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网飞（NFLX）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
网飞的季度营收约是RYDER SYSTEM INC的3.9倍（$12.2B vs $3.1B），网飞净利率更高（43.1% vs 3.0%，领先40.2%），网飞同比增速更快（16.2% vs 1.0%），网飞自由现金流更多（$5.1B vs $273.0M），过去两年网飞的营收复合增速更高（13.2% vs -0.9%）
网飞是来自美国的会员制点播流媒体服务平台，主要提供不同品类的原创及引进电影、电视剧内容，业务覆盖全球众多国家和地区，支持多语言服务，致力于为全球用户提供多元优质的视听娱乐体验。
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。
NFLX vs R — 直观对比
营收规模更大
NFLX
是对方的3.9倍
$3.1B
营收增速更快
NFLX
高出15.2%
1.0%
净利率更高
NFLX
高出40.2%
3.0%
自由现金流更多
NFLX
多$4.8B
$273.0M
两年增速更快
NFLX
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $12.2B | $3.1B |
| 净利润 | $5.3B | $93.0M |
| 毛利率 | 51.9% | — |
| 营业利润率 | 32.3% | — |
| 净利率 | 43.1% | 3.0% |
| 营收同比 | 16.2% | 1.0% |
| 净利润同比 | 82.8% | -5.1% |
| 每股收益（稀释后） | $1.23 | $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NFLXR
| Q1 26 | $12.2B | $3.1B | ||
| Q4 25 | $12.1B | $3.2B | ||
| Q3 25 | $11.5B | $3.2B | ||
| Q2 25 | $11.1B | $3.2B | ||
| Q1 25 | $10.5B | $3.1B | ||
| Q4 24 | $10.2B | $3.2B | ||
| Q3 24 | $9.8B | $3.2B | ||
| Q2 24 | $9.6B | $3.2B |
净利润NFLXR
| Q1 26 | $5.3B | $93.0M | ||
| Q4 25 | $2.4B | $132.0M | ||
| Q3 25 | $2.5B | $138.0M | ||
| Q2 25 | $3.1B | $131.0M | ||
| Q1 25 | $2.9B | $98.0M | ||
| Q4 24 | $1.9B | $135.0M | ||
| Q3 24 | $2.4B | $142.0M | ||
| Q2 24 | $2.1B | $127.0M |
毛利率NFLXR
| Q1 26 | 51.9% | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 46.4% | — | ||
| Q2 25 | 51.9% | — | ||
| Q1 25 | 50.1% | — | ||
| Q4 24 | 43.7% | — | ||
| Q3 24 | 47.9% | — | ||
| Q2 24 | 45.9% | — |
营业利润率NFLXR
| Q1 26 | 32.3% | — | ||
| Q4 25 | 24.5% | 5.6% | ||
| Q3 25 | 28.2% | 6.0% | ||
| Q2 25 | 34.1% | 5.8% | ||
| Q1 25 | 31.7% | 4.3% | ||
| Q4 24 | 22.2% | 5.7% | ||
| Q3 24 | 29.6% | 5.9% | ||
| Q2 24 | 27.2% | 5.6% |
净利率NFLXR
| Q1 26 | 43.1% | 3.0% | ||
| Q4 25 | 20.1% | 4.2% | ||
| Q3 25 | 22.1% | 4.4% | ||
| Q2 25 | 28.2% | 4.1% | ||
| Q1 25 | 27.4% | 3.1% | ||
| Q4 24 | 18.2% | 4.2% | ||
| Q3 24 | 24.1% | 4.5% | ||
| Q2 24 | 22.5% | 4.0% |
每股收益（稀释后）NFLXR
| Q1 26 | $1.23 | $2.34 | ||
| Q4 25 | $-17.14 | $3.22 | ||
| Q3 25 | $5.87 | $3.32 | ||
| Q2 25 | $7.19 | $3.13 | ||
| Q1 25 | $0.66 | $2.27 | ||
| Q4 24 | $4.27 | $3.09 | ||
| Q3 24 | $5.40 | $3.24 | ||
| Q2 24 | $4.88 | $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 | $12.3B | $182.0M |
| 总债务越低越好 | $13.4B | — |
| 股东权益账面价值 | $31.1B | $2.9B |
| 总资产 | $61.0B | — |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资NFLXR
| Q1 26 | $12.3B | $182.0M | ||
| Q4 25 | $9.1B | $198.0M | ||
| Q3 25 | $9.3B | $189.0M | ||
| Q2 25 | $8.4B | $180.0M | ||
| Q1 25 | $8.4B | $151.0M | ||
| Q4 24 | $9.6B | $154.0M | ||
