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捷普（JBL）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
捷普的季度营收约是RYDER SYSTEM INC的2.7倍（$8.3B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 1.8%，领先1.2%），捷普同比增速更快（18.7% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $228.0M），过去两年捷普的营收复合增速更高（10.8% vs -0.9%）
捷普（Jabil Inc.）是美国跨国制造企业，业务涵盖电子电路板组件及系统的设计、研发与生产，同时提供供应链服务，核心客户以原始设备制造商（OEM）为主。公司总部位于佛罗里达州圣彼得堡Gateway区域，是坦帕湾地区规模最大的企业之一。
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。
JBL vs R — 直观对比
营收规模更大
JBL
是对方的2.7倍
$3.1B
营收增速更快
JBL
高出17.7%
1.0%
净利率更高
R
高出1.2%
1.8%
自由现金流更多
R
多$45.0M
$228.0M
两年增速更快
JBL
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.3B | $3.1B |
| 净利润 | $146.0M | $93.0M |
| 毛利率 | 8.9% | — |
| 营业利润率 | 3.4% | — |
| 净利率 | 1.8% | 3.0% |
| 营收同比 | 18.7% | 1.0% |
| 净利润同比 | 46.0% | -5.1% |
| 每股收益（稀释后） | $1.35 | $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JBLR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $8.3B | $3.2B | ||
| Q3 25 | $8.3B | $3.2B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $6.7B | $3.1B | ||
| Q4 24 | $7.0B | $3.2B | ||
| Q3 24 | $7.0B | $3.2B | ||
| Q2 24 | $6.8B | $3.2B |
净利润JBLR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $146.0M | $132.0M | ||
| Q3 25 | $218.0M | $138.0M | ||
| Q2 25 | $222.0M | $131.0M | ||
| Q1 25 | $117.0M | $98.0M | ||
| Q4 24 | $100.0M | $135.0M | ||
| Q3 24 | $138.0M | $142.0M | ||
| Q2 24 | $129.0M | $127.0M |
毛利率JBLR
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 9.0% | — |
营业利润率JBLR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 5.6% | ||
| Q3 25 | 4.1% | 6.0% | ||
| Q2 25 | 5.1% | 5.8% | ||
| Q1 25 | 3.6% | 4.3% | ||
| Q4 24 | 2.8% | 5.7% | ||
| Q3 24 | 4.6% | 5.9% | ||
| Q2 24 | 3.9% | 5.6% |
净利率JBLR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 1.8% | 4.2% | ||
| Q3 25 | 2.6% | 4.4% | ||
| Q2 25 | 2.8% | 4.1% | ||
| Q1 25 | 1.7% | 3.1% | ||
| Q4 24 | 1.4% | 4.2% | ||
| Q3 24 | 2.0% | 4.5% | ||
| Q2 24 | 1.9% | 4.0% |
每股收益（稀释后）JBLR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.35 | $3.22 | ||
| Q3 25 | $1.95 | $3.32 | ||
| Q2 25 | $2.03 | $3.13 | ||
| Q1 25 | $1.06 | $2.27 | ||
| Q4 24 | $0.88 | $3.09 | ||
| Q3 24 | $1.33 | $3.24 | ||
| Q2 24 | $1.06 | $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 | $1.6B | $182.0M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $1.3B | $2.9B |
| 总资产 | $19.3B | — |
| 负债/权益比越低杠杆越低 | 2.15× | — |
8季度趋势，按日历期对齐
现金及短期投资JBLR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $1.6B | $198.0M | ||
| Q3 25 | $1.9B | $189.0M | ||
| Q2 25 | $1.5B | $180.0M | ||
| Q1 25 | $1.6B | $151.0M | ||
| Q4 24 | $2.1B | $154.0M | ||
| Q3 24 | $2.2B | $162.0M | ||
| Q2 24 | $2.5B | $164.0M |
总债务JBLR
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $6.8B | ||
