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罗技（LOGI）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.的季度营收约是罗技的1.0倍（$1.4B vs $1.4B），罗技净利率更高（17.7% vs -2.5%，领先20.2%），罗技同比增速更快（6.1% vs -0.6%），过去两年RXO, Inc.的营收复合增速更高（23.8% vs 18.5%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
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。
LOGI vs RXO — 直观对比
营收规模更大
RXO
是对方的1.0倍
$1.4B
营收增速更快
LOGI
高出6.6%
-0.6%
净利率更高
LOGI
高出20.2%
-2.5%
两年增速更快
RXO
近两年复合增速
18.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $251.0M | $-36.0M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | — |
| 净利率 | 17.7% | -2.5% |
| 营收同比 | 6.1% | -0.6% |
| 净利润同比 | 25.4% | -16.1% |
| 每股收益（稀释后） | $1.69 | $-0.21 |
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LOGIRXO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $930.0M |
净利润LOGIRXO
| Q1 26 | — | $-36.0M | ||
| Q4 25 | $251.0M | $-46.0M | ||
| Q3 25 | $170.7M | $-14.0M | ||
| Q2 25 | $146.0M | $-9.0M | ||
| Q1 25 | $144.1M | $-31.0M | ||
| Q4 24 | $200.1M | $-25.0M | ||
| Q3 24 | $145.5M | $-243.0M | ||
| Q2 24 | $141.8M | $-7.0M |
毛利率LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | 43.2% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 42.9% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 42.8% | — |
营业利润率LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | -2.9% | ||
| Q3 25 | 16.1% | -0.5% | ||
| Q2 25 | 14.1% | — | ||
| Q1 25 | 10.5% | -2.1% | ||
| Q4 24 | 17.5% | -1.4% | ||
| Q3 24 | 14.4% | -1.9% | ||
| Q2 24 | 14.1% | — |
净利率LOGIRXO
| Q1 26 | — | -2.5% | ||
| Q4 25 | 17.7% | -3.1% | ||
| Q3 25 | 14.4% | -1.0% | ||
| Q2 25 | 12.7% | -0.6% | ||
| Q1 25 | 14.3% | -2.2% | ||
| Q4 24 | 14.9% | -1.5% | ||
| Q3 24 | 13.0% | -23.4% | ||
| Q2 24 | 13.0% | -0.8% |
每股收益（稀释后）LOGIRXO
| Q1 26 | — | $-0.21 | ||
| Q4 25 | $1.69 | $-0.28 | ||
| Q3 25 | $1.15 | $-0.08 | ||
| Q2 25 | $0.98 | $-0.05 | ||
| Q1 25 | $0.94 | $-0.18 | ||
| Q4 24 | $1.32 | $-0.17 | ||
| Q3 24 | $0.95 | $-1.81 | ||
| Q2 24 | $0.92 | $-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 | $1.8B | $21.0M |
| 总债务越低越好 | — | $17.0M |
| 股东权益账面价值 | $2.3B | $1.5B |
| 总资产 | $4.1B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资LOGIRXO
| Q1 26 | — | $21.0M | ||
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $1.4B | $25.0M | ||
| Q2 25 | $1.5B | $18.0M | ||
| Q1 25 | $1.5B | $16.0M | ||
| Q4 24 | $1.5B | $35.0M | ||
| Q3 24 | $1.4B | $55.0M | ||
| Q2 24 | $1.5B | $7.0M |
总债务LOGIRXO
| Q1 26 | — | $17.0M | ||
| 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LOGIRXO
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.3B | $1.5B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.2B | $579.0M |
总资产LOGIRXO
| Q1 26 | — | $3.3B | ||
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $3.7B | $3.2B | ||
| Q2 25 | $3.7B | $3.2B | ||
| Q1 25 | $3.5B | $3.3B | ||
| Q4 24 | $3.7B | $3.4B | ||
| Q3 24 | $3.6B | $3.4B | ||
| Q2 24 | $3.7B | $1.8B |
负债/权益比LOGIRXO
| Q1 26 | — | 0.01× | ||
| 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 | $480.5M | $-7.0M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | — |
| 自由现金流率自由现金流/营收 | 32.8% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | — |
8季度趋势，按日历期对齐
经营现金流LOGIRXO
| Q1 26 | — | $-7.0M | ||
| Q4 25 | $480.5M | $7.0M | ||
| Q3 25 | $228.8M | $23.0M | ||
| Q2 25 | $125.0M | $23.0M | ||
| Q1 25 | $129.7M | $-2.0M | ||
| Q4 24 | $370.9M | $-7.0M | ||
| Q3 24 | $166.0M | $-7.0M | ||
| Q2 24 | $176.0M | $-5.0M |
自由现金流LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | $465.6M | $-9.0M | ||
| Q3 25 | $212.3M | $9.0M | ||
| Q2 25 | $108.8M | $9.0M | ||
| Q1 25 | $116.9M | $-17.0M | ||
| Q4 24 | $356.6M | $-19.0M | ||
| Q3 24 | $151.5M | $-18.0M | ||
| Q2 24 | $161.4M | $-16.0M |
自由现金流率LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | 32.8% | -0.6% | ||
| Q3 25 | 17.9% | 0.6% | ||
| Q2 25 | 9.5% | 0.6% | ||
| Q1 25 | 11.6% | -1.2% | ||
| Q4 24 | 26.6% | -1.1% | ||
| Q3 24 | 13.6% | -1.7% | ||
| Q2 24 | 14.8% | -1.7% |
资本支出强度LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 1.1% | ||
| Q3 25 | 1.4% | 1.0% | ||
| Q2 25 | 1.4% | 1.0% | ||
| Q1 25 | 1.3% | 1.0% | ||
| Q4 24 | 1.1% | 0.7% | ||
| Q3 24 | 1.3% | 1.1% | ||
| Q2 24 | 1.3% | 1.2% |
现金转化率LOGIRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.24× | — |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RXO
| Truck brokerage | $1.1B | 77% |
| Complementary services (1) | $388.0M | 27% |
