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JBS N.V.（JBS）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
JBS N.V.的季度营收约是RYDER SYSTEM INC的7.2倍（$22.6B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 2.9%，领先0.1%），JBS N.V.同比增速更快（13.4% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $-264.6M）
JBS N.V.是巴西跨国企业，为全球规模最大的肉类加工集团，生产工厂化加工的牛肉、鸡肉、三文鱼、羊肉、猪肉等产品，同时销售肉类加工衍生的各类副产品，总部设于圣保罗，1953年在戈亚斯州阿纳波利斯成立。
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。
JBS vs R — 直观对比
营收规模更大
JBS
是对方的7.2倍
$3.1B
营收增速更快
JBS
高出12.4%
1.0%
净利率更高
R
高出0.1%
2.9%
自由现金流更多
R
多$537.6M
$-264.6M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $22.6B | $3.1B |
| 净利润 | $644.1M | $93.0M |
| 毛利率 | 13.2% | — |
| 营业利润率 | 5.4% | — |
| 净利率 | 2.9% | 3.0% |
| 营收同比 | 13.4% | 1.0% |
| 净利润同比 | -14.9% | -5.1% |
| 每股收益（稀释后） | $0.52 | $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JBSR
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $22.6B | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $19.9B | $3.2B | ||
| Q2 24 | — | $3.2B |
净利润JBSR
| Q1 26 | — | $93.0M | ||
| Q4 25 | — | $132.0M | ||
| Q3 25 | $644.1M | $138.0M | ||
| Q2 25 | — | $131.0M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $135.0M | ||
| Q3 24 | $756.6M | $142.0M | ||
| Q2 24 | — | $127.0M |
毛利率JBSR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | — | — |
营业利润率JBSR
| Q1 26 | — | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | 5.4% | 6.0% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 7.8% | 5.9% | ||
| Q2 24 | — | 5.6% |
净利率JBSR
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | 2.9% | 4.4% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 3.8% | 4.5% | ||
| Q2 24 | — | 4.0% |
每股收益（稀释后）JBSR
| Q1 26 | — | $2.34 | ||
| Q4 25 | — | $3.22 | ||
| Q3 25 | $0.52 | $3.32 | ||
| Q2 25 | — | $3.13 | ||
| Q1 25 | — | $2.27 | ||
| Q4 24 | — | $3.09 | ||
| Q3 24 | $0.62 | $3.24 | ||
| Q2 24 | — | $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 | $485.5B | $182.0M |
| 总债务越低越好 | $213.0M | — |
| 股东权益账面价值 | $9.5B | $2.9B |
| 总资产 | $44.2B | — |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资JBSR
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $198.0M | ||
| Q3 25 | $485.5B | $189.0M | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | — | $154.0M | ||
| Q3 24 | $5.1B | $162.0M | ||
| Q2 24 | — | $164.0M |
总债务JBSR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $213.0M | $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JBSR
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $9.5B | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $9.5B | $3.1B | ||
| Q2 24 | — | $3.1B |
总资产JBSR
| Q1 26 | — | — | ||
| Q4 25 | — | $16.4B | ||
| Q3 25 | $44.2B | $16.5B | ||
| Q2 25 | — | $16.5B | ||
| Q1 25 | — | $16.4B | ||
| Q4 24 | — | $16.7B | ||
| Q3 24 | — | $16.5B | ||
| Q2 24 | — | $16.4B |
负债/权益比JBSR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | 0.02× | 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 | $996.4M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $-264.6M | $273.0M |
| 自由现金流率自由现金流/营收 | -1.2% | 8.7% |
| 资本支出强度资本支出/营收 | 5.6% | 13.7% |
| 现金转化率经营现金流/净利润 | 1.55× | 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JBSR
| Q1 26 | — | $583.0M | ||
| Q4 25 | — | $749.0M | ||
| Q3 25 | $996.4M | $442.0M | ||
| Q2 25 | — | $752.0M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $558.0M | ||
| Q3 24 | — | $629.0M | ||
| Q2 24 | — | $552.0M |
自由现金流JBSR
| Q1 26 | — | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | $-264.6M | $-85.0M | ||
| Q2 25 | — | $63.0M | ||
| Q1 25 | — | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | — | $30.0M | ||
| Q2 24 | — | $-87.0M |
自由现金流率JBSR
| Q1 26 | — | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | -1.2% | -2.7% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | -2.7% |
资本支出强度JBSR
| Q1 26 | — | 13.7% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | 5.6% | 16.6% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 16.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 20.1% |
现金转化率JBSR
| Q1 26 | — | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | 1.55× | 3.20× | ||
| Q2 25 | — | 5.74× | ||
| Q1 25 | — | 6.64× | ||
| Q4 24 | — | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | — | 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
JBS
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% |
