vs
Packaging Corporation of America（PKG）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
Packaging Corporation of America的季度营收约是RXO, Inc.的1.6倍（$2.4B vs $1.5B），Packaging Corporation of America净利率更高（7.2% vs -3.1%，领先10.3%），Packaging Corporation of America同比增速更快（10.6% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 6.8%）
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
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。
PKG vs RXO — 直观对比
营收规模更大
PKG
是对方的1.6倍
$1.5B
营收增速更快
PKG
高出22.5%
-11.9%
净利率更高
PKG
高出10.3%
-3.1%
两年增速更快
RXO
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.5B |
| 净利润 | $170.9M | $-46.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 10.6% | -2.9% |
| 净利率 | 7.2% | -3.1% |
| 营收同比 | 10.6% | -11.9% |
| 净利润同比 | -16.1% | -84.0% |
| 每股收益（稀释后） | $1.91 | $-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PKGRXO
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.1B | $930.0M |
净利润PKGRXO
| Q1 26 | $170.9M | — | ||
| Q4 25 | $101.9M | $-46.0M | ||
| Q3 25 | $226.9M | $-14.0M | ||
| Q2 25 | $241.5M | $-9.0M | ||
| Q1 25 | $203.8M | $-31.0M | ||
| Q4 24 | $221.2M | $-25.0M | ||
| Q3 24 | $238.1M | $-243.0M | ||
| Q2 24 | $198.9M | $-7.0M |
毛利率PKGRXO
| Q1 26 | 19.1% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 21.1% | — |
营业利润率PKGRXO
| Q1 26 | 10.6% | — | ||
| Q4 25 | 7.1% | -2.9% | ||
| Q3 25 | 14.0% | -0.5% | ||
| Q2 25 | 15.4% | — | ||
| Q1 25 | 13.1% | -2.1% | ||
| Q4 24 | 14.1% | -1.4% | ||
| Q3 24 | 15.0% | -1.9% | ||
| Q2 24 | 13.3% | — |
净利率PKGRXO
| Q1 26 | 7.2% | — | ||
| Q4 25 | 4.3% | -3.1% | ||
| Q3 25 | 9.8% | -1.0% | ||
| Q2 25 | 11.1% | -0.6% | ||
| Q1 25 | 9.5% | -2.2% | ||
| Q4 24 | 10.3% | -1.5% | ||
| Q3 24 | 10.9% | -23.4% | ||
| Q2 24 | 9.6% | -0.8% |
每股收益（稀释后）PKGRXO
| Q1 26 | $1.91 | — | ||
| Q4 25 | $1.14 | $-0.28 | ||
| Q3 25 | $2.51 | $-0.08 | ||
| Q2 25 | $2.67 | $-0.05 | ||
| Q1 25 | $2.26 | $-0.18 | ||
| Q4 24 | $2.45 | $-0.17 | ||
| Q3 24 | $2.64 | $-1.81 | ||
| Q2 24 | $2.21 | $-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 | — | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $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PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $529.0M | $17.0M | ||
| Q3 25 | $634.0M | $25.0M | ||
| Q2 25 | $787.9M | $18.0M | ||
| Q1 25 | $751.7M | $16.0M | ||
| Q4 24 | $685.0M | $35.0M | ||
| Q3 24 | $676.6M | $55.0M | ||
| Q2 24 | $613.6M | $7.0M |
总债务PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $387.0M | ||
| Q3 25 | $4.0B | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $2.5B | $351.0M | ||
| Q3 24 | $2.5B | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $1.5B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $4.6B | $1.6B | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.4B | $1.6B | ||
| Q3 24 | $4.3B | $1.7B | ||
| Q2 24 | $4.1B | $579.0M |
总资产PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $10.7B | $3.3B | ||
| Q3 25 | $11.0B | $3.2B | ||
| Q2 25 | $9.0B | $3.2B | ||
| Q1 25 | $9.0B | $3.3B | ||
| Q4 24 | $8.8B | $3.4B | ||
| Q3 24 | $8.8B | $3.4B | ||
| Q2 24 | $9.0B | $1.8B |
负债/权益比PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.25× | ||
| Q3 25 | 0.84× | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.57× | 0.22× | ||
| Q3 24 | 0.58× | 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 | — | $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PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $446.6M | $7.0M | ||
| Q3 25 | $472.2M | $23.0M | ||
| Q2 25 | $299.6M | $23.0M | ||
| Q1 25 | $339.1M | $-2.0M | ||
| Q4 24 | $325.4M | $-7.0M | ||
| Q3 24 | $327.1M | $-7.0M | ||
| Q2 24 | $278.3M | $-5.0M |
自由现金流PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | $127.6M | $-9.0M | ||
| Q3 25 | $280.1M | $9.0M | ||
| Q2 25 | $129.9M | $9.0M | ||
| Q1 25 | $191.0M | $-17.0M | ||
| Q4 24 | $124.1M | $-19.0M | ||
| Q3 24 | $180.4M | $-18.0M | ||
| Q2 24 | $33.3M | $-16.0M |
自由现金流率PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | -0.6% | ||
| Q3 25 | 12.1% | 0.6% | ||
| Q2 25 | 6.0% | 0.6% | ||
| Q1 25 | 8.9% | -1.2% | ||
| Q4 24 | 5.8% | -1.1% | ||
| Q3 24 | 8.3% | -1.7% | ||
| Q2 24 | 1.6% | -1.7% |
资本支出强度PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | 1.1% | ||
| Q3 25 | 8.3% | 1.0% | ||
| Q2 25 | 7.8% | 1.0% | ||
| Q1 25 | 6.9% | 1.0% | ||
| Q4 24 | 9.4% | 0.7% | ||
| Q3 24 | 6.7% | 1.1% | ||
| Q2 24 | 11.8% | 1.2% |
现金转化率PKGRXO
| Q1 26 | — | — | ||
| Q4 25 | 4.38× | — | ||
| Q3 25 | 2.08× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.66× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.40× | — |
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
PKG
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% |
