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GATX CORP(GATX)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是GATX CORP的1.5倍($682.8M vs $449.0M),GATX CORP净利率更高(21.6% vs -4.8%,领先26.4%),GATX CORP同比增速更快(8.6% vs -0.4%),过去两年GATX CORP的营收复合增速更高(8.7% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
GATX vs RXT — 直观对比
营收规模更大
RXT
是对方的1.5倍
$449.0M
营收增速更快
GATX
高出9.0%
-0.4%
净利率更高
GATX
高出26.4%
-4.8%
两年增速更快
GATX
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $449.0M | $682.8M |
| 净利润 | $97.0M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 15.6% | -0.5% |
| 净利率 | 21.6% | -4.8% |
| 营收同比 | 8.6% | -0.4% |
| 净利润同比 | 26.8% | 41.6% |
| 每股收益(稀释后) | $2.66 | $-0.13 |
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
GATX
RXT
| Q4 25 | $449.0M | $682.8M | ||
| Q3 25 | $439.3M | $671.2M | ||
| Q2 25 | $430.5M | $666.3M | ||
| Q1 25 | $421.6M | $665.4M | ||
| Q4 24 | $413.5M | $685.6M | ||
| Q3 24 | $405.4M | $675.8M | ||
| Q2 24 | $386.7M | $684.9M | ||
| Q1 24 | $379.9M | $690.8M |
净利润
GATX
RXT
| Q4 25 | $97.0M | $-32.7M | ||
| Q3 25 | $82.2M | $-67.1M | ||
| Q2 25 | $75.5M | $-54.5M | ||
| Q1 25 | $78.6M | $-71.5M | ||
| Q4 24 | $76.5M | $-56.0M | ||
| Q3 24 | $89.0M | $-186.6M | ||
| Q2 24 | $44.4M | $25.0M | ||
| Q1 24 | $74.3M | $-640.6M |
毛利率
GATX
RXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率
GATX
RXT
| Q4 25 | 15.6% | -0.5% | ||
| Q3 25 | 13.3% | -5.1% | ||
| Q2 25 | 18.7% | -3.8% | ||
| Q1 25 | 16.6% | -5.8% | ||
| Q4 24 | 14.6% | -4.2% | ||
| Q3 24 | 21.1% | -25.7% | ||
| Q2 24 | 10.9% | -7.9% | ||
| Q1 24 | 19.3% | -94.5% |
净利率
GATX
RXT
| Q4 25 | 21.6% | -4.8% | ||
| Q3 25 | 18.7% | -10.0% | ||
| Q2 25 | 17.5% | -8.2% | ||
| Q1 25 | 18.6% | -10.7% | ||
| Q4 24 | 18.5% | -8.2% | ||
| Q3 24 | 22.0% | -27.6% | ||
| Q2 24 | 11.5% | 3.7% | ||
| Q1 24 | 19.6% | -92.7% |
每股收益(稀释后)
GATX
RXT
| Q4 25 | $2.66 | $-0.13 | ||
| Q3 25 | $2.25 | $-0.28 | ||
| Q2 25 | $2.06 | $-0.23 | ||
| Q1 25 | $2.15 | $-0.31 | ||
| Q4 24 | $2.11 | $-0.20 | ||
| Q3 24 | $2.43 | $-0.82 | ||
| Q2 24 | $1.21 | $0.11 | ||
| Q1 24 | $2.03 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $12.5B | $2.7B |
| 股东权益账面价值 | $2.8B | $-1.2B |
| 总资产 | $18.0B | $2.8B |
| 负债/权益比越低杠杆越低 | 4.55× | — |
8季度趋势,按日历期对齐
现金及短期投资
GATX
RXT
| Q4 25 | $743.0M | $105.8M | ||
| Q3 25 | $696.1M | $99.5M | ||
| Q2 25 | $754.6M | $103.9M | ||
| Q1 25 | $757.2M | $128.0M | ||
| Q4 24 | $401.6M | $144.0M | ||
| Q3 24 | $503.7M | $157.1M | ||
| Q2 24 | $823.6M | $190.2M | ||
| Q1 24 | $479.1M | $282.6M |
总债务
GATX
RXT
| Q4 25 | $12.5B | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $8.3B | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益
GATX
RXT
| Q4 25 | $2.8B | $-1.2B | ||
| Q3 25 | $2.7B | $-1.2B | ||
| Q2 25 | $2.7B | $-1.1B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.0B | ||
| Q3 24 | $2.4B | $-949.7M | ||
| Q2 24 | $2.3B | $-756.2M | ||
| Q1 24 | $2.3B | $-787.2M |
总资产
GATX
RXT
| Q4 25 | $18.0B | $2.8B | ||
| Q3 25 | $13.3B | $2.8B | ||
| Q2 25 | $13.2B | $2.9B | ||
| Q1 25 | $13.0B | $3.0B | ||
| Q4 24 | $12.3B | $3.1B | ||
| Q3 24 | $12.4B | $3.1B | ||
| Q2 24 | $12.2B | $3.4B | ||
| Q1 24 | $11.6B | $3.5B |
负债/权益比
GATX
RXT
| Q4 25 | 4.55× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.39× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 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 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势,按日历期对齐
经营现金流
GATX
RXT
| Q4 25 | $144.3M | $59.7M | ||
| Q3 25 | $218.3M | $70.7M | ||
| Q2 25 | $161.3M | $8.4M | ||
| Q1 25 | $124.2M | $12.6M | ||
| Q4 24 | $206.0M | $54.3M | ||
| Q3 24 | $160.2M | $51.8M | ||
| Q2 24 | $138.3M | $24.1M | ||
| Q1 24 | $97.6M | $-90.3M |
自由现金流
GATX
RXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M | ||
| Q1 24 | — | $-118.4M |
自由现金流率
GATX
RXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% | ||
| Q1 24 | — | -17.1% |
资本支出强度
GATX
RXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 4.1% |
现金转化率
GATX
RXT
| 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× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |