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仲量联行（JLL）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
仲量联行的季度营收约是RYDER SYSTEM INC的2.4倍（$7.6B vs $3.1B），仲量联行净利率更高（5.3% vs 3.0%，领先2.3%），仲量联行同比增速更快（11.7% vs 1.0%），仲量联行自由现金流更多（$934.6M vs $273.0M），过去两年仲量联行的营收复合增速更高（16.3% vs -0.9%）
仲量联行（JLL）是总部位于美国芝加哥的全球知名房地产服务企业，位列《财富》世界500强第188位，在80个国家设有办事处，面向机构投资者、散户投资者及高净值人群提供全球投资管理服务，同时通过JLL Technologies推出科技产品，旗下PropTech基金JLL Spark主营地产科技领域风险投资。
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。
JLL vs R — 直观对比
营收规模更大
JLL
是对方的2.4倍
$3.1B
营收增速更快
JLL
高出10.7%
1.0%
净利率更高
JLL
高出2.3%
3.0%
自由现金流更多
JLL
多$661.6M
$273.0M
两年增速更快
JLL
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $3.1B |
| 净利润 | $401.7M | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 6.7% | — |
| 净利率 | 5.3% | 3.0% |
| 营收同比 | 11.7% | 1.0% |
| 净利润同比 | 66.5% | -5.1% |
| 每股收益（稀释后） | $8.34 | $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JLLR
| Q1 26 | $7.6B | $3.1B | ||
| Q4 25 | $7.6B | $3.2B | ||
| Q3 25 | $6.5B | $3.2B | ||
| Q2 25 | $6.3B | $3.2B | ||
| Q1 25 | $5.7B | $3.1B | ||
| Q4 24 | $6.8B | $3.2B | ||
| Q3 24 | $5.9B | $3.2B | ||
| Q2 24 | $5.6B | $3.2B |
净利润JLLR
| Q1 26 | $401.7M | $93.0M | ||
| Q4 25 | $401.8M | $132.0M | ||
| Q3 25 | $222.4M | $138.0M | ||
| Q2 25 | $110.5M | $131.0M | ||
| Q1 25 | $57.5M | $98.0M | ||
| Q4 24 | $241.2M | $135.0M | ||
| Q3 24 | $155.1M | $142.0M | ||
| Q2 24 | $84.4M | $127.0M |
营业利润率JLLR
| Q1 26 | 6.7% | — | ||
| Q4 25 | 6.7% | 5.6% | ||
| Q3 25 | 4.2% | 6.0% | ||
| Q2 25 | 3.2% | 5.8% | ||
| Q1 25 | 2.1% | 4.3% | ||
| Q4 24 | 5.5% | 5.7% | ||
| Q3 24 | 3.9% | 5.9% | ||
| Q2 24 | 2.7% | 5.6% |
净利率JLLR
| Q1 26 | 5.3% | 3.0% | ||
| Q4 25 | 5.3% | 4.2% | ||
| Q3 25 | 3.4% | 4.4% | ||
| Q2 25 | 1.8% | 4.1% | ||
| Q1 25 | 1.0% | 3.1% | ||
| Q4 24 | 3.5% | 4.2% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 1.5% | 4.0% |
每股收益（稀释后）JLLR
| Q1 26 | $8.34 | $2.34 | ||
| Q4 25 | $8.33 | $3.22 | ||
| Q3 25 | $4.61 | $3.32 | ||
| Q2 25 | $2.32 | $3.13 | ||
| Q1 25 | $1.14 | $2.27 | ||
| Q4 24 | $4.98 | $3.09 | ||
| Q3 24 | $3.20 | $3.24 | ||
| Q2 24 | $1.75 | $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 | $599.1M | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.6B | $2.9B |
| 总资产 | $17.8B | — |
| 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JLLR
| Q1 26 | $599.1M | $182.0M | ||
| Q4 25 | $599.1M | $198.0M | ||
| Q3 25 | $428.9M | $189.0M | ||
| Q2 25 | $401.4M | $180.0M | ||
| Q1 25 | $432.4M | $151.0M | ||
| Q4 24 | $416.3M | $154.0M | ||
| Q3 24 | $437.8M | $162.0M | ||
| Q2 24 | $424.4M | $164.0M |
总债务JLLR
| 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JLLR
| Q1 26 | $7.6B | $2.9B | ||
| Q4 25 | $7.5B | $3.1B | ||
| Q3 25 | $7.2B | $3.1B | ||
| Q2 25 | $7.0B | $3.1B | ||
| Q1 25 | $6.8B | $3.0B | ||
| Q4 24 | $6.8B | $3.1B | ||
| Q3 24 | $6.6B | $3.1B | ||
| Q2 24 | $6.4B | $3.1B |
总资产JLLR
| Q1 26 | $17.8B | — | ||
| Q4 25 | $17.8B | $16.4B | ||
| Q3 25 | $17.2B | $16.5B | ||
| Q2 25 | $17.3B | $16.5B | ||
| Q1 25 | $16.6B | $16.4B | ||
| Q4 24 | $16.8B | $16.7B | ||
| Q3 24 | $17.8B | $16.5B | ||
| Q2 24 | $15.9B | $16.4B |
负债/权益比JLLR
| 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 | $-162.9M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $934.6M | $273.0M |
| 自由现金流率自由现金流/营收 | 12.3% | 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 | -0.41× | 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JLLR
| Q1 26 | $-162.9M | $583.0M | ||
| Q4 25 | $1.0B | $749.0M | ||
| Q3 25 | $617.1M | $442.0M | ||
| Q2 25 | $332.8M | $752.0M | ||
| Q1 25 | $-767.6M | $651.0M | ||
| Q4 24 | $927.3M | $558.0M | ||
| Q3 24 | $261.6M | $629.0M | ||
| Q2 24 | $273.9M | $552.0M |
自由现金流JLLR
| Q1 26 | $934.6M | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $-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JLLR
| Q1 26 | 12.3% | 8.7% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -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JLLR
| Q1 26 | — | 13.7% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | — | 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JLLR
| Q1 26 | -0.41× | 6.27× | ||
| Q4 25 | 2.52× | 5.67× | ||
| Q3 25 | 2.77× | 3.20× | ||
| Q2 25 | 3.01× | 5.74× | ||
| Q1 25 | -13.35× | 6.64× | ||
| Q4 24 | 3.84× | 4.13× | ||
| Q3 24 | 1.69× | 4.43× | ||
| Q2 24 | 3.25× | 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
JLL
| Real Estate Management Services | $5.6B | 73% |
| Leasing Advisory | $1.0B | 13% |
| Capital Markets Services | $854.4M | 11% |
| Investment Management | $133.1M | 2% |
| Software and Technology Solutions | $60.7M | 1% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
