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GXO Logistics, Inc.（GXO）与XPO, Inc.（XPO）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XPO, Inc.的1.7倍（$3.5B vs $2.0B）。XPO, Inc.净利率更高（2.9% vs 1.2%，领先1.7%）。GXO Logistics, Inc.同比增速更快（7.9% vs 4.7%）。过去两年GXO Logistics, Inc.的营收复合增速更高（19.5% vs -0.1%）
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。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
GXO vs XPO — 直观对比
营收规模更大
GXO
是对方的1.7倍
$2.0B
营收增速更快
GXO
高出3.2%
4.7%
净利率更高
XPO
高出1.7%
1.2%
两年增速更快
GXO
近两年复合增速
-0.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.0B |
| 净利润 | $43.0M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | 2.7% | 7.1% |
| 净利率 | 1.2% | 2.9% |
| 营收同比 | 7.9% | 4.7% |
| 净利润同比 | -57.0% | -21.3% |
| 每股收益（稀释后） | $0.35 | $0.49 |
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GXOXPO
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.3B | $2.1B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $3.3B | $1.9B | ||
| Q3 24 | $3.2B | $2.1B | ||
| Q2 24 | $2.8B | $2.1B | ||
| Q1 24 | $2.5B | $2.0B |
净利润GXOXPO
| Q4 25 | $43.0M | $59.0M | ||
| Q3 25 | $59.0M | $82.0M | ||
| Q2 25 | $26.0M | $106.0M | ||
| Q1 25 | $-96.0M | $69.0M | ||
| Q4 24 | $100.0M | $75.0M | ||
| Q3 24 | $33.0M | $95.0M | ||
| Q2 24 | $38.0M | $150.0M | ||
| Q1 24 | $-37.0M | $67.0M |
营业利润率GXOXPO
| Q4 25 | 2.7% | 7.1% | ||
| Q3 25 | 3.5% | 7.8% | ||
| Q2 25 | 2.7% | 9.5% | ||
| Q1 25 | -1.9% | 7.7% | ||
| Q4 24 | 3.1% | 7.8% | ||
| Q3 24 | 2.6% | 8.6% | ||
| Q2 24 | 2.6% | 9.5% | ||
| Q1 24 | -1.6% | 6.8% |
净利率GXOXPO
| Q4 25 | 1.2% | 2.9% | ||
| Q3 25 | 1.7% | 3.9% | ||
| Q2 25 | 0.8% | 5.1% | ||
| Q1 25 | -3.2% | 3.5% | ||
| Q4 24 | 3.1% | 3.9% | ||
| Q3 24 | 1.0% | 4.6% | ||
| Q2 24 | 1.3% | 7.2% | ||
| Q1 24 | -1.5% | 3.3% |
每股收益（稀释后）GXOXPO
| Q4 25 | $0.35 | $0.49 | ||
| Q3 25 | $0.51 | $0.68 | ||
| Q2 25 | $0.23 | $0.89 | ||
| Q1 25 | $-0.81 | $0.58 | ||
| Q4 24 | $0.83 | $0.63 | ||
| Q3 24 | $0.28 | $0.79 | ||
| Q2 24 | $0.32 | $1.25 | ||
| Q1 24 | $-0.31 | $0.56 |
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 | $310.0M |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $3.0B | $1.9B |
| 总资产 | $12.3B | $8.2B |
| 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GXOXPO
| Q4 25 | $854.0M | $310.0M | ||
| Q3 25 | $339.0M | $335.0M | ||
| Q2 25 | $205.0M | $225.0M | ||
| Q1 25 | $288.0M | $212.0M | ||
| Q4 24 | $413.0M | $246.0M | ||
| Q3 24 | $548.0M | $378.0M | ||
| Q2 24 | $469.0M | $250.0M | ||
| Q1 24 | $423.0M | $229.0M |
总债务GXOXPO
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $1.5B | — |
股东权益GXOXPO
| Q4 25 | $3.0B | $1.9B | ||
| Q3 25 | $3.0B | $1.8B | ||
| Q2 25 | $2.9B | $1.8B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.9B | $1.5B | ||
| Q1 24 | $2.9B | $1.3B |
总资产GXOXPO
| Q4 25 | $12.3B | $8.2B | ||
| Q3 25 | $11.9B | $8.2B | ||
| Q2 25 | $11.9B | $8.1B | ||
| Q1 25 | $11.3B | $7.9B | ||
| Q4 24 | $11.3B | $7.7B | ||
| Q3 24 | $11.9B | $7.9B | ||
| Q2 24 | $11.4B | $7.7B | ||
| Q1 24 | $9.4B | $7.6B |
负债/权益比GXOXPO
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.89× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.53× | — |
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% | 5.3% |
| 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GXOXPO
| Q4 25 | $170.0M | — | ||
| Q3 25 | $232.0M | $371.0M | ||
| Q2 25 | $3.0M | $247.0M | ||
| Q1 25 | $29.0M | $142.0M | ||
| Q4 24 | $186.0M | $189.0M | ||
| Q3 24 | $198.0M | $264.0M | ||
| Q2 24 | $115.0M | $210.0M | ||
| Q1 24 | $50.0M | $145.0M |
自由现金流GXOXPO
| Q4 25 | $115.0M | — | ||
| Q3 25 | $88.0M | $215.0M | ||
| Q2 25 | $-44.0M | $51.0M | ||
| Q1 25 | $-49.0M | $-57.0M | ||
| Q4 24 | $82.0M | $23.0M | ||
| Q3 24 | $104.0M | $137.0M | ||
| Q2 24 | $27.0M | $20.0M | ||
| Q1 24 | $-23.0M | $-161.0M |
自由现金流率GXOXPO
| Q4 25 | 3.3% | — | ||
| Q3 25 | 2.6% | 10.2% | ||
| Q2 25 | -1.3% | 2.5% | ||
| Q1 25 | -1.6% | -2.9% | ||
| Q4 24 | 2.5% | 1.2% | ||
| Q3 24 | 3.3% | 6.7% | ||
| Q2 24 | 0.9% | 1.0% | ||
| Q1 24 | -0.9% | -8.0% |
资本支出强度GXOXPO
| Q4 25 | 1.6% | 5.3% | ||
| Q3 25 | 4.2% | 7.4% | ||
| Q2 25 | 1.4% | 9.4% | ||
| Q1 25 | 2.6% | 10.2% | ||
| Q4 24 | 3.2% | 8.6% | ||
| Q3 24 | 3.0% | 6.2% | ||
| Q2 24 | 3.1% | 9.1% | ||
| Q1 24 | 3.0% | 15.2% |
现金转化率GXOXPO
| Q4 25 | 3.95× | — | ||
| Q3 25 | 3.93× | 4.52× | ||
| Q2 25 | 0.12× | 2.33× | ||
| Q1 25 | — | 2.06× | ||
| Q4 24 | 1.86× | 2.52× | ||
| Q3 24 | 6.00× | 2.78× | ||
| Q2 24 | 3.03× | 1.40× | ||
| Q1 24 | — | 2.16× |
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
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
