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康宁（GLW）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
康宁的季度营收约是RYDER SYSTEM INC的1.3倍（$4.1B vs $3.1B），康宁净利率更高（9.3% vs 3.0%，领先6.4%），RYDER SYSTEM INC同比增速更快（1.0% vs 0.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $188.0M），过去两年康宁的营收复合增速更高（12.9% vs -0.9%）
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
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。
GLW vs R — 直观对比
营收规模更大
GLW
是对方的1.3倍
$3.1B
营收增速更快
R
高出1.0%
0.0%
净利率更高
GLW
高出6.4%
3.0%
自由现金流更多
R
多$85.0M
$188.0M
两年增速更快
GLW
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $3.1B |
| 净利润 | $387.0M | $93.0M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 15.4% | — |
| 净利率 | 9.3% | 3.0% |
| 营收同比 | 0.0% | 1.0% |
| 净利润同比 | -60.0% | -5.1% |
| 每股收益（稀释后） | $0.43 | $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GLWR
| Q1 26 | $4.1B | $3.1B | ||
| Q4 25 | $4.2B | $3.2B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.9B | $3.2B | ||
| Q1 25 | $3.5B | $3.1B | ||
| Q4 24 | $3.5B | $3.2B | ||
| Q3 24 | $3.4B | $3.2B | ||
| Q2 24 | $3.3B | $3.2B |
净利润GLWR
| Q1 26 | $387.0M | $93.0M | ||
| Q4 25 | $540.0M | $132.0M | ||
| Q3 25 | $430.0M | $138.0M | ||
| Q2 25 | $469.0M | $131.0M | ||
| Q1 25 | $157.0M | $98.0M | ||
| Q4 24 | $310.0M | $135.0M | ||
| Q3 24 | $-117.0M | $142.0M | ||
| Q2 24 | $104.0M | $127.0M |
毛利率GLWR
| Q1 26 | 36.9% | — | ||
| Q4 25 | 35.5% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | — | ||
| Q2 24 | 29.2% | — |
营业利润率GLWR
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.9% | 5.6% | ||
| Q3 25 | 14.4% | 6.0% | ||
| Q2 25 | 14.8% | 5.8% | ||
| Q1 25 | 12.9% | 4.3% | ||
| Q4 24 | 11.2% | 5.7% | ||
| Q3 24 | 8.9% | 5.9% | ||
| Q2 24 | 5.7% | 5.6% |
净利率GLWR
| Q1 26 | 9.3% | 3.0% | ||
| Q4 25 | 12.8% | 4.2% | ||
| Q3 25 | 10.5% | 4.4% | ||
| Q2 25 | 12.1% | 4.1% | ||
| Q1 25 | 4.5% | 3.1% | ||
| Q4 24 | 8.9% | 4.2% | ||
| Q3 24 | -3.5% | 4.5% | ||
| Q2 24 | 3.2% | 4.0% |
每股收益（稀释后）GLWR
| Q1 26 | $0.43 | $2.34 | ||
| Q4 25 | $0.61 | $3.22 | ||
| Q3 25 | $0.50 | $3.32 | ||
| Q2 25 | $0.54 | $3.13 | ||
| Q1 25 | $0.18 | $2.27 | ||
| Q4 24 | $0.36 | $3.09 | ||
| Q3 24 | $-0.14 | $3.24 | ||
| Q2 24 | $0.12 | $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 | $1.8M | $182.0M |
| 总债务越低越好 | $7.7M | — |
| 股东权益账面价值 | $12.3M | $2.9B |
| 总资产 | $31.3M | — |
| 负债/权益比越低杠杆越低 | 0.62× | — |
8季度趋势，按日历期对齐
现金及短期投资GLWR
| Q1 26 | $1.8M | $182.0M | ||
| Q4 25 | $1.5B | $198.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | $1.8B | $154.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $164.0M |
总债务GLWR
| Q1 26 | $7.7M | — | ||
