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拉夫劳伦（RL）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是RXO, Inc.的1.6倍（$2.4B vs $1.5B），拉夫劳伦净利率更高（15.0% vs -3.1%，领先18.2%），拉夫劳伦同比增速更快（12.2% vs -11.9%），拉夫劳伦自由现金流更多（$704.0M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% vs 23.9%）
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
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。
RL vs RXO — 直观对比
营收规模更大
RL
是对方的1.6倍
$1.5B
营收增速更快
RL
高出24.1%
-11.9%
净利率更高
RL
高出18.2%
-3.1%
自由现金流更多
RL
多$713.0M
$-9.0M
两年增速更快
RXO
近两年复合增速
23.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.5B |
| 净利润 | $361.6M | $-46.0M |
| 毛利率 | 69.9% | — |
| 营业利润率 | 19.6% | -2.9% |
| 净利率 | 15.0% | -3.1% |
| 营收同比 | 12.2% | -11.9% |
| 净利润同比 | 21.6% | -84.0% |
| 每股收益（稀释后） | $5.82 | $-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RLRXO
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.5B | $930.0M | ||
| Q1 24 | $1.6B | $913.0M |
净利润RLRXO
| Q4 25 | $361.6M | $-46.0M | ||
| Q3 25 | $207.5M | $-14.0M | ||
| Q2 25 | $220.4M | $-9.0M | ||
| Q1 25 | $129.0M | $-31.0M | ||
| Q4 24 | $297.4M | $-25.0M | ||
| Q3 24 | $147.9M | $-243.0M | ||
| Q2 24 | $168.6M | $-7.0M | ||
| Q1 24 | $90.7M | $-15.0M |
毛利率RLRXO
| Q4 25 | 69.9% | — | ||
| Q3 25 | 68.0% | — | ||
| Q2 25 | 72.3% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.4% | — | ||
| Q3 24 | 67.0% | — | ||
| Q2 24 | 70.5% | — | ||
| Q1 24 | 66.6% | — |
营业利润率RLRXO
| Q4 25 | 19.6% | -2.9% | ||
| Q3 25 | 12.2% | -0.5% | ||
| Q2 25 | 15.9% | — | ||
| Q1 25 | 9.1% | -2.1% | ||
| Q4 24 | 18.2% | -1.4% | ||
| Q3 24 | 10.4% | -1.9% | ||
| Q2 24 | 13.8% | — | ||
| Q1 24 | 6.9% | -1.3% |
净利率RLRXO
| Q4 25 | 15.0% | -3.1% | ||
| Q3 25 | 10.3% | -1.0% | ||
| Q2 25 | 12.8% | -0.6% | ||
| Q1 25 | 7.6% | -2.2% | ||
| Q4 24 | 13.9% | -1.5% | ||
| Q3 24 | 8.6% | -23.4% | ||
| Q2 24 | 11.1% | -0.8% | ||
| Q1 24 | 5.8% | -1.6% |
每股收益（稀释后）RLRXO
| Q4 25 | $5.82 | $-0.28 | ||
| Q3 25 | $3.32 | $-0.08 | ||
| Q2 25 | $3.52 | $-0.05 | ||
| Q1 25 | $2.03 | $-0.18 | ||
| Q4 24 | $4.66 | $-0.17 | ||
| Q3 24 | $2.31 | $-1.81 | ||
| Q2 24 | $2.61 | $-0.06 | ||
| Q1 24 | $1.37 | $-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 | $2.3B | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $2.9B | $1.5B |
| 总资产 | $7.8B | $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RLRXO
| Q4 25 | $2.3B | $17.0M | ||
| Q3 25 | $1.6B | $25.0M | ||
| Q2 25 | $2.3B | $18.0M | ||
| Q1 25 | $2.1B | $16.0M | ||
| Q4 24 | $2.1B | $35.0M | ||
| Q3 24 | $1.7B | $55.0M | ||
| Q2 24 | $1.8B | $7.0M | ||
| Q1 24 | $1.8B | $7.0M |
总债务RLRXO
| 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 | ||
| Q1 24 | — | $351.0M |
股东权益RLRXO
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.6B | $1.6B | ||
| Q2 25 | $2.5B | $1.6B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.5B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $579.0M | ||
| Q1 24 | $2.5B | $582.0M |
总资产RLRXO
| Q4 25 | $7.8B | $3.3B | ||
| Q3 25 | $7.3B | $3.2B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $7.0B | $3.3B | ||
| Q4 24 | $7.1B | $3.4B | ||
| Q3 24 | $6.8B | $3.4B | ||
| Q2 24 | $6.6B | $1.8B | ||
| Q1 24 | $6.6B | $1.8B |
负债/权益比RLRXO
| 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× | ||
| Q1 24 | — | 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 | $779.6M | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $-9.0M |
| 自由现金流率自由现金流/营收 | 29.3% | -0.6% |
| 资本支出强度资本支出/营收 | 3.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $694.5M | $-8.0M |
8季度趋势，按日历期对齐
经营现金流RLRXO
| Q4 25 | $779.6M | $7.0M | ||
| Q3 25 | $53.2M | $23.0M | ||
| Q2 25 | $176.1M | $23.0M | ||
| Q1 25 | $122.2M | $-2.0M | ||
| Q4 24 | $738.4M | $-7.0M | ||
| Q3 24 | $97.2M | $-7.0M | ||
| Q2 24 | $277.3M | $-5.0M | ||
| Q1 24 | — | $7.0M |
自由现金流RLRXO
| Q4 25 | $704.0M | $-9.0M | ||
| Q3 25 | $-40.6M | $9.0M | ||
| Q2 25 | $-11.2M | $9.0M | ||
| Q1 25 | $42.3M | $-17.0M | ||
| Q4 24 | $677.2M | $-19.0M | ||
| Q3 24 | $55.5M | $-18.0M | ||
| Q2 24 | $243.9M | $-16.0M | ||
| Q1 24 | — | $-4.0M |
自由现金流率RLRXO
| Q4 25 | 29.3% | -0.6% | ||
| Q3 25 | -2.0% | 0.6% | ||
| Q2 25 | -0.7% | 0.6% | ||
| Q1 25 | 2.5% | -1.2% | ||
| Q4 24 | 31.6% | -1.1% | ||
| Q3 24 | 3.2% | -1.7% | ||
| Q2 24 | 16.1% | -1.7% | ||
| Q1 24 | — | -0.4% |
资本支出强度RLRXO
| Q4 25 | 3.1% | 1.1% | ||
| Q3 25 | 4.7% | 1.0% | ||
| Q2 25 | 10.9% | 1.0% | ||
| Q1 25 | 4.7% | 1.0% | ||
| Q4 24 | 2.9% | 0.7% | ||
| Q3 24 | 2.4% | 1.1% | ||
| Q2 24 | 2.2% | 1.2% | ||
| Q1 24 | — | 1.2% |
现金转化率RLRXO
| Q4 25 | 2.16× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 2.48× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.64× | — | ||
| Q1 24 | — | — |
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
RL
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% |
