vs
GATX CORP（GATX）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
GATX CORP的季度营收约是世纪互联的1.2倍（$449.0M vs $362.7M），GATX CORP净利率更高（21.6% vs -10.7%，领先32.3%），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
GATX vs VNET — 直观对比
营收规模更大
GATX
是对方的1.2倍
$362.7M
净利率更高
GATX
高出32.3%
-10.7%
两年增速更快
VNET
近两年复合增速
8.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $449.0M | $362.7M |
| 净利润 | $97.0M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | 15.6% | 0.5% |
| 净利率 | 21.6% | -10.7% |
| 营收同比 | 8.6% | — |
| 净利润同比 | 26.8% | — |
| 每股收益（稀释后） | $2.66 | — |
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GATXVNET
| Q4 25 | $449.0M | — | ||
| Q3 25 | $439.3M | $362.7M | ||
| Q2 25 | $430.5M | — | ||
| Q1 25 | $421.6M | $309.5M | ||
| Q4 24 | $413.5M | — | ||
| Q3 24 | $405.4M | $302.2M | ||
| Q2 24 | $386.7M | $274.4M | ||
| Q1 24 | $379.9M | $262.9M |
净利润GATXVNET
| Q4 25 | $97.0M | — | ||
| Q3 25 | $82.2M | $-38.7M | ||
| Q2 25 | $75.5M | — | ||
| Q1 25 | $78.6M | $-2.4M | ||
| Q4 24 | $76.5M | — | ||
| Q3 24 | $89.0M | $-2.1M | ||
| Q2 24 | $44.4M | $-1.1M | ||
| Q1 24 | $74.3M | $-22.0M |
毛利率GATXVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率GATXVNET
| Q4 25 | 15.6% | — | ||
| Q3 25 | 13.3% | 0.5% | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 16.6% | 0.1% | ||
| Q4 24 | 14.6% | — | ||
| Q3 24 | 21.1% | 24.5% | ||
| Q2 24 | 10.9% | 0.2% | ||
| Q1 24 | 19.3% | 0.2% |
净利率GATXVNET
| Q4 25 | 21.6% | — | ||
| Q3 25 | 18.7% | -10.7% | ||
| Q2 25 | 17.5% | — | ||
| Q1 25 | 18.6% | -0.8% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 22.0% | -0.7% | ||
| Q2 24 | 11.5% | -0.4% | ||
| Q1 24 | 19.6% | -8.4% |
每股收益（稀释后）GATXVNET
| Q4 25 | $2.66 | — | ||
| Q3 25 | $2.25 | — | ||
| Q2 25 | $2.06 | — | ||
| Q1 25 | $2.15 | — | ||
| Q4 24 | $2.11 | — | ||
| Q3 24 | $2.43 | — | ||
| Q2 24 | $1.21 | — | ||
| Q1 24 | $2.03 | — |
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 | $492.1M |
| 总债务越低越好 | $12.5B | — |
| 股东权益账面价值 | $2.8B | $890.8M |
| 总资产 | $18.0B | $6.1B |
| 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GATXVNET
| Q4 25 | $743.0M | — | ||
| Q3 25 | $696.1M | $492.1M | ||
| Q2 25 | $754.6M | — | ||
| Q1 25 | $757.2M | $544.3M | ||
| Q4 24 | $401.6M | — | ||
| Q3 24 | $503.7M | $219.5M | ||
| Q2 24 | $823.6M | $247.2M | ||
| Q1 24 | $479.1M | $246.9M |
总债务GATXVNET
| Q4 25 | $12.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GATXVNET
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | $890.8M | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.5B | $927.8M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | $902.9M | ||
| Q2 24 | $2.3B | $900.6M | ||
| Q1 24 | $2.3B | $895.1M |
总资产GATXVNET
| Q4 25 | $18.0B | — | ||
| Q3 25 | $13.3B | $6.1B | ||
| Q2 25 | $13.2B | — | ||
| Q1 25 | $13.0B | $5.4B | ||
| Q4 24 | $12.3B | — | ||
| Q3 24 | $12.4B | $4.3B | ||
| Q2 24 | $12.2B | $4.0B | ||
| Q1 24 | $11.6B | $3.9B |
负债/权益比GATXVNET
| Q4 25 | 4.55× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.39× | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流GATXVNET
| Q4 25 | $144.3M | — | ||
| Q3 25 | $218.3M | $113.8M | ||
| Q2 25 | $161.3M | — | ||
| Q1 25 | $124.2M | $27.0M | ||
| Q4 24 | $206.0M | — | ||
| Q3 24 | $160.2M | $108.3M | ||
| Q2 24 | $138.3M | $55.8M | ||
| Q1 24 | $97.6M | $37.1M |
自由现金流GATXVNET
| Q4 25 | — | — | ||
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率GATXVNET
| Q4 25 | — | — | ||
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度GATXVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率GATXVNET
| 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% |
VNET
暂无分部数据
