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GATX CORP（GATX）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是GATX CORP的3.3倍（$1.5B vs $449.0M）。GATX CORP净利率更高（21.6% vs -3.1%，领先24.7%）。GATX CORP同比增速更快（8.6% vs -11.9%）。过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
GATX vs RXO — 直观对比
营收规模更大
RXO
是对方的3.3倍
$449.0M
营收增速更快
GATX
高出20.5%
-11.9%
净利率更高
GATX
高出24.7%
-3.1%
两年增速更快
RXO
近两年复合增速
8.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $449.0M | $1.5B |
| 净利润 | $97.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | -2.9% |
| 净利率 | 21.6% | -3.1% |
| 营收同比 | 8.6% | -11.9% |
| 净利润同比 | 26.8% | -84.0% |
| 每股收益（稀释后） | $2.66 | $-0.28 |
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GATXRXO
| Q4 25 | $449.0M | $1.5B | ||
| Q3 25 | $439.3M | $1.4B | ||
| Q2 25 | $430.5M | $1.4B | ||
| Q1 25 | $421.6M | $1.4B | ||
| Q4 24 | $413.5M | $1.7B | ||
| Q3 24 | $405.4M | $1.0B | ||
| Q2 24 | $386.7M | $930.0M | ||
| Q1 24 | $379.9M | $913.0M |
净利润GATXRXO
| Q4 25 | $97.0M | $-46.0M | ||
| Q3 25 | $82.2M | $-14.0M | ||
| Q2 25 | $75.5M | $-9.0M | ||
| Q1 25 | $78.6M | $-31.0M | ||
| Q4 24 | $76.5M | $-25.0M | ||
| Q3 24 | $89.0M | $-243.0M | ||
| Q2 24 | $44.4M | $-7.0M | ||
| Q1 24 | $74.3M | $-15.0M |
营业利润率GATXRXO
| Q4 25 | 15.6% | -2.9% | ||
| Q3 25 | 13.3% | -0.5% | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 16.6% | -2.1% | ||
| Q4 24 | 14.6% | -1.4% | ||
| Q3 24 | 21.1% | -1.9% | ||
| Q2 24 | 10.9% | — | ||
| Q1 24 | 19.3% | -1.3% |
净利率GATXRXO
| Q4 25 | 21.6% | -3.1% | ||
| Q3 25 | 18.7% | -1.0% | ||
| Q2 25 | 17.5% | -0.6% | ||
| Q1 25 | 18.6% | -2.2% | ||
| Q4 24 | 18.5% | -1.5% | ||
| Q3 24 | 22.0% | -23.4% | ||
| Q2 24 | 11.5% | -0.8% | ||
| Q1 24 | 19.6% | -1.6% |
每股收益（稀释后）GATXRXO
| Q4 25 | $2.66 | $-0.28 | ||
| Q3 25 | $2.25 | $-0.08 | ||
| Q2 25 | $2.06 | $-0.05 | ||
| Q1 25 | $2.15 | $-0.18 | ||
| Q4 24 | $2.11 | $-0.17 | ||
| Q3 24 | $2.43 | $-1.81 | ||
| Q2 24 | $1.21 | $-0.06 | ||
| Q1 24 | $2.03 | $-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 | $743.0M | $17.0M |
| 总债务越低越好 | $12.5B | $387.0M |
| 股东权益账面价值 | $2.8B | $1.5B |
| 总资产 | $18.0B | $3.3B |
| 负债/权益比越低杠杆越低 | 4.55× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资GATXRXO
| Q4 25 | $743.0M | $17.0M | ||
| Q3 25 | $696.1M | $25.0M | ||
| Q2 25 | $754.6M | $18.0M | ||
| Q1 25 | $757.2M | $16.0M | ||
| Q4 24 | $401.6M | $35.0M | ||
| Q3 24 | $503.7M | $55.0M | ||
| Q2 24 | $823.6M | $7.0M | ||
| Q1 24 | $479.1M | $7.0M |
总债务GATXRXO
| Q4 25 | $12.5B | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $8.3B | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益GATXRXO
| Q4 25 | $2.8B | $1.5B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.7B | $1.6B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.3B | $579.0M | ||
| Q1 24 | $2.3B | $582.0M |
总资产GATXRXO
| Q4 25 | $18.0B | $3.3B | ||
| Q3 25 | $13.3B | $3.2B | ||
| Q2 25 | $13.2B | $3.2B | ||
| Q1 25 | $13.0B | $3.3B | ||
| Q4 24 | $12.3B | $3.4B | ||
| Q3 24 | $12.4B | $3.4B | ||
| Q2 24 | $12.2B | $1.8B | ||
| Q1 24 | $11.6B | $1.8B |
负债/权益比GATXRXO
| Q4 25 | 4.55× | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 3.39× | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流GATXRXO
| Q4 25 | $144.3M | $7.0M | ||
| Q3 25 | $218.3M | $23.0M | ||
| Q2 25 | $161.3M | $23.0M | ||
| Q1 25 | $124.2M | $-2.0M | ||
| Q4 24 | $206.0M | $-7.0M | ||
| Q3 24 | $160.2M | $-7.0M | ||
| Q2 24 | $138.3M | $-5.0M | ||
| Q1 24 | $97.6M | $7.0M |
自由现金流GATXRXO
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流率GATXRXO
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -0.4% |
资本支出强度GATXRXO
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 1.2% |
现金转化率GATXRXO
| Q4 25 | 1.49× | — | ||
| Q3 25 | 2.66× | — | ||
| Q2 25 | 2.14× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 1.80× | — | ||
| Q2 24 | 3.11× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
