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NEWMARK GROUP, INC.(NMRK)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NEWMARK GROUP, INC.的1.7倍($1.5B vs $846.5M),NEWMARK GROUP, INC.净利率更高(0.3% vs -3.1%,领先3.4%),NEWMARK GROUP, INC.同比增速更快(27.2% vs -11.9%),RXO, Inc.自由现金流更多($-9.0M vs $-257.8M),过去两年RXO, Inc.的营收复合增速更高(26.8% vs 26.7%)
纽马克集团是一家总部位于纽约的全球性商业地产咨询及服务企业,旗下业务以Newmark品牌开展,在纳斯达克全球精选市场上市,股票代码为NMRK,为全球客户提供商业地产领域的多元专业服务。
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。
NMRK vs RXO — 直观对比
营收规模更大
RXO
是对方的1.7倍
$846.5M
营收增速更快
NMRK
高出39.1%
-11.9%
净利率更高
NMRK
高出3.4%
-3.1%
自由现金流更多
RXO
多$248.8M
$-257.8M
两年增速更快
RXO
近两年复合增速
26.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $846.5M | $1.5B |
| 净利润 | $2.2M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 3.1% | -2.9% |
| 净利率 | 0.3% | -3.1% |
| 营收同比 | 27.2% | -11.9% |
| 净利润同比 | 130.6% | -84.0% |
| 每股收益(稀释后) | $0.08 | $-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
NMRK
RXO
| Q1 26 | $846.5M | — | ||
| Q4 25 | $859.5M | $1.5B | ||
| Q3 25 | $715.0M | $1.4B | ||
| Q2 25 | $639.6M | $1.4B | ||
| Q1 25 | $556.2M | $1.4B | ||
| Q4 24 | $727.5M | $1.7B | ||
| Q3 24 | $568.0M | $1.0B | ||
| Q2 24 | $527.3M | $930.0M |
净利润
NMRK
RXO
| Q1 26 | $2.2M | — | ||
| Q4 25 | $68.0M | $-46.0M | ||
| Q3 25 | $46.2M | $-14.0M | ||
| Q2 25 | $20.8M | $-9.0M | ||
| Q1 25 | $-8.8M | $-31.0M | ||
| Q4 24 | $45.4M | $-25.0M | ||
| Q3 24 | $17.8M | $-243.0M | ||
| Q2 24 | $14.3M | $-7.0M |
营业利润率
NMRK
RXO
| Q1 26 | 3.1% | — | ||
| Q4 25 | 14.4% | -2.9% | ||
| Q3 25 | 11.9% | -0.5% | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | -3.1% | -2.1% | ||
| Q4 24 | 14.3% | -1.4% | ||
| Q3 24 | 7.2% | -1.9% | ||
| Q2 24 | 7.7% | — |
净利率
NMRK
RXO
| Q1 26 | 0.3% | — | ||
| Q4 25 | 7.9% | -3.1% | ||
| Q3 25 | 6.5% | -1.0% | ||
| Q2 25 | 3.3% | -0.6% | ||
| Q1 25 | -1.6% | -2.2% | ||
| Q4 24 | 6.2% | -1.5% | ||
| Q3 24 | 3.1% | -23.4% | ||
| Q2 24 | 2.7% | -0.8% |
每股收益(稀释后)
NMRK
RXO
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.37 | $-0.28 | ||
| Q3 25 | $0.25 | $-0.08 | ||
| Q2 25 | $0.11 | $-0.05 | ||
| Q1 25 | $-0.05 | $-0.18 | ||
| Q4 24 | $0.25 | $-0.17 | ||
| Q3 24 | $0.10 | $-1.81 | ||
| Q2 24 | $0.08 | $-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 | $212.1M | $17.0M |
| 总债务越低越好 | $832.0M | $387.0M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $5.3B | $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
NMRK
RXO
| Q1 26 | $212.1M | — | ||
| Q4 25 | $229.1M | $17.0M | ||
| Q3 25 | $224.1M | $25.0M | ||
| Q2 25 | $195.8M | $18.0M | ||
| Q1 25 | $157.1M | $16.0M | ||
| Q4 24 | $197.7M | $35.0M | ||
