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好事达（ALL）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
RYDER SYSTEM INC的季度营收约是好事达的3.4倍（$3.1B vs $922.0M），好事达净利率更高（266.6% vs 3.0%，领先263.6%），好事达同比增速更快（7.2% vs 1.0%），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% vs -75.8%）
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
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。
ALL vs R — 直观对比
营收规模更大
R
是对方的3.4倍
$922.0M
营收增速更快
ALL
高出6.2%
1.0%
净利率更高
ALL
高出263.6%
3.0%
两年增速更快
R
近两年复合增速
-75.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $922.0M | $3.1B |
| 净利润 | $2.5B | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | -1400.3% | — |
| 净利率 | 266.6% | 3.0% |
| 营收同比 | 7.2% | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | $9.25 | $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ALLR
| Q1 26 | $922.0M | $3.1B | ||
| Q4 25 | $17.3B | $3.2B | ||
| Q3 25 | $17.3B | $3.2B | ||
| Q2 25 | $16.6B | $3.2B | ||
| Q1 25 | $16.5B | $3.1B | ||
| Q4 24 | $16.5B | $3.2B | ||
| Q3 24 | $16.6B | $3.2B | ||
| Q2 24 | $15.7B | $3.2B |
净利润ALLR
| Q1 26 | $2.5B | $93.0M | ||
| Q4 25 | $3.8B | $132.0M | ||
| Q3 25 | $3.7B | $138.0M | ||
| Q2 25 | $2.1B | $131.0M | ||
| Q1 25 | $595.0M | $98.0M | ||
| Q4 24 | $1.9B | $135.0M | ||
| Q3 24 | $1.2B | $142.0M | ||
| Q2 24 | $331.0M | $127.0M |
营业利润率ALLR
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 5.6% |
净利率ALLR
| Q1 26 | 266.6% | 3.0% | ||
| Q4 25 | 22.1% | 4.2% | ||
| Q3 25 | 21.7% | 4.4% | ||
| Q2 25 | 12.7% | 4.1% | ||
| Q1 25 | 3.6% | 3.1% | ||
| Q4 24 | 11.7% | 4.2% | ||
| Q3 24 | 7.2% | 4.5% | ||
| Q2 24 | 2.1% | 4.0% |
每股收益（稀释后）ALLR
| Q1 26 | $9.25 | $2.34 | ||
| Q4 25 | $14.24 | $3.22 | ||
| Q3 25 | $13.95 | $3.32 | ||
| Q2 25 | $7.76 | $3.13 | ||
| Q1 25 | $2.11 | $2.27 | ||
| Q4 24 | $7.07 | $3.09 | ||
| Q3 24 | $4.33 | $3.24 | ||
| Q2 24 | $1.13 | $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 | — | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $2.9B |
| 总资产 | $124.0B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALLR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $4.9B | $198.0M | ||
| Q3 25 | $8.7B | $189.0M | ||
| Q2 25 | $9.6B | $180.0M | ||
| Q1 25 | $6.5B | $151.0M | ||
| Q4 24 | $4.5B | $154.0M | ||
| Q3 24 | $7.0B | $162.0M | ||
| Q2 24 | $5.3B | $164.0M |
总债务ALLR
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $6.8B | ||
| Q3 25 | $8.1B | $7.3B | ||
| Q2 25 | $8.1B | $7.0B | ||
| Q1 25 | $8.1B | $6.7B | ||
| Q4 24 | $8.1B | $6.7B | ||
| Q3 24 | $8.1B | $6.6B | ||
| Q2 24 | $8.1B | $6.5B |
股东权益ALLR
| Q1 26 | $31.6B | $2.9B | ||
| Q4 25 | $30.6B | $3.1B | ||
| Q3 25 | $27.5B | $3.1B | ||
| Q2 25 | $24.0B | $3.1B | ||
| Q1 25 | $22.1B | $3.0B | ||
| Q4 24 | $21.4B | $3.1B | ||
| Q3 24 | $20.9B | $3.1B | ||
| Q2 24 | $18.6B | $3.1B |
总资产ALLR
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $16.4B | ||
| Q3 25 | $120.4B | $16.5B | ||
| Q2 25 | $115.9B | $16.5B | ||
| Q1 25 | $115.2B | $16.4B | ||
| Q4 24 | $111.6B | $16.7B | ||
| Q3 24 | $113.7B | $16.5B | ||
| Q2 24 | $108.4B | $16.4B |
负债/权益比ALLR
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | 2.24× | ||
| Q3 25 | 0.29× | 2.35× | ||
| Q2 25 | 0.34× | 2.27× | ||
| Q1 25 | 0.37× | 2.21× | ||
| Q4 24 | 0.38× | 2.14× | ||
| Q3 24 | 0.39× | 2.17× | ||
| Q2 24 | 0.43× | 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 | — | $583.0M |
| 自由现金流经营现金流 - 资本支出 | — | $273.0M |
| 自由现金流率自由现金流/营收 | — | 8.7% |
| 资本支出强度资本支出/营收 | — | 13.7% |
| 现金转化率经营现金流/净利润 | — | 6.27× |
| 过去12个月自由现金流最近4个季度 | — | $595.0M |
8季度趋势，按日历期对齐
经营现金流ALLR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $3.0B | $749.0M | ||
| Q3 25 | $3.3B | $442.0M | ||
| Q2 25 | $1.9B | $752.0M | ||
| Q1 25 | $2.0B | $651.0M | ||
| Q4 24 | $1.7B | $558.0M | ||
| Q3 24 | $3.2B | $629.0M | ||
| Q2 24 | $2.4B | $552.0M |
自由现金流ALLR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $2.9B | $344.0M | ||
| Q3 25 | $3.2B | $-85.0M | ||
| Q2 25 | $1.9B | $63.0M | ||
| Q1 25 | $1.9B | $137.0M | ||
| Q4 24 | $1.7B | $-201.0M | ||
| Q3 24 | $3.1B | $30.0M | ||
| Q2 24 | $2.3B | $-87.0M |
自由现金流率ALLR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 16.7% | 10.8% | ||
| Q3 25 | 18.8% | -2.7% | ||
| Q2 25 | 11.3% | 2.0% | ||
| Q1 25 | 11.4% | 4.4% | ||
| Q4 24 | 10.0% | -6.3% | ||
| Q3 24 | 18.9% | 0.9% | ||
| Q2 24 | 14.7% | -2.7% |
资本支出强度ALLR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.5% | 12.8% | ||
| Q3 25 | 0.3% | 16.6% | ||
| Q2 25 | 0.0% | 21.6% | ||
| Q1 25 | 0.6% | 16.4% | ||
| Q4 24 | 0.3% | 23.8% | ||
| Q3 24 | 0.4% | 18.9% | ||
| Q2 24 | 0.4% | 20.1% |
现金转化率ALLR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 0.78× | 5.67× | ||
| Q3 25 | 0.88× | 3.20× | ||
| Q2 25 | 0.89× | 5.74× | ||
| Q1 25 | 3.30× | 6.64× | ||
| Q4 24 | 0.88× | 4.13× | ||
| Q3 24 | 2.69× | 4.43× | ||
| Q2 24 | 7.13× | 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
ALL
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% |
