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GREENBRIER COMPANIES INC（GBX）与3M（MMM）财务数据对比。点击上方公司名可切换其他公司
3M的季度营收约是GREENBRIER COMPANIES INC的8.5倍（$6.0B vs $706.1M）。3M净利率更高（10.8% vs 5.2%，领先5.7%）。3M同比增速更快（1.3% vs -19.4%）。3M自由现金流更多（$2.0B vs $18.7M）。过去两年3M的营收复合增速更高（-1.8% vs -9.5%）
格林布赖尔公司是总部位于美国俄勒冈州奥斯威戈湖的上市交通制造企业，专注于货运铁路车辆制造、翻新及租赁管理服务，是北美和欧洲领先的铁路货运设备设计、生产与销售商之一，业务范围还覆盖南美、波兰、罗马尼亚和土耳其。
3M是美国知名跨国综合企业，业务覆盖工业、劳动者安全防护、消费品等多个领域，总部位于圣保罗郊区的枫木市。公司现有超6万款产品，涵盖胶粘剂、研磨材料、防火防护产品、个人防护装备、窗膜、车漆保护膜、电子连接绝缘材料、汽车养护产品、光学膜等品类。
GBX vs MMM — 直观对比
营收规模更大
MMM
是对方的8.5倍
$706.1M
营收增速更快
MMM
高出20.7%
-19.4%
净利率更高
MMM
高出5.7%
5.2%
自由现金流更多
MMM
多$2.0B
$18.7M
两年增速更快
MMM
近两年复合增速
-9.5%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $706.1M | $6.0B |
| 净利润 | $36.4M | $653.0M |
| 毛利率 | 14.6% | 40.7% |
| 营业利润率 | 8.7% | 23.2% |
| 净利率 | 5.2% | 10.8% |
| 营收同比 | -19.4% | 1.3% |
| 净利润同比 | -34.2% | -41.5% |
| 每股收益（稀释后） | $1.14 | $1.23 |
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GBXMMM
| Q1 26 | — | $6.0B | ||
| Q4 25 | $706.1M | $6.1B | ||
| Q3 25 | $759.5M | $6.5B | ||
| Q2 25 | $842.7M | $6.3B | ||
| Q1 25 | $762.1M | $6.0B | ||
| Q4 24 | $875.9M | $6.0B | ||
| Q3 24 | $1.1B | $6.3B | ||
| Q2 24 | $820.2M | $6.3B |
净利润GBXMMM
| Q1 26 | — | $653.0M | ||
| Q4 25 | $36.4M | $577.0M | ||
| Q3 25 | $36.8M | $834.0M | ||
| Q2 25 | $60.1M | $723.0M | ||
| Q1 25 | $51.9M | $1.1B | ||
| Q4 24 | $55.3M | $728.0M | ||
| Q3 24 | $61.6M | $1.4B | ||
| Q2 24 | $33.9M | $1.1B |
毛利率GBXMMM
| Q1 26 | — | 40.7% | ||
| Q4 25 | 14.6% | 33.6% | ||
| Q3 25 | 18.9% | 41.8% | ||
| Q2 25 | 18.0% | 42.5% | ||
| Q1 25 | 18.2% | 41.6% | ||
| Q4 24 | 19.8% | 51.7% | ||
| Q3 24 | 18.2% | 42.1% | ||
| Q2 24 | 15.1% | 42.9% |
营业利润率GBXMMM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 8.7% | 13.0% | ||
| Q3 25 | 9.5% | 22.2% | ||
| Q2 25 | 11.0% | 18.0% | ||
| Q1 25 | 11.0% | 20.9% | ||
| Q4 24 | 12.8% | 12.2% | ||
| Q3 24 | 11.8% | 20.9% | ||
| Q2 24 | 8.8% | 20.3% |
净利率GBXMMM
| Q1 26 | — | 10.8% | ||
| Q4 25 | 5.2% | 9.4% | ||
| Q3 25 | 4.8% | 12.8% | ||
| Q2 25 | 7.1% | 11.4% | ||
| Q1 25 | 6.8% | 18.7% | ||
| Q4 24 | 6.3% | 12.1% | ||
| Q3 24 | 5.8% | 21.8% | ||
| Q2 24 | 4.1% | 18.3% |
每股收益（稀释后）GBXMMM
| Q1 26 | — | $1.23 | ||
| Q4 25 | $1.14 | $1.07 | ||
| Q3 25 | $1.21 | $1.55 | ||
| Q2 25 | $1.86 | $1.34 | ||
| Q1 25 | $1.56 | $2.04 | ||
| Q4 24 | $1.72 | $1.33 | ||
| Q3 24 | $1.91 | $2.48 | ||
| Q2 24 | $1.06 | $2.07 |
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 | $361.8M | $3.7B |
| 总债务越低越好 | $1.8B | $10.9B |
| 股东权益账面价值 | $1.5B | $3.3B |
| 总资产 | $4.3B | $35.4B |
| 负债/权益比越低杠杆越低 | 1.15× | 3.29× |
8季度趋势，按日历期对齐
现金及短期投资GBXMMM
| Q1 26 | — | $3.7B | ||
| Q4 25 | $361.8M | — | ||
| Q3 25 | $306.1M | — | ||
| Q2 25 | $296.8M | — | ||
| Q1 25 | $263.5M | — | ||
| Q4 24 | $300.0M | — | ||
| Q3 24 | $351.8M | — | ||
| Q2 24 | $271.6M | — |