| Q3 24 | $178.6M | $55.0M | ||
| Q2 24 | $176.4M | $7.0M |
总债务
NMRK
RXO
| Q1 26 | $832.0M | — | ||
| Q4 25 | $671.7M | $387.0M | ||
| Q3 25 | $746.5M | $387.0M | ||
| Q2 25 | $871.2M | $387.0M | ||
| Q1 25 | $770.9M | $387.0M | ||
| Q4 24 | $670.7M | $351.0M | ||
| Q3 24 | $770.4M | $352.0M | ||
| Q2 24 | $745.2M | $370.0M |
股东权益
NMRK
RXO
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.7B | ||
| Q2 24 | $1.2B | $579.0M |
总资产
NMRK
RXO
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.0B | $3.3B | ||
| Q3 25 | $5.5B | $3.2B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | $4.8B | $3.3B | ||
| Q4 24 | $4.7B | $3.4B | ||
| Q3 24 | $5.0B | $3.4B | ||
| Q2 24 | $4.8B | $1.8B |
负债/权益比
NMRK
RXO
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.25× | ||
| Q3 25 | 0.55× | 0.24× | ||
| Q2 25 | 0.68× | 0.24× | ||
| Q1 25 | 0.58× | 0.24× | ||
| Q4 24 | 0.56× | 0.22× | ||
| Q3 24 | 0.66× | 0.21× | ||
| Q2 24 | 0.62× | 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 | $-257.8M | $-9.0M |
| 自由现金流率自由现金流/营收 | -30.5% | -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 | $69.7M | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
NMRK
RXO
| Q1 26 | — | — | ||
| Q4 25 | $618.5M | $7.0M | ||
| Q3 25 | $112.6M | $23.0M | ||
| Q2 25 | $-379.7M | $23.0M | ||
| Q1 25 | $-179.4M | $-2.0M | ||
| Q4 24 | $402.6M | $-7.0M | ||
| Q3 24 | $-85.2M | $-7.0M | ||
| Q2 24 | $-258.5M | $-5.0M |
自由现金流
NMRK
RXO
| Q1 26 | $-257.8M | — | ||
| Q4 25 | $608.8M | $-9.0M | ||
| Q3 25 | $104.9M | $9.0M | ||
| Q2 25 | $-386.2M | $9.0M | ||
| Q1 25 | $-184.8M | $-17.0M | ||
| Q4 24 | $396.6M | $-19.0M | ||
| Q3 24 | $-94.4M | $-18.0M | ||
| Q2 24 | $-267.8M | $-16.0M |
自由现金流率
NMRK
RXO
| Q1 26 | -30.5% | — | ||
| Q4 25 | 70.8% | -0.6% | ||
| Q3 25 | 14.7% | 0.6% | ||
| Q2 25 | -60.4% | 0.6% | ||
| Q1 25 | -33.2% | -1.2% | ||
| Q4 24 | 54.5% | -1.1% | ||
| Q3 24 | -16.6% | -1.7% | ||
| Q2 24 | -50.8% | -1.7% |
资本支出强度
NMRK
RXO
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 1.1% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 1.0% | 1.0% | ||
| Q4 24 | 0.8% | 0.7% | ||
| Q3 24 | 1.6% | 1.1% | ||
| Q2 24 | 1.8% | 1.2% |
现金转化率
NMRK
RXO
| Q1 26 | — | — | ||
| Q4 25 | 9.10× | — | ||
| Q3 25 | 2.44× | — | ||
| Q2 25 | -18.24× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.86× | — | ||
| Q3 24 | -4.79× | — | ||
| Q2 24 | -18.10× | — |
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
NMRK
| Management Services, Servicing Fees and Other | $344.0M | 41% |
| Capital Markets | $252.5M | 30% |
| Leasing and Other Commissions | $250.0M | 30% |
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% |