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GoDaddy（GDDY）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是GoDaddy的1.2倍（$1.5B vs $1.3B），GoDaddy净利率更高（19.2% vs -3.1%，领先22.4%），GoDaddy同比增速更快（6.8% vs -11.9%），GoDaddy自由现金流更多（$363.7M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 7.2%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
GDDY vs RXO — 直观对比
营收规模更大
RXO
是对方的1.2倍
$1.3B
营收增速更快
GDDY
高出18.7%
-11.9%
净利率更高
GDDY
高出22.4%
-3.1%
自由现金流更多
GDDY
多$372.7M
$-9.0M
两年增速更快
RXO
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $245.1M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | -2.9% |
| 净利率 | 19.2% | -3.1% |
| 营收同比 | 6.8% | -11.9% |
| 净利润同比 | 23.4% | -84.0% |
| 每股收益（稀释后） | — | $-0.28 |
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GDDYRXO
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $930.0M | ||
| Q1 24 | $1.1B | $913.0M |
净利润GDDYRXO
| Q4 25 | $245.1M | $-46.0M | ||
| Q3 25 | $210.5M | $-14.0M | ||
| Q2 25 | $199.9M | $-9.0M | ||
| Q1 25 | $219.5M | $-31.0M | ||
| Q4 24 | $198.6M | $-25.0M | ||
| Q3 24 | $190.5M | $-243.0M | ||
| Q2 24 | $146.3M | $-7.0M | ||
| Q1 24 | $401.5M | $-15.0M |
营业利润率GDDYRXO
| Q4 25 | 24.9% | -2.9% | ||
| Q3 25 | 23.4% | -0.5% | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 20.7% | -2.1% | ||
| Q4 24 | 21.4% | -1.4% | ||
| Q3 24 | 22.1% | -1.9% | ||
| Q2 24 | 18.5% | — | ||
| Q1 24 | 15.9% | -1.3% |
净利率GDDYRXO
| Q4 25 | 19.2% | -3.1% | ||
| Q3 25 | 16.6% | -1.0% | ||
| Q2 25 | 16.4% | -0.6% | ||
| Q1 25 | 18.4% | -2.2% | ||
| Q4 24 | 16.7% | -1.5% | ||
| Q3 24 | 16.6% | -23.4% | ||
| Q2 24 | 13.0% | -0.8% | ||
| Q1 24 | 36.2% | -1.6% |
每股收益（稀释后）GDDYRXO
| Q4 25 | — | $-0.28 | ||
| Q3 25 | $1.51 | $-0.08 | ||
| Q2 25 | $1.41 | $-0.05 | ||
| Q1 25 | — | $-0.18 | ||
| Q4 24 | — | $-0.17 | ||
| Q3 24 | $1.32 | $-1.81 | ||
| Q2 24 | $1.01 | $-0.06 | ||
| Q1 24 | — | $-0.13 |
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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $215.1M | $1.5B |
| 总资产 | $8.0B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资GDDYRXO
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | — | $35.0M | ||
| Q3 24 | — | $55.0M | ||
| Q2 24 | — | $7.0M | ||
| Q1 24 | — | $7.0M |
总债务GDDYRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益GDDYRXO
| Q4 25 | $215.1M | $1.5B | ||
| Q3 25 | $91.8M | $1.6B | ||
| Q2 25 | $404.4M | $1.6B | ||
| Q1 25 | $199.7M | $1.6B | ||
| Q4 24 | $692.1M | $1.6B | ||
| Q3 24 | $356.7M | $1.7B | ||
| Q2 24 | $157.0M | $579.0M | ||
| Q1 24 | $414.8M | $582.0M |
总资产GDDYRXO
| Q4 25 | $8.0B | $3.3B | ||
| Q3 25 | $8.0B | $3.2B | ||
| Q2 25 | $8.3B | $3.2B | ||
| Q1 25 | $7.8B | $3.3B | ||
| Q4 24 | $8.2B | $3.4B | ||
| Q3 24 | $8.0B | $3.4B | ||
| Q2 24 | $7.7B | $1.8B | ||
| Q1 24 | $8.0B | $1.8B |
负债/权益比GDDYRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $370.6M | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $-9.0M |
| 自由现金流率自由现金流/营收 | 28.6% | -0.6% |
| 资本支出强度资本支出/营收 | 0.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | $-8.0M |
8季度趋势，按日历期对齐
经营现金流GDDYRXO
| Q4 25 | $370.6M | $7.0M | ||
| Q3 25 | $444.2M | $23.0M | ||
| Q2 25 | $379.9M | $23.0M | ||
| Q1 25 | $404.7M | $-2.0M | ||
| Q4 24 | $340.5M | $-7.0M | ||
| Q3 24 | $355.2M | $-7.0M | ||
| Q2 24 | $294.8M | $-5.0M | ||
| Q1 24 | $297.2M | $7.0M |
自由现金流GDDYRXO
| Q4 25 | $363.7M | $-9.0M | ||
| Q3 25 | $434.9M | $9.0M | ||
| Q2 25 | $375.8M | $9.0M | ||
| Q1 25 | $401.1M | $-17.0M | ||
| Q4 24 | $326.1M | $-19.0M | ||
| Q3 24 | $350.2M | $-18.0M | ||
| Q2 24 | $292.0M | $-16.0M | ||
| Q1 24 | $292.8M | $-4.0M |
自由现金流率GDDYRXO
| Q4 25 | 28.6% | -0.6% | ||
| Q3 25 | 34.4% | 0.6% | ||
| Q2 25 | 30.9% | 0.6% | ||
| Q1 25 | 33.6% | -1.2% | ||
| Q4 24 | 27.3% | -1.1% | ||
| Q3 24 | 30.5% | -1.7% | ||
| Q2 24 | 26.0% | -1.7% | ||
| Q1 24 | 26.4% | -0.4% |
资本支出强度GDDYRXO
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.7% | 1.0% | ||
| Q2 25 | 0.3% | 1.0% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 1.2% | 0.7% | ||
| Q3 24 | 0.4% | 1.1% | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.4% | 1.2% |
现金转化率GDDYRXO
| Q4 25 | 1.51× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 0.74× | — |
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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
