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国民油井华高（NOV）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的季度营收约是国民油井华高的1.5倍（$3.1B vs $2.1B），RYDER SYSTEM INC净利率更高（3.0% vs 1.0%，领先2.0%），RYDER SYSTEM INC同比增速更快（1.0% vs -9.9%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $51.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% vs -3.8%）
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
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。
NOV 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
R
高出10.9%
-9.9%
净利率更高
R
高出2.0%
1.0%
自由现金流更多
R
多$222.0M
$51.0M
两年增速更快
R
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.1B |
| 净利润 | $20.0M | $93.0M |
| 毛利率 | 18.5% | — |
| 营业利润率 | 2.3% | — |
| 净利率 | 1.0% | 3.0% |
| 营收同比 | -9.9% | 1.0% |
| 净利润同比 | -73.0% | -5.1% |
| 每股收益（稀释后） | $0.05 | $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NOVR
| Q1 26 | $2.1B | $3.1B | ||
| Q4 25 | $2.3B | $3.2B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.1B | ||
| Q4 24 | $2.3B | $3.2B | ||
| Q3 24 | $2.2B | $3.2B | ||
| Q2 24 | $2.2B | $3.2B |
净利润NOVR
| Q1 26 | $20.0M | $93.0M | ||
| Q4 25 | $-78.0M | $132.0M | ||
| Q3 25 | $42.0M | $138.0M | ||
| Q2 25 | $108.0M | $131.0M | ||
| Q1 25 | $73.0M | $98.0M | ||
| Q4 24 | $160.0M | $135.0M | ||
| Q3 24 | $130.0M | $142.0M | ||
| Q2 24 | $226.0M | $127.0M |
毛利率NOVR
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 18.9% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 26.6% | — |
营业利润率NOVR
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 5.6% | ||
| Q3 25 | 4.9% | 6.0% | ||
| Q2 25 | 6.5% | 5.8% | ||
| Q1 25 | 7.2% | 4.3% | ||
| Q4 24 | 9.0% | 5.7% | ||
| Q3 24 | 8.9% | 5.9% | ||
| Q2 24 | 14.1% | 5.6% |
净利率NOVR
| Q1 26 | 1.0% | 3.0% | ||
| Q4 25 | -3.4% | 4.2% | ||
| Q3 25 | 1.9% | 4.4% | ||
| Q2 25 | 4.9% | 4.1% | ||
| Q1 25 | 3.5% | 3.1% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 5.9% | 4.5% | ||
| Q2 24 | 10.2% | 4.0% |
每股收益（稀释后）NOVR
| Q1 26 | $0.05 | $2.34 | ||
| Q4 25 | $-0.20 | $3.22 | ||
| Q3 25 | $0.11 | $3.32 | ||
| Q2 25 | $0.29 | $3.13 | ||
| Q1 25 | $0.19 | $2.27 | ||
| Q4 24 | $0.40 | $3.09 | ||
| Q3 24 | $0.33 | $3.24 | ||
| Q2 24 | $0.57 | $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 | $1.3B | $182.0M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $11.1B | — |
| 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NOVR
| Q1 26 | $1.3B | $182.0M | ||
| Q4 25 | $1.6B | $198.0M | ||
| Q3 25 | $1.2B | $189.0M | ||
| Q2 25 | $1.1B | $180.0M | ||
| Q1 25 | $1.2B | $151.0M | ||
| Q4 24 | $1.2B | $154.0M | ||
| Q3 24 | $985.0M | $162.0M | ||
| Q2 24 | $827.0M | $164.0M |
总债务NOVR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $6.8B | ||
| Q3 25 | $1.7B | $7.3B | ||
| Q2 25 | $1.7B | $7.0B | ||
| Q1 25 | $1.7B | $6.7B | ||
| Q4 24 | $1.7B | $6.7B | ||
| Q3 24 | $1.7B | $6.6B | ||
| Q2 24 | $1.7B | $6.5B |
股东权益NOVR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.5B | $3.1B | ||
| Q2 25 | $6.5B | $3.1B | ||
| Q1 25 | $6.4B | $3.0B | ||
| Q4 24 | $6.4B | $3.1B | ||
| Q3 24 | $6.5B | $3.1B | ||
| Q2 24 | $6.4B | $3.1B |
总资产NOVR
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $16.4B | ||
| Q3 25 | $11.3B | $16.5B | ||
| Q2 25 | $11.4B | $16.5B | ||
| Q1 25 | $11.3B | $16.4B | ||
| Q4 24 | $11.4B | $16.7B | ||
| Q3 24 | $11.4B | $16.5B | ||
| Q2 24 | $11.3B | $16.4B |
负债/权益比NOVR
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 2.24× | ||
| Q3 25 | 0.27× | 2.35× | ||
| Q2 25 | 0.27× | 2.27× | ||
| Q1 25 | 0.27× | 2.21× | ||
| Q4 24 | 0.27× | 2.14× | ||
| Q3 24 | 0.27× | 2.17× | ||
| Q2 24 | 0.27× | 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 | $51.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 2.5% | 8.7% |
| 资本支出强度资本支出/营收 | — | 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 | $876.0M | $595.0M |
8季度趋势，按日历期对齐
经营现金流NOVR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $573.0M | $749.0M | ||
| Q3 25 | $352.0M | $442.0M | ||
| Q2 25 | $191.0M | $752.0M | ||
| Q1 25 | $135.0M | $651.0M | ||
| Q4 24 | $591.0M | $558.0M | ||
| Q3 24 | $359.0M | $629.0M | ||
| Q2 24 | $432.0M | $552.0M |
自由现金流NOVR
| Q1 26 | $51.0M | $273.0M | ||
| Q4 25 | $472.0M | $344.0M | ||
| Q3 25 | $245.0M | $-85.0M | ||
| Q2 25 | $108.0M | $63.0M | ||
| Q1 25 | $51.0M | $137.0M | ||
| Q4 24 | $473.0M | $-201.0M | ||
| Q3 24 | $277.0M | $30.0M | ||
| Q2 24 | $350.0M | $-87.0M |
自由现金流率NOVR
| Q1 26 | 2.5% | 8.7% | ||
| Q4 25 | 20.7% | 10.8% | ||
| Q3 25 | 11.3% | -2.7% | ||
| Q2 25 | 4.9% | 2.0% | ||
| Q1 25 | 2.4% | 4.4% | ||
| Q4 24 | 20.5% | -6.3% | ||
| Q3 24 | 12.6% | 0.9% | ||
| Q2 24 | 15.8% | -2.7% |
资本支出强度NOVR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 4.4% | 12.8% | ||
| Q3 25 | 4.9% | 16.6% | ||
| Q2 25 | 3.8% | 21.6% | ||
| Q1 25 | 4.0% | 16.4% | ||
| Q4 24 | 5.1% | 23.8% | ||
| Q3 24 | 3.7% | 18.9% | ||
| Q2 24 | 3.7% | 20.1% |
现金转化率NOVR
| