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Mobileye Global Inc.（MBLY）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是RXO, Inc.的1.3倍（$1.9B vs $1.5B），Mobileye Global Inc.同比增速更快（27.4% vs -11.9%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 26.8%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RXO — 直观对比
营收规模更大
MBLY
是对方的1.3倍
$1.5B
营收增速更快
MBLY
高出39.3%
-11.9%
两年增速更快
MBLY
近两年复合增速
26.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | — | $-46.0M |
| 毛利率 | 14.2% | — |
| 营业利润率 | — | -2.9% |
| 净利率 | — | -3.1% |
| 营收同比 | 27.4% | -11.9% |
| 净利润同比 | — | -84.0% |
| 每股收益（稀释后） | — | $-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MBLYRXO
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $1.5B | ||
| Q3 25 | $504.0M | $1.4B | ||
| Q2 25 | $506.0M | $1.4B | ||
| Q1 25 | $438.0M | $1.4B | ||
| Q4 24 | $490.0M | $1.7B | ||
| Q3 24 | $486.0M | $1.0B | ||
| Q2 24 | $439.0M | $930.0M |
净利润MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-46.0M | ||
| Q3 25 | $-96.0M | $-14.0M | ||
| Q2 25 | $-67.0M | $-9.0M | ||
| Q1 25 | $-102.0M | $-31.0M | ||
| Q4 24 | $-71.0M | $-25.0M | ||
| Q3 24 | $-2.7B | $-243.0M | ||
| Q2 24 | $-86.0M | $-7.0M |
毛利率MBLYRXO
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | — |
营业利润率MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | -2.9% | ||
| Q3 25 | -21.6% | -0.5% | ||
| Q2 25 | -14.6% | — | ||
| Q1 25 | -26.7% | -2.1% | ||
| Q4 24 | -17.6% | -1.4% | ||
| Q3 24 | -577.6% | -1.9% | ||
| Q2 24 | -21.4% | — |
净利率MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -3.1% | ||
| Q3 25 | -19.0% | -1.0% | ||
| Q2 25 | -13.2% | -0.6% | ||
| Q1 25 | -23.3% | -2.2% | ||
| Q4 24 | -14.5% | -1.5% | ||
| Q3 24 | -558.6% | -23.4% | ||
| Q2 24 | -19.6% | -0.8% |
每股收益（稀释后）MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.28 | ||
| Q3 25 | $-0.12 | $-0.08 | ||
| Q2 25 | $-0.08 | $-0.05 | ||
| Q1 25 | $-0.13 | $-0.18 | ||
| Q4 24 | $-0.09 | $-0.17 | ||
| Q3 24 | $-3.35 | $-1.81 | ||
| Q2 24 | $-0.11 | $-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 | $1.2B | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $8.2B | $1.5B |
| 总资产 | $8.7B | $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MBLYRXO
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $17.0M | ||
| Q3 25 | $1.7B | $25.0M | ||
| Q2 25 | $1.7B | $18.0M | ||
| Q1 25 | $1.5B | $16.0M | ||
| Q4 24 | $1.4B | $35.0M | ||
| Q3 24 | $1.3B | $55.0M | ||
| Q2 24 | $1.2B | $7.0M |
总债务MBLYRXO
| 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MBLYRXO
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $1.5B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $12.1B | $1.6B | ||
| Q1 25 | $12.0B | $1.6B | ||
| Q4 24 | $12.1B | $1.6B | ||
| Q3 24 | $12.1B | $1.7B | ||
| Q2 24 | $14.7B | $579.0M |
总资产MBLYRXO
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $3.3B | ||
| Q3 25 | $12.5B | $3.2B | ||
| Q2 25 | $12.6B | $3.2B | ||
| Q1 25 | $12.5B | $3.3B | ||
| Q4 24 | $12.6B | $3.4B | ||
| Q3 24 | $12.6B | $3.4B | ||
| Q2 24 | $15.3B | $1.8B |
负债/权益比MBLYRXO
| 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 | $75.0M | $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MBLYRXO
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $7.0M | ||
| Q3 25 | $167.0M | $23.0M | ||
| Q2 25 | $213.0M | $23.0M | ||
| Q1 25 | $109.0M | $-2.0M | ||
| Q4 24 | $204.0M | $-7.0M | ||
| Q3 24 | $126.0M | $-7.0M | ||
| Q2 24 | $30.0M | $-5.0M |
自由现金流MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $-9.0M | ||
| Q3 25 | $143.0M | $9.0M | ||
| Q2 25 | $199.0M | $9.0M | ||
| Q1 25 | $95.0M | $-17.0M | ||
| Q4 24 | $191.0M | $-19.0M | ||
| Q3 24 | $104.0M | $-18.0M | ||
| Q2 24 | $6.0M | $-16.0M |
自由现金流率MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -0.6% | ||
| Q3 25 | 28.4% | 0.6% | ||
| Q2 25 | 39.3% | 0.6% | ||
| Q1 25 | 21.7% | -1.2% | ||
| Q4 24 | 39.0% | -1.1% | ||
| Q3 24 | 21.4% | -1.7% | ||
| Q2 24 | 1.4% | -1.7% |
资本支出强度MBLYRXO
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 1.1% | ||
| Q3 25 | 4.8% | 1.0% | ||
| Q2 25 | 2.8% | 1.0% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 2.7% | 0.7% | ||
| Q3 24 | 4.5% | 1.1% | ||
| Q2 24 | 5.5% | 1.2% |
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
MBLY
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% |
