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Ametek（AME）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Ametek的1.6倍（$3.1B vs $1.9B），Ametek净利率更高（20.7% vs 3.0%，领先17.7%），Ametek同比增速更快（11.3% vs 1.0%），过去两年Ametek的营收复合增速更高（5.4% vs -0.9%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
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。
AME vs R — 直观对比
营收规模更大
R
是对方的1.6倍
$1.9B
营收增速更快
AME
高出10.3%
1.0%
净利率更高
AME
高出17.7%
3.0%
两年增速更快
AME
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.1B |
| 净利润 | $399.4M | $93.0M |
| 毛利率 | 37.2% | — |
| 营业利润率 | 26.7% | — |
| 净利率 | 20.7% | 3.0% |
| 营收同比 | 11.3% | 1.0% |
| 净利润同比 | 13.5% | -5.1% |
| 每股收益（稀释后） | $1.74 | $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AMER
| Q1 26 | $1.9B | $3.1B | ||
| Q4 25 | $2.0B | $3.2B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.7B | $3.1B | ||
| Q4 24 | $1.8B | $3.2B | ||
| Q3 24 | $1.7B | $3.2B | ||
| Q2 24 | $1.7B | $3.2B |
净利润AMER
| Q1 26 | $399.4M | $93.0M | ||
| Q4 25 | $398.6M | $132.0M | ||
| Q3 25 | $371.4M | $138.0M | ||
| Q2 25 | $358.4M | $131.0M | ||
| Q1 25 | $351.8M | $98.0M | ||
| Q4 24 | $387.3M | $135.0M | ||
| Q3 24 | $340.2M | $142.0M | ||
| Q2 24 | $337.7M | $127.0M |
毛利率AMER
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — |
营业利润率AMER
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.3% | 5.6% | ||
| Q3 25 | 25.8% | 6.0% | ||
| Q2 25 | 26.0% | 5.8% | ||
| Q1 25 | 26.3% | 4.3% | ||
| Q4 24 | 26.6% | 5.7% | ||
| Q3 24 | 26.1% | 5.9% | ||
| Q2 24 | 25.8% | 5.6% |
净利率AMER
| Q1 26 | 20.7% | 3.0% | ||
| Q4 25 | 19.9% | 4.2% | ||
| Q3 25 | 19.6% | 4.4% | ||
| Q2 25 | 20.2% | 4.1% | ||
| Q1 25 | 20.3% | 3.1% | ||
| Q4 24 | 22.0% | 4.2% | ||
| Q3 24 | 19.9% | 4.5% | ||
| Q2 24 | 19.5% | 4.0% |
每股收益（稀释后）AMER
| Q1 26 | $1.74 | $2.34 | ||
| Q4 25 | $1.73 | $3.22 | ||
| Q3 25 | $1.60 | $3.32 | ||
| Q2 25 | $1.55 | $3.13 | ||
| Q1 25 | $1.52 | $2.27 | ||
| Q4 24 | $1.67 | $3.09 | ||
| Q3 24 | $1.47 | $3.24 | ||
| Q2 24 | $1.45 | $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 | $481.3M | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.9B | $2.9B |
| 总资产 | $16.3B | — |
| 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AMER
| Q1 26 | $481.3M | $182.0M | ||
| Q4 25 | $458.0M | $198.0M | ||
| Q3 25 | $439.2M | $189.0M | ||
| Q2 25 | $619.7M | $180.0M | ||
| Q1 25 | $399.0M | $151.0M | ||
| Q4 24 | $374.0M | $154.0M | ||
| Q3 24 | $396.3M | $162.0M | ||
| Q2 24 | $396.6M | $164.0M |
总债务AMER
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $2.1B | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益AMER
| Q1 26 | $10.9B | $2.9B | ||
| Q4 25 | $10.6B | $3.1B | ||
| Q3 25 | $10.5B | $3.1B | ||
| Q2 25 | $10.4B | $3.1B | ||
| Q1 25 | $10.0B | $3.0B | ||
| Q4 24 | $9.7B | $3.1B | ||
| Q3 24 | $9.6B | $3.1B | ||
| Q2 24 | $9.3B | $3.1B |
总资产AMER
| Q1 26 | $16.3B | — | ||
| Q4 25 | $16.1B | $16.4B | ||
| Q3 25 | $16.2B | $16.5B | ||
| Q2 25 | $15.3B | $16.5B | ||
| Q1 25 | $14.9B | $16.4B | ||
| Q4 24 | $14.6B | $16.7B | ||
| Q3 24 | $14.8B | $16.5B | ||
| Q2 24 | $14.8B | $16.4B |
负债/权益比AMER
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | 0.22× | 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 | — | $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AMER
| Q1 26 | — | $583.0M | ||
| Q4 25 | $584.3M | $749.0M | ||
| Q3 25 | $440.9M | $442.0M | ||
| Q2 25 | $359.1M | $752.0M | ||
| Q1 25 | $417.5M | $651.0M | ||
| Q4 24 | $550.0M | $558.0M | ||
| Q3 24 | $487.2M | $629.0M | ||
| Q2 24 | $381.4M | $552.0M |
自由现金流AMER
| Q1 26 | — | $273.0M | ||
| Q4 25 | $527.3M | $344.0M | ||
| Q3 25 | $420.0M | $-85.0M | ||
| Q2 25 | $329.8M | $63.0M | ||
| Q1 25 | $394.5M | $137.0M | ||
| Q4 24 | $498.3M | $-201.0M | ||
| Q3 24 | $460.9M | $30.0M | ||
| Q2 24 | $360.0M | $-87.0M |
自由现金流率AMER
| Q1 26 | — | 8.7% | ||
| Q4 25 | 26.4% | 10.8% | ||
| Q3 25 | 22.2% | -2.7% | ||
| Q2 25 | 18.5% | 2.0% | ||
| Q1 25 | 22.8% | 4.4% | ||
| Q4 24 | 28.3% | -6.3% | ||
| Q3 24 | 27.0% | 0.9% | ||
| Q2 24 | 20.8% | -2.7% |
资本支出强度AMER
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.9% | 12.8% | ||
| Q3 25 | 1.1% | 16.6% | ||
| Q2 25 | 1.6% | 21.6% | ||
| Q1 25 | 1.3% | 16.4% | ||
| Q4 24 | 2.9% | 23.8% | ||
| Q3 24 | 1.5% | 18.9% | ||
| Q2 24 | 1.2% | 20.1% |
现金转化率AMER
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.47× | 5.67× | ||
| Q3 25 | 1.19× | 3.20× | ||
| Q2 25 | 1.00× | 5.74× | ||
| Q1 25 | 1.19× | 6.64× | ||
| Q4 24 | 1.42× | 4.13× | ||
| Q3 24 | 1.43× | 4.43× | ||
| Q2 24 | 1.13× | 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
AME
| Electronic Instruments | $1.3B | 66% |
| Electromechanical | $663.9M | 34% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
