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Knight-Swift Transportation Holdings Inc.（KNX）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Knight-Swift Transportation Holdings Inc.的1.7倍（$3.1B vs $1.9B），RYDER SYSTEM INC净利率更高（3.0% vs 0.0%，领先3.0%），Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $56.9M），过去两年Knight-Swift Transportation Holdings Inc.的营收复合增速更高（0.1% vs -0.9%）
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
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。
KNX vs R — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.1B |
| 净利润 | $96.0K | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.5% | — |
| 净利率 | 0.0% | 3.0% |
| 营收同比 | 1.4% | 1.0% |
| 净利润同比 | -76.6% | -5.1% |
| 每股收益（稀释后） | $-0.01 | $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
| Q1 26 | $1.9B | $3.1B | ||
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $1.9B | $3.2B | ||
| Q2 24 | $1.8B | $3.2B |
| Q1 26 | $96.0K | $93.0M | ||
| Q4 25 | $-6.8M | $132.0M | ||
| Q3 25 | $7.9M | $138.0M | ||
| Q2 25 | $34.2M | $131.0M | ||
| Q1 25 | $30.6M | $98.0M | ||
| Q4 24 | $69.5M | $135.0M | ||
| Q3 24 | $30.5M | $142.0M | ||
| Q2 24 | $20.3M | $127.0M |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 5.6% | ||
| Q3 25 | 2.6% | 6.0% | ||
| Q2 25 | 3.9% | 5.8% | ||
| Q1 25 | 3.7% | 4.3% | ||
| Q4 24 | 4.2% | 5.7% | ||
| Q3 24 | 4.3% | 5.9% | ||
| Q2 24 | 3.4% | 5.6% |
| Q1 26 | 0.0% | 3.0% | ||
| Q4 25 | -0.4% | 4.2% | ||
| Q3 25 | 0.4% | 4.4% | ||
| Q2 25 | 1.8% | 4.1% | ||
| Q1 25 | 1.7% | 3.1% | ||
| Q4 24 | 3.7% | 4.2% | ||
| Q3 24 | 1.6% | 4.5% | ||
| Q2 24 | 1.1% | 4.0% |
| Q1 26 | $-0.01 | $2.34 | ||
| Q4 25 | $-0.04 | $3.22 | ||
| Q3 25 | $0.05 | $3.32 | ||
| Q2 25 | $0.21 | $3.13 | ||
| Q1 25 | $0.19 | $2.27 | ||
| Q4 24 | $0.43 | $3.09 | ||
| Q3 24 | $0.19 | $3.24 | ||
| Q2 24 | $0.13 | $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 | $222.8M | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.1B | $2.9B |
| 总资产 | $11.9B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $222.8M | $182.0M | ||
| Q4 25 | $220.4M | $198.0M | ||
| Q3 25 | $192.7M | $189.0M | ||
| Q2 25 | $216.3M | $180.0M | ||
| Q1 25 | $209.5M | $151.0M | ||
| Q4 24 | $218.3M | $154.0M | ||
| Q3 24 | $166.3M | $162.0M | ||
| Q2 24 | $186.5M | $164.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $6.8B | ||
| Q3 25 | $1.9B | $7.3B | ||
| Q2 25 | $1.8B | $7.0B | ||
| Q1 25 | $1.8B | $6.7B | ||
| Q4 24 | $1.8B | $6.7B | ||
| Q3 24 | $1.9B | $6.6B | ||
| Q2 24 | $1.6B | $6.5B |
| Q1 26 | $7.1B | $2.9B | ||
| Q4 25 | $7.1B | $3.1B | ||
| Q3 25 | $7.1B | $3.1B | ||
| Q2 25 | $7.1B | $3.1B | ||
| Q1 25 | $7.1B | $3.0B | ||
| Q4 24 | $7.1B | $3.1B | ||
| Q3 24 | $7.1B | $3.1B | ||
| Q2 24 | $7.1B | $3.1B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $16.4B | ||
| Q3 25 | $12.6B | $16.5B | ||
| Q2 25 | $12.5B | $16.5B | ||
| Q1 25 | $12.6B | $16.4B | ||
| Q4 24 | $12.7B | $16.7B | ||
| Q3 24 | $12.8B | $16.5B | ||
| Q2 24 | $12.6B | $16.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 2.24× | ||
| Q3 25 | 0.26× | 2.35× | ||
| Q2 25 | 0.26× | 2.27× | ||
| Q1 25 | 0.26× | 2.21× | ||
| Q4 24 | 0.26× | 2.14× | ||
| Q3 24 | 0.26× | 2.17× | ||
| Q2 24 | 0.23× | 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 | $142.5M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $273.0M |
| 自由现金流率自由现金流/营收 | 3.1% | 8.7% |
| 资本支出强度资本支出/营收 | 4.6% | 13.7% |
| 现金转化率经营现金流/净利润 | 1484.79× | 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
| Q1 26 | $142.5M | $583.0M | ||
| Q4 25 | $723.2M | $749.0M | ||
| Q3 25 | $217.5M | $442.0M | ||
| Q2 25 | $216.5M | $752.0M | ||
| Q1 25 | $109.4M | $651.0M | ||
| Q4 24 | $274.3M | $558.0M | ||
| Q3 24 | $214.0M | $629.0M | ||
| Q2 24 | $273.4M | $552.0M |
| Q1 26 | $56.9M | $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 |
| Q1 26 | 3.1% | 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% |
| Q1 26 | 4.6% | 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% |
| Q1 26 | 1484.79× | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | 27.67× | 3.20× | ||
| Q2 25 | 6.32× | 5.74× | ||
| Q1 25 | 3.57× | 6.64× | ||
| Q4 24 | 3.95× | 4.13× | ||
| Q3 24 | 7.03× | 4.43× | ||
| Q2 24 | 13.47× | 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
KNX
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% |
