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GE Vernova（GEV）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
GE Vernova的季度营收约是RYDER SYSTEM INC的3.0倍（$9.3B vs $3.1B），GE Vernova净利率更高（50.9% vs 3.0%，领先47.9%），GE Vernova同比增速更快（16.3% vs 1.0%），GE Vernova自由现金流更多（$4.8B vs $273.0M），过去两年GE Vernova的营收复合增速更高（6.7% vs -0.9%）
GE Vernova是总部位于美国马萨诸塞州剑桥市的能源设备制造及服务企业，下设三大核心业务板块：电力板块主营燃气、核电、水电、蒸汽技术的设计、制造与运维；风电板块提供陆上风电机组、海上风电机组及叶片；电气化板块覆盖电网解决方案、电能转换、光储方案及输配电管理相关数字技术。
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。
GEV vs R — 直观对比
营收规模更大
GEV
是对方的3.0倍
$3.1B
营收增速更快
GEV
高出15.3%
1.0%
净利率更高
GEV
高出47.9%
3.0%
自由现金流更多
GEV
多$4.5B
$273.0M
两年增速更快
GEV
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $9.3B | $3.1B |
| 净利润 | $4.8B | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 50.9% | 3.0% |
| 营收同比 | 16.3% | 1.0% |
| 净利润同比 | 5.9% | -5.1% |
| 每股收益（稀释后） | $17.44 | $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GEVR
| Q1 26 | $9.3B | $3.1B | ||
| Q4 25 | $11.0B | $3.2B | ||
| Q3 25 | $10.0B | $3.2B | ||
| Q2 25 | $9.1B | $3.2B | ||
| Q1 25 | $8.0B | $3.1B | ||
| Q4 24 | $10.6B | $3.2B | ||
| Q3 24 | $8.9B | $3.2B | ||
| Q2 24 | $8.2B | $3.2B |
净利润GEVR
| Q1 26 | $4.8B | $93.0M | ||
| Q4 25 | $3.7B | $132.0M | ||
| Q3 25 | $452.0M | $138.0M | ||
| Q2 25 | $514.0M | $131.0M | ||
| Q1 25 | $254.0M | $98.0M | ||
| Q4 24 | $484.0M | $135.0M | ||
| Q3 24 | $-96.0M | $142.0M | ||
| Q2 24 | $1.3B | $127.0M |
毛利率GEVR
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | 18.3% | — | ||
| Q4 24 | 20.1% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 20.7% | — |
营业利润率GEVR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 5.6% | ||
| Q3 25 | 3.7% | 6.0% | ||
| Q2 25 | 4.1% | 5.8% | ||
| Q1 25 | 0.5% | 4.3% | ||
| Q4 24 | 5.6% | 5.7% | ||
| Q3 24 | -4.0% | 5.9% | ||
| Q2 24 | 6.4% | 5.6% |
净利率GEVR
| Q1 26 | 50.9% | 3.0% | ||
| Q4 25 | 33.4% | 4.2% | ||
| Q3 25 | 4.5% | 4.4% | ||
| Q2 25 | 5.6% | 4.1% | ||
| Q1 25 | 3.2% | 3.1% | ||
| Q4 24 | 4.6% | 4.2% | ||
| Q3 24 | -1.1% | 4.5% | ||
| Q2 24 | 15.8% | 4.0% |
每股收益（稀释后）GEVR
| Q1 26 | $17.44 | $2.34 | ||
| Q4 25 | $13.28 | $3.22 | ||
| Q3 25 | $1.64 | $3.32 | ||
| Q2 25 | $1.86 | $3.13 | ||
| Q1 25 | $0.91 | $2.27 | ||
| Q4 24 | $1.75 | $3.09 | ||
| Q3 24 | $-0.35 | $3.24 | ||
| Q2 24 | $4.65 | $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GEVR
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $198.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | — | $154.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $164.0M |
总债务GEVR
| 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GEVR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $11.2B | $3.1B | ||
| Q3 25 | $8.6B | $3.1B | ||
| Q2 25 | $8.9B | $3.1B | ||
| Q1 25 | $8.6B | $3.0B | ||
| Q4 24 | $9.5B | $3.1B | ||
| Q3 24 | $9.5B | $3.1B | ||
| Q2 24 | $9.1B | $3.1B |
总资产GEVR
| Q1 26 | — | — | ||
| Q4 25 | $63.0B | $16.4B | ||
| Q3 25 | $54.4B | $16.5B | ||
| Q2 25 | $53.1B | $16.5B | ||
| Q1 25 | $51.6B | $16.4B | ||
| Q4 24 | $51.5B | $16.7B | ||
| Q3 24 | $50.9B | $16.5B | ||
| Q2 24 | $48.1B | $16.4B |
负债/权益比GEVR
| 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 | — | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $4.8B | $273.0M |
| 自由现金流率自由现金流/营收 | 51.3% | 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 | — | 6.27× |
| 过去12个月自由现金流最近4个季度 | $7.5B | $595.0M |
8季度趋势，按日历期对齐
经营现金流GEVR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $2.5B | $749.0M | ||
| Q3 25 | $980.0M | $442.0M | ||
| Q2 25 | $367.0M | $752.0M | ||
| Q1 25 | $1.2B | $651.0M | ||
| Q4 24 | $921.0M | $558.0M | ||
| Q3 24 | $1.1B | $629.0M | ||
| Q2 24 | $979.0M | $552.0M |
自由现金流GEVR
| Q1 26 | $4.8B | $273.0M | ||
| Q4 25 | $1.8B | $344.0M | ||
| Q3 25 | $733.0M | $-85.0M | ||
| Q2 25 | $194.0M | $63.0M | ||
| Q1 25 | $975.0M | $137.0M | ||
| Q4 24 | $571.0M | $-201.0M | ||
| Q3 24 | $968.0M | $30.0M | ||
| Q2 24 | $822.0M | $-87.0M |
自由现金流率GEVR
| Q1 26 | 51.3% | 8.7% | ||
| Q4 25 | 16.5% | 10.8% | ||
| Q3 25 | 7.4% | -2.7% | ||
| Q2 25 | 2.1% | 2.0% | ||
| Q1 25 | 12.1% | 4.4% | ||
| Q4 24 | 5.4% | -6.3% | ||
| Q3 24 | 10.9% | 0.9% | ||
| Q2 24 | 10.0% | -2.7% |
资本支出强度GEVR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 6.1% | 12.8% | ||
| Q3 25 | 2.5% | 16.6% | ||
| Q2 25 | 1.9% | 21.6% | ||
| Q1 25 | 2.3% | 16.4% | ||
| Q4 24 | 3.3% | 23.8% | ||
| Q3 24 | 1.8% | 18.9% | ||
| Q2 24 | 1.9% | 20.1% |
现金转化率GEVR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 0.68× | 5.67× | ||
| Q3 25 | 2.17× | 3.20× | ||
| Q2 25 | 0.71× | 5.74× | ||
| Q1 25 | 4.57× | 6.64× | ||
| Q4 24 | 1.90× | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | 0.76× | 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
GEV
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% |
