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L3Harris（LHX）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
L3Harris的季度营收约是RYDER SYSTEM INC的1.7倍（$21.9B vs $13.1B），L3Harris同比增速更快（2.5% vs 1.0%），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 102.4%）
L3Harris Technologies是美国科技企业、国防承包商及信息技术服务提供商，产品涵盖指挥控制系统、无线设备、战术电台、航电与电子系统、夜视设备、C3ISR系统、海洋系统、导航产品、训练设备及服务、陆基与星载天线等，主要服务政府领域客户。
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。
LHX vs R — 直观对比
营收规模更大
LHX
是对方的1.7倍
$13.1B
营收增速更快
LHX
高出1.5%
1.0%
两年增速更快
R
近两年复合增速
102.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $21.9B | $13.1B |
| 净利润 | — | $93.0M |
| 毛利率 | 25.7% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | — | 0.7% |
| 营收同比 | 2.5% | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | — | $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LHXR
| Q1 26 | $21.9B | $13.1B | ||
| Q4 25 | $5.7B | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $5.4B | $3.2B | ||
| Q1 25 | $5.5B | $3.1B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | $5.3B | $3.2B | ||
| Q2 24 | $5.3B | $3.2B |
净利润LHXR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $462.0M | $132.0M | ||
| Q3 25 | — | $138.0M | ||
| Q2 25 | $458.0M | $131.0M | ||
| Q1 25 | $453.0M | $98.0M | ||
| Q4 24 | — | $135.0M | ||
| Q3 24 | $400.0M | $142.0M | ||
| Q2 24 | $366.0M | $127.0M |
毛利率LHXR
| Q1 26 | 25.7% | — | ||
| Q4 25 | 26.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 26.8% | — | ||
| Q2 24 | 25.7% | — |
营业利润率LHXR
| Q1 26 | 9.7% | — | ||
| Q4 25 | 11.0% | 5.6% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | 10.5% | 5.8% | ||
| Q1 25 | 10.3% | 4.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 9.4% | 5.9% | ||
| Q2 24 | 9.0% | 5.6% |
净利率LHXR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 8.2% | 4.2% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | 8.4% | 4.1% | ||
| Q1 25 | 8.2% | 3.1% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 7.6% | 4.5% | ||
| Q2 24 | 6.9% | 4.0% |
每股收益（稀释后）LHXR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $2.46 | $3.22 | ||
| Q3 25 | — | $3.32 | ||
| Q2 25 | $2.44 | $3.13 | ||
| Q1 25 | $2.37 | $2.27 | ||
| Q4 24 | — | $3.09 | ||
| Q3 24 | $2.10 | $3.24 | ||
| Q2 24 | $1.92 | $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 | $1.1B | $182.0M |
| 总债务越低越好 | $10.4B | — |
| 股东权益账面价值 | $19.6B | $2.9B |
| 总资产 | $41.2B | — |
| 负债/权益比越低杠杆越低 | 0.53× | — |
8季度趋势，按日历期对齐
现金及短期投资LHXR
| Q1 26 | $1.1B | $182.0M | ||
| Q4 25 | $339.0M | $198.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | $482.0M | $180.0M | ||
| Q1 25 | $615.0M | $151.0M | ||
| Q4 24 | — | $154.0M | ||
| Q3 24 | $539.0M | $162.0M | ||
| Q2 24 | $547.0M | $164.0M |
总债务LHXR
| Q1 26 | $10.4B | — | ||
| Q4 25 | $11.0B | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | $11.0B | $7.0B | ||
| Q1 25 | $11.1B | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | $11.1B | $6.6B | ||
| Q2 24 | $10.5B | $6.5B |
股东权益LHXR
| Q1 26 | $19.6B | $2.9B | ||
| Q4 25 | $19.5B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $19.3B | $3.1B | ||
| Q1 25 | $19.5B | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $19.0B | $3.1B | ||
| Q2 24 | $18.8B | $3.1B |
总资产LHXR
| Q1 26 | $41.2B | — | ||
| Q4 25 | $41.0B | $16.4B | ||
| Q3 25 | — | $16.5B | ||
| Q2 25 | $41.2B | $16.5B | ||
| Q1 25 | $42.0B | $16.4B | ||
| Q4 24 | — | $16.7B | ||
| Q3 24 | $41.9B | $16.5B | ||
| Q2 24 | $41.7B | $16.4B |
负债/权益比LHXR
| Q1 26 | 0.53× | — | ||
| Q4 25 | 0.56× | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | 0.57× | 2.27× | ||
| Q1 25 | 0.57× | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | 0.58× | 2.17× | ||
| Q2 24 | 0.56× | 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 | — | $583.0M |
| 自由现金流经营现金流 - 资本支出 | — | $273.0M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | 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LHXR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $546.0M | $749.0M | ||
| Q3 25 | — | $442.0M | ||
| Q2 25 | $640.0M | $752.0M | ||
| Q1 25 | $1.1B | $651.0M | ||
| Q4 24 | — | $558.0M | ||
| Q3 24 | $780.0M | $629.0M | ||
| Q2 24 | $754.0M | $552.0M |
自由现金流LHXR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $427.0M | $344.0M | ||
| Q3 25 | — | $-85.0M | ||
| Q2 25 | $552.0M | $63.0M | ||
| Q1 25 | $1.0B | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | $702.0M | $30.0M | ||
| Q2 24 | $657.0M | $-87.0M |
自由现金流率LHXR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 7.5% | 10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | 10.2% | 2.0% | ||
| Q1 25 | 18.3% | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | 13.3% | 0.9% | ||
| Q2 24 | 12.4% | -2.7% |
资本支出强度LHXR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 2.1% | 12.8% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | 1.6% | 21.6% | ||
| Q1 25 | 2.1% | 16.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 1.5% | 18.9% | ||
| Q2 24 | 1.8% | 20.1% |
现金转化率LHXR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.18× | 5.67× | ||
| Q3 25 | — | 3.20× | ||
| Q2 25 | 1.40× | 5.74× | ||
| Q1 25 | 2.49× | 6.64× | ||
| Q4 24 | — | 4.13× | ||
| Q3 24 | 1.95× | 4.43× | ||
| Q2 24 | 2.06× | 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
LHX
| Space And Airborne Systems Segment | $6.9B | 32% |
| Integrated Mission Systems Segment | $6.6B | 30% |
| Communication Systems Segment | $5.7B | 26% |
| Aerojet Rocketdyne Segment | $2.8B | 13% |
R
暂无分部数据
