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美国艺电（EA）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
RYDER SYSTEM INC的季度营收约是美国艺电的1.6倍（$3.1B vs $1.9B），美国艺电净利率更高（4.6% vs 3.0%，领先1.7%），RYDER SYSTEM INC同比增速更快（1.0% vs 1.0%），过去两年美国艺电的营收复合增速更高（3.4% vs -0.9%）
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
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。
EA vs R — 直观对比
营收规模更大
R
是对方的1.6倍
$1.9B
营收增速更快
R
高出0.0%
1.0%
净利率更高
EA
高出1.7%
3.0%
两年增速更快
EA
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.1B |
| 净利润 | $88.0M | $93.0M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | — |
| 净利率 | 4.6% | 3.0% |
| 营收同比 | 1.0% | 1.0% |
| 净利润同比 | -70.0% | -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EAR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.9B | $3.1B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $2.0B | $3.2B | ||
| Q2 24 | $1.7B | $3.2B |
净利润EAR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $88.0M | $132.0M | ||
| Q3 25 | $137.0M | $138.0M | ||
| Q2 25 | $201.0M | $131.0M | ||
| Q1 25 | $254.0M | $98.0M | ||
| Q4 24 | $293.0M | $135.0M | ||
| Q3 24 | $294.0M | $142.0M | ||
| Q2 24 | $280.0M | $127.0M |
毛利率EAR
| Q1 26 | — | — | ||
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — |
营业利润率EAR
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 5.6% | ||
| Q3 25 | 10.9% | 6.0% | ||
| Q2 25 | 16.2% | 5.8% | ||
| Q1 25 | 20.8% | 4.3% | ||
| Q4 24 | 20.0% | 5.7% | ||
| Q3 24 | 19.0% | 5.9% | ||
| Q2 24 | 21.9% | 5.6% |
净利率EAR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 4.6% | 4.2% | ||
| Q3 25 | 7.4% | 4.4% | ||
| Q2 25 | 12.0% | 4.1% | ||
| Q1 25 | 13.4% | 3.1% | ||
| Q4 24 | 15.6% | 4.2% | ||
| Q3 24 | 14.5% | 4.5% | ||
| Q2 24 | 16.9% | 4.0% |
每股收益（稀释后）EAR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.35 | $3.22 | ||
| Q3 25 | $0.54 | $3.32 | ||
| Q2 25 | $0.79 | $3.13 | ||
| Q1 25 | $0.99 | $2.27 | ||
| Q4 24 | $1.11 | $3.09 | ||
| Q3 24 | $1.11 | $3.24 | ||
| Q2 24 | $1.04 | $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 | $2.8B | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $2.9B |
| 总资产 | $13.3B | — |
| 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EAR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $2.8B | $198.0M | ||
| Q3 25 | $1.1B | $189.0M | ||
| Q2 25 | $1.5B | $180.0M | ||
| Q1 25 | $2.1B | $151.0M | ||
| Q4 24 | $2.8B | $154.0M | ||
| Q3 24 | $2.2B | $162.0M | ||
| Q2 24 | $2.4B | $164.0M |
总债务EAR
| 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EAR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $6.2B | $3.1B | ||
| Q3 25 | $6.0B | $3.1B | ||
| Q2 25 | $6.1B | $3.1B | ||
| Q1 25 | $6.4B | $3.0B | ||
| Q4 24 | $7.4B | $3.1B | ||
| Q3 24 | $7.4B | $3.1B | ||
| Q2 24 | $7.4B | $3.1B |
总资产EAR
| Q1 26 | — | — | ||
| Q4 25 | $13.3B | $16.4B | ||
| Q3 25 | $11.9B | $16.5B | ||
| Q2 25 | $11.7B | $16.5B | ||
| Q1 25 | $12.4B | $16.4B | ||
| Q4 24 | $13.5B | $16.7B | ||
| Q3 24 | $13.1B | $16.5B | ||
| Q2 24 | $12.7B | $16.4B |
负债/权益比EAR
| 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 | $1.8B | $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 | 20.75× | 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EAR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $1.8B | $749.0M | ||
| Q3 25 | $130.0M | $442.0M | ||
| Q2 25 | $17.0M | $752.0M | ||
| Q1 25 | $549.0M | $651.0M | ||
| Q4 24 | $1.2B | $558.0M | ||
| Q3 24 | $234.0M | $629.0M | ||
| Q2 24 | $120.0M | $552.0M |
自由现金流EAR
| Q1 26 | — | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $-85.0M | ||
| Q2 25 | — | $63.0M | ||
| Q1 25 | — | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | — | $30.0M | ||
| Q2 24 | — | $-87.0M |
自由现金流率EAR
| Q1 26 | — | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | -2.7% |
资本支出强度EAR
| Q1 26 | — | 13.7% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 16.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 20.1% |
现金转化率EAR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 20.75× | 5.67× | ||
| Q3 25 | 0.95× | 3.20× | ||
| Q2 25 | 0.08× | 5.74× | ||
| Q1 25 | 2.16× | 6.64× | ||
| Q4 24 | 4.01× | 4.13× | ||
| Q3 24 | 0.80× | 4.43× | ||
| Q2 24 | 0.43× | 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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
