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邦吉（BG）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
邦吉的季度营收约是RYDER SYSTEM INC的7.0倍（$21.9B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 0.3%，领先2.7%），邦吉同比增速更快（43.4% vs 1.0%），过去两年邦吉的营收复合增速更高（142.0% vs -0.9%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
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。
BG vs R — 直观对比
营收规模更大
BG
是对方的7.0倍
$3.1B
营收增速更快
BG
高出42.4%
1.0%
净利率更高
R
高出2.7%
0.3%
两年增速更快
BG
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $21.9B | $3.1B |
| 净利润 | $68.0M | $93.0M |
| 毛利率 | 3.5% | — |
| 营业利润率 | — | — |
| 净利率 | 0.3% | 3.0% |
| 营收同比 | 43.4% | 1.0% |
| 净利润同比 | -66.2% | -5.1% |
| 每股收益（稀释后） | $0.35 | $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BGR
| Q1 26 | $21.9B | $3.1B | ||
| Q4 25 | $4.9B | $3.2B | ||
| Q3 25 | $4.4B | $3.2B | ||
| Q2 25 | $4.0B | $3.2B | ||
| Q1 25 | $3.7B | $3.1B | ||
| Q4 24 | $4.0B | $3.2B | ||
| Q3 24 | $3.9B | $3.2B | ||
| Q2 24 | $3.7B | $3.2B |
净利润BGR
| Q1 26 | $68.0M | $93.0M | ||
| Q4 25 | $95.0M | $132.0M | ||
| Q3 25 | $166.0M | $138.0M | ||
| Q2 25 | $354.0M | $131.0M | ||
| Q1 25 | $201.0M | $98.0M | ||
| Q4 24 | $602.0M | $135.0M | ||
| Q3 24 | $221.0M | $142.0M | ||
| Q2 24 | $70.0M | $127.0M |
毛利率BGR
| Q1 26 | 3.5% | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 16.3% | — | ||
| Q4 24 | 27.0% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 17.8% | — |
营业利润率BGR
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 5.6% | ||
| Q3 25 | 6.2% | 6.0% | ||
| Q2 25 | 12.3% | 5.8% | ||
| Q1 25 | 7.8% | 4.3% | ||
| Q4 24 | 18.3% | 5.7% | ||
| Q3 24 | 8.3% | 5.9% | ||
| Q2 24 | 2.8% | 5.6% |
净利率BGR
| Q1 26 | 0.3% | 3.0% | ||
| Q4 25 | 1.9% | 4.2% | ||
| Q3 25 | 3.8% | 4.4% | ||
| Q2 25 | 8.8% | 4.1% | ||
| Q1 25 | 5.5% | 3.1% | ||
| Q4 24 | 15.0% | 4.2% | ||
| Q3 24 | 5.7% | 4.5% | ||
| Q2 24 | 1.9% | 4.0% |
每股收益（稀释后）BGR
| Q1 26 | $0.35 | $2.34 | ||
| Q4 25 | $-0.02 | $3.22 | ||
| Q3 25 | $0.84 | $3.32 | ||
| Q2 25 | $2.61 | $3.13 | ||
| Q1 25 | $1.48 | $2.27 | ||
| Q4 24 | $4.27 | $3.09 | ||
| Q3 24 | $1.56 | $3.24 | ||
| Q2 24 | $0.48 | $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 | $839.0M | $182.0M |
| 总债务越低越好 | $13.2B | — |
| 股东权益账面价值 | $17.4B | $2.9B |
| 总资产 | $47.6B | — |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资BGR
| Q1 26 | $839.0M | $182.0M | ||
| Q4 25 | $2.0B | $198.0M | ||
| Q3 25 | $3.2B | $189.0M | ||
| Q2 25 | $7.1B | $180.0M | ||
| Q1 25 | $3.9B | $151.0M | ||
| Q4 24 | $3.8B | $154.0M | ||
| Q3 24 | $3.0B | $162.0M | ||
| Q2 24 | $1.3B | $164.0M |
