vs
波士顿科学（BSX）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
波士顿科学的季度营收约是RYDER SYSTEM INC的1.7倍（$5.2B vs $3.1B），波士顿科学净利率更高（25.7% vs 3.0%，领先22.8%），波士顿科学同比增速更快（11.6% vs 1.0%），过去两年波士顿科学的营收复合增速更高（12.4% vs -0.9%）
波士顿科学是一家美国跨国生物科技与生物医学工程企业，专注于介入医学领域医疗设备的研发生产，产品覆盖介入心内科、介入放射科、神经调控、肿瘤、泌尿、妇科、内镜、心脏及血管外科等多个专科诊疗场景。
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。
BSX vs R — 直观对比
营收规模更大
BSX
是对方的1.7倍
$3.1B
营收增速更快
BSX
高出10.6%
1.0%
净利率更高
BSX
高出22.8%
3.0%
两年增速更快
BSX
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $3.1B |
| 净利润 | $1.3B | $93.0M |
| 毛利率 | 69.5% | — |
| 营业利润率 | — | — |
| 净利率 | 25.7% | 3.0% |
| 营收同比 | 11.6% | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | $0.90 | $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BSXR
| Q1 26 | $5.2B | $3.1B | ||
| Q4 25 | $5.3B | $3.2B | ||
| Q3 25 | $5.1B | $3.2B | ||
| Q2 25 | $5.1B | $3.2B | ||
| Q1 25 | $4.7B | $3.1B | ||
| Q4 24 | $4.6B | $3.2B | ||
| Q3 24 | $4.2B | $3.2B | ||
| Q2 24 | $4.1B | $3.2B |
净利润BSXR
| Q1 26 | $1.3B | $93.0M | ||
| Q4 25 | $670.0M | $132.0M | ||
| Q3 25 | $755.0M | $138.0M | ||
| Q2 25 | $795.0M | $131.0M | ||
| Q1 25 | $672.0M | $98.0M | ||
| Q4 24 | $563.0M | $135.0M | ||
| Q3 24 | $468.0M | $142.0M | ||
| Q2 24 | $322.0M | $127.0M |
毛利率BSXR
| Q1 26 | 69.5% | — | ||
| Q4 25 | 69.6% | — | ||
| Q3 25 | 69.9% | — | ||
| Q2 25 | 67.7% | — | ||
| Q1 25 | 68.8% | — | ||
| Q4 24 | 67.8% | — | ||
| Q3 24 | 68.8% | — | ||
| Q2 24 | 69.2% | — |
营业利润率BSXR
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 5.6% | ||
| Q3 25 | 20.7% | 6.0% | ||
| Q2 25 | 16.2% | 5.8% | ||
| Q1 25 | 19.8% | 4.3% | ||
| Q4 24 | 14.8% | 5.7% | ||
| Q3 24 | 17.4% | 5.9% | ||
| Q2 24 | 12.6% | 5.6% |
净利率BSXR
| Q1 26 | 25.7% | 3.0% | ||
| Q4 25 | 12.7% | 4.2% | ||
| Q3 25 | 14.9% | 4.4% | ||
| Q2 25 | 15.7% | 4.1% | ||
| Q1 25 | 14.4% | 3.1% | ||
| Q4 24 | 12.3% | 4.2% | ||
| Q3 24 | 11.1% | 4.5% | ||
| Q2 24 | 7.8% | 4.0% |
每股收益（稀释后）BSXR
| Q1 26 | $0.90 | $2.34 | ||
| Q4 25 | $0.45 | $3.22 | ||
| Q3 25 | $0.51 | $3.32 | ||
| Q2 25 | $0.53 | $3.13 | ||
| Q1 25 | $0.45 | $2.27 | ||
| Q4 24 | $0.38 | $3.09 | ||
| Q3 24 | $0.32 | $3.24 | ||
| Q2 24 | $0.22 | $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 | — | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | — | — |
| 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BSXR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $2.0B | $198.0M | ||
| Q3 25 | $1.3B | $189.0M | ||
| Q2 25 | $534.0M | $180.0M | ||
| Q1 25 | $725.0M | $151.0M | ||
| Q4 24 | $414.0M | $154.0M | ||
| Q3 24 | $2.5B | $162.0M | ||
| Q2 24 | $2.9B | $164.0M |
