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艾仕得（AXTA）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
艾仕得的季度营收约是RYDER SYSTEM INC的1.6倍（$5.1B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 1.8%，领先1.2%），RYDER SYSTEM INC同比增速更快（1.0% vs -0.6%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $21.0M），过去两年艾仕得的营收复合增速更高（94.5% vs -0.9%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs R — 直观对比
营收规模更大
AXTA
是对方的1.6倍
$3.1B
营收增速更快
R
高出1.6%
-0.6%
净利率更高
R
高出1.2%
1.8%
自由现金流更多
R
多$252.0M
$21.0M
两年增速更快
AXTA
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $3.1B |
| 净利润 | $91.0M | $93.0M |
| 毛利率 | 83.6% | — |
| 营业利润率 | 2.9% | — |
| 净利率 | 1.8% | 3.0% |
| 营收同比 | -0.6% | 1.0% |
| 净利润同比 | -9.1% | -5.1% |
| 每股收益（稀释后） | $0.42 | $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AXTAR
| Q1 26 | $5.1B | $3.1B | ||
| Q4 25 | $1.3B | $3.2B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.3B | $3.1B | ||
| Q4 24 | $1.3B | $3.2B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.4B | $3.2B |
净利润AXTAR
| Q1 26 | $91.0M | $93.0M | ||
| Q4 25 | $60.0M | $132.0M | ||
| Q3 25 | $110.0M | $138.0M | ||
| Q2 25 | $109.0M | $131.0M | ||
| Q1 25 | $99.0M | $98.0M | ||
| Q4 24 | $137.0M | $135.0M | ||
| Q3 24 | $101.0M | $142.0M | ||
| Q2 24 | $112.0M | $127.0M |
毛利率AXTAR
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | — |
营业利润率AXTAR
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | 5.6% | ||
| Q3 25 | 15.8% | 6.0% | ||
| Q2 25 | 14.8% | 5.8% | ||
| Q1 25 | 13.9% | 4.3% | ||
| Q4 24 | 14.3% | 5.7% | ||
| Q3 24 | 14.6% | 5.9% | ||
| Q2 24 | 15.2% | 5.6% |
净利率AXTAR
| Q1 26 | 1.8% | 3.0% | ||
| Q4 25 | 4.8% | 4.2% | ||
| Q3 25 | 8.5% | 4.4% | ||
| Q2 25 | 8.4% | 4.1% | ||
| Q1 25 | 7.8% | 3.1% | ||
| Q4 24 | 10.5% | 4.2% | ||
| Q3 24 | 7.7% | 4.5% | ||
| Q2 24 | 8.3% | 4.0% |
每股收益（稀释后）AXTAR
| Q1 26 | $0.42 | $2.34 | ||
| Q4 25 | $0.28 | $3.22 | ||
| Q3 25 | $0.51 | $3.32 | ||
| Q2 25 | $0.50 | $3.13 | ||
| Q1 25 | $0.45 | $2.27 | ||
| Q4 24 | $0.63 | $3.09 | ||
| Q3 24 | $0.46 | $3.24 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $182.0M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $2.9B |
| 总资产 | $7.6B | — |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTAR
| Q1 26 | $608.0M | $182.0M | ||
| Q4 25 | $657.0M | $198.0M | ||
| Q3 25 | $606.0M | $189.0M | ||
| Q2 25 | $625.0M | $180.0M | ||
| Q1 25 | $575.0M | $151.0M | ||
| Q4 24 | $593.0M | $154.0M | ||
| Q3 24 | $567.0M | $162.0M | ||
| Q2 24 | $840.0M | $164.0M |
总债务AXTAR
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $6.8B | ||
| Q3 25 | $3.4B | $7.3B | ||
| Q2 25 | $3.4B | $7.0B | ||
| Q1 25 | $3.4B | $6.7B | ||
| Q4 24 | $3.4B | $6.7B | ||
| Q3 24 | $3.5B | $6.6B | ||
| Q2 24 | $3.6B | $6.5B |
股东权益AXTAR
| Q1 26 | $2.5B | $2.9B | ||
| Q4 25 | $2.3B | $3.1B | ||
| Q3 25 | $2.3B | $3.1B | ||
| Q2 25 | $2.3B | $3.1B | ||
| Q1 25 | $2.1B | $3.0B | ||
| Q4 24 | $1.9B | $3.1B | ||
| Q3 24 | $1.9B | $3.1B | ||
| Q2 24 | $1.8B | $3.1B |
总资产AXTAR
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $16.4B | ||
| Q3 25 | $7.8B | $16.5B | ||
| Q2 25 | $7.8B | $16.5B | ||
| Q1 25 | $7.4B | $16.4B | ||
| Q4 24 | $7.2B | $16.7B | ||
| Q3 24 | $7.5B | $16.5B | ||
| Q2 24 | $7.3B | $16.4B |
负债/权益比AXTAR
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | 2.24× | ||
| Q3 25 | 1.48× | 2.35× | ||
| Q2 25 | 1.50× | 2.27× | ||
| Q1 25 | 1.64× | 2.21× | ||
| Q4 24 | 1.78× | 2.14× | ||
| Q3 24 | 1.84× | 2.17× | ||
| Q2 24 | 2.02× | 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 | $21.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 0.4% | 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 | $491.0M | $595.0M |
8季度趋势，按日历期对齐
经营现金流AXTAR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $344.0M | $749.0M | ||
| Q3 25 | $137.0M | $442.0M | ||
| Q2 25 | $142.0M | $752.0M | ||
| Q1 25 | $26.0M | $651.0M | ||
| Q4 24 | $234.0M | $558.0M | ||
| Q3 24 | $194.0M | $629.0M | ||
| Q2 24 | $114.0M | $552.0M |
自由现金流AXTAR
| Q1 26 | $21.0M | $273.0M | ||
| Q4 25 | $286.0M | $344.0M | ||
| Q3 25 | $87.0M | $-85.0M | ||
| Q2 25 | $97.0M | $63.0M | ||
| Q1 25 | $-17.0M | $137.0M | ||
| Q4 24 | $172.0M | $-201.0M | ||
| Q3 24 | $161.0M | $30.0M | ||
| Q2 24 | $91.0M | $-87.0M |
自由现金流率AXTAR
| Q1 26 | 0.4% | 8.7% | ||
| Q4 25 | 22.7% | 10.8% | ||
| Q3 25 | 6.8% | -2.7% | ||
| Q2 25 | 7.4% | 2.0% | ||
| Q1 25 | -1.3% | 4.4% | ||
| Q4 24 | 13.1% | -6.3% | ||
| Q3 24 | 12.2% | 0.9% | ||
| Q2 24 | 6.7% | -2.7% |
资本支出强度AXTAR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 4.6% | 12.8% | ||
| Q3 25 | 3.9% | 16.6% | ||
| Q2 25 | 3.4% | 21.6% | ||
| Q1 25 | 3.4% | 16.4% | ||
| Q4 24 | 4.7% | 23.8% | ||
| Q3 24 | 2.5% | 18.9% | ||
| Q2 24 | 1.7% | 20.1% |
现金转化率AXTAR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 5.73× | 5.67× | ||
| Q3 25 | 1.25× | 3.20× | ||
| Q2 25 | 1.30× | 5.74× | ||
| Q1 25 | 0.26× | 6.64× | ||
| Q4 24 | 1.71× | 4.13× | ||
| Q3 24 | 1.92× | 4.43× | ||
| Q2 24 | 1.02× | 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
AXTA
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% |
