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Knight-Swift Transportation Holdings Inc.（KNX）与Tractor Supply（TSCO）财务数据对比。点击上方公司名可切换其他公司
Tractor Supply的季度营收约是Knight-Swift Transportation Holdings Inc.的1.9倍（$3.6B vs $1.9B），Tractor Supply净利率更高（4.6% vs 0.0%，领先4.6%），Tractor Supply同比增速更快（100.0% vs 1.4%），过去两年Knight-Swift Transportation Holdings Inc.的营收复合增速更高（0.1% vs -8.0%）
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
Tractor Supply Company成立于1938年，是美国连锁零售企业，主营家居装修、农业、园艺养护、牲畜、马术及宠物护理相关设备与用品，客群覆盖农民、牧场主、宠物主及土地所有者。截至2024年共开设2250家门店，总部位于田纳西州布伦特伍德，为纳斯达克上市的财富500强企业。
KNX vs TSCO — 直观对比
营收规模更大
TSCO
是对方的1.9倍
$1.9B
营收增速更快
TSCO
高出98.6%
1.4%
净利率更高
TSCO
高出4.6%
0.0%
两年增速更快
KNX
近两年复合增速
-8.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.6B |
| 净利润 | $96.0K | $164.5M |
| 毛利率 | — | 36.2% |
| 营业利润率 | 1.5% | 6.5% |
| 净利率 | 0.0% | 4.6% |
| 营收同比 | 1.4% | 100.0% |
| 净利润同比 | -76.6% | 4.6% |
| 每股收益（稀释后） | $-0.01 | $0.31 |
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KNXTSCO
| Q1 26 | $1.9B | $3.6B | ||
| Q4 25 | $1.9B | $3.9B | ||
| Q3 25 | $1.9B | $3.7B | ||
| Q2 25 | $1.9B | $4.4B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.9B | $3.8B | ||
| Q3 24 | $1.9B | $3.5B | ||
| Q2 24 | $1.8B | $4.2B |
净利润KNXTSCO
| Q1 26 | $96.0K | $164.5M | ||
| Q4 25 | $-6.8M | $227.4M | ||
| Q3 25 | $7.9M | $259.3M | ||
| Q2 25 | $34.2M | $430.0M | ||
| Q1 25 | $30.6M | $179.4M | ||
| Q4 24 | $69.5M | $236.4M | ||
| Q3 24 | $30.5M | $241.5M | ||
| Q2 24 | $20.3M | $425.2M |
毛利率KNXTSCO
| Q1 26 | — | 36.2% | ||
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 35.2% | ||
| Q3 24 | — | 37.2% | ||
| Q2 24 | — | 36.6% |
营业利润率KNXTSCO
| Q1 26 | 1.5% | 6.5% | ||
| Q4 25 | 1.4% | 7.6% | ||
| Q3 25 | 2.6% | 9.2% | ||
| Q2 25 | 3.9% | 13.0% | ||
| Q1 25 | 3.7% | 7.2% | ||
| Q4 24 | 4.2% | 8.4% | ||
| Q3 24 | 4.3% | 9.4% | ||
| Q2 24 | 3.4% | 13.2% |
净利率KNXTSCO
| Q1 26 | 0.0% | 4.6% | ||
| Q4 25 | -0.4% | 5.8% | ||
| Q3 25 | 0.4% | 7.0% | ||
| Q2 25 | 1.8% | 9.7% | ||
| Q1 25 | 1.7% | 5.2% | ||
| Q4 24 | 3.7% | 6.3% | ||
| Q3 24 | 1.6% | 7.0% | ||
| Q2 24 | 1.1% | 10.0% |
每股收益（稀释后）KNXTSCO
| Q1 26 | $-0.01 | $0.31 | ||
| Q4 25 | $-0.04 | $0.42 | ||
| Q3 25 | $0.05 | $0.49 | ||
| Q2 25 | $0.21 | $0.81 | ||
| Q1 25 | $0.19 | $0.34 | ||
| Q4 24 | $0.43 | $-5.96 | ||
| Q3 24 | $0.19 | $2.24 | ||
| Q2 24 | $0.13 | $3.93 |
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 | $222.8M | $224.3M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $7.1B | $2.5B |
| 总资产 | $11.9B | $11.7B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资KNXTSCO
| Q1 26 | $222.8M | $224.3M | ||
| Q4 25 | $220.4M | $194.1M | ||
| Q3 25 | $192.7M | $184.6M | ||
| Q2 25 | $216.3M | $225.8M | ||
| Q1 25 | $209.5M | $231.7M | ||
| Q4 24 | $218.3M | $251.5M | ||
| Q3 24 | $166.3M | $186.3M | ||
| Q2 24 | $186.5M | $394.7M |
总债务KNXTSCO
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $150.0M | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | $150.0M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
股东权益KNXTSCO
| Q1 26 | $7.1B | $2.5B | ||
| Q4 25 | $7.1B | $2.6B | ||
| Q3 25 | $7.1B | $2.6B | ||
| Q2 25 | $7.1B | $2.5B | ||
| Q1 25 | $7.1B | $2.2B | ||
| Q4 24 | $7.1B | $2.3B | ||
| Q3 24 | $7.1B | $2.3B | ||
| Q2 24 | $7.1B | $2.3B |
总资产KNXTSCO
| Q1 26 | $11.9B | $11.7B | ||
| Q4 25 | $12.0B | $10.9B | ||
| Q3 25 | $12.6B | $10.9B | ||
| Q2 25 | $12.5B | $10.6B | ||
| Q1 25 | $12.6B | $10.4B | ||
| Q4 24 | $12.7B | $9.8B | ||
| Q3 24 | $12.8B | $9.8B | ||
| Q2 24 | $12.6B | $9.8B |
负债/权益比KNXTSCO
| Q1 26 | — | 0.85× | ||
| Q4 25 | 0.25× | 0.06× | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 0.26× | 0.07× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.23× | — |
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 | $142.5M | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 4.6% | 5.6% |
| 现金转化率经营现金流/净利润 | 1484.79× | 0.55× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流KNXTSCO
| Q1 26 | $142.5M | $91.1M | ||
| Q4 25 | $723.2M | $324.8M | ||
| Q3 25 | $217.5M | $307.9M | ||
| Q2 25 | $216.5M | $785.8M | ||
| Q1 25 | $109.4M | $216.8M | ||
| Q4 24 | $274.3M | $517.2M | ||
| Q3 24 | $214.0M | $86.3M | ||
| Q2 24 | $273.4M | $559.9M |
自由现金流KNXTSCO
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $59.3M | ||
| Q3 25 | — | $30.3M | ||
| Q2 25 | — | $575.4M | ||
| Q1 25 | — | $75.5M | ||
| Q4 24 | — | $271.2M | ||
| Q3 24 | — | $-101.9M | ||
| Q2 24 | — | $367.3M |
自由现金流率KNXTSCO
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | -2.9% | ||
| Q2 24 | — | 8.6% |
资本支出强度KNXTSCO
| Q1 26 | 4.6% | 5.6% | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 4.5% |
现金转化率KNXTSCO
| Q1 26 | 1484.79× | 0.55× | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | 27.67× | 1.19× | ||
| Q2 25 | 6.32× | 1.83× | ||
| Q1 25 | 3.57× | 1.21× | ||
| Q4 24 | 3.95× | 2.19× | ||
| Q3 24 | 7.03× | 0.36× | ||
| Q2 24 | 13.47× | 1.32× |
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
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
TSCO
暂无分部数据
