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GATX CORP（GATX）与GXO Logistics, Inc.（GXO）财务数据对比。点击上方公司名可切换其他公司
GXO Logistics, Inc.的季度营收约是GATX CORP的7.8倍（$3.5B vs $449.0M）。GATX CORP净利率更高（21.6% vs 1.2%，领先20.4%）。GATX CORP同比增速更快（8.6% vs 7.9%）。过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% vs 8.7%）
GATX公司总部位于美国伊利诺伊州芝加哥，是全球知名的轨道车辆租赁服务商，业务覆盖北美、欧洲、亚洲，旗下拥有近15万辆轨道车辆，涵盖罐车、货运车厢、机车等品类。此外，公司与罗尔斯·罗伊斯合资持有规模领先的飞机备用发动机租赁资产组合，主要服务石油等行业客户。
GXO物流是总部位于美国康涅狄格州格林威治的全球化合同物流企业，为三十余个国家的蓝筹客户提供外包供应链管理、仓储及逆向物流服务，合作客户涵盖苹果、耐克、波音、惠而浦、雀巢等众多全球知名企业。
GATX vs GXO — 直观对比
营收规模更大
GXO
是对方的7.8倍
$449.0M
营收增速更快
GATX
高出0.7%
7.9%
净利率更高
GATX
高出20.4%
1.2%
两年增速更快
GXO
近两年复合增速
8.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $449.0M | $3.5B |
| 净利润 | $97.0M | $43.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | 2.7% |
| 净利率 | 21.6% | 1.2% |
| 营收同比 | 8.6% | 7.9% |
| 净利润同比 | 26.8% | -57.0% |
| 每股收益（稀释后） | $2.66 | $0.35 |
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GATXGXO
| Q4 25 | $449.0M | $3.5B | ||
| Q3 25 | $439.3M | $3.4B | ||
| Q2 25 | $430.5M | $3.3B | ||
| Q1 25 | $421.6M | $3.0B | ||
| Q4 24 | $413.5M | $3.3B | ||
| Q3 24 | $405.4M | $3.2B | ||
| Q2 24 | $386.7M | $2.8B | ||
| Q1 24 | $379.9M | $2.5B |
净利润GATXGXO
| Q4 25 | $97.0M | $43.0M | ||
| Q3 25 | $82.2M | $59.0M | ||
| Q2 25 | $75.5M | $26.0M | ||
| Q1 25 | $78.6M | $-96.0M | ||
| Q4 24 | $76.5M | $100.0M | ||
| Q3 24 | $89.0M | $33.0M | ||
| Q2 24 | $44.4M | $38.0M | ||
| Q1 24 | $74.3M | $-37.0M |
营业利润率GATXGXO
| Q4 25 | 15.6% | 2.7% | ||
| Q3 25 | 13.3% | 3.5% | ||
| Q2 25 | 18.7% | 2.7% | ||
| Q1 25 | 16.6% | -1.9% | ||
| Q4 24 | 14.6% | 3.1% | ||
| Q3 24 | 21.1% | 2.6% | ||
| Q2 24 | 10.9% | 2.6% | ||
| Q1 24 | 19.3% | -1.6% |
净利率GATXGXO
| Q4 25 | 21.6% | 1.2% | ||
| Q3 25 | 18.7% | 1.7% | ||
| Q2 25 | 17.5% | 0.8% | ||
| Q1 25 | 18.6% | -3.2% | ||
| Q4 24 | 18.5% | 3.1% | ||
| Q3 24 | 22.0% | 1.0% | ||
| Q2 24 | 11.5% | 1.3% | ||
| Q1 24 | 19.6% | -1.5% |
每股收益（稀释后）GATXGXO
| Q4 25 | $2.66 | $0.35 | ||
| Q3 25 | $2.25 | $0.51 | ||
| Q2 25 | $2.06 | $0.23 | ||
| Q1 25 | $2.15 | $-0.81 | ||
| Q4 24 | $2.11 | $0.83 | ||
| Q3 24 | $2.43 | $0.28 | ||
| Q2 24 | $1.21 | $0.32 | ||
| Q1 24 | $2.03 | $-0.31 |
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 | $743.0M | $854.0M |
| 总债务越低越好 | $12.5B | $2.6B |
| 股东权益账面价值 | $2.8B | $3.0B |
| 总资产 | $18.0B | $12.3B |
| 负债/权益比越低杠杆越低 | 4.55× | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资GATXGXO
| Q4 25 | $743.0M | $854.0M | ||
| Q3 25 | $696.1M | $339.0M | ||
| Q2 25 | $754.6M | $205.0M | ||
| Q1 25 | $757.2M | $288.0M | ||
| Q4 24 | $401.6M | $413.0M | ||
| Q3 24 | $503.7M | $548.0M | ||
| Q2 24 | $823.6M | $469.0M | ||
| Q1 24 | $479.1M | $423.0M |
总债务GATXGXO
| Q4 25 | $12.5B | $2.6B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $8.3B | $2.5B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $1.5B |
股东权益GATXGXO
| Q4 25 | $2.8B | $3.0B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.4B | $3.0B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.3B | $2.9B | ||
| Q1 24 | $2.3B | $2.9B |
总资产GATXGXO
| Q4 25 | $18.0B | $12.3B | ||
| Q3 25 | $13.3B | $11.9B | ||
| Q2 25 | $13.2B | $11.9B | ||
| Q1 25 | $13.0B | $11.3B | ||
| Q4 24 | $12.3B | $11.3B | ||
| Q3 24 | $12.4B | $11.9B | ||
| Q2 24 | $12.2B | $11.4B | ||
| Q1 24 | $11.6B | $9.4B |
负债/权益比GATXGXO
| Q4 25 | 4.55× | 0.88× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.89× | ||
| Q4 24 | 3.39× | 0.84× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.53× |
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 | $144.3M | $170.0M |
| 自由现金流经营现金流 - 资本支出 | — | $115.0M |
| 自由现金流率自由现金流/营收 | — | 3.3% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 1.49× | 3.95× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流GATXGXO
| Q4 25 | $144.3M | $170.0M | ||
| Q3 25 | $218.3M | $232.0M | ||
| Q2 25 | $161.3M | $3.0M | ||
| Q1 25 | $124.2M | $29.0M | ||
| Q4 24 | $206.0M | $186.0M | ||
| Q3 24 | $160.2M | $198.0M | ||
| Q2 24 | $138.3M | $115.0M | ||
| Q1 24 | $97.6M | $50.0M |
自由现金流GATXGXO
| Q4 25 | — | $115.0M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | — | $-44.0M | ||
| Q1 25 | — | $-49.0M | ||
| Q4 24 | — | $82.0M | ||
| Q3 24 | — | $104.0M | ||
| Q2 24 | — | $27.0M | ||
| Q1 24 | — | $-23.0M |
自由现金流率GATXGXO
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.3% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | -0.9% |
资本支出强度GATXGXO
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 3.0% |
现金转化率GATXGXO
| Q4 25 | 1.49× | 3.95× | ||
| Q3 25 | 2.66× | 3.93× | ||
| Q2 25 | 2.14× | 0.12× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 2.69× | 1.86× | ||
| Q3 24 | 1.80× | 6.00× | ||
| Q2 24 | 3.11× | 3.03× | ||
| Q1 24 | 1.31× | — |
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
GATX
| Rail North America | $300.9M | 67% |
| Rail International | $104.1M | 23% |
| Other | $33.8M | 8% |
| Other Business Segments | $10.2M | 2% |
GXO
暂无分部数据
