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通用电气医疗（GEHC）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
通用电气医疗的季度营收约是RYDER SYSTEM INC的1.6倍（$5.1B vs $3.1B），通用电气医疗净利率更高（8.0% vs 3.0%，领先5.0%），通用电气医疗同比增速更快（7.4% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $112.0M），过去两年通用电气医疗的营收复合增速更高（3.0% vs -0.9%）
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，旗下设四大业务板块：医学影像（含分子成像、CT、核磁共振、女性健康筛查、X射线系统）、超声、患者护理解决方案（聚焦远程患者监测、麻醉呼吸护理、心脏病诊断、婴幼儿照护）及制药诊断业务。
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。
GEHC vs R — 直观对比
营收规模更大
GEHC
是对方的1.6倍
$3.1B
营收增速更快
GEHC
高出6.4%
1.0%
净利率更高
GEHC
高出5.0%
3.0%
自由现金流更多
R
多$161.0M
$112.0M
两年增速更快
GEHC
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $3.1B |
| 净利润 | $411.0M | $93.0M |
| 毛利率 | 38.5% | — |
| 营业利润率 | 10.0% | — |
| 净利率 | 8.0% | 3.0% |
| 营收同比 | 7.4% | 1.0% |
| 净利润同比 | -31.0% | -5.1% |
| 每股收益（稀释后） | $0.85 | $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GEHCR
| Q1 26 | $5.1B | $3.1B | ||
| Q4 25 | $5.7B | $3.2B | ||
| Q3 25 | $5.1B | $3.2B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $3.1B | ||
| Q4 24 | $5.3B | $3.2B | ||
| Q3 24 | $4.9B | $3.2B | ||
| Q2 24 | $4.8B | $3.2B |
净利润GEHCR
| Q1 26 | $411.0M | $93.0M | ||
| Q4 25 | $588.0M | $132.0M | ||
| Q3 25 | $446.0M | $138.0M | ||
| Q2 25 | $486.0M | $131.0M | ||
| Q1 25 | $564.0M | $98.0M | ||
| Q4 24 | $721.0M | $135.0M | ||
| Q3 24 | $470.0M | $142.0M | ||
| Q2 24 | $428.0M | $127.0M |
毛利率GEHCR
| Q1 26 | 38.5% | — | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.6% | — | ||
| Q1 25 | 42.1% | — | ||
| Q4 24 | 42.8% | — | ||
| Q3 24 | 41.7% | — | ||
| Q2 24 | 41.4% | — |
营业利润率GEHCR
| Q1 26 | 10.0% | — | ||
| Q4 25 | 14.5% | 5.6% | ||
| Q3 25 | 12.7% | 6.0% | ||
| Q2 25 | 13.1% | 5.8% | ||
| Q1 25 | 13.2% | 4.3% | ||
| Q4 24 | 15.1% | 5.7% | ||
| Q3 24 | 13.9% | 5.9% | ||
| Q2 24 | 12.6% | 5.6% |
净利率GEHCR
| Q1 26 | 8.0% | 3.0% | ||
| Q4 25 | 10.3% | 4.2% | ||
| Q3 25 | 8.7% | 4.4% | ||
| Q2 25 | 9.7% | 4.1% | ||
| Q1 25 | 11.8% | 3.1% | ||
| Q4 24 | 13.6% | 4.2% | ||
| Q3 24 | 9.7% | 4.5% | ||
| Q2 24 | 8.8% | 4.0% |
每股收益（稀释后）GEHCR
| Q1 26 | $0.85 | $2.34 | ||
| Q4 25 | $1.28 | $3.22 | ||
| Q3 25 | $0.98 | $3.32 | ||
| Q2 25 | $1.06 | $3.13 | ||
| Q1 25 | $1.23 | $2.27 | ||
| Q4 24 | $1.58 | $3.09 | ||
| Q3 24 | $1.02 | $3.24 | ||
| Q2 24 | $0.93 | $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 | $10.1B | — |
| 股东权益账面价值 | $10.7B | $2.9B |
| 总资产 | $37.1B | — |
| 负债/权益比越低杠杆越低 | 0.95× | — |
8季度趋势，按日历期对齐
现金及短期投资GEHCR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $4.5B | $198.0M | ||
| Q3 25 | $4.0B | $189.0M | ||
| Q2 25 | $3.7B | $180.0M | ||
