vs
GXO Logistics, Inc.（GXO）与KLA Corporation（KLAC）财务数据对比。点击上方公司名可切换其他公司
GXO Logistics, Inc.的季度营收约是KLA Corporation的1.1倍（$3.5B vs $3.3B），KLA Corporation净利率更高（34.7% vs 1.2%，领先33.5%），GXO Logistics, Inc.同比增速更快（7.9% vs 7.2%），KLA Corporation自由现金流更多（$1.3B vs $115.0M），过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% vs 18.2%）
GXO物流是总部位于美国康涅狄格州格林威治的全球化合同物流企业，为三十余个国家的蓝筹客户提供外包供应链管理、仓储及逆向物流服务，合作客户涵盖苹果、耐克、波音、惠而浦、雀巢等众多全球知名企业。
KLA Corporation是总部位于美国加利福尼亚州米尔皮塔斯的企业，主营晶圆制造设备，为半导体及相关纳米电子行业提供过程控制与良率管理系统，产品及服务覆盖晶圆、光罩、集成电路、封装生产从研发到批量制造的全流程。
GXO vs KLAC — 直观对比
营收规模更大
GXO
是对方的1.1倍
$3.3B
营收增速更快
GXO
高出0.7%
7.2%
净利率更高
KLAC
高出33.5%
1.2%
自由现金流更多
KLAC
多$1.1B
$115.0M
两年增速更快
GXO
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.3B |
| 净利润 | $43.0M | $1.1B |
| 毛利率 | — | 61.4% |
| 营业利润率 | 2.7% | — |
| 净利率 | 1.2% | 34.7% |
| 营收同比 | 7.9% | 7.2% |
| 净利润同比 | -57.0% | 39.0% |
| 每股收益（稀释后） | $0.35 | $8.68 |
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GXOKLAC
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.0B | $3.1B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.2B | $2.8B | ||
| Q2 24 | $2.8B | $2.6B | ||
| Q1 24 | $2.5B | $2.4B |
净利润GXOKLAC
| Q4 25 | $43.0M | $1.1B | ||
| Q3 25 | $59.0M | $1.1B | ||
| Q2 25 | $26.0M | $1.2B | ||
| Q1 25 | $-96.0M | $1.1B | ||
| Q4 24 | $100.0M | $824.5M | ||
| Q3 24 | $33.0M | $945.9M | ||
| Q2 24 | $38.0M | $836.4M | ||
| Q1 24 | $-37.0M | $601.5M |
毛利率GXOKLAC
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 61.3% | ||
| Q2 25 | — | 62.0% | ||
| Q1 25 | — | 61.6% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.7% | ||
| Q1 24 | — | 57.9% |
营业利润率GXOKLAC
| Q4 25 | 2.7% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 2.7% | 41.9% | ||
| Q1 25 | -1.9% | 41.3% | ||
| Q4 24 | 3.1% | 31.6% | ||
| Q3 24 | 2.6% | 38.0% | ||
| Q2 24 | 2.6% | 36.8% | ||
| Q1 24 | -1.6% | 29.7% |
净利率GXOKLAC
| Q4 25 | 1.2% | 34.7% | ||
| Q3 25 | 1.7% | 34.9% | ||
| Q2 25 | 0.8% | 37.9% | ||
| Q1 25 | -3.2% | 35.5% | ||
| Q4 24 | 3.1% | 26.8% | ||
| Q3 24 | 1.0% | 33.3% | ||
| Q2 24 | 1.3% | 32.6% | ||
| Q1 24 | -1.5% | 25.5% |
每股收益（稀释后）GXOKLAC
| Q4 25 | $0.35 | $8.68 | ||
| Q3 25 | $0.51 | $8.47 | ||
| Q2 25 | $0.23 | $9.04 | ||
| Q1 25 | $-0.81 | $8.16 | ||
| Q4 24 | $0.83 | $6.16 | ||
| Q3 24 | $0.28 | $7.01 | ||
| Q2 24 | $0.32 | $6.16 | ||
| Q1 24 | $-0.31 | $4.43 |
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 | $854.0M | $2.5B |
| 总债务越低越好 | $2.6B | $5.9B |
| 股东权益账面价值 | $3.0B | $5.5B |
| 总资产 | $12.3B | $16.7B |
| 负债/权益比越低杠杆越低 | 0.88× | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资GXOKLAC
| Q4 25 | $854.0M | $2.5B | ||
| Q3 25 | $339.0M | $1.9B | ||
| Q2 25 | $205.0M | $2.1B | ||
| Q1 25 | $288.0M | $1.9B | ||
| Q4 24 | $413.0M | $1.8B | ||
| Q3 24 | $548.0M | $2.0B | ||
| Q2 24 | $469.0M | $2.0B | ||
| Q1 24 | $423.0M | $1.8B |
