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美国铁塔（AMT）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的季度营收约是美国铁塔的1.1倍（$3.1B vs $2.7B），美国铁塔净利率更高（110.1% vs 3.0%，领先107.1%），美国铁塔自由现金流更多（$941.0M vs $273.0M），过去两年美国铁塔的营收复合增速更高（3.7% vs -0.9%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
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。
AMT vs R — 直观对比
营收规模更大
R
是对方的1.1倍
$2.7B
净利率更高
AMT
高出107.1%
3.0%
自由现金流更多
AMT
多$668.0M
$273.0M
两年增速更快
AMT
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.1B |
| 净利润 | $3.0B | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 0.0% | — |
| 净利率 | 110.1% | 3.0% |
| 营收同比 | — | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | — | $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AMTR
| Q1 26 | $2.7B | $3.1B | ||
| Q4 25 | $2.7B | $3.2B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.5B | $3.2B | ||
| Q2 24 | $2.5B | $3.2B |
净利润AMTR
| Q1 26 | $3.0B | $93.0M | ||
| Q4 25 | $836.8M | $132.0M | ||
| Q3 25 | $912.6M | $138.0M | ||
| Q2 25 | $380.5M | $131.0M | ||
| Q1 25 | $498.6M | $98.0M | ||
| Q4 24 | $1.2B | $135.0M | ||
| Q3 24 | $-780.4M | $142.0M | ||
| Q2 24 | $908.4M | $127.0M |
营业利润率AMTR
| Q1 26 | 0.0% | — | ||
| Q4 25 | 42.4% | 5.6% | ||
| Q3 25 | 45.4% | 6.0% | ||
| Q2 25 | 45.6% | 5.8% | ||
| Q1 25 | 48.9% | 4.3% | ||
| Q4 24 | 42.4% | 5.7% | ||
| Q3 24 | 45.2% | 5.9% | ||
| Q2 24 | 45.4% | 5.6% |
净利率AMTR
| Q1 26 | 110.1% | 3.0% | ||
| Q4 25 | 30.6% | 4.2% | ||
| Q3 25 | 33.6% | 4.4% | ||
| Q2 25 | 14.5% | 4.1% | ||
| Q1 25 | 19.5% | 3.1% | ||
| Q4 24 | 48.3% | 4.2% | ||
| Q3 24 | -30.9% | 4.5% | ||
| Q2 24 | 35.7% | 4.0% |
每股收益（稀释后）AMTR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.76 | $3.22 | ||
| Q3 25 | $1.82 | $3.32 | ||
| Q2 25 | $0.78 | $3.13 | ||
| Q1 25 | $1.04 | $2.27 | ||
| Q4 24 | $2.63 | $3.09 | ||
| Q3 24 | $-1.69 | $3.24 | ||
| Q2 24 | $1.92 | $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 | $1.6B | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.2B | $2.9B |
| 总资产 | — | — |
| 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AMTR
| Q1 26 | $1.6B | $182.0M | ||
| Q4 25 | $1.5B | $198.0M | ||
| Q3 25 | $2.0B | $189.0M | ||
| Q2 25 | $2.1B | $180.0M | ||
| Q1 25 | $2.1B | $151.0M | ||
| Q4 24 | $2.0B | $154.0M | ||
| Q3 24 | $2.2B | $162.0M | ||
| Q2 24 | $2.2B | $164.0M |
总债务AMTR
| Q1 26 | — | — | ||
| Q4 25 | $33.8B | $6.8B | ||
| Q3 25 | $34.9B | $7.3B | ||
| Q2 25 | $35.2B | $7.0B | ||
| Q1 25 | $34.0B | $6.7B | ||
| Q4 24 | $32.8B | $6.7B | ||
| Q3 24 | $33.4B | $6.6B | ||
| Q2 24 | $35.6B | $6.5B |
股东权益AMTR
| Q1 26 | $10.2B | $2.9B | ||
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.5B | $3.0B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.6B | $3.1B | ||
| Q2 24 | $3.9B | $3.1B |
总资产AMTR
| Q1 26 | — | — | ||
| Q4 25 | $63.2B | $16.4B | ||
| Q3 25 | $63.9B | $16.5B | ||
| Q2 25 | $63.8B | $16.5B | ||
| Q1 25 | $62.1B | $16.4B | ||
| Q4 24 | $61.1B | $16.7B | ||
| Q3 24 | $62.8B | $16.5B | ||
| Q2 24 | $65.8B | $16.4B |
负债/权益比AMTR
| Q1 26 | — | — | ||
| Q4 25 | 9.26× | 2.24× | ||
| Q3 25 | 8.82× | 2.35× | ||
| Q2 25 | 9.48× | 2.27× | ||
| Q1 25 | 9.63× | 2.21× | ||
| Q4 24 | 9.70× | 2.14× | ||
| Q3 24 | 9.16× | 2.17× | ||
| Q2 24 | 9.24× | 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 | $941.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 34.4% | 8.7% |
| 资本支出强度资本支出/营收 | 16.8% | 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 | $6.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMTR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $5.5B | $749.0M | ||
| Q3 25 | $1.5B | $442.0M | ||
| Q2 25 | $1.3B | $752.0M | ||
| Q1 25 | $1.3B | $651.0M | ||
| Q4 24 | $5.3B | $558.0M | ||
| Q3 24 | $1.5B | $629.0M | ||
| Q2 24 | $1.3B | $552.0M |
自由现金流AMTR
| Q1 26 | $941.0M | $273.0M | ||
| Q4 25 | $3.8B | $344.0M | ||
| Q3 25 | $994.5M | $-85.0M | ||
| Q2 25 | $976.9M | $63.0M | ||
| Q1 25 | $963.9M | $137.0M | ||
| Q4 24 | $3.7B | $-201.0M | ||
| Q3 24 | $1.0B | $30.0M | ||
| Q2 24 | $1.0B | $-87.0M |
自由现金流率AMTR
| Q1 26 | 34.4% | 8.7% | ||
| Q4 25 | 138.2% | 10.8% | ||
| Q3 25 | 36.6% | -2.7% | ||
| Q2 25 | 37.2% | 2.0% | ||
| Q1 25 | 37.6% | 4.4% | ||
| Q4 24 | 145.3% | -6.3% | ||
| Q3 24 | 41.4% | 0.9% | ||
| Q2 24 | 39.8% | -2.7% |
资本支出强度AMTR
| Q1 26 | 16.8% | 13.7% | ||
| Q4 25 | 61.4% | 12.8% | ||
| Q3 25 | 17.1% | 16.6% | ||
| Q2 25 | 11.6% | 21.6% | ||
| Q1 25 | 12.9% | 16.4% | ||
| Q4 24 | 62.4% | 23.8% | ||
| Q3 24 | 16.8% | 18.9% | ||
| Q2 24 | 12.8% | 20.1% |
现金转化率AMTR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 6.53× | 5.67× | ||
| Q3 25 | 1.60× | 3.20× | ||
| Q2 25 | 3.37× | 5.74× | ||
| Q1 25 | 2.60× | 6.64× | ||
| Q4 24 | 4.30× | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | 1.47× | 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
AMT
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% |
