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碧迪（BDX）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
碧迪的季度营收约是RYDER SYSTEM INC的1.7倍（$5.3B vs $3.1B），碧迪净利率更高（7.3% vs 3.0%，领先4.3%），RYDER SYSTEM INC同比增速更快（1.0% vs -0.4%），碧迪自由现金流更多（$549.0M vs $273.0M），过去两年碧迪的营收复合增速更高（2.0% vs -0.9%）
碧迪（Becton Dickinson）是美国跨国医疗科技企业，核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品，同时在特定领域提供专业咨询及数据分析服务，业务覆盖全球多国，在全球医疗技术领域具备领先地位。
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。
BDX vs R — 直观对比
营收规模更大
BDX
是对方的1.7倍
$3.1B
营收增速更快
R
高出1.4%
-0.4%
净利率更高
BDX
高出4.3%
3.0%
自由现金流更多
BDX
多$276.0M
$273.0M
两年增速更快
BDX
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.1B |
| 净利润 | $382.0M | $93.0M |
| 毛利率 | 45.9% | — |
| 营业利润率 | 10.5% | — |
| 净利率 | 7.3% | 3.0% |
| 营收同比 | -0.4% | 1.0% |
| 净利润同比 | 24.0% | -5.1% |
| 每股收益（稀释后） | $1.34 | $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BDXR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.3B | $3.2B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.3B | $3.1B | ||
| Q4 24 | $5.2B | $3.2B | ||
| Q3 24 | $5.4B | $3.2B | ||
| Q2 24 | $5.0B | $3.2B |
净利润BDXR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $382.0M | $132.0M | ||
| Q3 25 | $493.0M | $138.0M | ||
| Q2 25 | $574.0M | $131.0M | ||
| Q1 25 | $308.0M | $98.0M | ||
| Q4 24 | $303.0M | $135.0M | ||
| Q3 24 | $400.0M | $142.0M | ||
| Q2 24 | $487.0M | $127.0M |
毛利率BDXR
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.5% | — | ||
| Q2 25 | 47.8% | — | ||
| Q1 25 | 42.8% | — | ||
| Q4 24 | 43.2% | — | ||
| Q3 24 | 45.7% | — | ||
| Q2 24 | 46.2% | — |
营业利润率BDXR
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 5.6% | ||
| Q3 25 | 11.8% | 6.0% | ||
| Q2 25 | 16.0% | 5.8% | ||
| Q1 25 | 10.4% | 4.3% | ||
| Q4 24 | 8.8% | 5.7% | ||
| Q3 24 | 11.4% | 5.9% | ||
| Q2 24 | 12.1% | 5.6% |
净利率BDXR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 7.3% | 4.2% | ||
| Q3 25 | 8.4% | 4.4% | ||
| Q2 25 | 10.4% | 4.1% | ||
| Q1 25 | 5.8% | 3.1% | ||
| Q4 24 | 5.9% | 4.2% | ||
| Q3 24 | 7.4% | 4.5% | ||
| Q2 24 | 9.8% | 4.0% |
每股收益（稀释后）BDXR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.34 | $3.22 | ||
| Q3 25 | $1.71 | $3.32 | ||
| Q2 25 | $2.00 | $3.13 | ||
| Q1 25 | $1.07 | $2.27 | ||
| Q4 24 | $1.04 | $3.09 | ||
| Q3 24 | $1.37 | $3.24 | ||
| Q2 24 | $1.68 | $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 | $740.0M | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $25.3B | $2.9B |
| 总资产 | $54.8B | — |
| 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BDXR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $740.0M | $198.0M | ||
| Q3 25 | $641.0M | $189.0M | ||
| Q2 25 | $735.0M | $180.0M | ||
| Q1 25 | $667.0M | $151.0M | ||
| Q4 24 | $711.0M | $154.0M | ||
| Q3 24 | $1.7B | $162.0M | ||
| Q2 24 | $4.5B | $164.0M |
总债务BDXR
| 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BDXR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $25.3B | $3.1B | ||
| Q3 25 | $25.4B | $3.1B | ||
| Q2 25 | $25.5B | $3.1B | ||
| Q1 25 | $25.2B | $3.0B | ||
| Q4 24 | $25.2B | $3.1B | ||
| Q3 24 | $25.9B | $3.1B | ||
| Q2 24 | $25.9B | $3.1B |
总资产BDXR
| Q1 26 | — | — | ||
| Q4 25 | $54.8B | $16.4B | ||
| Q3 25 | $55.3B | $16.5B | ||
| Q2 25 | $54.9B | $16.5B | ||
| Q1 25 | $54.5B | $16.4B | ||
| Q4 24 | $54.7B | $16.7B | ||
| Q3 24 | $57.3B | $16.5B | ||
| Q2 24 | $55.6B | $16.4B |
负债/权益比BDXR
| 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 | $657.0M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 10.5% | 8.7% |
| 资本支出强度资本支出/营收 | 2.1% | 13.7% |
| 现金转化率经营现金流/净利润 | 1.72× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $2.6B | $595.0M |
8季度趋势，按日历期对齐
经营现金流BDXR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $657.0M | $749.0M | ||
| Q3 25 | $1.4B | $442.0M | ||
| Q2 25 | $1.2B | $752.0M | ||
| Q1 25 | $164.0M | $651.0M | ||
| Q4 24 | $693.0M | $558.0M | ||
| Q3 24 | $1.2B | $629.0M | ||
| Q2 24 | $1.3B | $552.0M |
自由现金流BDXR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $549.0M | $344.0M | ||
| Q3 25 | $1.0B | $-85.0M | ||
| Q2 25 | $1.0B | $63.0M | ||
| Q1 25 | $35.0M | $137.0M | ||
| Q4 24 | $588.0M | $-201.0M | ||
| Q3 24 | $882.0M | $30.0M | ||
| Q2 24 | $1.1B | $-87.0M |
自由现金流率BDXR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 10.5% | 10.8% | ||
| Q3 25 | 17.0% | -2.7% | ||
| Q2 25 | 19.0% | 2.0% | ||
| Q1 25 | 0.7% | 4.4% | ||
| Q4 24 | 11.4% | -6.3% | ||
| Q3 24 | 16.2% | 0.9% | ||
| Q2 24 | 22.4% | -2.7% |
资本支出强度BDXR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.1% | 12.8% | ||
| Q3 25 | 6.0% | 16.6% | ||
| Q2 25 | 3.2% | 21.6% | ||
| Q1 25 | 2.4% | 16.4% | ||
| Q4 24 | 2.0% | 23.8% | ||
| Q3 24 | 5.4% | 18.9% | ||
| Q2 24 | 3.6% | 20.1% |
现金转化率BDXR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.72× | 5.67× | ||
| Q3 25 | 2.75× | 3.20× | ||
| Q2 25 | 2.12× | 5.74× | ||
| Q1 25 | 0.53× | 6.64× | ||
| Q4 24 | 2.29× | 4.13× | ||
| Q3 24 | 2.94× | 4.43× | ||
| Q2 24 | 2.66× | 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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