总债务BSXR
| Q1 26 | — | — | ||
| Q4 25 | $11.1B | $6.8B | ||
| Q3 25 | $11.1B | $7.3B | ||
| Q2 25 | $11.1B | $7.0B | ||
| Q1 25 | $10.5B | $6.7B | ||
| Q4 24 | $9.0B | $6.7B | ||
| Q3 24 | $9.2B | $6.6B | ||
| Q2 24 | $9.0B | $6.5B |
股东权益BSXR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $24.2B | $3.1B | ||
| Q3 25 | $23.4B | $3.1B | ||
| Q2 25 | $22.4B | $3.1B | ||
| Q1 25 | $22.2B | $3.0B | ||
| Q4 24 | $21.8B | $3.1B | ||
| Q3 24 | $20.7B | $3.1B | ||
| Q2 24 | $20.4B | $3.1B |
总资产BSXR
| Q1 26 | — | — | ||
| Q4 25 | $43.7B | $16.4B | ||
| Q3 25 | $42.7B | $16.5B | ||
| Q2 25 | $41.6B | $16.5B | ||
| Q1 25 | $40.1B | $16.4B | ||
| Q4 24 | $39.4B | $16.7B | ||
| Q3 24 | $38.1B | $16.5B | ||
| Q2 24 | $37.1B | $16.4B |
负债/权益比BSXR
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 2.24× | ||
| Q3 25 | 0.48× | 2.35× | ||
| Q2 25 | 0.50× | 2.27× | ||
| Q1 25 | 0.47× | 2.21× | ||
| Q4 24 | 0.41× | 2.14× | ||
| Q3 24 | 0.45× | 2.17× | ||
| Q2 24 | 0.44× | 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 | — | 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BSXR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $1.4B | $749.0M | ||
| Q3 25 | $1.3B | $442.0M | ||
| Q2 25 | $1.3B | $752.0M | ||
| Q1 25 | $541.0M | $651.0M | ||
| Q4 24 | $1.5B | $558.0M | ||
| Q3 24 | $1.0B | $629.0M | ||
| Q2 24 | $813.0M | $552.0M |
自由现金流BSXR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $1.0B | $344.0M | ||
| Q3 25 | $1.2B | $-85.0M | ||
| Q2 25 | $1.1B | $63.0M | ||
| Q1 25 | $354.0M | $137.0M | ||
| Q4 24 | $1.2B | $-201.0M | ||
| Q3 24 | $823.0M | $30.0M | ||
| Q2 24 | $658.0M | $-87.0M |
自由现金流率BSXR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 19.2% | 10.8% | ||
| Q3 25 | 22.9% | -2.7% | ||
| Q2 25 | 22.3% | 2.0% | ||
| Q1 25 | 7.6% | 4.4% | ||
| Q4 24 | 25.8% | -6.3% | ||
| Q3 24 | 19.6% | 0.9% | ||
| Q2 24 | 16.0% | -2.7% |
资本支出强度BSXR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 6.6% | 12.8% | ||
| Q3 25 | 3.6% | 16.6% | ||
| Q2 25 | 3.1% | 21.6% | ||
| Q1 25 | 4.0% | 16.4% | ||
| Q4 24 | 6.1% | 23.8% | ||
| Q3 24 | 4.3% | 18.9% | ||
| Q2 24 | 3.8% | 20.1% |
现金转化率BSXR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.04× | 5.67× | ||
| Q3 25 | 1.78× | 3.20× | ||
| Q2 25 | 1.62× | 5.74× | ||
| Q1 25 | 0.81× | 6.64× | ||
| Q4 24 | 2.59× | 4.13× | ||
| Q3 24 | 2.14× | 4.43× | ||
| Q2 24 | 2.52× | 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
BSX
| Cardiovascular | $3.5B | 67% |
| Endoscopy | $736.0M | 14% |
| Urology | $646.0M | 12% |
| Neuromodulation | $318.0M | 6% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
