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纽蒙特（NEM）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
纽蒙特的季度营收约是RYDER SYSTEM INC的2.3倍（$7.3B vs $3.1B），纽蒙特净利率更高（26.0% vs 3.0%，领先23.1%），RYDER SYSTEM INC同比增速更快（1.0% vs -31.4%），纽蒙特自由现金流更多（$1.2B vs $273.0M），过去两年纽蒙特的营收复合增速更高（28.8% vs -0.9%）
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业，为全球规模最大的金矿开采集团。公司成立于1921年，在全球十余个国家持有金矿资产，还与巴里克矿业共同持有内华达金矿的部分股权，除黄金外也开采铜、银、锌、铅等多种金属。
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。
NEM vs R — 直观对比
营收规模更大
NEM
是对方的2.3倍
$3.1B
营收增速更快
R
高出32.4%
-31.4%
净利率更高
NEM
高出23.1%
3.0%
自由现金流更多
NEM
多$932.0M
$273.0M
两年增速更快
NEM
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.3B | $3.1B |
| 净利润 | $1.9B | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 26.0% | 3.0% |
| 营收同比 | -31.4% | 1.0% |
| 净利润同比 | 45.3% | -5.1% |
| 每股收益（稀释后） | $1.68 | $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NEMR
| Q1 26 | $7.3B | $3.1B | ||
| Q4 25 | $6.8B | $3.2B | ||
| Q3 25 | $5.5B | $3.2B | ||
| Q2 25 | $5.3B | $3.2B | ||
| Q1 25 | $5.0B | $3.1B | ||
| Q4 24 | $5.7B | $3.2B | ||
| Q3 24 | $4.6B | $3.2B | ||
| Q2 24 | $4.4B | $3.2B |
净利润NEMR
| Q1 26 | $1.9B | $93.0M | ||
| Q4 25 | $1.3B | $132.0M | ||
| Q3 25 | $1.8B | $138.0M | ||
| Q2 25 | $2.1B | $131.0M | ||
| Q1 25 | $1.9B | $98.0M | ||
| Q4 24 | $1.4B | $135.0M | ||
| Q3 24 | $922.0M | $142.0M | ||
| Q2 24 | $853.0M | $127.0M |
营业利润率NEMR
| Q1 26 | — | — | ||
| Q4 25 | 47.6% | 5.6% | ||
| Q3 25 | 45.4% | 6.0% | ||
| Q2 25 | 58.6% | 5.8% | ||
| Q1 25 | 49.3% | 4.3% | ||
| Q4 24 | 36.3% | 5.7% | ||
| Q3 24 | 23.0% | 5.9% | ||
| Q2 24 | 23.5% | 5.6% |
净利率NEMR
| Q1 26 | 26.0% | 3.0% | ||
| Q4 25 | 19.1% | 4.2% | ||
| Q3 25 | 33.2% | 4.4% | ||
| Q2 25 | 38.8% | 4.1% | ||
| Q1 25 | 37.7% | 3.1% | ||
| Q4 24 | 24.8% | 4.2% | ||
| Q3 24 | 20.0% | 4.5% | ||
| Q2 24 | 19.4% | 4.0% |
每股收益（稀释后）NEMR
| Q1 26 | $1.68 | $2.34 | ||
| Q4 25 | $1.19 | $3.22 | ||
| Q3 25 | $1.67 | $3.32 | ||
| Q2 25 | $1.85 | $3.13 | ||
| Q1 25 | $1.68 | $2.27 | ||
| Q4 24 | $1.23 | $3.09 | ||
| Q3 24 | $0.80 | $3.24 | ||
| Q2 24 | $0.74 | $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 | $4.7B | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.4B | $2.9B |
| 总资产 | $55.5B | — |
| 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NEMR
| Q1 26 | $4.7B | $182.0M | ||
| Q4 25 | $8.2B | $198.0M | ||
| Q3 25 | $6.0B | $189.0M | ||
| Q2 25 | $6.7B | $180.0M | ||
| Q1 25 | $4.7B | $151.0M | ||
| Q4 24 | $3.6B | $154.0M | ||
| Q3 24 | $3.1B | $162.0M | ||
| Q2 24 | $2.7B | $164.0M |
总债务NEMR
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $6.8B | ||
| Q3 25 | $5.2B | $7.3B | ||
| Q2 25 | $7.1B | $7.0B | ||
