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安进（AMGN）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的季度营收约是安进的1.3倍（$13.1B vs $9.9B），安进净利率更高（13.5% vs 0.7%，领先12.8%），安进同比增速更快（8.6% vs 1.0%），安进自由现金流更多（$961.0M vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 15.1%）
安进是总部位于美国加利福尼亚州千橡市的跨国生物制药企业，公司名称取自最初的全称「应用分子遗传学」的缩写组合，按营收规模排名位列全球生物医药企业第18位，专注于研发、生产及商业化创新生物药物，为全球患者提供优质治疗选择。
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。
AMGN vs R — 直观对比
营收规模更大
R
是对方的1.3倍
$9.9B
营收增速更快
AMGN
高出7.6%
1.0%
净利率更高
AMGN
高出12.8%
0.7%
自由现金流更多
AMGN
多$688.0M
$273.0M
两年增速更快
R
近两年复合增速
15.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $9.9B | $13.1B |
| 净利润 | $1.3B | $93.0M |
| 毛利率 | 69.8% | — |
| 营业利润率 | 27.6% | — |
| 净利率 | 13.5% | 0.7% |
| 营收同比 | 8.6% | 1.0% |
| 净利润同比 | 112.6% | -5.1% |
| 每股收益（稀释后） | $2.45 | $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AMGNR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $9.9B | $3.2B | ||
| Q3 25 | $9.6B | $3.2B | ||
| Q2 25 | $9.2B | $3.2B | ||
| Q1 25 | $8.1B | $3.1B | ||
| Q4 24 | $9.1B | $3.2B | ||
| Q3 24 | $8.5B | $3.2B | ||
| Q2 24 | $8.4B | $3.2B |
净利润AMGNR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $1.3B | $132.0M | ||
| Q3 25 | $3.2B | $138.0M | ||
| Q2 25 | $1.4B | $131.0M | ||
| Q1 25 | $1.7B | $98.0M | ||
| Q4 24 | $627.0M | $135.0M | ||
| Q3 24 | $2.8B | $142.0M | ||
| Q2 24 | $746.0M | $127.0M |
毛利率AMGNR
| Q1 26 | — | — | ||
| Q4 25 | 69.8% | — | ||
| Q3 25 | 67.8% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 63.6% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 61.1% | — | ||
| Q2 24 | 61.4% | — |
营业利润率AMGNR
| Q1 26 | — | — | ||
| Q4 25 | 27.6% | 5.6% | ||
| Q3 25 | 26.4% | 6.0% | ||
| Q2 25 | 28.9% | 5.8% | ||
| Q1 25 | 14.5% | 4.3% | ||
| Q4 24 | 25.4% | 5.7% | ||
| Q3 24 | 24.1% | 5.9% | ||
| Q2 24 | 22.8% | 5.6% |
净利率AMGNR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 13.5% | 4.2% | ||
| Q3 25 | 33.7% | 4.4% | ||
| Q2 25 | 15.6% | 4.1% | ||
| Q1 25 | 21.2% | 3.1% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 33.3% | 4.5% | ||
| Q2 24 | 8.9% | 4.0% |
每股收益（稀释后）AMGNR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $2.45 | $3.22 | ||
| Q3 25 | $5.93 | $3.32 | ||
| Q2 25 | $2.65 | $3.13 | ||
| Q1 25 | $3.20 | $2.27 | ||
| Q4 24 | $1.17 | $3.09 | ||
| Q3 24 | $5.22 | $3.24 | ||
| Q2 24 | $1.38 | $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 | $9.1B | $182.0M |
| 总债务越低越好 | $54.6B | — |
| 股东权益账面价值 | $8.7B | $2.9B |
| 总资产 | $90.6B | — |
| 负债/权益比越低杠杆越低 | 6.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGNR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $9.1B | $198.0M | ||
| Q3 25 | $9.4B | $189.0M | ||
| Q2 25 | $8.0B | $180.0M | ||
| Q1 25 | $8.8B | $151.0M | ||
| Q4 24 | $12.0B | $154.0M | ||
| Q3 24 | $9.0B | $162.0M | ||
