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艾奕康（ACM）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
艾奕康的季度营收约是RYDER SYSTEM INC的1.2倍（$3.8B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 1.9%，领先1.0%），艾奕康同比增速更快（1.6% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $41.9M），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% vs -1.4%）
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业，业务覆盖全球多地区，为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案，在全球基建咨询行业拥有领先的市场地位。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
ACM vs R — 直观对比
营收规模更大
ACM
是对方的1.2倍
$3.1B
营收增速更快
ACM
高出0.6%
1.0%
净利率更高
R
高出1.0%
1.9%
自由现金流更多
R
多$231.1M
$41.9M
两年增速更快
R
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $3.1B |
| 净利润 | $74.5M | $93.0M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | — |
| 净利率 | 1.9% | 3.0% |
| 营收同比 | 1.6% | 1.0% |
| 净利润同比 | -48.0% | -5.1% |
| 每股收益（稀释后） | $0.56 | $2.34 |
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ACMR
| Q1 26 | $3.8B | $3.1B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.8B | $3.1B | ||
| Q4 24 | $4.0B | $3.2B | ||
| Q3 24 | $4.1B | $3.2B | ||
| Q2 24 | $4.2B | $3.2B |
净利润ACMR
| Q1 26 | $74.5M | $93.0M | ||
| Q4 25 | — | $132.0M | ||
| Q3 25 | $120.4M | $138.0M | ||
| Q2 25 | $131.0M | $131.0M | ||
| Q1 25 | $143.4M | $98.0M | ||
| Q4 24 | $167.0M | $135.0M | ||
| Q3 24 | $172.5M | $142.0M | ||
| Q2 24 | $134.3M | $127.0M |
毛利率ACMR
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 6.9% | — |
营业利润率ACMR
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | 5.7% | 6.0% | ||
| Q2 25 | 7.0% | 5.8% | ||
| Q1 25 | 6.8% | 4.3% | ||
| Q4 24 | 5.9% | 5.7% | ||
| Q3 24 | 5.8% | 5.9% | ||
| Q2 24 | 5.5% | 5.6% |
净利率ACMR
| Q1 26 | 1.9% | 3.0% | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | 2.9% | 4.4% | ||
| Q2 25 | 3.1% | 4.1% | ||
| Q1 25 | 3.8% | 3.1% | ||
| Q4 24 | 4.2% | 4.2% | ||
| Q3 24 | 4.2% | 4.5% | ||
| Q2 24 | 3.2% | 4.0% |
每股收益（稀释后）ACMR
| Q1 26 | $0.56 | $2.34 | ||
| Q4 25 | — | $3.22 | ||
| Q3 25 | $0.90 | $3.32 | ||
| Q2 25 | $0.98 | $3.13 | ||
| Q1 25 | $1.08 | $2.27 | ||
| Q4 24 | $1.25 | $3.09 | ||
| Q3 24 | $1.27 | $3.24 | ||
| Q2 24 | $0.98 | $2.84 |
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 | $1.2B | $182.0M |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $11.9B | — |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMR
| Q1 26 | $1.2B | $182.0M | ||
| Q4 25 | — | $198.0M | ||
| Q3 25 | $1.6B | $189.0M | ||
| Q2 25 | $1.8B | $180.0M | ||
| Q1 25 | $1.6B | $151.0M | ||
| Q4 24 | $1.6B | $154.0M | ||
| Q3 24 | $1.6B | $162.0M | ||
| Q2 24 | $1.6B | $164.0M |
总债务ACMR
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $2.6B | $7.3B | ||
| Q2 25 | $2.5B | $7.0B | ||
| Q1 25 | $2.5B | $6.7B | ||
| Q4 24 | $2.5B | $6.7B | ||
| Q3 24 | $2.5B | $6.6B | ||
| Q2 24 | $2.5B | $6.5B |
股东权益ACMR
| Q1 26 | $2.2B | $2.9B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $2.5B | $3.1B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.3B | $3.0B | ||
| Q4 24 | $2.2B | $3.1B | ||
| Q3 24 | $2.2B | $3.1B | ||
| Q2 24 | $2.3B | $3.1B |
总资产ACMR
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $16.4B | ||
| Q3 25 | $12.2B | $16.5B | ||
| Q2 25 | $12.3B | $16.5B | ||
| Q1 25 | $11.8B | $16.4B | ||
| Q4 24 | $11.8B | $16.7B | ||
| Q3 24 | $12.1B | $16.5B | ||
| Q2 24 | $12.0B | $16.4B |
负债/权益比ACMR
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | 1.06× | 2.35× | ||
| Q2 25 | 0.99× | 2.27× | ||
| Q1 25 | 1.07× | 2.21× | ||
| Q4 24 | 1.11× | 2.14× | ||
| Q3 24 | 1.12× | 2.17× | ||
| Q2 24 | 1.07× | 2.09× |
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 | $70.2M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $41.9M | $273.0M |
| 自由现金流率自由现金流/营收 | 1.1% | 8.7% |
| 资本支出强度资本支出/营收 | 0.7% | 13.7% |
| 现金转化率经营现金流/净利润 | 0.94× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $616.0M | $595.0M |
8季度趋势，按日历期对齐
经营现金流ACMR
| Q1 26 | $70.2M | $583.0M | ||
| Q4 25 | — | $749.0M | ||
| Q3 25 | $196.1M | $442.0M | ||
| Q2 25 | $283.7M | $752.0M | ||
| Q1 25 | $190.7M | $651.0M | ||
| Q4 24 | $151.1M | $558.0M | ||
| Q3 24 | $298.8M | $629.0M | ||
| Q2 24 | $291.3M | $552.0M |
自由现金流ACMR
| Q1 26 | $41.9M | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | $134.1M | $-85.0M | ||
| Q2 25 | $261.7M | $63.0M | ||
| Q1 25 | $178.3M | $137.0M | ||
| Q4 24 | $110.9M | $-201.0M | ||
| Q3 24 | $274.5M | $30.0M | ||
| Q2 24 | $272.8M | $-87.0M |
自由现金流率ACMR
| Q1 26 | 1.1% | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | 3.2% | -2.7% | ||
| Q2 25 | 6.3% | 2.0% | ||
| Q1 25 | 4.7% | 4.4% | ||
| Q4 24 | 2.8% | -6.3% | ||
| Q3 24 | 6.7% | 0.9% | ||
| Q2 24 | 6.6% | -2.7% |
资本支出强度ACMR
| Q1 26 | 0.7% | 13.7% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | 1.5% | 16.6% | ||
| Q2 25 | 0.5% | 21.6% | ||
| Q1 25 | 0.3% | 16.4% | ||
| Q4 24 | 1.0% | 23.8% | ||
| Q3 24 | 0.6% | 18.9% | ||
| Q2 24 | 0.4% | 20.1% |
现金转化率ACMR
| Q1 26 | 0.94× | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | 1.63× | 3.20× | ||
| Q2 25 | 2.17× | 5.74× | ||
| Q1 25 | 1.33× | 6.64× | ||
| Q4 24 | 0.90× | 4.13× | ||
| Q3 24 | 1.73× | 4.43× | ||
| Q2 24 | 2.17× | 4.35× |
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
ACM
暂无分部数据
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