| Q1 25 | $7.5B | $6.7B | ||
| Q4 24 | $8.5B | $6.7B | ||
| Q3 24 | $8.6B | $6.6B | ||
| Q2 24 | $8.7B | $6.5B |
股东权益NEMR
| Q1 26 | $31.4B | $2.9B | ||
| Q4 25 | $33.9B | $3.1B | ||
| Q3 25 | $33.2B | $3.1B | ||
| Q2 25 | $32.1B | $3.1B | ||
| Q1 25 | $31.2B | $3.0B | ||
| Q4 24 | $29.9B | $3.1B | ||
| Q3 24 | $29.7B | $3.1B | ||
| Q2 24 | $29.4B | $3.1B |
总资产NEMR
| Q1 26 | $55.5B | — | ||
| Q4 25 | $57.1B | $16.4B | ||
| Q3 25 | $54.7B | $16.5B | ||
| Q2 25 | $55.2B | $16.5B | ||
| Q1 25 | $55.5B | $16.4B | ||
| Q4 24 | $56.3B | $16.7B | ||
| Q3 24 | $56.2B | $16.5B | ||
| Q2 24 | $55.7B | $16.4B |
负债/权益比NEMR
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 2.24× | ||
| Q3 25 | 0.16× | 2.35× | ||
| Q2 25 | 0.22× | 2.27× | ||
| Q1 25 | 0.24× | 2.21× | ||
| Q4 24 | 0.28× | 2.14× | ||
| Q3 24 | 0.29× | 2.17× | ||
| Q2 24 | 0.30× | 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 | $1.2B | $273.0M |
| 自由现金流率自由现金流/营收 | 16.5% | 8.7% |
| 资本支出强度资本支出/营收 | 11.3% | 13.7% |
| 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 | $7.3B | $595.0M |
8季度趋势，按日历期对齐
经营现金流NEMR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $3.6B | $749.0M | ||
| Q3 25 | $2.3B | $442.0M | ||
| Q2 25 | $2.4B | $752.0M | ||
| Q1 25 | $2.0B | $651.0M | ||
| Q4 24 | $2.5B | $558.0M | ||
| Q3 24 | $1.6B | $629.0M | ||
| Q2 24 | $1.4B | $552.0M |
自由现金流NEMR
| Q1 26 | $1.2B | $273.0M | ||
| Q4 25 | $2.8B | $344.0M | ||
| Q3 25 | $1.6B | $-85.0M | ||
| Q2 25 | $1.7B | $63.0M | ||
| Q1 25 | $1.2B | $137.0M | ||
| Q4 24 | $1.6B | $-201.0M | ||
| Q3 24 | $771.0M | $30.0M | ||
| Q2 24 | $628.0M | $-87.0M |
自由现金流率NEMR
| Q1 26 | 16.5% | 8.7% | ||
| Q4 25 | 41.3% | 10.8% | ||
| Q3 25 | 28.4% | -2.7% | ||
| Q2 25 | 32.2% | 2.0% | ||
| Q1 25 | 24.1% | 4.4% | ||
| Q4 24 | 28.9% | -6.3% | ||
| Q3 24 | 16.7% | 0.9% | ||
| Q2 24 | 14.3% | -2.7% |
资本支出强度NEMR
| Q1 26 | 11.3% | 13.7% | ||
| Q4 25 | 11.9% | 12.8% | ||
| Q3 25 | 13.2% | 16.6% | ||
| Q2 25 | 12.7% | 21.6% | ||
| Q1 25 | 16.5% | 16.4% | ||
| Q4 24 | 15.5% | 23.8% | ||
| Q3 24 | 19.0% | 18.9% | ||
| Q2 24 | 18.2% | 20.1% |
现金转化率NEMR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 2.78× | 5.67× | ||
| Q3 25 | 1.25× | 3.20× | ||
| Q2 25 | 1.16× | 5.74× | ||
| Q1 25 | 1.07× | 6.64× | ||
| Q4 24 | 1.79× | 4.13× | ||
| Q3 24 | 1.79× | 4.43× | ||
| Q2 24 | 1.67× | 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
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Consolidated silver sales, net | $658.0M | 9% |
| Consolidated copper sales, net | $378.0M | 5% |
| Consolidated zinc sales, net | $183.0M | 3% |
| Consolidated lead sales, net | $52.0M | 1% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