| Q3 24 | $9.2B | $162.0M | ||
| Q2 24 | $6.7B | $164.0M |
总债务NFLXR
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.5B | $6.8B | ||
| Q3 25 | $14.5B | $7.3B | ||
| Q2 25 | $14.5B | $7.0B | ||
| Q1 25 | $14.0B | $6.7B | ||
| Q4 24 | $13.8B | $6.7B | ||
| Q3 24 | $14.2B | $6.6B | ||
| Q2 24 | $12.2B | $6.5B |
股东权益NFLXR
| Q1 26 | $31.1B | $2.9B | ||
| Q4 25 | $26.6B | $3.1B | ||
| Q3 25 | $26.0B | $3.1B | ||
| Q2 25 | $25.0B | $3.1B | ||
| Q1 25 | $24.0B | $3.0B | ||
| Q4 24 | $24.7B | $3.1B | ||
| Q3 24 | $22.7B | $3.1B | ||
| Q2 24 | $22.1B | $3.1B |
总资产NFLXR
| Q1 26 | $61.0B | — | ||
| Q4 25 | $55.6B | $16.4B | ||
| Q3 25 | $54.9B | $16.5B | ||
| Q2 25 | $53.1B | $16.5B | ||
| Q1 25 | $52.1B | $16.4B | ||
| Q4 24 | $53.6B | $16.7B | ||
| Q3 24 | $52.3B | $16.5B | ||
| Q2 24 | $49.1B | $16.4B |
负债/权益比NFLXR
| Q1 26 | 0.43× | — | ||
| Q4 25 | 0.51× | 2.24× | ||
| Q3 25 | 0.56× | 2.35× | ||
| Q2 25 | 0.58× | 2.27× | ||
| Q1 25 | 0.58× | 2.21× | ||
| Q4 24 | 0.56× | 2.14× | ||
| Q3 24 | 0.62× | 2.17× | ||
| Q2 24 | 0.55× | 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 | $5.3B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $5.1B | $273.0M |
| 自由现金流率自由现金流/营收 | 41.6% | 8.7% |
| 资本支出强度资本支出/营收 | 1.6% | 13.7% |
| 现金转化率经营现金流/净利润 | 1.00× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $11.9B | $595.0M |
8季度趋势，按日历期对齐
经营现金流NFLXR
| Q1 26 | $5.3B | $583.0M | ||
| Q4 25 | $2.1B | $749.0M | ||
| Q3 25 | $2.8B | $442.0M | ||
| Q2 25 | $2.4B | $752.0M | ||
| Q1 25 | $2.8B | $651.0M | ||
| Q4 24 | $1.5B | $558.0M | ||
| Q3 24 | $2.3B | $629.0M | ||
| Q2 24 | $1.3B | $552.0M |
自由现金流NFLXR
| Q1 26 | $5.1B | $273.0M | ||
| Q4 25 | $1.9B | $344.0M | ||
| Q3 25 | $2.7B | $-85.0M | ||
| Q2 25 | $2.3B | $63.0M | ||
| Q1 25 | $2.7B | $137.0M | ||
| Q4 24 | $1.4B | $-201.0M | ||
| Q3 24 | $2.2B | $30.0M | ||
| Q2 24 | $1.2B | $-87.0M |
自由现金流率NFLXR
| Q1 26 | 41.6% | 8.7% | ||
| Q4 25 | 15.5% | 10.8% | ||
| Q3 25 | 23.1% | -2.7% | ||
| Q2 25 | 20.5% | 2.0% | ||
| Q1 25 | 25.2% | 4.4% | ||
| Q4 24 | 13.5% | -6.3% | ||
| Q3 24 | 22.3% | 0.9% | ||
| Q2 24 | 12.7% | -2.7% |
资本支出强度NFLXR
| Q1 26 | 1.6% | 13.7% | ||
| Q4 25 | 2.0% | 12.8% | ||
| Q3 25 | 1.4% | 16.6% | ||
| Q2 25 | 1.4% | 21.6% | ||
| Q1 25 | 1.2% | 16.4% | ||
| Q4 24 | 1.5% | 23.8% | ||
| Q3 24 | 1.3% | 18.9% | ||
| Q2 24 | 0.8% | 20.1% |
现金转化率NFLXR
| Q1 26 | 1.00× | 6.27× | ||
| Q4 25 | 0.87× | 5.67× | ||
| Q3 25 | 1.11× | 3.20× | ||
| Q2 25 | 0.78× | 5.74× | ||
| Q1 25 | 0.97× | 6.64× | ||
| Q4 24 | 0.82× | 4.13× | ||
| Q3 24 | 0.98× | 4.43× | ||
| Q2 24 | 0.60× | 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
NFLX
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% |
