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Builders FirstSource（BLDR）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
Builders FirstSource的季度营收约是RYDER SYSTEM INC的1.1倍（$3.3B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 2.9%，领先0.0%），RYDER SYSTEM INC同比增速更快（1.0% vs -10.1%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $42.7M），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% vs -14.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
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。
BLDR vs R — 直观对比
营收规模更大
BLDR
是对方的1.1倍
$3.1B
营收增速更快
R
高出11.1%
-10.1%
净利率更高
R
高出0.0%
2.9%
自由现金流更多
R
多$230.3M
$42.7M
两年增速更快
R
近两年复合增速
-14.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.1B |
| 净利润 | $96.3M | $93.0M |
| 毛利率 | 28.3% | — |
| 营业利润率 | 0.5% | — |
| 净利率 | 2.9% | 3.0% |
| 营收同比 | -10.1% | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | $0.27 | $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BLDRR
| Q1 26 | $3.3B | $3.1B | ||
| Q4 25 | $3.4B | $3.2B | ||
| Q3 25 | $3.9B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.7B | $3.1B | ||
| Q4 24 | $3.8B | $3.2B | ||
| Q3 24 | $4.2B | $3.2B | ||
| Q2 24 | $4.5B | $3.2B |
净利润BLDRR
| Q1 26 | $96.3M | $93.0M | ||
| Q4 25 | $31.5M | $132.0M | ||
| Q3 25 | $122.4M | $138.0M | ||
| Q2 25 | $185.0M | $131.0M | ||
| Q1 25 | $96.3M | $98.0M | ||
| Q4 24 | $190.2M | $135.0M | ||
| Q3 24 | $284.8M | $142.0M | ||
| Q2 24 | $344.1M | $127.0M |
毛利率BLDRR
| Q1 26 | 28.3% | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 32.8% | — |
营业利润率BLDRR
| Q1 26 | 0.5% | — | ||
| Q4 25 | 1.8% | 5.6% | ||
| Q3 25 | 5.8% | 6.0% | ||
| Q2 25 | 7.4% | 5.8% | ||
| Q1 25 | 5.0% | 4.3% | ||
| Q4 24 | 8.0% | 5.7% | ||
| Q3 24 | 10.1% | 5.9% | ||
| Q2 24 | 11.0% | 5.6% |
净利率BLDRR
| Q1 26 | 2.9% | 3.0% | ||
| Q4 25 | 0.9% | 4.2% | ||
| Q3 25 | 3.1% | 4.4% | ||
| Q2 25 | 4.4% | 4.1% | ||
| Q1 25 | 2.6% | 3.1% | ||
| Q4 24 | 5.0% | 4.2% | ||
| Q3 24 | 6.7% | 4.5% | ||
| Q2 24 | 7.7% | 4.0% |
每股收益（稀释后）BLDRR
| Q1 26 | $0.27 | $2.34 | ||
| Q4 25 | $0.29 | $3.22 | ||
| Q3 25 | $1.10 | $3.32 | ||
| Q2 25 | $1.66 | $3.13 | ||
| Q1 25 | $0.84 | $2.27 | ||
| Q4 24 | $1.65 | $3.09 | ||
| Q3 24 | $2.44 | $3.24 | ||
| Q2 24 | $2.87 | $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 | $98.3M | $182.0M |
| 总债务越低越好 | $24.3M | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $11.3B | — |
| 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BLDRR
| Q1 26 | $98.3M | $182.0M | ||
| Q4 25 | $181.8M | $198.0M | ||
| Q3 25 | $296.2M | $189.0M | ||
| Q2 25 | $87.0M | $180.0M | ||
| Q1 25 | $115.4M | $151.0M | ||
| Q4 24 | $153.6M | $154.0M | ||
| Q3 24 | $328.1M | $162.0M | ||
| Q2 24 | $75.6M | $164.0M |
总债务BLDRR
| Q1 26 | $24.3M | — | ||
| Q4 25 | $4.4B | $6.8B | ||