| Q2 24 | $9.3B | $164.0M |
总债务AMGNR
| Q1 26 | — | — | ||
| Q4 25 | $54.6B | $6.8B | ||
| Q3 25 | $54.6B | $7.3B | ||
| Q2 25 | $56.2B | $7.0B | ||
| Q1 25 | $57.4B | $6.7B | ||
| Q4 24 | $60.1B | $6.7B | ||
| Q3 24 | $60.4B | $6.6B | ||
| Q2 24 | $62.6B | $6.5B |
股东权益AMGNR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $8.7B | $3.1B | ||
| Q3 25 | $9.6B | $3.1B | ||
| Q2 25 | $7.4B | $3.1B | ||
| Q1 25 | $6.2B | $3.0B | ||
| Q4 24 | $5.9B | $3.1B | ||
| Q3 24 | $7.5B | $3.1B | ||
| Q2 24 | $5.9B | $3.1B |
总资产AMGNR
| Q1 26 | — | — | ||
| Q4 25 | $90.6B | $16.4B | ||
| Q3 25 | $90.1B | $16.5B | ||
| Q2 25 | $87.9B | $16.5B | ||
| Q1 25 | $89.4B | $16.4B | ||
| Q4 24 | $91.8B | $16.7B | ||
| Q3 24 | $90.9B | $16.5B | ||
| Q2 24 | $90.9B | $16.4B |
负债/权益比AMGNR
| Q1 26 | — | — | ||
| Q4 25 | 6.31× | 2.24× | ||
| Q3 25 | 5.67× | 2.35× | ||
| Q2 25 | 7.57× | 2.27× | ||
| Q1 25 | 9.24× | 2.21× | ||
| Q4 24 | 10.23× | 2.14× | ||
| Q3 24 | 8.02× | 2.17× | ||
| Q2 24 | 10.57× | 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 | $1.6B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $961.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 9.7% | 2.1% |
| 资本支出强度资本支出/营收 | 6.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.20× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $8.1B | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMGNR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $1.6B | $749.0M | ||
| Q3 25 | $4.7B | $442.0M | ||
| Q2 25 | $2.3B | $752.0M | ||
| Q1 25 | $1.4B | $651.0M | ||
| Q4 24 | $4.8B | $558.0M | ||
| Q3 24 | $3.6B | $629.0M | ||
| Q2 24 | $2.5B | $552.0M |
自由现金流AMGNR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $961.0M | $344.0M | ||
| Q3 25 | $4.2B | $-85.0M | ||
| Q2 25 | $1.9B | $63.0M | ||
| Q1 25 | $980.0M | $137.0M | ||
| Q4 24 | $4.4B | $-201.0M | ||
| Q3 24 | $3.3B | $30.0M | ||
| Q2 24 | $2.2B | $-87.0M |
自由现金流率AMGNR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 9.7% | 10.8% | ||
| Q3 25 | 44.4% | -2.7% | ||
| Q2 25 | 20.8% | 2.0% | ||
| Q1 25 | 12.0% | 4.4% | ||
| Q4 24 | 48.4% | -6.3% | ||
| Q3 24 | 39.0% | 0.9% | ||
| Q2 24 | 26.5% | -2.7% |
资本支出强度AMGNR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 6.5% | 12.8% | ||
| Q3 25 | 4.6% | 16.6% | ||
| Q2 25 | 4.0% | 21.6% | ||
| Q1 25 | 5.0% | 16.4% | ||
| Q4 24 | 4.1% | 23.8% | ||
| Q3 24 | 3.0% | 18.9% | ||
| Q2 24 | 2.8% | 20.1% |
现金转化率AMGNR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.20× | 5.67× | ||
| Q3 25 | 1.46× | 3.20× | ||
| Q2 25 | 1.59× | 5.74× | ||
| Q1 25 | 0.80× | 6.64× | ||
| Q4 24 | 7.61× | 4.13× | ||
| Q3 24 | 1.26× | 4.43× | ||
| Q2 24 | 3.30× | 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
AMGN
| Products | $9.4B | 95% |
| Xgeva | $291.0M | 3% |
| Vectibix | $163.0M | 2% |
| Aranesp | $115.0M | 1% |
R
暂无分部数据
