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景顺（IVZ）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的季度营收约是景顺的1.8倍（$3.1B vs $1.7B），RYDER SYSTEM INC净利率更高（3.0% vs -58.9%，领先61.8%），景顺同比增速更快（6.2% vs 1.0%），景顺自由现金流更多（$432.2M vs $273.0M），过去两年景顺的营收复合增速更高（7.1% vs -0.9%）
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
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。
IVZ vs R — 直观对比
营收规模更大
R
是对方的1.8倍
$1.7B
营收增速更快
IVZ
高出5.2%
1.0%
净利率更高
R
高出61.8%
-58.9%
自由现金流更多
IVZ
多$159.2M
$273.0M
两年增速更快
IVZ
近两年复合增速
-0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $-995.9M | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | -86.2% | — |
| 净利率 | -58.9% | 3.0% |
| 营收同比 | 6.2% | 1.0% |
| 净利润同比 | -575.8% | -5.1% |
| 每股收益（稀释后） | $-2.61 | $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IVZR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.1B | ||
| Q4 24 | $1.6B | $3.2B | ||
| Q3 24 | $1.5B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B |
净利润IVZR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $-995.9M | $132.0M | ||
| Q3 25 | $356.4M | $138.0M | ||
| Q2 25 | $197.4M | $131.0M | ||
| Q1 25 | $171.1M | $98.0M | ||
| Q4 24 | $209.3M | $135.0M | ||
| Q3 24 | $55.0M | $142.0M | ||
| Q2 24 | $132.2M | $127.0M |
营业利润率IVZR
| Q1 26 | — | — | ||
| Q4 25 | -86.2% | 5.6% | ||
| Q3 25 | 16.5% | 6.0% | ||
| Q2 25 | 14.1% | 5.8% | ||
| Q1 25 | 18.1% | 4.3% | ||
| Q4 24 | 19.6% | 5.7% | ||
| Q3 24 | 6.6% | 5.9% | ||
| Q2 24 | 13.9% | 5.6% |
净利率IVZR
| Q1 26 | — | 3.0% | ||
| Q4 25 | -58.9% | 4.2% | ||
| Q3 25 | 21.7% | 4.4% | ||
| Q2 25 | 13.0% | 4.1% | ||
| Q1 25 | 11.2% | 3.1% | ||
| Q4 24 | 13.1% | 4.2% | ||
| Q3 24 | 3.6% | 4.5% | ||
| Q2 24 | 8.9% | 4.0% |
每股收益（稀释后）IVZR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $-2.61 | $3.22 | ||
| Q3 25 | $0.66 | $3.32 | ||
| Q2 25 | $-0.03 | $3.13 | ||
| Q1 25 | $0.38 | $2.27 | ||
| Q4 24 | $0.46 | $3.09 | ||
| Q3 24 | $0.12 | $3.24 | ||
| Q2 24 | $0.29 | $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 | $1.0B | $182.0M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $12.2B | $2.9B |
| 总资产 | $27.1B | — |
| 负债/权益比越低杠杆越低 | 0.15× | — |
8季度趋势，按日历期对齐
现金及短期投资IVZR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $1.0B | $198.0M | ||
| Q3 25 | $973.1M | $189.0M | ||
| Q2 25 | $922.7M | $180.0M | ||
| Q1 25 | $821.7M | $151.0M | ||
| Q4 24 | $986.5M | $154.0M | ||
| Q3 24 | $1.0B | $162.0M | ||
| Q2 24 | $878.5M | $164.0M |
总债务IVZR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $6.8B | ||
| Q3 25 | $1.6B | $7.3B | ||
| Q2 25 | $1.9B | $7.0B | ||
| Q1 25 | $964.8M | $6.7B | ||
| Q4 24 | $890.6M | $6.7B | ||
| Q3 24 | $890.3M | $6.6B | ||
| Q2 24 | $890.1M | $6.5B |
股东权益IVZR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $12.2B | $3.1B | ||
| Q3 25 | $14.0B | $3.1B | ||
| Q2 25 | $13.9B | $3.1B | ||
| Q1 25 | $14.7B | $3.0B | ||
| Q4 24 | $14.6B | $3.1B | ||
| Q3 24 | $14.8B | $3.1B | ||
| Q2 24 | $14.6B | $3.1B |
总资产IVZR
| Q1 26 | — | — | ||
| Q4 25 | $27.1B | $16.4B | ||
| Q3 25 | $28.4B | $16.5B | ||
| Q2 25 | $28.5B | $16.5B | ||
| Q1 25 | $28.1B | $16.4B | ||
| Q4 24 | $27.0B | $16.7B | ||
| Q3 24 | $27.5B | $16.5B | ||
| Q2 24 | $27.2B | $16.4B |
负债/权益比IVZR
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 2.24× | ||
| Q3 25 | 0.12× | 2.35× | ||
| Q2 25 | 0.14× | 2.27× | ||
| Q1 25 | 0.07× | 2.21× | ||
| Q4 24 | 0.06× | 2.14× | ||
| Q3 24 | 0.06× | 2.17× | ||
| Q2 24 | 0.06× | 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 | $455.8M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $432.2M | $273.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 8.7% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | $1.4B | $595.0M |
8季度趋势，按日历期对齐
经营现金流IVZR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $455.8M | $749.0M | ||
| Q3 25 | $606.2M | $442.0M | ||
| Q2 25 | $547.9M | $752.0M | ||
| Q1 25 | $-84.6M | $651.0M | ||
| Q4 24 | $316.9M | $558.0M | ||
| Q3 24 | $438.4M | $629.0M | ||
| Q2 24 | $489.1M | $552.0M |
自由现金流IVZR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $432.2M | $344.0M | ||
| Q3 25 | $586.4M | $-85.0M | ||
| Q2 25 | $530.4M | $63.0M | ||
| Q1 25 | $-108.0M | $137.0M | ||
| Q4 24 | $309.9M | $-201.0M | ||
| Q3 24 | $410.0M | $30.0M | ||
| Q2 24 | $462.4M | $-87.0M |
自由现金流率IVZR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 25.5% | 10.8% | ||
| Q3 25 | 35.7% | -2.7% | ||
| Q2 25 | 35.0% | 2.0% | ||
| Q1 25 | -7.1% | 4.4% | ||
| Q4 24 | 19.5% | -6.3% | ||
| Q3 24 | 27.1% | 0.9% | ||
| Q2 24 | 31.2% | -2.7% |
资本支出强度IVZR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.4% | 12.8% | ||
| Q3 25 | 1.2% | 16.6% | ||
| Q2 25 | 1.2% | 21.6% | ||
| Q1 25 | 1.5% | 16.4% | ||
| Q4 24 | 0.4% | 23.8% | ||
| Q3 24 | 1.9% | 18.9% | ||
| Q2 24 | 1.8% | 20.1% |
现金转化率IVZR
| Q1 26 | — | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | 1.70× | 3.20× | ||
| Q2 25 | 2.78× | 5.74× | ||
| Q1 25 | -0.49× | 6.64× | ||
| Q4 24 | 1.51× | 4.13× | ||
| Q3 24 | 7.97× | 4.43× | ||
| Q2 24 | 3.70× | 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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
