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美满电子科技（MRVL）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的季度营收约是美满电子科技的1.5倍（$3.1B vs $2.1B），美满电子科技净利率更高（91.7% vs 3.0%，领先88.7%），美满电子科技同比增速更快（36.8% vs 1.0%），美满电子科技自由现金流更多（$508.8M vs $273.0M），过去两年美满电子科技的营收复合增速更高（20.6% vs -0.9%）
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
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。
MRVL vs R — 直观对比
营收规模更大
R
是对方的1.5倍
$2.1B
营收增速更快
MRVL
高出35.8%
1.0%
净利率更高
MRVL
高出88.7%
3.0%
自由现金流更多
MRVL
多$235.8M
$273.0M
两年增速更快
MRVL
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.1B |
| 净利润 | $1.9B | $93.0M |
| 毛利率 | 51.6% | — |
| 营业利润率 | 17.2% | — |
| 净利率 | 91.7% | 3.0% |
| 营收同比 | 36.8% | 1.0% |
| 净利润同比 | 381.1% | -5.1% |
| 每股收益（稀释后） | $2.20 | $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MRVLR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.3B | $3.2B | ||
| Q2 24 | $1.2B | $3.2B |
净利润MRVLR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $1.9B | $132.0M | ||
| Q3 25 | $194.8M | $138.0M | ||
| Q2 25 | $177.9M | $131.0M | ||
| Q1 25 | $200.2M | $98.0M | ||
| Q4 24 | $-676.3M | $135.0M | ||
| Q3 24 | $-193.3M | $142.0M | ||
| Q2 24 | $-215.6M | $127.0M |
毛利率MRVLR
| Q1 26 | — | — | ||
| Q4 25 | 51.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 50.3% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 45.5% | — |
营业利润率MRVLR
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 5.6% | ||
| Q3 25 | 14.5% | 6.0% | ||
| Q2 25 | 14.3% | 5.8% | ||
| Q1 25 | 12.9% | 4.3% | ||
| Q4 24 | -46.4% | 5.7% | ||
| Q3 24 | -7.9% | 5.9% | ||
| Q2 24 | -13.1% | 5.6% |
净利率MRVLR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 91.7% | 4.2% | ||
| Q3 25 | 9.7% | 4.4% | ||
| Q2 25 | 9.4% | 4.1% | ||
| Q1 25 | 11.0% | 3.1% | ||
| Q4 24 | -44.6% | 4.2% | ||
| Q3 24 | -15.2% | 4.5% | ||
| Q2 24 | -18.6% | 4.0% |
每股收益（稀释后）MRVLR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $2.20 | $3.22 | ||
| Q3 25 | $0.22 | $3.32 | ||
| Q2 25 | $0.20 | $3.13 | ||
| Q1 25 | $0.23 | $2.27 | ||
| Q4 24 | $-0.78 | $3.09 | ||
| Q3 24 | $-0.22 | $3.24 | ||
| Q2 24 | $-0.25 | $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 | $2.7B | $182.0M |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $14.1B | $2.9B |
| 总资产 | $21.6B | — |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资MRVLR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $2.7B | $198.0M | ||
| Q3 25 | $1.2B | $189.0M | ||
| Q2 25 | $885.9M | $180.0M | ||
| Q1 25 | $948.3M | $151.0M | ||
| Q4 24 | $868.1M | $154.0M | ||
| Q3 24 | $808.7M | $162.0M | ||
| Q2 24 | $847.7M | $164.0M |
总债务MRVLR
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $6.8B | ||
| Q3 25 | $4.5B | $7.3B | ||
| Q2 25 | $4.2B | $7.0B | ||
| Q1 25 | $4.1B | $6.7B | ||
| Q4 24 | $4.1B | $6.7B | ||
| Q3 24 | $4.1B | $6.6B | ||
| Q2 24 | $4.1B | $6.5B |
股东权益MRVLR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $14.1B | $3.1B | ||
| Q3 25 | $13.4B | $3.1B | ||
| Q2 25 | $13.3B | $3.1B | ||
| Q1 25 | $13.4B | $3.0B | ||
| Q4 24 | $13.4B | $3.1B | ||
| Q3 24 | $14.2B | $3.1B | ||
| Q2 24 | $14.5B | $3.1B |
总资产MRVLR
| Q1 26 | — | — | ||
| Q4 25 | $21.6B | $16.4B | ||
| Q3 25 | $20.6B | $16.5B | ||
| Q2 25 | $20.0B | $16.5B | ||
| Q1 25 | $20.2B | $16.4B | ||
| Q4 24 | $19.7B | $16.7B | ||
| Q3 24 | $20.3B | $16.5B | ||
| Q2 24 | $20.5B | $16.4B |
负债/权益比MRVLR
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 2.24× | ||
| Q3 25 | 0.33× | 2.35× | ||
| Q2 25 | 0.32× | 2.27× | ||
| Q1 25 | 0.30× | 2.21× | ||
| Q4 24 | 0.31× | 2.14× | ||
| Q3 24 | 0.29× | 2.17× | ||
| Q2 24 | 0.29× | 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 | $582.3M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $508.8M | $273.0M |
| 自由现金流率自由现金流/营收 | 24.5% | 8.7% |
| 资本支出强度资本支出/营收 | 3.5% | 13.7% |
| 现金转化率经营现金流/净利润 | 0.31× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $595.0M |
8季度趋势，按日历期对齐
经营现金流MRVLR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $582.3M | $749.0M | ||
| Q3 25 | $461.6M | $442.0M | ||
| Q2 25 | $332.9M | $752.0M | ||
| Q1 25 | $514.0M | $651.0M | ||
| Q4 24 | $536.3M | $558.0M | ||
| Q3 24 | $306.4M | $629.0M | ||
| Q2 24 | $324.5M | $552.0M |
自由现金流MRVLR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $508.8M | $344.0M | ||
| Q3 25 | $414.1M | $-85.0M | ||
| Q2 25 | $214.1M | $63.0M | ||
| Q1 25 | $444.1M | $137.0M | ||
| Q4 24 | $461.3M | $-201.0M | ||
| Q3 24 | $258.2M | $30.0M | ||
| Q2 24 | $233.0M | $-87.0M |
自由现金流率MRVLR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 24.5% | 10.8% | ||
| Q3 25 | 20.6% | -2.7% | ||
| Q2 25 | 11.3% | 2.0% | ||
| Q1 25 | 24.4% | 4.4% | ||
| Q4 24 | 30.4% | -6.3% | ||
| Q3 24 | 20.3% | 0.9% | ||
| Q2 24 | 20.1% | -2.7% |
资本支出强度MRVLR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 3.5% | 12.8% | ||
| Q3 25 | 2.4% | 16.6% | ||
| Q2 25 | 6.3% | 21.6% | ||
| Q1 25 | 3.8% | 16.4% | ||
| Q4 24 | 4.9% | 23.8% | ||
| Q3 24 | 3.8% | 18.9% | ||
| Q2 24 | 7.9% | 20.1% |
现金转化率MRVLR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 0.31× | 5.67× | ||
| Q3 25 | 2.37× | 3.20× | ||
| Q2 25 | 1.87× | 5.74× | ||
| Q1 25 | 2.57× | 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
MRVL
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% |
