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超威半导体（AMD）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的季度营收约是超威半导体的1.3倍（$13.1B vs $10.3B），超威半导体净利率更高（14.7% vs 0.7%，领先14.0%），超威半导体同比增速更快（34.1% vs 1.0%），超威半导体自由现金流更多（$2.4B vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 37.0%）
超威半导体（AMD）是总部位于美国加利福尼亚州圣克拉拉的跨国半导体企业，专注研发生产面向数据中心、游戏、个人电脑、嵌入式系统的高性能CPU、GPU及自适应片上系统，旗下拥有锐龙、霄龙、镭龙、Instinct等核心产品线，2022年收购赛灵思后拓展了FPGA及自适应计算业务，直接与英特尔、英伟达展开竞争。
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。
AMD vs R — 直观对比
营收规模更大
R
是对方的1.3倍
$10.3B
营收增速更快
AMD
高出33.1%
1.0%
净利率更高
AMD
高出14.0%
0.7%
自由现金流更多
AMD
多$2.1B
$273.0M
两年增速更快
R
近两年复合增速
37.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $10.3B | $13.1B |
| 净利润 | $1.5B | $93.0M |
| 毛利率 | 54.3% | — |
| 营业利润率 | 17.1% | — |
| 净利率 | 14.7% | 0.7% |
| 营收同比 | 34.1% | 1.0% |
| 净利润同比 | 213.5% | -5.1% |
| 每股收益（稀释后） | $0.92 | $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AMDR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $10.3B | $3.2B | ||
| Q3 25 | $9.2B | $3.2B | ||
| Q2 25 | $7.7B | $3.2B | ||
| Q1 25 | $7.4B | $3.1B | ||
| Q4 24 | $7.7B | $3.2B | ||
| Q3 24 | $6.8B | $3.2B | ||
| Q2 24 | $5.8B | $3.2B |
净利润AMDR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $1.5B | $132.0M | ||
| Q3 25 | $1.2B | $138.0M | ||
| Q2 25 | $872.0M | $131.0M | ||
| Q1 25 | $709.0M | $98.0M | ||
| Q4 24 | $482.0M | $135.0M | ||
| Q3 24 | $771.0M | $142.0M | ||
| Q2 24 | $265.0M | $127.0M |
毛利率AMDR
| Q1 26 | — | — | ||
| Q4 25 | 54.3% | — | ||
| Q3 25 | 51.7% | — | ||
| Q2 25 | 39.8% | — | ||
| Q1 25 | 50.2% | — | ||
| Q4 24 | 50.7% | — | ||
| Q3 24 | 50.1% | — | ||
| Q2 24 | 49.1% | — |
营业利润率AMDR
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | 5.6% | ||
| Q3 25 | 13.7% | 6.0% | ||
| Q2 25 | -1.7% | 5.8% | ||
| Q1 25 | 10.8% | 4.3% | ||
| Q4 24 | 11.4% | 5.7% | ||
| Q3 24 | 10.6% | 5.9% | ||
| Q2 24 | 4.6% | 5.6% |
净利率AMDR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 14.7% | 4.2% | ||
| Q3 25 | 13.4% | 4.4% | ||
| Q2 25 | 11.3% | 4.1% | ||
| Q1 25 | 9.5% | 3.1% | ||
| Q4 24 | 6.3% | 4.2% | ||
| Q3 24 | 11.3% | 4.5% | ||
| Q2 24 | 4.5% | 4.0% |
每股收益（稀释后）AMDR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.92 | $3.22 | ||
| Q3 25 | $0.75 | $3.32 | ||
| Q2 25 | $0.54 | $3.13 | ||
| Q1 25 | $0.44 | $2.27 | ||
| Q4 24 | $0.30 | $3.09 | ||
| Q3 24 | $0.47 | $3.24 | ||
| Q2 24 | $0.16 | $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 | $10.6B | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $63.0B | $2.9B |
| 总资产 | $76.9B | — |
| 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AMDR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $10.6B | $198.0M | ||
| Q3 25 | $7.2B | $189.0M | ||
| Q2 25 | $5.9B | $180.0M | ||
| Q1 25 | $7.3B | $151.0M | ||
| Q4 24 | $5.1B | $154.0M | ||
| Q3 24 | $4.5B | $162.0M | ||
| Q2 24 | $5.3B | $164.0M |
总债务AMDR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益AMDR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $63.0B | $3.1B | ||
| Q3 25 | $60.8B | $3.1B | ||
| Q2 25 | $59.7B | $3.1B | ||
| Q1 25 | $57.9B | $3.0B | ||
| Q4 24 | $57.6B | $3.1B | ||
| Q3 24 | $57.0B | $3.1B | ||
| Q2 24 | $56.5B | $3.1B |
总资产AMDR
| Q1 26 | — | — | ||
| Q4 25 | $76.9B | $16.4B | ||
| Q3 25 | $76.9B | $16.5B | ||
| Q2 25 | $74.8B | $16.5B | ||
| Q1 25 | $71.5B | $16.4B | ||
| Q4 24 | $69.2B | $16.7B | ||
| Q3 24 | $69.6B | $16.5B | ||
| Q2 24 | $67.9B | $16.4B |
负债/权益比AMDR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 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 | $2.6B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $2.4B | $273.0M |
| 自由现金流率自由现金流/营收 | 23.2% | 2.1% |
| 资本支出强度资本支出/营收 | 2.2% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.72× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $6.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMDR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $2.6B | $749.0M | ||
| Q3 25 | $2.2B | $442.0M | ||
| Q2 25 | $2.0B | $752.0M | ||
| Q1 25 | $939.0M | $651.0M | ||
| Q4 24 | $1.3B | $558.0M | ||
| Q3 24 | $628.0M | $629.0M | ||
| Q2 24 | $593.0M | $552.0M |
自由现金流AMDR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $2.4B | $344.0M | ||
| Q3 25 | $1.9B | $-85.0M | ||
| Q2 25 | $1.7B | $63.0M | ||
| Q1 25 | $727.0M | $137.0M | ||
| Q4 24 | $1.1B | $-201.0M | ||
| Q3 24 | $496.0M | $30.0M | ||
| Q2 24 | $439.0M | $-87.0M |
自由现金流率AMDR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 23.2% | 10.8% | ||
| Q3 25 | 20.6% | -2.7% | ||
| Q2 25 | 22.5% | 2.0% | ||
| Q1 25 | 9.8% | 4.4% | ||
| Q4 24 | 14.2% | -6.3% | ||
| Q3 24 | 7.3% | 0.9% | ||
| Q2 24 | 7.5% | -2.7% |
资本支出强度AMDR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 2.2% | 12.8% | ||
| Q3 25 | 2.8% | 16.6% | ||
| Q2 25 | 3.7% | 21.6% | ||
| Q1 25 | 2.9% | 16.4% | ||
| Q4 24 | 2.7% | 23.8% | ||
| Q3 24 | 1.9% | 18.9% | ||
| Q2 24 | 2.6% | 20.1% |
现金转化率AMDR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.72× | 5.67× | ||
| Q3 25 | 1.74× | 3.20× | ||
| Q2 25 | 2.31× | 5.74× | ||
| Q1 25 | 1.32× | 6.64× | ||
| Q4 24 | 2.70× | 4.13× | ||
| Q3 24 | 0.81× | 4.43× | ||
| Q2 24 | 2.24× | 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
AMD
| Other | $5.4B | 52% |
| Client | $3.1B | 30% |
| Embedded | $950.0M | 9% |
| Gaming | $843.0M | 8% |
R
暂无分部数据
