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Old Dominion（ODFL）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Old Dominion的1.1倍（$1.5B vs $1.3B），Old Dominion净利率更高（17.9% vs -3.1%，领先21.0%），Old Dominion同比增速更快（-2.9% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs -5.6%）
Old Dominion Freight Line（简称ODFL）是美国领先的零担货运企业，服务覆盖区域、跨区域及全国范围。除核心零担货运业务外，公司还提供加急运输、综合物流及家庭搬家服务，拥有成熟的运营网络，可满足不同客户的多元运输需求。
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。
ODFL vs RXO — 直观对比
营收规模更大
RXO
是对方的1.1倍
$1.3B
营收增速更快
ODFL
高出9.0%
-11.9%
净利率更高
ODFL
高出21.0%
-3.1%
两年增速更快
RXO
近两年复合增速
-5.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.5B |
| 净利润 | $238.3M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 23.8% | -2.9% |
| 净利率 | 17.9% | -3.1% |
| 营收同比 | -2.9% | -11.9% |
| 净利润同比 | -6.4% | -84.0% |
| 每股收益（稀释后） | $1.14 | $-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ODFLRXO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | $930.0M |
净利润ODFLRXO
| Q1 26 | $238.3M | — | ||
| Q4 25 | $229.5M | $-46.0M | ||
| Q3 25 | $270.9M | $-14.0M | ||
| Q2 25 | $268.6M | $-9.0M | ||
| Q1 25 | $254.7M | $-31.0M | ||
| Q4 24 | $263.1M | $-25.0M | ||
| Q3 24 | $308.6M | $-243.0M | ||
| Q2 24 | $322.0M | $-7.0M |
营业利润率ODFLRXO
| Q1 26 | 23.8% | — | ||
| Q4 25 | 23.3% | -2.9% | ||
| Q3 25 | 25.7% | -0.5% | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 24.6% | -2.1% | ||
| Q4 24 | 24.1% | -1.4% | ||
| Q3 24 | 27.3% | -1.9% | ||
| Q2 24 | 28.1% | — |
净利率ODFLRXO
| Q1 26 | 17.9% | — | ||
| Q4 25 | 17.6% | -3.1% | ||
| Q3 25 | 19.3% | -1.0% | ||
| Q2 25 | 19.1% | -0.6% | ||
| Q1 25 | 18.5% | -2.2% | ||
| Q4 24 | 19.0% | -1.5% | ||
| Q3 24 | 21.0% | -23.4% | ||
| Q2 24 | 21.5% | -0.8% |
每股收益（稀释后）ODFLRXO
| Q1 26 | $1.14 | — | ||
| Q4 25 | $1.10 | $-0.28 | ||
| Q3 25 | $1.28 | $-0.08 | ||
| Q2 25 | $1.27 | $-0.05 | ||
| Q1 25 | $1.19 | $-0.18 | ||
| Q4 24 | $1.23 | $-0.17 | ||
| Q3 24 | $1.43 | $-1.81 | ||
| Q2 24 | $1.48 | $-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 | $288.1M | $17.0M |
| 总债务越低越好 | $40.0M | $387.0M |
| 股东权益账面价值 | $4.4B | $1.5B |
| 总资产 | $5.7B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.01× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资ODFLRXO
| Q1 26 | $288.1M | — | ||
| Q4 25 | $120.1M | $17.0M | ||
| Q3 25 | $46.6M | $25.0M | ||
| Q2 25 | $24.1M | $18.0M | ||
| Q1 25 | $97.2M | $16.0M | ||
| Q4 24 | $108.7M | $35.0M | ||
| Q3 24 | $74.2M | $55.0M | ||
| Q2 24 | $104.6M | $7.0M |
总债务ODFLRXO
| Q1 26 | $40.0M | — | ||
| Q4 25 | $20.0M | $387.0M | ||
| Q3 25 | $65.0M | $387.0M | ||
| Q2 25 | $150.0M | $387.0M | ||
| Q1 25 | $40.0M | $387.0M | ||
| Q4 24 | $40.0M | $351.0M | ||
| Q3 24 | $40.0M | $352.0M | ||
| Q2 24 | $40.0M | $370.0M |
股东权益ODFLRXO
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.3B | $1.5B | ||
| Q3 25 | $4.3B | $1.6B | ||
| Q2 25 | $4.2B | $1.6B | ||
| Q1 25 | $4.2B | $1.6B | ||
| Q4 24 | $4.2B | $1.6B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.1B | $579.0M |
总资产ODFLRXO
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.5B | $3.3B | ||
| Q3 25 | $5.5B | $3.2B | ||
| Q2 25 | $5.6B | $3.2B | ||
| Q1 25 | $5.5B | $3.3B | ||
| Q4 24 | $5.5B | $3.4B | ||
| Q3 24 | $5.4B | $3.4B | ||
| Q2 24 | $5.3B | $1.8B |
负债/权益比ODFLRXO
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.00× | 0.25× | ||
| Q3 25 | 0.02× | 0.24× | ||
| Q2 25 | 0.04× | 0.24× | ||
| Q1 25 | 0.01× | 0.24× | ||
| Q4 24 | 0.01× | 0.22× | ||
| Q3 24 | 0.01× | 0.21× | ||
| Q2 24 | 0.01× | 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ODFLRXO
| Q1 26 | — | — | ||
| Q4 25 | $310.3M | $7.0M | ||
| Q3 25 | $437.5M | $23.0M | ||
| Q2 25 | $285.8M | $23.0M | ||
| Q1 25 | $336.5M | $-2.0M | ||
| Q4 24 | $401.1M | $-7.0M | ||
| Q3 24 | $446.5M | $-7.0M | ||
| Q2 24 | $387.9M | $-5.0M |
自由现金流ODFLRXO
| Q1 26 | — | — | ||
| Q4 25 | $264.5M | $-9.0M | ||
| Q3 25 | $343.5M | $9.0M | ||
| Q2 25 | $98.7M | $9.0M | ||
| Q1 25 | $248.4M | $-17.0M | ||
| Q4 24 | $230.1M | $-19.0M | ||
| Q3 24 | $203.7M | $-18.0M | ||
| Q2 24 | $149.7M | $-16.0M |
自由现金流率ODFLRXO
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | -0.6% | ||
| Q3 25 | 24.4% | 0.6% | ||
| Q2 25 | 7.0% | 0.6% | ||
| Q1 25 | 18.1% | -1.2% | ||
| Q4 24 | 16.6% | -1.1% | ||
| Q3 24 | 13.9% | -1.7% | ||
| Q2 24 | 10.0% | -1.7% |
资本支出强度ODFLRXO
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 1.1% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 13.3% | 1.0% | ||
| Q1 25 | 6.4% | 1.0% | ||
| Q4 24 | 12.3% | 0.7% | ||
| Q3 24 | 16.5% | 1.1% | ||
| Q2 24 | 15.9% | 1.2% |
现金转化率ODFLRXO
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | — | ||
| Q3 25 | 1.61× | — | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.45× | — | ||
| Q2 24 | 1.20× | — |
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
ODFL
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% |
