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GATX CORP（GATX）与XPO, Inc.（XPO）财务数据对比。点击上方公司名可切换其他公司
XPO, Inc.的季度营收约是GATX CORP的4.5倍（$2.0B vs $449.0M）。GATX CORP净利率更高（21.6% vs 2.9%，领先18.7%）。GATX CORP同比增速更快（8.6% vs 4.7%）。过去两年GATX CORP的营收复合增速更高（8.7% vs -0.1%）
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。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
GATX vs XPO — 直观对比
营收规模更大
XPO
是对方的4.5倍
$449.0M
营收增速更快
GATX
高出3.9%
4.7%
净利率更高
GATX
高出18.7%
2.9%
两年增速更快
GATX
近两年复合增速
-0.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $449.0M | $2.0B |
| 净利润 | $97.0M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | 7.1% |
| 净利率 | 21.6% | 2.9% |
| 营收同比 | 8.6% | 4.7% |
| 净利润同比 | 26.8% | -21.3% |
| 每股收益（稀释后） | $2.66 | $0.49 |
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GATXXPO
| Q4 25 | $449.0M | $2.0B | ||
| Q3 25 | $439.3M | $2.1B | ||
| Q2 25 | $430.5M | $2.1B | ||
| Q1 25 | $421.6M | $2.0B | ||
| Q4 24 | $413.5M | $1.9B | ||
| Q3 24 | $405.4M | $2.1B | ||
| Q2 24 | $386.7M | $2.1B | ||
| Q1 24 | $379.9M | $2.0B |
净利润GATXXPO
| Q4 25 | $97.0M | $59.0M | ||
| Q3 25 | $82.2M | $82.0M | ||
| Q2 25 | $75.5M | $106.0M | ||
| Q1 25 | $78.6M | $69.0M | ||
| Q4 24 | $76.5M | $75.0M | ||
| Q3 24 | $89.0M | $95.0M | ||
| Q2 24 | $44.4M | $150.0M | ||
| Q1 24 | $74.3M | $67.0M |
营业利润率GATXXPO
| Q4 25 | 15.6% | 7.1% | ||
| Q3 25 | 13.3% | 7.8% | ||
| Q2 25 | 18.7% | 9.5% | ||
| Q1 25 | 16.6% | 7.7% | ||
| Q4 24 | 14.6% | 7.8% | ||
| Q3 24 | 21.1% | 8.6% | ||
| Q2 24 | 10.9% | 9.5% | ||
| Q1 24 | 19.3% | 6.8% |
净利率GATXXPO
| Q4 25 | 21.6% | 2.9% | ||
| Q3 25 | 18.7% | 3.9% | ||
| Q2 25 | 17.5% | 5.1% | ||
| Q1 25 | 18.6% | 3.5% | ||
| Q4 24 | 18.5% | 3.9% | ||
| Q3 24 | 22.0% | 4.6% | ||
| Q2 24 | 11.5% | 7.2% | ||
| Q1 24 | 19.6% | 3.3% |
每股收益（稀释后）GATXXPO
| Q4 25 | $2.66 | $0.49 | ||
| Q3 25 | $2.25 | $0.68 | ||
| Q2 25 | $2.06 | $0.89 | ||
| Q1 25 | $2.15 | $0.58 | ||
| Q4 24 | $2.11 | $0.63 | ||
| Q3 24 | $2.43 | $0.79 | ||
| Q2 24 | $1.21 | $1.25 | ||
| Q1 24 | $2.03 | $0.56 |
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 | $310.0M |
| 总债务越低越好 | $12.5B | — |
| 股东权益账面价值 | $2.8B | $1.9B |
| 总资产 | $18.0B | $8.2B |
| 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GATXXPO
| Q4 25 | $743.0M | $310.0M | ||
| Q3 25 | $696.1M | $335.0M | ||
| Q2 25 | $754.6M | $225.0M | ||
| Q1 25 | $757.2M | $212.0M | ||
| Q4 24 | $401.6M | $246.0M | ||
| Q3 24 | $503.7M | $378.0M | ||
| Q2 24 | $823.6M | $250.0M | ||
| Q1 24 | $479.1M | $229.0M |
总债务GATXXPO
| Q4 25 | $12.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GATXXPO
| Q4 25 | $2.8B | $1.9B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.4B | $1.6B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.3B | $1.3B |
总资产GATXXPO
| Q4 25 | $18.0B | $8.2B | ||
| Q3 25 | $13.3B | $8.2B | ||
| Q2 25 | $13.2B | $8.1B | ||
| Q1 25 | $13.0B | $7.9B | ||
| Q4 24 | $12.3B | $7.7B | ||
| Q3 24 | $12.4B | $7.9B | ||
| Q2 24 | $12.2B | $7.7B | ||
| Q1 24 | $11.6B | $7.6B |
负债/权益比GATXXPO
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 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季度趋势，按日历期对齐
经营现金流GATXXPO
| Q4 25 | $144.3M | — | ||
| Q3 25 | $218.3M | $371.0M | ||
| Q2 25 | $161.3M | $247.0M | ||
| Q1 25 | $124.2M | $142.0M | ||
| Q4 24 | $206.0M | $189.0M | ||
| Q3 24 | $160.2M | $264.0M | ||
| Q2 24 | $138.3M | $210.0M | ||
| Q1 24 | $97.6M | $145.0M |
自由现金流GATXXPO
| Q4 25 | — | — | ||
| Q3 25 | — | $215.0M | ||
| Q2 25 | — | $51.0M | ||
| Q1 25 | — | $-57.0M | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | — | $137.0M | ||
| Q2 24 | — | $20.0M | ||
| Q1 24 | — | $-161.0M |
自由现金流率GATXXPO
| Q4 25 | — | — | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -8.0% |
资本支出强度GATXXPO
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 9.4% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 15.2% |
现金转化率GATXXPO
| Q4 25 | 1.49× | — | ||
| Q3 25 | 2.66× | 4.52× | ||
| Q2 25 | 2.14× | 2.33× | ||
| Q1 25 | 1.58× | 2.06× | ||
| Q4 24 | 2.69× | 2.52× | ||
| Q3 24 | 1.80× | 2.78× | ||
| Q2 24 | 3.11× | 1.40× | ||
| Q1 24 | 1.31× | 2.16× |
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% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
