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GREENBRIER COMPANIES INC（GBX）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
GREENBRIER COMPANIES INC的季度营收约是世纪互联的1.9倍（$706.1M vs $362.7M），GREENBRIER COMPANIES INC净利率更高（5.2% vs -10.7%，领先15.8%），GREENBRIER COMPANIES INC自由现金流更多（$18.7M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
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。
GBX vs VNET — 直观对比
营收规模更大
GBX
是对方的1.9倍
$362.7M
净利率更高
GBX
高出15.8%
-10.7%
自由现金流更多
GBX
多$211.8M
$-193.1M
两年增速更快
VNET
近两年复合增速
-9.5%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $706.1M | $362.7M |
| 净利润 | $36.4M | $-38.7M |
| 毛利率 | 14.6% | 20.9% |
| 营业利润率 | 8.7% | 0.5% |
| 净利率 | 5.2% | -10.7% |
| 营收同比 | -19.4% | — |
| 净利润同比 | -34.2% | — |
| 每股收益（稀释后） | $1.14 | — |
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GBXVNET
| Q4 25 | $706.1M | — | ||
| Q3 25 | $759.5M | $362.7M | ||
| Q2 25 | $842.7M | — | ||
| Q1 25 | $762.1M | $309.5M | ||
| Q4 24 | $875.9M | — | ||
| Q3 24 | $1.1B | $302.2M | ||
| Q2 24 | $820.2M | $274.4M | ||
| Q1 24 | $862.7M | $262.9M |
净利润GBXVNET
| Q4 25 | $36.4M | — | ||
| Q3 25 | $36.8M | $-38.7M | ||
| Q2 25 | $60.1M | — | ||
| Q1 25 | $51.9M | $-2.4M | ||
| Q4 24 | $55.3M | — | ||
| Q3 24 | $61.6M | $-2.1M | ||
| Q2 24 | $33.9M | $-1.1M | ||
| Q1 24 | $33.4M | $-22.0M |
毛利率GBXVNET
| Q4 25 | 14.6% | — | ||
| Q3 25 | 18.9% | 20.9% | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 18.2% | 25.2% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 18.2% | 23.2% | ||
| Q2 24 | 15.1% | 21.3% | ||
| Q1 24 | 14.2% | 21.6% |
营业利润率GBXVNET
| Q4 25 | 8.7% | — | ||
| Q3 25 | 9.5% | 0.5% | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 11.0% | 0.1% | ||
| Q4 24 | 12.8% | — | ||
| Q3 24 | 11.8% | 24.5% | ||
| Q2 24 | 8.8% | 0.2% | ||
| Q1 24 | 7.4% | 0.2% |
净利率GBXVNET
| Q4 25 | 5.2% | — | ||
| Q3 25 | 4.8% | -10.7% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 6.8% | -0.8% | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 5.8% | -0.7% | ||
| Q2 24 | 4.1% | -0.4% | ||
| Q1 24 | 3.9% | -8.4% |
每股收益（稀释后）GBXVNET
| Q4 25 | $1.14 | — | ||
| Q3 25 | $1.21 | — | ||
| Q2 25 | $1.86 | — | ||
| Q1 25 | $1.56 | — | ||
| Q4 24 | $1.72 | — | ||
| Q3 24 | $1.91 | — | ||
| Q2 24 | $1.06 | — | ||
| Q1 24 | $1.03 | — |
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 | $361.8M | $492.1M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $1.5B | $890.8M |
| 总资产 | $4.3B | $6.1B |
| 负债/权益比越低杠杆越低 | 1.15× | — |
8季度趋势，按日历期对齐
现金及短期投资GBXVNET
| Q4 25 | $361.8M | — | ||
| Q3 25 | $306.1M | $492.1M | ||
| Q2 25 | $296.8M | — | ||
| Q1 25 | $263.5M | $544.3M | ||
| Q4 24 | $300.0M | — | ||
| Q3 24 | $351.8M | $219.5M | ||
| Q2 24 | $271.6M | $247.2M | ||
| Q1 24 | $252.0M | $246.9M |
总债务GBXVNET
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GBXVNET
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $890.8M | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $927.8M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $902.9M | ||
| Q2 24 | $1.3B | $900.6M | ||
| Q1 24 | $1.3B | $895.1M |
总资产GBXVNET
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | $6.1B | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.3B | $5.4B | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | $4.3B | ||
| Q2 24 | $4.1B | $4.0B | ||
| Q1 24 | $4.0B | $3.9B |
负债/权益比GBXVNET
| Q4 25 | 1.15× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.28× | 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 | $76.2M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $18.7M | $-193.1M |
| 自由现金流率自由现金流/营收 | 2.6% | -53.2% |
| 资本支出强度资本支出/营收 | 8.1% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流GBXVNET
| Q4 25 | $76.2M | — | ||
| Q3 25 | $98.0M | $113.8M | ||
| Q2 25 | $139.2M | — | ||
| Q1 25 | $93.6M | $27.0M | ||
| Q4 24 | $-65.1M | — | ||
| Q3 24 | $191.2M | $108.3M | ||
| Q2 24 | $84.0M | $55.8M | ||
| Q1 24 | $99.1M | $37.1M |
自由现金流GBXVNET
| Q4 25 | $18.7M | — | ||
| Q3 25 | $26.7M | $-193.1M | ||
| Q2 25 | $56.5M | — | ||
| Q1 25 | $26.3M | $-220.0M | ||
| Q4 24 | $-124.2M | — | ||
| Q3 24 | $117.6M | $-95.0M | ||
| Q2 24 | $-50.2M | $-81.6M | ||
| Q1 24 | $-23.1M | $-102.2M |
自由现金流率GBXVNET
| Q4 25 | 2.6% | — | ||
| Q3 25 | 3.5% | -53.2% | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 3.5% | -71.1% | ||
| Q4 24 | -14.2% | — | ||
| Q3 24 | 11.2% | -31.4% | ||
| Q2 24 | -6.1% | -29.8% | ||
| Q1 24 | -2.7% | -38.9% |
资本支出强度GBXVNET
| Q4 25 | 8.1% | — | ||
| Q3 25 | 9.4% | 84.6% | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 8.8% | 79.8% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.0% | 67.3% | ||
| Q2 24 | 16.4% | 50.1% | ||
| Q1 24 | 14.2% | 53.0% |
现金转化率GBXVNET
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.66× | — | ||
| Q2 25 | 2.32× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | -1.18× | — | ||
| Q3 24 | 3.10× | — | ||
| Q2 24 | 2.48× | — | ||
| Q1 24 | 2.97× | — |
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% |
VNET
暂无分部数据
