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Arista Networks（ANET）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Arista Networks的1.3倍（$3.1B vs $2.5B），Arista Networks净利率更高（38.4% vs 3.0%，领先35.4%），Arista Networks同比增速更快（28.9% vs 1.0%），过去两年Arista Networks的营收复合增速更高（25.8% vs -0.9%）
Arista Networks是总部位于美国加利福尼亚州圣克拉拉的计算机网络企业，专注于设计销售多层网络交换机，为大型数据中心、云计算、高性能计算、高频交易等场景提供软件定义网络（SDN）解决方案，旗下拥有10G至800G系列低延迟直通以太网交换机，搭载自研基于Linux的可扩展操作系统EOS。
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。
ANET vs R — 直观对比
营收规模更大
R
是对方的1.3倍
$2.5B
营收增速更快
ANET
高出27.9%
1.0%
净利率更高
ANET
高出35.4%
3.0%
两年增速更快
ANET
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $3.1B |
| 净利润 | $955.8M | $93.0M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 41.5% | — |
| 净利率 | 38.4% | 3.0% |
| 营收同比 | 28.9% | 1.0% |
| 净利润同比 | 19.3% | -5.1% |
| 每股收益（稀释后） | $0.74 | $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ANETR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $2.5B | $3.2B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.0B | $3.1B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $1.8B | $3.2B | ||
| Q2 24 | $1.7B | $3.2B |
净利润ANETR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $955.8M | $132.0M | ||
| Q3 25 | $853.0M | $138.0M | ||
| Q2 25 | $888.8M | $131.0M | ||
| Q1 25 | $813.8M | $98.0M | ||
| Q4 24 | $801.0M | $135.0M | ||
| Q3 24 | $747.9M | $142.0M | ||
| Q2 24 | $665.4M | $127.0M |
毛利率ANETR
| Q1 26 | — | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 64.6% | — | ||
| Q2 25 | 65.2% | — | ||
| Q1 25 | 63.7% | — | ||
| Q4 24 | 63.8% | — | ||
| Q3 24 | 64.2% | — | ||
| Q2 24 | 64.9% | — |
营业利润率ANETR
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | 5.6% | ||
| Q3 25 | 42.4% | 6.0% | ||
| Q2 25 | 44.7% | 5.8% | ||
| Q1 25 | 42.8% | 4.3% | ||
| Q4 24 | 41.4% | 5.7% | ||
| Q3 24 | 43.4% | 5.9% | ||
| Q2 24 | 41.4% | 5.6% |
净利率ANETR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 38.4% | 4.2% | ||
| Q3 25 | 37.0% | 4.4% | ||
| Q2 25 | 40.3% | 4.1% | ||
| Q1 25 | 40.6% | 3.1% | ||
| Q4 24 | 41.5% | 4.2% | ||
| Q3 24 | 41.3% | 4.5% | ||
| Q2 24 | 39.4% | 4.0% |
每股收益（稀释后）ANETR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.74 | $3.22 | ||
| Q3 25 | $0.67 | $3.32 | ||
| Q2 25 | $0.70 | $3.13 | ||
| Q1 25 | $0.64 | $2.27 | ||
| Q4 24 | $-4.17 | $3.09 | ||
| Q3 24 | $2.33 | $3.24 | ||
| Q2 24 | $2.08 | $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 | $2.0B | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.4B | $2.9B |
| 总资产 | $19.4B | — |
| 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ANETR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $2.0B | $198.0M | ||
| Q3 25 | $2.3B | $189.0M | ||
| Q2 25 | $2.2B | $180.0M | ||
| Q1 25 | $1.8B | $151.0M | ||
| Q4 24 | $2.8B | $154.0M | ||
| Q3 24 | $3.2B | $162.0M | ||
| Q2 24 | $2.4B | $164.0M |
总债务ANETR
| 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ANETR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $12.4B | $3.1B | ||
| Q3 25 | $11.9B | $3.1B | ||
| Q2 25 | $10.9B | $3.1B | ||
| Q1 25 | $10.1B | $3.0B | ||
| Q4 24 | $10.0B | $3.1B | ||
| Q3 24 | $9.2B | $3.1B | ||
| Q2 24 | $8.4B | $3.1B |
总资产ANETR
| Q1 26 | — | — | ||
| Q4 25 | $19.4B | $16.4B | ||
| Q3 25 | $18.0B | $16.5B | ||
| Q2 25 | $16.5B | $16.5B | ||
| Q1 25 | $14.5B | $16.4B | ||
| Q4 24 | $14.0B | $16.7B | ||
| Q3 24 | $12.8B | $16.5B | ||
| Q2 24 | $11.6B | $16.4B |
负债/权益比ANETR
| 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 | $1.3B | $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 | 1.32× | 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ANETR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $1.3B | $749.0M | ||
| Q3 25 | $1.3B | $442.0M | ||
| Q2 25 | $1.2B | $752.0M | ||
| Q1 25 | $641.7M | $651.0M | ||
| Q4 24 | $1.0B | $558.0M | ||
| Q3 24 | $1.2B | $629.0M | ||
| Q2 24 | $989.0M | $552.0M |
自由现金流ANETR
| Q1 26 | — | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | $1.2B | $-85.0M | ||
| Q2 25 | $1.2B | $63.0M | ||
| Q1 25 | $613.3M | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | $1.2B | $30.0M | ||
| Q2 24 | $985.9M | $-87.0M |
自由现金流率ANETR
| Q1 26 | — | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | 53.6% | -2.7% | ||
| Q2 25 | 53.3% | 2.0% | ||
| Q1 25 | 30.6% | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | 64.5% | 0.9% | ||
| Q2 24 | 58.3% | -2.7% |
资本支出强度ANETR
| Q1 26 | — | 13.7% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | 1.3% | 16.6% | ||
| Q2 25 | 1.1% | 21.6% | ||
| Q1 25 | 1.4% | 16.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 0.4% | 18.9% | ||
| Q2 24 | 0.2% | 20.1% |
现金转化率ANETR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.32× | 5.67× | ||
| Q3 25 | 1.49× | 3.20× | ||
| Q2 25 | 1.35× | 5.74× | ||
| Q1 25 | 0.79× | 6.64× | ||
| Q4 24 | 1.29× | 4.13× | ||
| Q3 24 | 1.57× | 4.43× | ||
| Q2 24 | 1.49× | 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
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
