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GXO Logistics, Inc.（GXO）与Roper Technologies（ROP）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Roper Technologies的1.7倍（$3.5B vs $2.1B），Roper Technologies净利率更高（15.8% vs 1.2%，领先14.6%），Roper Technologies同比增速更快（11.3% vs 7.9%），Roper Technologies自由现金流更多（$507.0M vs $115.0M），过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
GXO vs ROP — 直观对比
营收规模更大
GXO
是对方的1.7倍
$2.1B
营收增速更快
ROP
高出3.4%
7.9%
净利率更高
ROP
高出14.6%
1.2%
自由现金流更多
ROP
多$392.0M
$115.0M
两年增速更快
GXO
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.1B |
| 净利润 | $43.0M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 2.7% | 27.2% |
| 净利率 | 1.2% | 15.8% |
| 营收同比 | 7.9% | 11.3% |
| 净利润同比 | -57.0% | 53.7% |
| 每股收益（稀释后） | $0.35 | $4.87 |
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GXOROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.5B | $2.1B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.0B | $1.9B | ||
| Q4 24 | $3.3B | $1.9B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $2.8B | $1.7B |
净利润GXOROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $43.0M | $428.4M | ||
| Q3 25 | $59.0M | $398.5M | ||
| Q2 25 | $26.0M | $378.3M | ||
| Q1 25 | $-96.0M | $331.1M | ||
| Q4 24 | $100.0M | $462.3M | ||
| Q3 24 | $33.0M | $367.9M | ||
| Q2 24 | $38.0M | $337.1M |
毛利率GXOROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率GXOROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 2.7% | 28.6% | ||
| Q3 25 | 3.5% | 28.4% | ||
| Q2 25 | 2.7% | 28.2% | ||
| Q1 25 | -1.9% | 27.9% | ||
| Q4 24 | 3.1% | 28.0% | ||
| Q3 24 | 2.6% | 28.1% | ||
| Q2 24 | 2.6% | 28.8% |
净利率GXOROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 1.2% | 20.8% | ||
| Q3 25 | 1.7% | 19.8% | ||
| Q2 25 | 0.8% | 19.5% | ||
| Q1 25 | -3.2% | 17.6% | ||
| Q4 24 | 3.1% | 24.6% | ||
| Q3 24 | 1.0% | 20.8% | ||
| Q2 24 | 1.3% | 19.6% |
每股收益（稀释后）GXOROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.35 | $3.97 | ||
| Q3 25 | $0.51 | $3.68 | ||
| Q2 25 | $0.23 | $3.49 | ||
| Q1 25 | $-0.81 | $3.06 | ||
| Q4 24 | $0.83 | $4.29 | ||
| Q3 24 | $0.28 | $3.40 | ||
| Q2 24 | $0.32 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $2.6B | $9.7B |
| 股东权益账面价值 | $3.0B | $18.8B |
| 总资产 | $12.3B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.88× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资GXOROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $854.0M | $297.4M | ||
| Q3 25 | $339.0M | $320.0M | ||
| Q2 25 | $205.0M | $242.4M | ||
| Q1 25 | $288.0M | $372.8M | ||
| Q4 24 | $413.0M | $188.2M | ||
| Q3 24 | $548.0M | $269.6M | ||
| Q2 24 | $469.0M | $251.5M |
总债务GXOROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.6B | $9.3B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $7.6B | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.6B | — |
股东权益GXOROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.0B | $19.9B | ||
| Q3 25 | $3.0B | $20.0B | ||
| Q2 25 | $2.9B | $19.6B | ||
| Q1 25 | $2.9B | $19.2B | ||
| Q4 24 | $3.0B | $18.9B | ||
| Q3 24 | $3.1B | $18.5B | ||
| Q2 24 | $2.9B | $18.1B |
总资产GXOROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $12.3B | $34.6B | ||
| Q3 25 | $11.9B | $34.6B | ||
| Q2 25 | $11.9B | $33.2B | ||
| Q1 25 | $11.3B | $31.4B | ||
| Q4 24 | $11.3B | $31.3B | ||
| Q3 24 | $11.9B | $31.6B | ||
| Q2 24 | $11.4B | $29.8B |
负债/权益比GXOROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.88× | 0.47× | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.89× | — | ||
| Q4 24 | 0.84× | 0.40× | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.88× | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 3.3% | 24.2% |
| 资本支出强度资本支出/营收 | 1.6% | 0.5% |
| 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GXOROP
| Q1 26 | — | — | ||
| Q4 25 | $170.0M | $738.0M | ||
| Q3 25 | $232.0M | $869.5M | ||
| Q2 25 | $3.0M | $404.1M | ||
| Q1 25 | $29.0M | $528.7M | ||
| Q4 24 | $186.0M | $722.2M | ||
| Q3 24 | $198.0M | $755.4M | ||
| Q2 24 | $115.0M | $384.1M |
自由现金流GXOROP
| Q1 26 | — | $507.0M | ||
| 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GXOROP
| Q1 26 | — | 24.2% | ||
| 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GXOROP
| Q1 26 | — | 0.5% | ||
| 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GXOROP
| Q1 26 | — | — | ||
| Q4 25 | 3.95× | 1.72× | ||
| Q3 25 | 3.93× | 2.18× | ||
| Q2 25 | 0.12× | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 1.86× | 1.56× | ||
| Q3 24 | 6.00× | 2.05× | ||
| Q2 24 | 3.03× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
