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直觉外科（ISRG）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的季度营收约是直觉外科的1.1倍（$3.1B vs $2.8B），直觉外科净利率更高（29.8% vs 3.0%，领先26.8%），直觉外科同比增速更快（23.0% vs 1.0%），过去两年直觉外科的营收复合增速更高（17.4% vs -0.9%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs R — 直观对比
营收规模更大
R
是对方的1.1倍
$2.8B
营收增速更快
ISRG
高出22.0%
1.0%
净利率更高
ISRG
高出26.8%
3.0%
两年增速更快
ISRG
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.1B |
| 净利润 | $826.0M | $93.0M |
| 毛利率 | 66.1% | — |
| 营业利润率 | 64.8% | — |
| 净利率 | 29.8% | 3.0% |
| 营收同比 | 23.0% | 1.0% |
| 净利润同比 | 17.4% | -5.1% |
| 每股收益（稀释后） | $2.28 | $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ISRGR
| Q1 26 | $2.8B | $3.1B | ||
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.4B | $3.2B | ||
| Q1 25 | $2.3B | $3.1B | ||
| Q4 24 | $2.4B | $3.2B | ||
| Q3 24 | $2.0B | $3.2B | ||
| Q2 24 | $2.0B | $3.2B |
净利润ISRGR
| Q1 26 | $826.0M | $93.0M | ||
| Q4 25 | $794.8M | $132.0M | ||
| Q3 25 | $704.4M | $138.0M | ||
| Q2 25 | $658.4M | $131.0M | ||
| Q1 25 | $698.4M | $98.0M | ||
| Q4 24 | $685.7M | $135.0M | ||
| Q3 24 | $565.1M | $142.0M | ||
| Q2 24 | $526.9M | $127.0M |
毛利率ISRGR
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
营业利润率ISRGR
| Q1 26 | 64.8% | — | ||
| Q4 25 | 30.2% | 5.6% | ||
| Q3 25 | 30.3% | 6.0% | ||
| Q2 25 | 30.5% | 5.8% | ||
| Q1 25 | 25.7% | 4.3% | ||
| Q4 24 | 30.4% | 5.7% | ||
| Q3 24 | 28.3% | 5.9% | ||
| Q2 24 | 28.2% | 5.6% |
净利率ISRGR
| Q1 26 | 29.8% | 3.0% | ||
| Q4 25 | 27.7% | 4.2% | ||
| Q3 25 | 28.1% | 4.4% | ||
| Q2 25 | 27.0% | 4.1% | ||
| Q1 25 | 31.0% | 3.1% | ||
| Q4 24 | 28.4% | 4.2% | ||
| Q3 24 | 27.7% | 4.5% | ||
| Q2 24 | 26.2% | 4.0% |
每股收益（稀释后）ISRGR
| Q1 26 | $2.28 | $2.34 | ||
| Q4 25 | $2.19 | $3.22 | ||
| Q3 25 | $1.95 | $3.32 | ||
| Q2 25 | $1.81 | $3.13 | ||
| Q1 25 | $1.92 | $2.27 | ||
| Q4 24 | $1.89 | $3.09 | ||
| Q3 24 | $1.56 | $3.24 | ||
| Q2 24 | $1.46 | $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 | $17.6B | $2.9B |
| 总资产 | $20.1B | — |
| 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ISRGR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $5.9B | $198.0M | ||
| Q3 25 | $4.9B | $189.0M | ||
| Q2 25 | $5.3B | $180.0M | ||
| Q1 25 | $4.5B | $151.0M | ||
| Q4 24 | $4.0B | $154.0M | ||
| Q3 24 | $4.2B | $162.0M | ||
| Q2 24 | $4.8B | $164.0M |
总债务ISRGR
| 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ISRGR
| Q1 26 | $17.6B | $2.9B | ||
| Q4 25 | $17.8B | $3.1B | ||
| Q3 25 | $16.9B | $3.1B | ||
| Q2 25 | $17.8B | $3.1B | ||
| Q1 25 | $17.1B | $3.0B | ||
| Q4 24 | $16.4B | $3.1B | ||
| Q3 24 | $15.6B | $3.1B | ||
| Q2 24 | $14.7B | $3.1B |
总资产ISRGR
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $16.4B | ||
| Q3 25 | $19.4B | $16.5B | ||
| Q2 25 | $20.2B | $16.5B | ||
| Q1 25 | $19.2B | $16.4B | ||
| Q4 24 | $18.7B | $16.7B | ||
| Q3 24 | $17.7B | $16.5B | ||
| Q2 24 | $16.6B | $16.4B |
负债/权益比ISRGR
| 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 | — | $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ISRGR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $892.5M | $749.0M | ||
| Q3 25 | $841.0M | $442.0M | ||
| Q2 25 | $715.4M | $752.0M | ||
| Q1 25 | $581.6M | $651.0M | ||
| Q4 24 | $822.6M | $558.0M | ||
| Q3 24 | $706.5M | $629.0M | ||
| Q2 24 | $620.5M | $552.0M |
自由现金流ISRGR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $730.0M | $344.0M | ||
| Q3 25 | $735.6M | $-85.0M | ||
| Q2 25 | $560.1M | $63.0M | ||
| Q1 25 | $465.0M | $137.0M | ||
| Q4 24 | $510.6M | $-201.0M | ||
| Q3 24 | $458.6M | $30.0M | ||
| Q2 24 | $311.1M | $-87.0M |
自由现金流率ISRGR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 25.5% | 10.8% | ||
| Q3 25 | 29.4% | -2.7% | ||
| Q2 25 | 23.0% | 2.0% | ||
| Q1 25 | 20.6% | 4.4% | ||
| Q4 24 | 21.2% | -6.3% | ||
| Q3 24 | 22.5% | 0.9% | ||
| Q2 24 | 15.5% | -2.7% |
资本支出强度ISRGR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 5.7% | 12.8% | ||
| Q3 25 | 4.2% | 16.6% | ||
| Q2 25 | 6.4% | 21.6% | ||
| Q1 25 | 5.2% | 16.4% | ||
| Q4 24 | 12.9% | 23.8% | ||
| Q3 24 | 12.2% | 18.9% | ||
| Q2 24 | 15.4% | 20.1% |
现金转化率ISRGR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.12× | 5.67× | ||
| Q3 25 | 1.19× | 3.20× | ||
| Q2 25 | 1.09× | 5.74× | ||
| Q1 25 | 0.83× | 6.64× | ||
| Q4 24 | 1.20× | 4.13× | ||
| Q3 24 | 1.25× | 4.43× | ||
| Q2 24 | 1.18× | 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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
