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因塞特（INCY）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是因塞特的1.2倍（$1.5B vs $1.3B），因塞特净利率更高（23.8% vs -3.1%，领先27.0%），因塞特同比增速更快（19.8% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 10.4%）
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
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。
INCY vs RXO — 直观对比
营收规模更大
RXO
是对方的1.2倍
$1.3B
营收增速更快
INCY
高出31.6%
-11.9%
净利率更高
INCY
高出27.0%
-3.1%
两年增速更快
RXO
近两年复合增速
10.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $303.3M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 23.7% | -2.9% |
| 净利率 | 23.8% | -3.1% |
| 营收同比 | 19.8% | -11.9% |
| 净利润同比 | 91.7% | -84.0% |
| 每股收益（稀释后） | $1.47 | $-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INCYRXO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.0B | $930.0M |
净利润INCYRXO
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $-46.0M | ||
| Q3 25 | $424.2M | $-14.0M | ||
| Q2 25 | $405.0M | $-9.0M | ||
| Q1 25 | $158.2M | $-31.0M | ||
| Q4 24 | $201.2M | $-25.0M | ||
| Q3 24 | $106.5M | $-243.0M | ||
| Q2 24 | $-444.6M | $-7.0M |
毛利率INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | — | ||
| Q3 25 | 92.8% | — | ||
| Q2 25 | 93.5% | — | ||
| Q1 25 | 93.0% | — | ||
| Q4 24 | 92.5% | — | ||
| Q3 24 | 92.4% | — | ||
| Q2 24 | 92.7% | — |
营业利润率INCYRXO
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | -2.9% | ||
| Q3 25 | 32.5% | -0.5% | ||
| Q2 25 | 43.6% | — | ||
| Q1 25 | 19.5% | -2.1% | ||
| Q4 24 | 25.6% | -1.4% | ||
| Q3 24 | 12.8% | -1.9% | ||
| Q2 24 | -45.8% | — |
净利率INCYRXO
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | -3.1% | ||
| Q3 25 | 31.1% | -1.0% | ||
| Q2 25 | 33.3% | -0.6% | ||
| Q1 25 | 15.0% | -2.2% | ||
| Q4 24 | 17.1% | -1.5% | ||
| Q3 24 | 9.4% | -23.4% | ||
| Q2 24 | -42.6% | -0.8% |
每股收益（稀释后）INCYRXO
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $-0.28 | ||
| Q3 25 | $2.11 | $-0.08 | ||
| Q2 25 | $2.04 | $-0.05 | ||
| Q1 25 | $0.80 | $-0.18 | ||
| Q4 24 | $0.90 | $-0.17 | ||
| Q3 24 | $0.54 | $-1.81 | ||
| Q2 24 | $-2.04 | $-0.06 |
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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $5.6B | $1.5B |
| 总资产 | $7.3B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $17.0M | ||
| Q3 25 | $2.5B | $25.0M | ||
| Q2 25 | $2.0B | $18.0M | ||
| Q1 25 | $1.9B | $16.0M | ||
| Q4 24 | $1.7B | $35.0M | ||
| Q3 24 | $1.3B | $55.0M | ||
| Q2 24 | $987.3M | $7.0M |
总债务INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益INCYRXO
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $1.5B | ||
| Q3 25 | $4.7B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $3.4B | $1.6B | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $3.0B | $579.0M |
总资产INCYRXO
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $3.3B | ||
| Q3 25 | $6.3B | $3.2B | ||
| Q2 25 | $5.8B | $3.2B | ||
| Q1 25 | $5.7B | $3.3B | ||
| Q4 24 | $5.4B | $3.4B | ||
| Q3 24 | $5.0B | $3.4B | ||
| Q2 24 | $4.7B | $1.8B |
负债/权益比INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $7.0M | ||
| Q3 25 | $559.4M | $23.0M | ||
| Q2 25 | $44.7M | $23.0M | ||
| Q1 25 | $266.1M | $-2.0M | ||
| Q4 24 | $381.2M | $-7.0M | ||
| Q3 24 | $310.9M | $-7.0M | ||
| Q2 24 | $-575.6M | $-5.0M |
自由现金流INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
自由现金流率INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
资本支出强度INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率INCYRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | — | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.89× | — | ||
| Q3 24 | 2.92× | — | ||
| Q2 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
INCY
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% |