| Q4 25 | $7.6B | $6.8B | ||
| Q3 25 | $7.4B | $7.3B | ||
| Q2 25 | $6.7B | $7.0B | ||
| Q1 25 | $7.0B | $6.7B | ||
| Q4 24 | $6.9B | $6.7B | ||
| Q3 24 | $7.1B | $6.6B | ||
| Q2 24 | $6.9B | $6.5B |
股东权益GLWR
| Q1 26 | $12.3M | $2.9B | ||
| Q4 25 | $11.8B | $3.1B | ||
| Q3 25 | $11.5B | $3.1B | ||
| Q2 25 | $11.1B | $3.1B | ||
| Q1 25 | $10.7B | $3.0B | ||
| Q4 24 | $10.7B | $3.1B | ||
| Q3 24 | $11.1B | $3.1B | ||
| Q2 24 | $10.6B | $3.1B |
总资产GLWR
| Q1 26 | $31.3M | — | ||
| Q4 25 | $31.0B | $16.4B | ||
| Q3 25 | $29.9B | $16.5B | ||
| Q2 25 | $28.7B | $16.5B | ||
| Q1 25 | $27.4B | $16.4B | ||
| Q4 24 | $27.7B | $16.7B | ||
| Q3 24 | $28.3B | $16.5B | ||
| Q2 24 | $27.2B | $16.4B |
负债/权益比GLWR
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.65× | 2.24× | ||
| Q3 25 | 0.64× | 2.35× | ||
| Q2 25 | 0.60× | 2.27× | ||
| Q1 25 | 0.65× | 2.21× | ||
| Q4 24 | 0.64× | 2.14× | ||
| Q3 24 | 0.64× | 2.17× | ||
| Q2 24 | 0.65× | 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 | $362.0M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $188.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 4.5% | 8.7% |
| 资本支出强度资本支出/营收 | 8.0% | 13.7% |
| 现金转化率经营现金流/净利润 | 0.94× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流GLWR
| Q1 26 | $362.0M | $583.0M | ||
| Q4 25 | $1.1B | $749.0M | ||
| Q3 25 | $784.0M | $442.0M | ||
| Q2 25 | $708.0M | $752.0M | ||
| Q1 25 | $151.0M | $651.0M | ||
| Q4 24 | $623.0M | $558.0M | ||
| Q3 24 | $699.0M | $629.0M | ||
| Q2 24 | $521.0M | $552.0M |
自由现金流GLWR
| Q1 26 | $188.0M | $273.0M | ||
| Q4 25 | $620.0M | $344.0M | ||
| Q3 25 | $450.0M | $-85.0M | ||
| Q2 25 | $400.0M | $63.0M | ||
| Q1 25 | $-57.0M | $137.0M | ||
| Q4 24 | $369.0M | $-201.0M | ||
| Q3 24 | $482.0M | $30.0M | ||
| Q2 24 | $279.0M | $-87.0M |
自由现金流率GLWR
| Q1 26 | 4.5% | 8.7% | ||
| Q4 25 | 14.7% | 10.8% | ||
| Q3 25 | 11.0% | -2.7% | ||
| Q2 25 | 10.4% | 2.0% | ||
| Q1 25 | -1.7% | 4.4% | ||
| Q4 24 | 10.5% | -6.3% | ||
| Q3 24 | 14.2% | 0.9% | ||
| Q2 24 | 8.6% | -2.7% |
资本支出强度GLWR
| Q1 26 | 8.0% | 13.7% | ||
| Q4 25 | 10.2% | 12.8% | ||
| Q3 25 | 8.1% | 16.6% | ||
| Q2 25 | 8.0% | 21.6% | ||
| Q1 25 | 6.0% | 16.4% | ||
| Q4 24 | 7.3% | 23.8% | ||
| Q3 24 | 6.4% | 18.9% | ||
| Q2 24 | 7.4% | 20.1% |
现金转化率GLWR
| Q1 26 | 0.94× | 6.27× | ||
| Q4 25 | 1.95× | 5.67× | ||
| Q3 25 | 1.82× | 3.20× | ||
| Q2 25 | 1.51× | 5.74× | ||
| Q1 25 | 0.96× | 6.64× | ||
| Q4 24 | 2.01× | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | 5.01× | 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
GLW
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% |
