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西部数据（WDC）与XPO, Inc.（XPO）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是XPO, Inc.的1.5倍（$3.0B vs $2.0B），西部数据净利率更高（61.1% vs 2.9%，领先58.1%），西部数据同比增速更快（31.5% vs 4.7%），过去两年XPO, Inc.的营收复合增速更高（-0.1% vs -6.6%）
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
WDC vs XPO — 直观对比
营收规模更大
WDC
是对方的1.5倍
$2.0B
营收增速更快
WDC
高出26.8%
4.7%
净利率更高
WDC
高出58.1%
2.9%
两年增速更快
XPO
近两年复合增速
-6.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.0B |
| 净利润 | $1.8B | $59.0M |
| 毛利率 | 45.7% | — |
| 营业利润率 | 30.1% | 7.1% |
| 净利率 | 61.1% | 2.9% |
| 营收同比 | 31.5% | 4.7% |
| 净利润同比 | 254.2% | -21.3% |
| 每股收益（稀释后） | $4.73 | $0.49 |
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WDCXPO
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.8B | $2.0B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $-1.2B | $2.1B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $4.3B | $1.9B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $3.8B | $2.1B |
净利润WDCXPO
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.2B | $59.0M | ||
| Q3 25 | — | $82.0M | ||
| Q2 25 | $282.0M | $106.0M | ||
| Q1 25 | $520.0M | $69.0M | ||
| Q4 24 | $594.0M | $75.0M | ||
| Q3 24 | $493.0M | $95.0M | ||
| Q2 24 | $39.0M | $150.0M |
毛利率WDCXPO
| Q1 26 | 45.7% | — | ||
| Q4 25 | 43.5% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 37.9% | — | ||
| Q2 24 | 35.9% | — |
营业利润率WDCXPO
| Q1 26 | 30.1% | — | ||
| Q4 25 | 28.1% | 7.1% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | 33.1% | 7.7% | ||
| Q4 24 | 19.9% | 7.8% | ||
| Q3 24 | 18.1% | 8.6% | ||
| Q2 24 | 5.7% | 9.5% |
净利率WDCXPO
| Q1 26 | 61.1% | — | ||
| Q4 25 | 41.9% | 2.9% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | -24.4% | 5.1% | ||
| Q1 25 | 22.7% | 3.5% | ||
| Q4 24 | 13.9% | 3.9% | ||
| Q3 24 | 12.0% | 4.6% | ||
| Q2 24 | 1.0% | 7.2% |
每股收益（稀释后）WDCXPO
| Q1 26 | $4.73 | — | ||
| Q4 25 | $3.07 | $0.49 | ||
| Q3 25 | — | $0.68 | ||
| Q2 25 | $0.72 | $0.89 | ||
| Q1 25 | $1.42 | $0.58 | ||
| Q4 24 | $1.63 | $0.63 | ||
| Q3 24 | $1.35 | $0.79 | ||
| Q2 24 | $0.15 | $1.25 |
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 | $2.0B | $310.0M |
| 总债务越低越好 | $4.7B | — |
| 股东权益账面价值 | $7.1B | $1.9B |
| 总资产 | $15.6B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资WDCXPO
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $310.0M | ||
| Q3 25 | — | $335.0M | ||
| Q2 25 | $2.1B | $225.0M | ||
| Q1 25 | $3.5B | $212.0M | ||
| Q4 24 | $2.3B | $246.0M | ||
| Q3 24 | $1.7B | $378.0M | ||
| Q2 24 | $1.9B | $250.0M |
总债务WDCXPO
| Q1 26 | $4.7B | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.4B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $7.4B | — |
股东权益WDCXPO
| Q1 26 | $7.1B | — | ||
| Q4 25 | $5.9B | $1.9B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $5.3B | $1.8B | ||
| Q1 25 | $5.2B | $1.6B | ||
| Q4 24 | $12.1B | $1.6B | ||
| Q3 24 | $11.6B | $1.6B | ||
| Q2 24 | $10.8B | $1.5B |
总资产WDCXPO
| Q1 26 | $15.6B | — | ||
| Q4 25 | $14.4B | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | $14.0B | $8.1B | ||
| Q1 25 | $16.4B | $7.9B | ||
| Q4 24 | $25.5B | $7.7B | ||
| Q3 24 | $24.8B | $7.9B | ||
| Q2 24 | $24.2B | $7.7B |
负债/权益比WDCXPO
| Q1 26 | 0.65× | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 1.42× | — | ||
| Q4 24 | 0.61× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.69× | — |
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
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