总债务GXOKLAC
| Q4 25 | $2.6B | $5.9B | ||
| Q3 25 | $2.2B | $5.9B | ||
| Q2 25 | $2.6B | $5.9B | ||
| Q1 25 | $2.5B | $5.9B | ||
| Q4 24 | $2.5B | $5.9B | ||
| Q3 24 | $2.6B | $5.9B | ||
| Q2 24 | $2.6B | $5.9B | ||
| Q1 24 | $1.5B | $5.9B |
股东权益GXOKLAC
| Q4 25 | $3.0B | $5.5B | ||
| Q3 25 | $3.0B | $5.0B | ||
| Q2 25 | $2.9B | $4.7B | ||
| Q1 25 | $2.9B | $4.0B | ||
| Q4 24 | $3.0B | $3.6B | ||
| Q3 24 | $3.1B | $3.6B | ||
| Q2 24 | $2.9B | $3.4B | ||
| Q1 24 | $2.9B | $3.1B |
总资产GXOKLAC
| Q4 25 | $12.3B | $16.7B | ||
| Q3 25 | $11.9B | $16.3B | ||
| Q2 25 | $11.9B | $16.1B | ||
| Q1 25 | $11.3B | $15.2B | ||
| Q4 24 | $11.3B | $15.0B | ||
| Q3 24 | $11.9B | $15.7B | ||
| Q2 24 | $11.4B | $15.4B | ||
| Q1 24 | $9.4B | $15.0B |
负债/权益比GXOKLAC
| Q4 25 | 0.88× | 1.08× | ||
| Q3 25 | 0.74× | 1.18× | ||
| Q2 25 | 0.88× | 1.25× | ||
| Q1 25 | 0.89× | 1.47× | ||
| Q4 24 | 0.84× | 1.64× | ||
| Q3 24 | 0.82× | 1.65× | ||
| Q2 24 | 0.88× | 1.75× | ||
| Q1 24 | 0.53× | 1.90× |
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 | $170.0M | $1.4B |
| 自由现金流经营现金流 - 资本支出 | $115.0M | $1.3B |
| 自由现金流率自由现金流/营收 | 3.3% | 38.3% |
| 资本支出强度资本支出/营收 | 1.6% | 3.2% |
| 现金转化率经营现金流/净利润 | 3.95× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $4.4B |
8季度趋势，按日历期对齐
经营现金流GXOKLAC
| Q4 25 | $170.0M | $1.4B | ||
| Q3 25 | $232.0M | $1.2B | ||
| Q2 25 | $3.0M | $1.2B | ||
| Q1 25 | $29.0M | $1.1B | ||
| Q4 24 | $186.0M | $849.5M | ||
| Q3 24 | $198.0M | $995.2M | ||
| Q2 24 | $115.0M | $892.6M | ||
| Q1 24 | $50.0M | $910.0M |
自由现金流GXOKLAC
| Q4 25 | $115.0M | $1.3B | ||
| Q3 25 | $88.0M | $1.1B | ||
| Q2 25 | $-44.0M | $1.1B | ||
| Q1 25 | $-49.0M | $990.0M | ||
| Q4 24 | $82.0M | $757.2M | ||
| Q3 24 | $104.0M | $934.8M | ||
| Q2 24 | $27.0M | $831.9M | ||
| Q1 24 | $-23.0M | $838.2M |
自由现金流率GXOKLAC
| Q4 25 | 3.3% | 38.3% | ||
| Q3 25 | 2.6% | 33.2% | ||
| Q2 25 | -1.3% | 33.5% | ||
| Q1 25 | -1.6% | 32.3% | ||
| Q4 24 | 2.5% | 24.6% | ||
| Q3 24 | 3.3% | 32.9% | ||
| Q2 24 | 0.9% | 32.4% | ||
| Q1 24 | -0.9% | 35.5% |
资本支出强度GXOKLAC
| Q4 25 | 1.6% | 3.2% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 1.4% | 3.2% | ||
| Q1 25 | 2.6% | 2.7% | ||
| Q4 24 | 3.2% | 3.0% | ||
| Q3 24 | 3.0% | 2.1% | ||
| Q2 24 | 3.1% | 2.4% | ||
| Q1 24 | 3.0% | 3.0% |
现金转化率GXOKLAC
| Q4 25 | 3.95× | 1.19× | ||
| Q3 25 | 3.93× | 1.04× | ||
| Q2 25 | 0.12× | 0.97× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 1.86× | 1.03× | ||
| Q3 24 | 6.00× | 1.05× | ||
| Q2 24 | 3.03× | 1.07× | ||
| Q1 24 | — | 1.51× |
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
GXO
暂无分部数据
KLAC
| Wafer Inspection | $1.6B | 48% |
| Services | $786.1M | 24% |
| Patterning | $696.2M | 21% |
| Specialty Semiconductor Process | $121.6M | 4% |
| PCB And Component Inspection | $80.3M | 2% |
| Other Revenue | $40.2M | 1% |