| Q3 25 | $2.9B | $7.3B | ||
| Q2 25 | $2.9B | $7.0B | ||
| Q1 25 | $2.9B | $6.7B | ||
| Q4 24 | $2.9B | $6.7B | ||
| Q3 24 | $2.9B | $6.6B | ||
| Q2 24 | $2.9B | $6.5B |
股东权益JBLR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.5B | $3.1B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.7B | $3.1B | ||
| Q2 24 | $2.3B | $3.1B |
总资产JBLR
| Q1 26 | — | — | ||
| Q4 25 | $19.3B | $16.4B | ||
| Q3 25 | $18.5B | $16.5B | ||
| Q2 25 | $18.6B | $16.5B | ||
| Q1 25 | $17.4B | $16.4B | ||
| Q4 24 | $17.8B | $16.7B | ||
| Q3 24 | $17.4B | $16.5B | ||
| Q2 24 | $17.4B | $16.4B |
负债/权益比JBLR
| Q1 26 | — | — | ||
| Q4 25 | 2.15× | 2.24× | ||
| Q3 25 | 1.91× | 2.35× | ||
| Q2 25 | 2.24× | 2.27× | ||
| Q1 25 | 2.12× | 2.21× | ||
| Q4 24 | 1.81× | 2.14× | ||
| Q3 24 | 1.66× | 2.17× | ||
| Q2 24 | 1.26× | 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 | $323.0M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $228.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 2.7% | 8.7% |
| 资本支出强度资本支出/营收 | 1.1% | 13.7% |
| 现金转化率经营现金流/净利润 | 2.21× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $595.0M |
8季度趋势，按日历期对齐
经营现金流JBLR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $323.0M | $749.0M | ||
| Q3 25 | $588.0M | $442.0M | ||
| Q2 25 | $406.0M | $752.0M | ||
| Q1 25 | $334.0M | $651.0M | ||
| Q4 24 | $312.0M | $558.0M | ||
| Q3 24 | $535.0M | $629.0M | ||
| Q2 24 | $515.0M | $552.0M |
自由现金流JBLR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $228.0M | $344.0M | ||
| Q3 25 | $419.0M | $-85.0M | ||
| Q2 25 | $320.0M | $63.0M | ||
| Q1 25 | $218.0M | $137.0M | ||
| Q4 24 | $215.0M | $-201.0M | ||
| Q3 24 | $411.0M | $30.0M | ||
| Q2 24 | $409.0M | $-87.0M |
自由现金流率JBLR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 2.7% | 10.8% | ||
| Q3 25 | 5.1% | -2.7% | ||
| Q2 25 | 4.1% | 2.0% | ||
| Q1 25 | 3.2% | 4.4% | ||
| Q4 24 | 3.1% | -6.3% | ||
| Q3 24 | 5.9% | 0.9% | ||
| Q2 24 | 6.0% | -2.7% |
资本支出强度JBLR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.1% | 12.8% | ||
| Q3 25 | 2.0% | 16.6% | ||
| Q2 25 | 1.1% | 21.6% | ||
| Q1 25 | 1.7% | 16.4% | ||
| Q4 24 | 1.4% | 23.8% | ||
| Q3 24 | 1.8% | 18.9% | ||
| Q2 24 | 1.6% | 20.1% |
现金转化率JBLR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.21× | 5.67× | ||
| Q3 25 | 2.70× | 3.20× | ||
| Q2 25 | 1.83× | 5.74× | ||
| Q1 25 | 2.85× | 6.64× | ||
| Q4 24 | 3.12× | 4.13× | ||
| Q3 24 | 3.88× | 4.43× | ||
| Q2 24 | 3.99× | 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
JBL
| Intelligent Infrastructure | $4.0B | 49% |
| Transferred Over Time | $2.9B | 35% |
| Connected Living And Digital Commerce | $1.2B | 15% |
| Transferred At Point In Time | $127.0M | 2% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
