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亚马逊（AMZN）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
亚马逊的季度营收约是RYDER SYSTEM INC的16.3倍（$213.4B vs $13.1B）。亚马逊净利率更高（9.9% vs 0.7%，领先9.2%）。亚马逊同比增速更快（13.6% vs 1.0%）。亚马逊自由现金流更多（$14.9B vs $273.0M）。过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 22.0%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
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。
AMZN vs R — 直观对比
营收规模更大
AMZN
是对方的16.3倍
$13.1B
营收增速更快
AMZN
高出12.6%
1.0%
净利率更高
AMZN
高出9.2%
0.7%
自由现金流更多
AMZN
多$14.7B
$273.0M
两年增速更快
R
近两年复合增速
22.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $13.1B |
| 净利润 | $21.2B | $93.0M |
| 毛利率 | 48.5% | — |
| 营业利润率 | 11.7% | — |
| 净利率 | 9.9% | 0.7% |
| 营收同比 | 13.6% | 1.0% |
| 净利润同比 | 5.9% | -5.1% |
| 每股收益（稀释后） | $1.95 | $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AMZNR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $213.4B | $3.2B | ||
| Q3 25 | $180.2B | $3.2B | ||
| Q2 25 | $167.7B | $3.2B | ||
| Q1 25 | $155.7B | $3.1B | ||
| Q4 24 | $187.8B | $3.2B | ||
| Q3 24 | $158.9B | $3.2B | ||
| Q2 24 | $148.0B | $3.2B |
净利润AMZNR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $21.2B | $132.0M | ||
| Q3 25 | $21.2B | $138.0M | ||
| Q2 25 | $18.2B | $131.0M | ||
| Q1 25 | $17.1B | $98.0M | ||
| Q4 24 | $20.0B | $135.0M | ||
| Q3 24 | $15.3B | $142.0M | ||
| Q2 24 | $13.5B | $127.0M |
毛利率AMZNR
| Q1 26 | — | — | ||
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 51.8% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 49.0% | — | ||
| Q2 24 | 50.1% | — |
营业利润率AMZNR
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 5.6% | ||
| Q3 25 | 9.7% | 6.0% | ||
| Q2 25 | 11.4% | 5.8% | ||
| Q1 25 | 11.8% | 4.3% | ||
| Q4 24 | 11.3% | 5.7% | ||
| Q3 24 | 11.0% | 5.9% | ||
| Q2 24 | 9.9% | 5.6% |
净利率AMZNR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 9.9% | 4.2% | ||
| Q3 25 | 11.8% | 4.4% | ||
| Q2 25 | 10.8% | 4.1% | ||
| Q1 25 | 11.0% | 3.1% | ||
| Q4 24 | 10.7% | 4.2% | ||
| Q3 24 | 9.6% | 4.5% | ||
| Q2 24 | 9.1% | 4.0% |
每股收益（稀释后）AMZNR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.95 | $3.22 | ||
| Q3 25 | $1.95 | $3.32 | ||
| Q2 25 | $1.68 | $3.13 | ||
| Q1 25 | $1.59 | $2.27 | ||
| Q4 24 | $1.86 | $3.09 | ||
| Q3 24 | $1.43 | $3.24 | ||
| Q2 24 | $1.26 | $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 | $123.0B | $182.0M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $2.9B |
| 总资产 | $818.0B | — |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AMZNR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $123.0B | $198.0M | ||
| Q3 25 | $94.2B | $189.0M | ||
| Q2 25 | $93.2B | $180.0M | ||
| Q1 25 | $94.6B | $151.0M | ||
| Q4 24 | $101.2B | $154.0M | ||
| Q3 24 | $88.1B | $162.0M | ||
| Q2 24 | $89.1B | $164.0M |
总债务AMZNR
| Q1 26 | — | — | ||
| Q4 25 | $68.8B | $6.8B | ||
| Q3 25 | $55.1B | $7.3B | ||
| Q2 25 | $56.1B | $7.0B | ||
| Q1 25 | $58.8B | $6.7B | ||
| Q4 24 | $58.0B | $6.7B | ||
| Q3 24 | $60.5B | $6.6B | ||
| Q2 24 | $62.7B | $6.5B |
股东权益AMZNR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $411.1B | $3.1B | ||
| Q3 25 | $369.6B | $3.1B | ||
| Q2 25 | $333.8B | $3.1B | ||
| Q1 25 | $305.9B | $3.0B | ||
| Q4 24 | $286.0B | $3.1B | ||
| Q3 24 | $259.2B | $3.1B | ||
| Q2 24 | $236.4B | $3.1B |
总资产AMZNR
| Q1 26 | — | — | ||
| Q4 25 | $818.0B | $16.4B | ||
| Q3 25 | $727.9B | $16.5B | ||
| Q2 25 | $682.2B | $16.5B | ||
| Q1 25 | $643.3B | $16.4B | ||
| Q4 24 | $624.9B | $16.7B | ||
| Q3 24 | $584.6B | $16.5B | ||
| Q2 24 | $554.8B | $16.4B |
负债/权益比AMZNR
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 2.24× | ||
| Q3 25 | 0.15× | 2.35× | ||
| Q2 25 | 0.17× | 2.27× | ||
| Q1 25 | 0.19× | 2.21× | ||
| Q4 24 | 0.20× | 2.14× | ||
| Q3 24 | 0.23× | 2.17× | ||
| Q2 24 | 0.27× | 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 | $54.5B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $273.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 2.1% |
| 资本支出强度资本支出/营收 | 18.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 2.57× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流AMZNR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $54.5B | $749.0M | ||
| Q3 25 | $35.5B | $442.0M | ||
| Q2 25 | $32.5B | $752.0M | ||
| Q1 25 | $17.0B | $651.0M | ||
| Q4 24 | $45.6B | $558.0M | ||
| Q3 24 | $26.0B | $629.0M | ||
| Q2 24 | $25.3B | $552.0M |
自由现金流AMZNR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $14.9B | $344.0M | ||
| Q3 25 | $430.0M | $-85.0M | ||
| Q2 25 | $332.0M | $63.0M | ||
| Q1 25 | $-8.0B | $137.0M | ||
| Q4 24 | $17.8B | $-201.0M | ||
| Q3 24 | $3.4B | $30.0M | ||
| Q2 24 | $7.7B | $-87.0M |
自由现金流率AMZNR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 7.0% | 10.8% | ||
| Q3 25 | 0.2% | -2.7% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | -5.1% | 4.4% | ||
| Q4 24 | 9.5% | -6.3% | ||
| Q3 24 | 2.1% | 0.9% | ||
| Q2 24 | 5.2% | -2.7% |
资本支出强度AMZNR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 18.5% | 12.8% | ||
| Q3 25 | 19.5% | 16.6% | ||
| Q2 25 | 19.2% | 21.6% | ||
| Q1 25 | 16.1% | 16.4% | ||
| Q4 24 | 14.8% | 23.8% | ||
| Q3 24 | 14.2% | 18.9% | ||
| Q2 24 | 11.9% | 20.1% |
现金转化率AMZNR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.57× | 5.67× | ||
| Q3 25 | 1.68× | 3.20× | ||
| Q2 25 | 1.79× | 5.74× | ||
| Q1 25 | 0.99× | 6.64× | ||
| Q4 24 | 2.28× | 4.13× | ||
| Q3 24 | 1.69× | 4.43× | ||
| Q2 24 | 1.87× | 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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
R
暂无分部数据
