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强生（JNJ）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
强生的季度营收约是RYDER SYSTEM INC的1.9倍（$24.6B vs $13.1B），强生净利率更高（20.8% vs 0.7%，领先20.1%），强生同比增速更快（9.1% vs 1.0%），强生自由现金流更多（$5.5B vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 7.2%）
强生是美国跨国制药、生物技术及医疗技术企业，总部位于新泽西州新不伦瑞克，在纽约证券交易所上市，普通股为道琼斯工业平均指数成分股，2025年位列财富美国500强第48位、福布斯全球企业2000强第42位。
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。
JNJ vs R — 直观对比
营收规模更大
JNJ
是对方的1.9倍
$13.1B
营收增速更快
JNJ
高出8.1%
1.0%
净利率更高
JNJ
高出20.1%
0.7%
自由现金流更多
JNJ
多$5.2B
$273.0M
两年增速更快
R
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $24.6B | $13.1B |
| 净利润 | $5.1B | $93.0M |
| 毛利率 | 67.6% | — |
| 营业利润率 | 20.2% | — |
| 净利率 | 20.8% | 0.7% |
| 营收同比 | 9.1% | 1.0% |
| 净利润同比 | 49.1% | -5.1% |
| 每股收益（稀释后） | $2.08 | $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JNJR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $24.6B | $3.2B | ||
| Q3 25 | $24.0B | $3.2B | ||
| Q2 25 | $23.7B | $3.2B | ||
| Q1 25 | $21.9B | $3.1B | ||
| Q4 24 | $22.5B | $3.2B | ||
| Q3 24 | $22.5B | $3.2B | ||
| Q2 24 | $22.4B | $3.2B |
净利润JNJR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $5.1B | $132.0M | ||
| Q3 25 | $5.2B | $138.0M | ||
| Q2 25 | $5.5B | $131.0M | ||
| Q1 25 | $11.0B | $98.0M | ||
| Q4 24 | $3.4B | $135.0M | ||
| Q3 24 | $2.7B | $142.0M | ||
| Q2 24 | $4.7B | $127.0M |
毛利率JNJR
| Q1 26 | — | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 69.6% | — | ||
| Q2 25 | 67.9% | — | ||
| Q1 25 | 66.4% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 69.4% | — |
营业利润率JNJR
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | 5.6% | ||
| Q3 25 | 31.2% | 6.0% | ||
| Q2 25 | 27.3% | 5.8% | ||
| Q1 25 | 62.3% | 4.3% | ||
| Q4 24 | 17.3% | 5.7% | ||
| Q3 24 | 14.9% | 5.9% | ||
| Q2 24 | 25.6% | 5.6% |
净利率JNJR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 20.8% | 4.2% | ||
| Q3 25 | 21.5% | 4.4% | ||
| Q2 25 | 23.3% | 4.1% | ||
| Q1 25 | 50.2% | 3.1% | ||
| Q4 24 | 15.2% | 4.2% | ||
| Q3 24 | 12.0% | 4.5% | ||
| Q2 24 | 20.9% | 4.0% |
每股收益（稀释后）JNJR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $2.08 | $3.22 | ||
| Q3 25 | $2.12 | $3.32 | ||
| Q2 25 | $2.29 | $3.13 | ||
| Q1 25 | $4.54 | $2.27 | ||
| Q4 24 | $1.41 | $3.09 | ||
| Q3 24 | $1.11 | $3.24 | ||
| Q2 24 | $1.93 | $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 | $20.1B | $182.0M |
| 总债务越低越好 | $41.4B | — |
| 股东权益账面价值 | $81.5B | $2.9B |
| 总资产 | $199.2B | — |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资JNJR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $20.1B | $198.0M | ||
| Q3 25 | $18.6B | $189.0M | ||
| Q2 25 | $18.9B | $180.0M | ||
| Q1 25 | $38.8B | $151.0M | ||
| Q4 24 | $24.5B | $154.0M | ||
| Q3 24 | $20.3B | $162.0M | ||
| Q2 24 | $25.5B | $164.0M |