| Q1 25 | $2.5B | $151.0M | ||
| Q4 24 | $2.9B | $154.0M | ||
| Q3 24 | $3.5B | $162.0M | ||
| Q2 24 | $2.0B | $164.0M |
总债务GEHCR
| Q1 26 | $10.1B | — | ||
| Q4 25 | $10.0B | $6.8B | ||
| Q3 25 | $10.3B | $7.3B | ||
| Q2 25 | $10.3B | $7.0B | ||
| Q1 25 | $8.8B | $6.7B | ||
| Q4 24 | $9.0B | $6.7B | ||
| Q3 24 | $10.3B | $6.6B | ||
| Q2 24 | $9.2B | $6.5B |
股东权益GEHCR
| Q1 26 | $10.7B | $2.9B | ||
| Q4 25 | $10.4B | $3.1B | ||
| Q3 25 | $10.0B | $3.1B | ||
| Q2 25 | $9.7B | $3.1B | ||
| Q1 25 | $9.2B | $3.0B | ||
| Q4 24 | $8.4B | $3.1B | ||
| Q3 24 | $8.3B | $3.1B | ||
| Q2 24 | $7.8B | $3.1B |
总资产GEHCR
| Q1 26 | $37.1B | — | ||
| Q4 25 | $36.9B | $16.4B | ||
| Q3 25 | $36.1B | $16.5B | ||
| Q2 25 | $35.5B | $16.5B | ||
| Q1 25 | $33.6B | $16.4B | ||
| Q4 24 | $33.1B | $16.7B | ||
| Q3 24 | $33.9B | $16.5B | ||
| Q2 24 | $31.9B | $16.4B |
负债/权益比GEHCR
| Q1 26 | 0.95× | — | ||
| Q4 25 | 0.96× | 2.24× | ||
| Q3 25 | 1.03× | 2.35× | ||
| Q2 25 | 1.06× | 2.27× | ||
| Q1 25 | 0.95× | 2.21× | ||
| Q4 24 | 1.06× | 2.14× | ||
| Q3 24 | 1.24× | 2.17× | ||
| Q2 24 | 1.18× | 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 | $112.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 2.2% | 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GEHCR
| Q1 26 | — | $583.0M | ||
| Q4 25 | — | $749.0M | ||
| Q3 25 | — | $442.0M | ||
| Q2 25 | $94.0M | $752.0M | ||
| Q1 25 | $250.0M | $651.0M | ||
| Q4 24 | — | $558.0M | ||
| Q3 24 | — | $629.0M | ||
| Q2 24 | $-119.0M | $552.0M |
自由现金流GEHCR
| Q1 26 | $112.0M | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $-85.0M | ||
| Q2 25 | $8.0M | $63.0M | ||
| Q1 25 | $98.0M | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | — | $30.0M | ||
| Q2 24 | $-183.0M | $-87.0M |
自由现金流率GEHCR
| Q1 26 | 2.2% | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 2.1% | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | -3.8% | -2.7% |
资本支出强度GEHCR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.4% | 12.8% | ||
| Q3 25 | 2.1% | 16.6% | ||
| Q2 25 | 1.7% | 21.6% | ||
| Q1 25 | 3.2% | 16.4% | ||
| Q4 24 | 1.9% | 23.8% | ||
| Q3 24 | 1.9% | 18.9% | ||
| Q2 24 | 1.3% | 20.1% |
现金转化率GEHCR
| Q1 26 | — | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | — | 3.20× | ||
| Q2 25 | 0.19× | 5.74× | ||
| Q1 25 | 0.44× | 6.64× | ||
| Q4 24 | — | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | -0.28× | 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
GEHC
| Imaging revenues | $2.3B | 45% |
| AVS revenues | $1.3B | 26% |
| PDx revenues | $770.0M | 15% |
| PCS revenues | $704.0M | 14% |
| Other revenues | $18.0M | 0% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
