% | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 13.0% | — |
| Q1 26 | — | 4.6% | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.5% | — |
| Q1 26 | — | 1484.79× | ||
| Q4 25 | 1.74× | — | ||
| Q3 25 | 1.44× | 27.67× | ||
| Q2 25 | 2.48× | 6.32× | ||
| Q1 25 | -0.71× | 3.57× | ||
| Q4 24 | 4.48× | 3.95× | ||
| Q3 24 | — | 7.03× | ||
| Q2 24 | 2.30× | 13.47× |
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
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
