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GXO Logistics, Inc.(GXO)与RXO, Inc.(RXO)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RXO, Inc.的2.4倍($3.5B vs $1.5B)。GXO Logistics, Inc.净利率更高(1.2% vs -3.1%,领先4.4%)。GXO Logistics, Inc.同比增速更快(7.9% vs -11.9%)。GXO Logistics, Inc.自由现金流更多($115.0M vs $-9.0M)。过去两年RXO, Inc.的营收复合增速更高(26.8% vs 19.5%)
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。
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。
GXO vs RXO — 直观对比
营收规模更大
GXO
是对方的2.4倍
$1.5B
营收增速更快
GXO
高出19.8%
-11.9%
净利率更高
GXO
高出4.4%
-3.1%
自由现金流更多
GXO
多$124.0M
$-9.0M
两年增速更快
RXO
近两年复合增速
19.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.5B | $1.5B |
| 净利润 | $43.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 2.7% | -2.9% |
| 净利率 | 1.2% | -3.1% |
| 营收同比 | 7.9% | -11.9% |
| 净利润同比 | -57.0% | -84.0% |
| 每股收益(稀释后) | $0.35 | $-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
GXO
RXO
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.3B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $2.8B | $930.0M | ||
| Q1 24 | $2.5B | $913.0M |
净利润
GXO
RXO
| Q4 25 | $43.0M | $-46.0M | ||
| Q3 25 | $59.0M | $-14.0M | ||
| Q2 25 | $26.0M | $-9.0M | ||
| Q1 25 | $-96.0M | $-31.0M | ||
| Q4 24 | $100.0M | $-25.0M | ||
| Q3 24 | $33.0M | $-243.0M | ||
| Q2 24 | $38.0M | $-7.0M | ||
| Q1 24 | $-37.0M | $-15.0M |
营业利润率
GXO
RXO
| Q4 25 | 2.7% | -2.9% | ||
| Q3 25 | 3.5% | -0.5% | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | -1.9% | -2.1% | ||
| Q4 24 | 3.1% | -1.4% | ||
| Q3 24 | 2.6% | -1.9% | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | -1.6% | -1.3% |
净利率
GXO
RXO
| Q4 25 | 1.2% | -3.1% | ||
| Q3 25 | 1.7% | -1.0% | ||
| Q2 25 | 0.8% | -0.6% | ||
| Q1 25 | -3.2% | -2.2% | ||
| Q4 24 | 3.1% | -1.5% | ||
| Q3 24 | 1.0% | -23.4% | ||
| Q2 24 | 1.3% | -0.8% | ||
| Q1 24 | -1.5% | -1.6% |
每股收益(稀释后)
GXO
RXO
| Q4 25 | $0.35 | $-0.28 | ||
| Q3 25 | $0.51 | $-0.08 | ||
| Q2 25 | $0.23 | $-0.05 | ||
| Q1 25 | $-0.81 | $-0.18 | ||
| Q4 24 | $0.83 | $-0.17 | ||
| Q3 24 | $0.28 | $-1.81 | ||
| Q2 24 | $0.32 | $-0.06 | ||
| Q1 24 | $-0.31 | $-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 | $854.0M | $17.0M |
| 总债务越低越好 | $2.6B | $387.0M |
| 股东权益账面价值 | $3.0B | $1.5B |
| 总资产 | $12.3B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.88× | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
GXO
RXO
| Q4 25 | $854.0M | $17.0M | ||
| Q3 25 | $339.0M | $25.0M | ||
| Q2 25 | $205.0M | $18.0M | ||
| Q1 25 | $288.0M | $16.0M | ||
| Q4 24 | $413.0M | $35.0M | ||
| Q3 24 | $548.0M | $55.0M | ||
