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GXO Logistics, Inc.（GXO）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.6倍（$3.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.2%，领先22.3%），GXO Logistics, Inc.同比增速更快（7.9% vs -36.8%），过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
GXO vs RNR — 直观对比
营收规模更大
GXO
是对方的1.6倍
$2.2B
营收增速更快
GXO
高出44.7%
-36.8%
净利率更高
RNR
高出22.3%
1.2%
两年增速更快
GXO
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.2B |
| 净利润 | $43.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 2.7% | — |
| 净利率 | 1.2% | 23.5% |
| 营收同比 | 7.9% | -36.8% |
| 净利润同比 | -57.0% | 72.6% |
| 每股收益（稀释后） | $0.35 | $6.57 |
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GXORNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.5B | $3.0B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $2.8B | $2.8B |
净利润GXORNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $43.0M | $760.5M | ||
| Q3 25 | $59.0M | $916.5M | ||
| Q2 25 | $26.0M | $835.4M | ||
| Q1 25 | $-96.0M | $170.0M | ||
| Q4 24 | $100.0M | $-189.7M | ||
| Q3 24 | $33.0M | $1.2B | ||
| Q2 24 | $38.0M | $503.9M |
营业利润率GXORNR
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 42.5% | ||
| Q3 25 | 3.5% | 46.3% | ||
| Q2 25 | 2.7% | 41.8% | ||
| Q1 25 | -1.9% | -2.0% | ||
| Q4 24 | 3.1% | -3.6% | ||
| Q3 24 | 2.6% | 43.7% | ||
| Q2 24 | 2.6% | 25.0% |
净利率GXORNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 1.2% | 25.6% | ||
| Q3 25 | 1.7% | 28.7% | ||
| Q2 25 | 0.8% | 26.1% | ||
| Q1 25 | -3.2% | 4.9% | ||
| Q4 24 | 3.1% | -8.3% | ||
| Q3 24 | 1.0% | 29.8% | ||
| Q2 24 | 1.3% | 17.8% |
每股收益（稀释后）GXORNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.35 | $16.16 | ||
| Q3 25 | $0.51 | $19.40 | ||
| Q2 25 | $0.23 | $17.20 | ||
| Q1 25 | $-0.81 | $3.27 | ||
| Q4 24 | $0.83 | $-3.76 | ||
| Q3 24 | $0.28 | $22.62 | ||
| Q2 24 | $0.32 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $3.0B | $4.3B |
| 总资产 | $12.3B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资GXORNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $854.0M | $1.7B | ||
| Q3 25 | $339.0M | $1.7B | ||
| Q2 25 | $205.0M | $1.4B | ||
| Q1 25 | $288.0M | $1.6B | ||
| Q4 24 | $413.0M | $1.7B | ||
| Q3 24 | $548.0M | $1.6B | ||
| Q2 24 | $469.0M | $1.6B |
总债务GXORNR
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $2.3B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.6B | $2.3B | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.6B | $2.0B |
股东权益GXORNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.0B | $11.6B | ||
| Q3 25 | $3.0B | $11.5B | ||
| Q2 25 | $2.9B | $10.8B | ||
| Q1 25 | $2.9B | $10.3B | ||
| Q4 24 | $3.0B | $10.6B | ||
| Q3 24 | $3.1B | $11.2B | ||
| Q2 24 | $2.9B | $10.2B |
总资产GXORNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $12.3B | $53.8B | ||
| Q3 25 | $11.9B | $54.5B | ||
| Q2 25 | $11.9B | $54.7B | ||
| Q1 25 | $11.3B | $53.6B | ||
| Q4 24 | $11.3B | $50.7B | ||
| Q3 24 | $11.9B | $52.8B | ||
| Q2 24 | $11.4B | $51.6B |
负债/权益比GXORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.88× | 0.20× | ||
| Q3 25 | 0.74× | 0.19× | ||
| Q2 25 | 0.88× | 0.21× | ||
| Q1 25 | 0.89× | 0.27× | ||
| Q4 24 | 0.84× | 0.18× | ||
| Q3 24 | 0.82× | 0.17× | ||
| Q2 24 | 0.88× | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $115.0M | — |
| 自由现金流率自由现金流/营收 | 3.3% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 3.95× | — |
| 过去12个月自由现金流最近4个季度 | $110.0M | — |
8季度趋势，按日历期对齐
经营现金流GXORNR
| Q1 26 | — | — | ||
| Q4 25 | $170.0M | $483.0M | ||
| Q3 25 | $232.0M | $1.6B | ||
| Q2 25 | $3.0M | $1.5B | ||
| Q1 25 | $29.0M | $157.8M | ||
| Q4 24 | $186.0M | $778.9M | ||
| Q3 24 | $198.0M | $1.5B | ||
| Q2 24 | $115.0M | $1.2B |
自由现金流GXORNR
| Q1 26 | — | — | ||
| Q4 25 | $115.0M | — | ||
| Q3 25 | $88.0M | — | ||
| Q2 25 | $-44.0M | — | ||
| Q1 25 | $-49.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $27.0M | — |
自由现金流率GXORNR
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | -1.3% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 0.9% | — |
资本支出强度GXORNR
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 3.1% | — |
现金转化率GXORNR
| Q1 26 | — | — | ||
| Q4 25 | 3.95× | 0.64× | ||
| Q3 25 | 3.93× | 1.73× | ||
| Q2 25 | 0.12× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 6.00× | 1.26× | ||
| Q2 24 | 3.03× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