总债务GBXMMM
| Q1 26 | — | $10.9B | ||
| Q4 25 | $1.8B | $12.6B | ||
| Q3 25 | $1.8B | $12.6B | ||
| Q2 25 | — | $13.1B | ||
| Q1 25 | — | $13.5B | ||
| Q4 24 | — | $13.0B | ||
| Q3 24 | $1.8B | $13.2B | ||
| Q2 24 | — | $13.1B |
股东权益GBXMMM
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.5B | $4.7B | ||
| Q3 25 | $1.5B | $4.6B | ||
| Q2 25 | $1.5B | $4.3B | ||
| Q1 25 | $1.5B | $4.5B | ||
| Q4 24 | $1.4B | $3.8B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $1.3B | $3.9B |
总资产GBXMMM
| Q1 26 | — | $35.4B | ||
| Q4 25 | $4.3B | $37.7B | ||
| Q3 25 | $4.4B | $37.6B | ||
| Q2 25 | $4.4B | $38.0B | ||
| Q1 25 | $4.3B | $40.0B | ||
| Q4 24 | $4.3B | $39.9B | ||
| Q3 24 | $4.3B | $40.9B | ||
| Q2 24 | $4.1B | $43.4B |
负债/权益比GBXMMM
| Q1 26 | — | 3.29× | ||
| Q4 25 | 1.15× | 2.68× | ||
| Q3 25 | 1.14× | 2.72× | ||
| Q2 25 | — | 3.06× | ||
| Q1 25 | — | 3.02× | ||
| Q4 24 | — | 3.40× | ||
| Q3 24 | 1.28× | 2.84× | ||
| Q2 24 | — | 3.34× |
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 | $76.2M | — |
| 自由现金流经营现金流 - 资本支出 | $18.7M | $2.0B |
| 自由现金流率自由现金流/营收 | 2.6% | 33.6% |
| 资本支出强度资本支出/营收 | 8.1% | — |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $128.2M | $3.7B |
8季度趋势，按日历期对齐
经营现金流GBXMMM
| Q1 26 | — | — | ||
| Q4 25 | $76.2M | $1.6B | ||
| Q3 25 | $98.0M | $1.8B | ||
| Q2 25 | $139.2M | $-954.0M | ||
| Q1 25 | $93.6M | $-79.0M | ||
| Q4 24 | $-65.1M | $1.8B | ||
| Q3 24 | $191.2M | $-1.8B | ||
| Q2 24 | $84.0M | $1.0B |
自由现金流GBXMMM
| Q1 26 | — | $2.0B | ||
| Q4 25 | $18.7M | $1.3B | ||
| Q3 25 | $26.7M | $1.5B | ||
| Q2 25 | $56.5M | $-1.2B | ||
| Q1 25 | $26.3M | $-315.0M | ||
| Q4 24 | $-124.2M | $1.5B | ||
| Q3 24 | $117.6M | $-2.0B | ||
| Q2 24 | $-50.2M | $752.0M |
自由现金流率GBXMMM
| Q1 26 | — | 33.6% | ||
| Q4 25 | 2.6% | 21.8% | ||
| Q3 25 | 3.5% | 23.6% | ||
| Q2 25 | 6.7% | -18.3% | ||
| Q1 25 | 3.5% | -5.3% | ||
| Q4 24 | -14.2% | 25.4% | ||
| Q3 24 | 11.2% | -32.3% | ||
| Q2 24 | -6.1% | 12.0% |
资本支出强度GBXMMM
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 4.0% | ||
| Q3 25 | 9.4% | 3.3% | ||
| Q2 25 | 9.8% | 3.3% | ||
| Q1 25 | 8.8% | 4.0% | ||
| Q4 24 | 6.7% | 4.8% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 16.4% | 4.3% |
现金转化率GBXMMM
| Q1 26 | — | — | ||
| Q4 25 | 2.09× | 2.74× | ||
| Q3 25 | 2.66× | 2.11× | ||
| Q2 25 | 2.32× | -1.32× | ||
| Q1 25 | 1.80× | -0.07× | ||
| Q4 24 | -1.18× | 2.50× | ||
| Q3 24 | 3.10× | -1.30× | ||
| Q2 24 | 2.48× | 0.89× |
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
GBX
| Rail Cars | $456.6M | 65% |
| Other | $118.6M | 17% |
| Railcar Maintenance | $84.9M | 12% |
| Leasing And Fleet Management | $46.0M | 7% |
MMM
| Safety and Industrial business segment | $2.9B | 49% |
| Transportation and Electronics business segment | $1.8B | 31% |
| Consumer business segment | $1.1B | 19% |
| Corporate | $121.0M | 2% |