| Q2 24 | $469.0M | $7.0M | ||
| Q1 24 | $423.0M | $7.0M |
总债务
GXO
RXO
| Q4 25 | $2.6B | $387.0M | ||
| Q3 25 | $2.2B | $387.0M | ||
| Q2 25 | $2.6B | $387.0M | ||
| Q1 25 | $2.5B | $387.0M | ||
| Q4 24 | $2.5B | $351.0M | ||
| Q3 24 | $2.6B | $352.0M | ||
| Q2 24 | $2.6B | $370.0M | ||
| Q1 24 | $1.5B | $351.0M |
股东权益
GXO
RXO
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $3.0B | $1.6B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $2.9B | $579.0M | ||
| Q1 24 | $2.9B | $582.0M |
总资产
GXO
RXO
| Q4 25 | $12.3B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.9B | $3.2B | ||
| Q1 25 | $11.3B | $3.3B | ||
| Q4 24 | $11.3B | $3.4B | ||
| Q3 24 | $11.9B | $3.4B | ||
| Q2 24 | $11.4B | $1.8B | ||
| Q1 24 | $9.4B | $1.8B |
负债/权益比
GXO
RXO
| Q4 25 | 0.88× | 0.25× | ||
| Q3 25 | 0.74× | 0.24× | ||
| Q2 25 | 0.88× | 0.24× | ||
| Q1 25 | 0.89× | 0.24× | ||
| Q4 24 | 0.84× | 0.22× | ||
| Q3 24 | 0.82× | 0.21× | ||
| Q2 24 | 0.88× | 0.64× | ||
| Q1 24 | 0.53× | 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 | $170.0M | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $115.0M | $-9.0M |
| 自由现金流率自由现金流/营收 | 3.3% | -0.6% |
| 资本支出强度资本支出/营收 | 1.6% | 1.1% |
| 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 | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
GXO
RXO
| Q4 25 | $170.0M | $7.0M | ||
| Q3 25 | $232.0M | $23.0M | ||
| Q2 25 | $3.0M | $23.0M | ||
| Q1 25 | $29.0M | $-2.0M | ||
| Q4 24 | $186.0M | $-7.0M | ||
| Q3 24 | $198.0M | $-7.0M | ||
| Q2 24 | $115.0M | $-5.0M | ||
| Q1 24 | $50.0M | $7.0M |
自由现金流
GXO
RXO
| Q4 25 | $115.0M | $-9.0M | ||
| Q3 25 | $88.0M | $9.0M | ||
| Q2 25 | $-44.0M | $9.0M | ||
| Q1 25 | $-49.0M | $-17.0M | ||
| Q4 24 | $82.0M | $-19.0M | ||
| Q3 24 | $104.0M | $-18.0M | ||
| Q2 24 | $27.0M | $-16.0M | ||
| Q1 24 | $-23.0M | $-4.0M |
自由现金流率
GXO
RXO
| Q4 25 | 3.3% | -0.6% | ||
| Q3 25 | 2.6% | 0.6% | ||
| Q2 25 | -1.3% | 0.6% | ||
| Q1 25 | -1.6% | -1.2% | ||
| Q4 24 | 2.5% | -1.1% | ||
| Q3 24 | 3.3% | -1.7% | ||
| Q2 24 | 0.9% | -1.7% | ||
| Q1 24 | -0.9% | -0.4% |
资本支出强度
GXO
RXO
| Q4 25 | 1.6% | 1.1% | ||
| Q3 25 | 4.2% | 1.0% | ||
| Q2 25 | 1.4% | 1.0% | ||
| Q1 25 | 2.6% | 1.0% | ||
| Q4 24 | 3.2% | 0.7% | ||
| Q3 24 | 3.0% | 1.1% | ||
| Q2 24 | 3.1% | 1.2% | ||
| Q1 24 | 3.0% | 1.2% |
现金转化率
GXO
RXO
| Q4 25 | 3.95× | — | ||
| Q3 25 | 3.93× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | 3.03× | — | ||
| Q1 24 | — | — |
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
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% |