总债务JNJR
| Q1 26 | — | — | ||
| Q4 25 | $41.4B | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | $32.4B | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益JNJR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $81.5B | $3.1B | ||
| Q3 25 | $79.3B | $3.1B | ||
| Q2 25 | $78.5B | $3.1B | ||
| Q1 25 | $78.1B | $3.0B | ||
| Q4 24 | $71.5B | $3.1B | ||
| Q3 24 | $70.2B | $3.1B | ||
| Q2 24 | $71.5B | $3.1B |
总资产JNJR
| Q1 26 | — | — | ||
| Q4 25 | $199.2B | $16.4B | ||
| Q3 25 | $192.8B | $16.5B | ||
| Q2 25 | $193.4B | $16.5B | ||
| Q1 25 | $193.7B | $16.4B | ||
| Q4 24 | $180.1B | $16.7B | ||
| Q3 24 | $178.3B | $16.5B | ||
| Q2 24 | $181.1B | $16.4B |
负债/权益比JNJR
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | 0.45× | 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 | $7.3B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $5.5B | $273.0M |
| 自由现金流率自由现金流/营收 | 22.3% | 2.1% |
| 资本支出强度资本支出/营收 | 7.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.43× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $19.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流JNJR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $7.3B | $749.0M | ||
| Q3 25 | $9.2B | $442.0M | ||
| Q2 25 | $3.9B | $752.0M | ||
| Q1 25 | $4.2B | $651.0M | ||
| Q4 24 | $7.0B | $558.0M | ||
| Q3 24 | $8.0B | $629.0M | ||
| Q2 24 | $5.6B | $552.0M |
自由现金流JNJR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $5.5B | $344.0M | ||
| Q3 25 | $8.0B | $-85.0M | ||
| Q2 25 | $2.8B | $63.0M | ||
| Q1 25 | $3.4B | $137.0M | ||
| Q4 24 | $5.4B | $-201.0M | ||
| Q3 24 | $7.0B | $30.0M | ||
| Q2 24 | $4.7B | $-87.0M |
自由现金流率JNJR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 22.3% | 10.8% | ||
| Q3 25 | 33.4% | -2.7% | ||
| Q2 25 | 11.9% | 2.0% | ||
| Q1 25 | 15.4% | 4.4% | ||
| Q4 24 | 23.8% | -6.3% | ||
| Q3 24 | 31.0% | 0.9% | ||
| Q2 24 | 20.7% | -2.7% |
资本支出强度JNJR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 7.5% | 12.8% | ||
| Q3 25 | 4.8% | 16.6% | ||
| Q2 25 | 4.4% | 21.6% | ||
| Q1 25 | 3.6% | 16.4% | ||
| Q4 24 | 7.2% | 23.8% | ||
| Q3 24 | 4.6% | 18.9% | ||
| Q2 24 | 4.3% | 20.1% |
现金转化率JNJR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.43× | 5.67× | ||
| Q3 25 | 1.78× | 3.20× | ||
| Q2 25 | 0.70× | 5.74× | ||
| Q1 25 | 0.38× | 6.64× | ||
| Q4 24 | 2.04× | 4.13× | ||
| Q3 24 | 2.97× | 4.43× | ||
| Q2 24 | 1.20× | 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
JNJ
| Other | $14.2B | 58% |
| Immunology | $2.5B | 10% |
| Orthopaedics | $1.5B | 6% |
| Neuroscience | $1.4B | 6% |
| Cardiovascular | $1.4B | 6% |
| Surgery | $1.1B | 4% |
| Pulmonary Hypertension | $865.0M | 4% |
| Cardiovascular Metabolism Other | $794.0M | 3% |
| Vision | $531.0M | 2% |
| Infectious Diseases | $303.0M | 1% |
R
暂无分部数据