总债务BGR
| Q1 26 | $13.2B | — | ||
| Q4 25 | $10.2B | $6.8B | ||
| Q3 25 | $11.1B | $7.3B | ||
| Q2 25 | $7.7B | $7.0B | ||
| Q1 25 | $5.4B | $6.7B | ||
| Q4 24 | $5.4B | $6.7B | ||
| Q3 24 | $5.4B | $6.6B | ||
| Q2 24 | $4.1B | $6.5B |
股东权益BGR
| Q1 26 | $17.4B | $2.9B | ||
| Q4 25 | $15.9B | $3.1B | ||
| Q3 25 | $15.8B | $3.1B | ||
| Q2 25 | $10.9B | $3.1B | ||
| Q1 25 | $10.6B | $3.0B | ||
| Q4 24 | $9.9B | $3.1B | ||
| Q3 24 | $10.1B | $3.1B | ||
| Q2 24 | $10.0B | $3.1B |
总资产BGR
| Q1 26 | $47.6B | — | ||
| Q4 25 | $44.5B | $16.4B | ||
| Q3 25 | $46.3B | $16.5B | ||
| Q2 25 | $31.2B | $16.5B | ||
| Q1 25 | $26.7B | $16.4B | ||
| Q4 24 | $24.9B | $16.7B | ||
| Q3 24 | $25.3B | $16.5B | ||
| Q2 24 | $24.4B | $16.4B |
负债/权益比BGR
| Q1 26 | 0.76× | — | ||
| Q4 25 | 0.64× | 2.24× | ||
| Q3 25 | 0.71× | 2.35× | ||
| Q2 25 | 0.71× | 2.27× | ||
| Q1 25 | 0.51× | 2.21× | ||
| Q4 24 | 0.54× | 2.14× | ||
| Q3 24 | 0.54× | 2.17× | ||
| Q2 24 | 0.41× | 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 | — | $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 | 1.5% | 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 | — | $595.0M |
8季度趋势，按日历期对齐
经营现金流BGR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $1.3B | $749.0M | ||
| Q3 25 | $854.0M | $442.0M | ||
| Q2 25 | $-1.1B | $752.0M | ||
| Q1 25 | $-285.0M | $651.0M | ||
| Q4 24 | $1.1B | $558.0M | ||
| Q3 24 | $1.3B | $629.0M | ||
| Q2 24 | $-1.5B | $552.0M |
自由现金流BGR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $809.0M | $344.0M | ||
| Q3 25 | $385.0M | $-85.0M | ||
| Q2 25 | $-1.5B | $63.0M | ||
| Q1 25 | $-595.0M | $137.0M | ||
| Q4 24 | $564.0M | $-201.0M | ||
| Q3 24 | $973.0M | $30.0M | ||
| Q2 24 | $-1.8B | $-87.0M |
自由现金流率BGR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 16.6% | 10.8% | ||
| Q3 25 | 8.8% | -2.7% | ||
| Q2 25 | -36.8% | 2.0% | ||
| Q1 25 | -16.2% | 4.4% | ||
| Q4 24 | 14.1% | -6.3% | ||
| Q3 24 | 25.1% | 0.9% | ||
| Q2 24 | -47.4% | -2.7% |
资本支出强度BGR
| Q1 26 | 1.5% | 13.7% | ||
| Q4 25 | 11.0% | 12.8% | ||
| Q3 25 | 10.7% | 16.6% | ||
| Q2 25 | 10.1% | 21.6% | ||
| Q1 25 | 8.5% | 16.4% | ||
| Q4 24 | 12.2% | 23.8% | ||
| Q3 24 | 9.1% | 18.9% | ||
| Q2 24 | 8.0% | 20.1% |
现金转化率BGR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 14.18× | 5.67× | ||
| Q3 25 | 5.14× | 3.20× | ||
| Q2 25 | -3.03× | 5.74× | ||
| Q1 25 | -1.42× | 6.64× | ||
| Q4 24 | 1.75× | 4.13× | ||
| Q3 24 | 6.00× | 4.43× | ||
| Q2 24 | -21.06× | 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
BG
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% |