| Q3 25 | $4.4B | $7.3B | ||
| Q2 25 | $4.7B | $7.0B | ||
| Q1 25 | $4.5B | $6.7B | ||
| Q4 24 | $3.7B | $6.7B | ||
| Q3 24 | $3.7B | $6.6B | ||
| Q2 24 | $3.8B | $6.5B |
股东权益BLDRR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $4.4B | $3.1B | ||
| Q3 25 | $4.3B | $3.1B | ||
| Q2 25 | $4.2B | $3.1B | ||
| Q1 25 | $4.4B | $3.0B | ||
| Q4 24 | $4.3B | $3.1B | ||
| Q3 24 | $4.4B | $3.1B | ||
| Q2 24 | $4.3B | $3.1B |
总资产BLDRR
| Q1 26 | $11.3B | — | ||
| Q4 25 | $11.2B | $16.4B | ||
| Q3 25 | $11.4B | $16.5B | ||
| Q2 25 | $11.5B | $16.5B | ||
| Q1 25 | $11.4B | $16.4B | ||
| Q4 24 | $10.6B | $16.7B | ||
| Q3 24 | $10.9B | $16.5B | ||
| Q2 24 | $10.7B | $16.4B |
负债/权益比BLDRR
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 2.24× | ||
| Q3 25 | 1.03× | 2.35× | ||
| Q2 25 | 1.12× | 2.27× | ||
| Q1 25 | 1.02× | 2.21× | ||
| Q4 24 | 0.86× | 2.14× | ||
| Q3 24 | 0.83× | 2.17× | ||
| Q2 24 | 0.88× | 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 | $87.5M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $42.7M | $273.0M |
| 自由现金流率自由现金流/营收 | 1.3% | 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 | 0.91× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $863.6M | $595.0M |
8季度趋势，按日历期对齐
经营现金流BLDRR
| Q1 26 | $87.5M | $583.0M | ||
| Q4 25 | $194.8M | $749.0M | ||
| Q3 25 | $547.7M | $442.0M | ||
| Q2 25 | $341.0M | $752.0M | ||
| Q1 25 | $132.3M | $651.0M | ||
| Q4 24 | $373.5M | $558.0M | ||
| Q3 24 | $730.0M | $629.0M | ||
| Q2 24 | $452.1M | $552.0M |
自由现金流BLDRR
| Q1 26 | $42.7M | $273.0M | ||
| Q4 25 | $106.7M | $344.0M | ||
| Q3 25 | $461.9M | $-85.0M | ||
| Q2 25 | $252.3M | $63.0M | ||
| Q1 25 | $32.4M | $137.0M | ||
| Q4 24 | $273.8M | $-201.0M | ||
| Q3 24 | $630.4M | $30.0M | ||
| Q2 24 | $364.0M | $-87.0M |
自由现金流率BLDRR
| Q1 26 | 1.3% | 8.7% | ||
| Q4 25 | 3.2% | 10.8% | ||
| Q3 25 | 11.7% | -2.7% | ||
| Q2 25 | 6.0% | 2.0% | ||
| Q1 25 | 0.9% | 4.4% | ||
| Q4 24 | 7.2% | -6.3% | ||
| Q3 24 | 14.9% | 0.9% | ||
| Q2 24 | 8.2% | -2.7% |
资本支出强度BLDRR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.6% | 12.8% | ||
| Q3 25 | 2.2% | 16.6% | ||
| Q2 25 | 2.1% | 21.6% | ||
| Q1 25 | 2.7% | 16.4% | ||
| Q4 24 | 2.6% | 23.8% | ||
| Q3 24 | 2.4% | 18.9% | ||
| Q2 24 | 2.0% | 20.1% |
现金转化率BLDRR
| Q1 26 | 0.91× | 6.27× | ||
| Q4 25 | 6.19× | 5.67× | ||
| Q3 25 | 4.48× | 3.20× | ||
| Q2 25 | 1.84× | 5.74× | ||
| Q1 25 | 1.37× | 6.64× | ||
| Q4 24 | 1.96× | 4.13× | ||
| Q3 24 | 2.56× | 4.43× | ||
| Q2 24 | 1.31× | 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
BLDR
| Windows, doors & millwork | $853.8M | 26% |
| Specialty building products & services | $853.4M | 26% |
| Lumber & lumber sheet goods | $845.4M | 26% |
| Manufactured products | $734.5M | 22% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
