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安姆科（AMCR）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
安姆科的季度营收约是RYDER SYSTEM INC的1.7倍（$5.4B vs $3.1B），安姆科净利率更高（3.2% vs 3.0%，领先0.3%），安姆科同比增速更快（68.1% vs 1.0%），安姆科自由现金流更多（$282.0M vs $273.0M），过去两年安姆科的营收复合增速更高（26.4% vs -0.9%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
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。
AMCR vs R — 直观对比
营收规模更大
AMCR
是对方的1.7倍
$3.1B
营收增速更快
AMCR
高出67.1%
1.0%
净利率更高
AMCR
高出0.3%
3.0%
自由现金流更多
AMCR
多$9.0M
$273.0M
两年增速更快
AMCR
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.1B |
| 净利润 | $177.0M | $93.0M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | — |
| 净利率 | 3.2% | 3.0% |
| 营收同比 | 68.1% | 1.0% |
| 净利润同比 | 8.6% | -5.1% |
| 每股收益（稀释后） | $0.38 | $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AMCRR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.4B | $3.2B | ||
| Q3 25 | $5.7B | $3.2B | ||
| Q2 25 | $5.1B | $3.2B | ||
| Q1 25 | $3.3B | $3.1B | ||
| Q4 24 | $3.2B | $3.2B | ||
| Q3 24 | $3.4B | $3.2B | ||
| Q2 24 | $3.5B | $3.2B |
净利润AMCRR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $177.0M | $132.0M | ||
| Q3 25 | $262.0M | $138.0M | ||
| Q2 25 | $-39.0M | $131.0M | ||
| Q1 25 | $196.0M | $98.0M | ||
| Q4 24 | $163.0M | $135.0M | ||
| Q3 24 | $191.0M | $142.0M | ||
| Q2 24 | $257.0M | $127.0M |
毛利率AMCRR
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — |
营业利润率AMCRR
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 5.6% | ||
| Q3 25 | 8.0% | 6.0% | ||
| Q2 25 | 1.7% | 5.8% | ||
| Q1 25 | 9.4% | 4.3% | ||
| Q4 24 | 9.2% | 5.7% | ||
| Q3 24 | 9.3% | 5.9% | ||
| Q2 24 | 11.2% | 5.6% |
净利率AMCRR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 3.2% | 4.2% | ||
| Q3 25 | 4.6% | 4.4% | ||
| Q2 25 | -0.8% | 4.1% | ||
| Q1 25 | 5.9% | 3.1% | ||
| Q4 24 | 5.0% | 4.2% | ||
| Q3 24 | 5.7% | 4.5% | ||
| Q2 24 | 7.3% | 4.0% |
每股收益（稀释后）AMCRR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.38 | $3.22 | ||
| Q3 25 | $0.11 | $3.32 | ||
| Q2 25 | $-0.06 | $3.13 | ||
| Q1 25 | $0.14 | $2.27 | ||
| Q4 24 | $0.11 | $3.09 | ||
| Q3 24 | $0.13 | $3.24 | ||
| Q2 24 | $0.18 | $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 | $1.1B | $182.0M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $2.9B |
| 总资产 | $37.0B | — |
| 负债/权益比越低杠杆越低 | 1.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCRR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $1.1B | $198.0M | ||
| Q3 25 | $825.0M | $189.0M | ||
| Q2 25 | $827.0M | $180.0M | ||
| Q1 25 | $2.0B | $151.0M | ||
| Q4 24 | $445.0M | $154.0M | ||
| Q3 24 | $432.0M | $162.0M | ||
| Q2 24 | $588.0M | $164.0M |
总债务AMCRR
| Q1 26 | — | — | ||
| Q4 25 | $14.6B | $6.8B | ||
| Q3 25 | $12.8B | $7.3B | ||
| Q2 25 | $13.8B | $7.0B | ||
| Q1 25 | $8.6B | $6.7B | ||
| Q4 24 | $6.8B | $6.7B | ||
| Q3 24 | $7.2B | $6.6B | ||
| Q2 24 | $6.6B | $6.5B |
股东权益AMCRR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $11.6B | $3.1B | ||
| Q3 25 | $11.7B | $3.1B | ||
| Q2 25 | $11.7B | $3.1B | ||
| Q1 25 | $3.9B | $3.0B | ||
| Q4 24 | $3.8B | $3.1B | ||
| Q3 24 | $3.9B | $3.1B | ||
| Q2 24 | $3.9B | $3.1B |
总资产AMCRR
| Q1 26 | — | — | ||
| Q4 25 | $37.0B | $16.4B | ||
| Q3 25 | $37.1B | $16.5B | ||
| Q2 25 | $37.1B | $16.5B | ||
| Q1 25 | $18.0B | $16.4B | ||
| Q4 24 | $16.2B | $16.7B | ||
| Q3 24 | $16.9B | $16.5B | ||
| Q2 24 | $16.5B | $16.4B |
负债/权益比AMCRR
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 2.24× | ||
| Q3 25 | 1.09× | 2.35× | ||
| Q2 25 | 1.18× | 2.27× | ||
| Q1 25 | 2.24× | 2.21× | ||
| Q4 24 | 1.81× | 2.14× | ||
| Q3 24 | 1.83× | 2.17× | ||
| Q2 24 | 1.70× | 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 | $503.0M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 5.2% | 8.7% |
| 资本支出强度资本支出/营收 | 4.1% | 13.7% |
| 现金转化率经营现金流/净利润 | 2.84× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMCRR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $503.0M | $749.0M | ||
| Q3 25 | $-133.0M | $442.0M | ||
| Q2 25 | $1.1B | $752.0M | ||
| Q1 25 | $117.0M | $651.0M | ||
| Q4 24 | $428.0M | $558.0M | ||
| Q3 24 | $-269.0M | $629.0M | ||
| Q2 24 | $943.0M | $552.0M |
自由现金流AMCRR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $282.0M | $344.0M | ||
| Q3 25 | $-371.0M | $-85.0M | ||
| Q2 25 | $894.0M | $63.0M | ||
| Q1 25 | $0 | $137.0M | ||
| Q4 24 | $330.0M | $-201.0M | ||
| Q3 24 | $-414.0M | $30.0M | ||
| Q2 24 | $809.0M | $-87.0M |
自由现金流率AMCRR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 5.2% | 10.8% | ||
| Q3 25 | -6.5% | -2.7% | ||
| Q2 25 | 17.6% | 2.0% | ||
| Q1 25 | 0.0% | 4.4% | ||
| Q4 24 | 10.2% | -6.3% | ||
| Q3 24 | -12.3% | 0.9% | ||
| Q2 24 | 22.9% | -2.7% |
资本支出强度AMCRR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 4.1% | 12.8% | ||
| Q3 25 | 4.1% | 16.6% | ||
| Q2 25 | 4.3% | 21.6% | ||
| Q1 25 | 3.5% | 16.4% | ||
| Q4 24 | 3.0% | 23.8% | ||
| Q3 24 | 4.3% | 18.9% | ||
| Q2 24 | 3.8% | 20.1% |
现金转化率AMCRR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.84× | 5.67× | ||
| Q3 25 | -0.51× | 3.20× | ||
| Q2 25 | — | 5.74× | ||
| Q1 25 | 0.60× | 6.64× | ||
| Q4 24 | 2.63× | 4.13× | ||
| Q3 24 | -1.41× | 4.43× | ||
| Q2 24 | 3.67× | 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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
