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RESIDEO TECHNOLOGIES, INC.（REZI）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RESIDEO TECHNOLOGIES, INC.的季度营收约是RXO, Inc.的1.3倍（$1.9B vs $1.5B），RESIDEO TECHNOLOGIES, INC.净利率更高（7.2% vs -3.1%，领先10.3%），RESIDEO TECHNOLOGIES, INC.同比增速更快（2.0% vs -11.9%），RESIDEO TECHNOLOGIES, INC.自由现金流更多（$262.0M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 12.9%）
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
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。
REZI vs RXO — 直观对比
营收规模更大
REZI
是对方的1.3倍
$1.5B
营收增速更快
REZI
高出13.9%
-11.9%
净利率更高
REZI
高出10.3%
-3.1%
自由现金流更多
REZI
多$271.0M
$-9.0M
两年增速更快
RXO
近两年复合增速
12.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.5B |
| 净利润 | $136.0M | $-46.0M |
| 毛利率 | 29.6% | — |
| 营业利润率 | 7.4% | -2.9% |
| 净利率 | 7.2% | -3.1% |
| 营收同比 | 2.0% | -11.9% |
| 净利润同比 | 491.3% | -84.0% |
| 每股收益（稀释后） | $0.99 | $-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REZIRXO
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.6B | $930.0M | ||
| Q1 24 | $1.5B | $913.0M |
净利润REZIRXO
| Q4 25 | $136.0M | $-46.0M | ||
| Q3 25 | $156.0M | $-14.0M | ||
| Q2 25 | $-825.0M | $-9.0M | ||
| Q1 25 | $6.0M | $-31.0M | ||
| Q4 24 | $23.0M | $-25.0M | ||
| Q3 24 | $20.0M | $-243.0M | ||
| Q2 24 | $30.0M | $-7.0M | ||
| Q1 24 | $43.0M | $-15.0M |
毛利率REZIRXO
| Q4 25 | 29.6% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 29.3% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 28.5% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.1% | — | ||
| Q1 24 | 26.9% | — |
营业利润率REZIRXO
| Q4 25 | 7.4% | -2.9% | ||
| Q3 25 | 8.3% | -0.5% | ||
| Q2 25 | 9.1% | — | ||
| Q1 25 | 7.7% | -2.1% | ||
| Q4 24 | 7.8% | -1.4% | ||
| Q3 24 | 6.9% | -1.9% | ||
| Q2 24 | 7.7% | — | ||
| Q1 24 | 8.6% | -1.3% |
净利率REZIRXO
| Q4 25 | 7.2% | -3.1% | ||
| Q3 25 | 8.4% | -1.0% | ||
| Q2 25 | -42.5% | -0.6% | ||
| Q1 25 | 0.3% | -2.2% | ||
| Q4 24 | 1.2% | -1.5% | ||
| Q3 24 | 1.1% | -23.4% | ||
| Q2 24 | 1.9% | -0.8% | ||
| Q1 24 | 2.9% | -1.6% |
每股收益（稀释后）REZIRXO
| Q4 25 | $0.99 | $-0.28 | ||
| Q3 25 | $0.85 | $-0.08 | ||
| Q2 25 | $-5.59 | $-0.05 | ||
| Q1 25 | $-0.02 | $-0.18 | ||
| Q4 24 | $0.06 | $-0.17 | ||
| Q3 24 | $0.07 | $-1.81 | ||
| Q2 24 | $0.19 | $-0.06 | ||
| Q1 24 | $0.29 | $-0.13 |
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 | $661.0M | $17.0M |
| 总债务越低越好 | $3.2B | $387.0M |
| 股东权益账面价值 | $2.9B | $1.5B |
| 总资产 | $8.4B | $3.3B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资REZIRXO
| Q4 25 | $661.0M | $17.0M | ||
| Q3 25 | $345.0M | $25.0M | ||
| Q2 25 | $753.0M | $18.0M | ||
| Q1 25 | $577.0M | $16.0M | ||
| Q4 24 | $692.0M | $35.0M | ||
| Q3 24 | $531.0M | $55.0M | ||
| Q2 24 | $413.0M | $7.0M | ||
| Q1 24 | $603.0M | $7.0M |
总债务REZIRXO
| Q4 25 | $3.2B | $387.0M | ||
| Q3 25 | $3.2B | $387.0M | ||
| Q2 25 | $2.0B | $387.0M | ||
| Q1 25 | $2.0B | $387.0M | ||
| Q4 24 | $2.0B | $351.0M | ||
| Q3 24 | $2.0B | $352.0M | ||
| Q2 24 | $2.0B | $370.0M | ||
| Q1 24 | $1.4B | $351.0M |
股东权益REZIRXO
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.8B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $3.3B | $1.6B | ||
| Q3 24 | $3.4B | $1.7B | ||
| Q2 24 | $3.3B | $579.0M | ||
| Q1 24 | $2.8B | $582.0M |
总资产REZIRXO
| Q4 25 | $8.4B | $3.3B | ||
| Q3 25 | $8.2B | $3.2B | ||
| Q2 25 | $8.5B | $3.2B | ||
| Q1 25 | $8.1B | $3.3B | ||
| Q4 24 | $8.2B | $3.4B | ||
| Q3 24 | $8.1B | $3.4B | ||
| Q2 24 | $8.0B | $1.8B | ||
| Q1 24 | $6.5B | $1.8B |
负债/权益比REZIRXO
| Q4 25 | 1.11× | 0.25× | ||
| Q3 25 | 1.17× | 0.24× | ||
| Q2 25 | 0.77× | 0.24× | ||
| Q1 25 | 0.60× | 0.24× | ||
| Q4 24 | 0.61× | 0.22× | ||
| Q3 24 | 0.60× | 0.21× | ||
| Q2 24 | 0.61× | 0.64× | ||
| Q1 24 | 0.51× | 0.60× |
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 | $299.0M | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $262.0M | $-9.0M |
| 自由现金流率自由现金流/营收 | 13.8% | -0.6% |
| 资本支出强度资本支出/营收 | 2.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.20× | — |
| 过去12个月自由现金流最近4个季度 | $-1.3B | $-8.0M |
8季度趋势，按日历期对齐
经营现金流REZIRXO
| Q4 25 | $299.0M | $7.0M | ||
| Q3 25 | $-1.6B | $23.0M | ||
| Q2 25 | $200.0M | $23.0M | ||
| Q1 25 | $-65.0M | $-2.0M | ||
| Q4 24 | $203.0M | $-7.0M | ||
| Q3 24 | $147.0M | $-7.0M | ||
| Q2 24 | $92.0M | $-5.0M | ||
| Q1 24 | $2.0M | $7.0M |
自由现金流REZIRXO
| Q4 25 | $262.0M | $-9.0M | ||
| Q3 25 | $-1.6B | $9.0M | ||
| Q2 25 | $180.0M | $9.0M | ||
| Q1 25 | $-96.0M | $-17.0M | ||
| Q4 24 | $181.0M | $-19.0M | ||
| Q3 24 | $125.0M | $-18.0M | ||
| Q2 24 | $77.0M | $-16.0M | ||
| Q1 24 | $-19.0M | $-4.0M |
自由现金流率REZIRXO
| Q4 25 | 13.8% | -0.6% | ||
| Q3 25 | -85.8% | 0.6% | ||
| Q2 25 | 9.3% | 0.6% | ||
| Q1 25 | -5.4% | -1.2% | ||
| Q4 24 | 9.7% | -1.1% | ||
| Q3 24 | 6.8% | -1.7% | ||
| Q2 24 | 4.8% | -1.7% | ||
| Q1 24 | -1.3% | -0.4% |
资本支出强度REZIRXO
| Q4 25 | 2.0% | 1.1% | ||
| Q3 25 | 1.5% | 1.0% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 1.2% | 0.7% | ||
| Q3 24 | 1.2% | 1.1% | ||
| Q2 24 | 0.9% | 1.2% | ||
| Q1 24 | 1.4% | 1.2% |
现金转化率REZIRXO
| Q4 25 | 2.20× | — | ||
| Q3 25 | -10.07× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -10.83× | — | ||
| Q4 24 | 8.83× | — | ||
| Q3 24 | 7.35× | — | ||
| Q2 24 | 3.07× | — | ||
| Q1 24 | 0.05× | — |
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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
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% |
