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Side-by-side financial comparison of Coca-Cola Company (The) (KO) and RYDER SYSTEM INC (R). Click either name above to swap in a different company.
Coca-Cola Company (The) is the larger business by last-quarter revenue ($11.8B vs $3.1B, roughly 3.8× RYDER SYSTEM INC). Coca-Cola Company (The) runs the higher net margin — 19.2% vs 3.0%, a 16.2% gap on every dollar of revenue. On growth, Coca-Cola Company (The) posted the faster year-over-year revenue change (2.4% vs 1.0%). Coca-Cola Company (The) produced more free cash flow last quarter ($2.9B vs $273.0M). Over the past eight quarters, Coca-Cola Company (The)'s revenue compounded faster (2.3% CAGR vs -0.9%).
The Coca-Cola Company is an American multinational corporation founded in 1892 headquartered in Atlanta, Georgia. It manufactures, sells and markets soft drinks including Coca-Cola, other non-alcoholic beverage concentrates and syrups, and alcoholic beverages. Its stock is listed on the New York Stock Exchange and is a component of the DJIA and the S&P 500 and S&P 100 indices.
Ryder System, Inc. is an American transportation and logistics company, specializing in truck rental and leasing, fleet management, supply chain management, and transportation management. It also offers full-service leasing, rental and maintenance, used vehicle sales, transportation management, professional drivers, e-commerce fulfillment, and last-mile delivery services. The company is headquartered in Coral Gables, Florida, and operates in the United States and United Kingdom.
KO vs R — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $11.8B | $3.1B |
| Net Profit | $2.3B | $93.0M |
| Gross Margin | 60.0% | — |
| Operating Margin | 15.6% | — |
| Net Margin | 19.2% | 3.0% |
| Revenue YoY | 2.4% | 1.0% |
| Net Profit YoY | 3.5% | -5.1% |
| EPS (diluted) | $0.53 | $2.34 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.1B | ||
| Q4 25 | $11.8B | $3.2B | ||
| Q3 25 | $12.5B | $3.2B | ||
| Q2 25 | $12.5B | $3.2B | ||
| Q1 25 | $11.1B | $3.1B | ||
| Q4 24 | $11.5B | $3.2B | ||
| Q3 24 | $11.9B | $3.2B | ||
| Q2 24 | $12.4B | $3.2B |
| Q1 26 | — | $93.0M | ||
| Q4 25 | $2.3B | $132.0M | ||
| Q3 25 | $3.7B | $138.0M | ||
| Q2 25 | $3.8B | $131.0M | ||
| Q1 25 | $3.3B | $98.0M | ||
| Q4 24 | $2.2B | $135.0M | ||
| Q3 24 | $2.8B | $142.0M | ||
| Q2 24 | $2.4B | $127.0M |
| Q1 26 | — | — | ||
| Q4 25 | 60.0% | — | ||
| Q3 25 | 61.5% | — | ||
| Q2 25 | 62.4% | — | ||
| Q1 25 | 62.6% | — | ||
| Q4 24 | 60.0% | — | ||
| Q3 24 | 60.7% | — | ||
| Q2 24 | 61.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 5.6% | ||
| Q3 25 | 32.0% | 6.0% | ||
| Q2 25 | 34.1% | 5.8% | ||
| Q1 25 | 32.9% | 4.3% | ||
| Q4 24 | 23.5% | 5.7% | ||
| Q3 24 | 21.2% | 5.9% | ||
| Q2 24 | 21.3% | 5.6% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 19.2% | 4.2% | ||
| Q3 25 | 29.7% | 4.4% | ||
| Q2 25 | 30.4% | 4.1% | ||
| Q1 25 | 29.9% | 3.1% | ||
| Q4 24 | 19.0% | 4.2% | ||
| Q3 24 | 24.0% | 4.5% | ||
| Q2 24 | 19.5% | 4.0% |
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.53 | $3.22 | ||
| Q3 25 | $0.86 | $3.32 | ||
| Q2 25 | $0.88 | $3.13 | ||
| Q1 25 | $0.77 | $2.27 | ||
| Q4 24 | $0.50 | $3.09 | ||
| Q3 24 | $0.66 | $3.24 | ||
| Q2 24 | $0.56 | $2.84 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $10.3B | $182.0M |
| Total DebtLower is stronger | $42.1B | — |
| Stockholders' EquityBook value | $32.2B | $2.9B |
| Total Assets | $104.8B | — |
| Debt / EquityLower = less leverage | 1.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $182.0M | ||
| Q4 25 | $10.3B | $198.0M | ||
| Q3 25 | $12.7B | $189.0M | ||
| Q2 25 | $9.6B | $180.0M | ||
| Q1 25 | $8.4B | $151.0M | ||
| Q4 24 | $10.8B | $154.0M | ||
| Q3 24 | $13.9B | $162.0M | ||
| Q2 24 | $13.7B | $164.0M |
| Q1 26 | — | — | ||
| Q4 25 | $42.1B | $6.8B | ||
| Q3 25 | $43.2B | $7.3B | ||
| Q2 25 | $45.0B | $7.0B | ||
| Q1 25 | $43.5B | $6.7B | ||
| Q4 24 | $42.4B | $6.7B | ||
| Q3 24 | $43.0B | $6.6B | ||
| Q2 24 | $38.1B | $6.5B |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $32.2B | $3.1B | ||
| Q3 25 | $31.2B | $3.1B | ||
| Q2 25 | $28.6B | $3.1B | ||
| Q1 25 | $26.2B | $3.0B | ||
| Q4 24 | $24.9B | $3.1B | ||
| Q3 24 | $26.5B | $3.1B | ||
| Q2 24 | $25.9B | $3.1B |
| Q1 26 | — | — | ||
| Q4 25 | $104.8B | $16.4B | ||
| Q3 25 | $106.0B | $16.5B | ||
| Q2 25 | $104.3B | $16.5B | ||
| Q1 25 | $101.7B | $16.4B | ||
| Q4 24 | $100.5B | $16.7B | ||
| Q3 24 | $106.3B | $16.5B | ||
| Q2 24 | $101.2B | $16.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | 2.24× | ||
| Q3 25 | 1.38× | 2.35× | ||
| Q2 25 | 1.57× | 2.27× | ||
| Q1 25 | 1.66× | 2.21× | ||
| Q4 24 | 1.70× | 2.14× | ||
| Q3 24 | 1.62× | 2.17× | ||
| Q2 24 | 1.47× | 2.09× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.8B | $583.0M |
| Free Cash FlowOCF − Capex | $2.9B | $273.0M |
| FCF MarginFCF / Revenue | 24.3% | 8.7% |
| Capex IntensityCapex / Revenue | 7.5% | 13.7% |
| Cash ConversionOCF / Net Profit | 1.65× | 6.27× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3B | $595.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $583.0M | ||
| Q4 25 | $3.8B | $749.0M | ||
| Q3 25 | $5.0B | $442.0M | ||
| Q2 25 | $3.8B | $752.0M | ||
| Q1 25 | $-5.2B | $651.0M | ||
| Q4 24 | $4.0B | $558.0M | ||
| Q3 24 | $-1.3B | $629.0M | ||
| Q2 24 | $3.6B | $552.0M |
| Q1 26 | — | $273.0M | ||
| Q4 25 | $2.9B | $344.0M | ||
| Q3 25 | $4.6B | $-85.0M | ||
| Q2 25 | $3.4B | $63.0M | ||
| Q1 25 | $-5.5B | $137.0M | ||
| Q4 24 | $3.1B | $-201.0M | ||
| Q3 24 | $-1.7B | $30.0M | ||
| Q2 24 | $3.2B | $-87.0M |
| Q1 26 | — | 8.7% | ||
| Q4 25 | 24.3% | 10.8% | ||
| Q3 25 | 36.6% | -2.7% | ||
| Q2 25 | 26.9% | 2.0% | ||
| Q1 25 | -49.5% | 4.4% | ||
| Q4 24 | 27.3% | -6.3% | ||
| Q3 24 | -14.6% | 0.9% | ||
| Q2 24 | 25.6% | -2.7% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 7.5% | 12.8% | ||
| Q3 25 | 3.8% | 16.6% | ||
| Q2 25 | 3.5% | 21.6% | ||
| Q1 25 | 2.8% | 16.4% | ||
| Q4 24 | 7.0% | 23.8% | ||
| Q3 24 | 4.0% | 18.9% | ||
| Q2 24 | 3.4% | 20.1% |
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.65× | 5.67× | ||
| Q3 25 | 1.36× | 3.20× | ||
| Q2 25 | 1.00× | 5.74× | ||
| Q1 25 | -1.56× | 6.64× | ||
| Q4 24 | 1.80× | 4.13× | ||
| Q3 24 | -0.44× | 4.43× | ||
| Q2 24 | 1.49× | 4.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KO
| Other | $7.0B | 59% |
| Finished Product Operations | $2.4B | 21% |
| Concentrate Operations | $2.4B | 20% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
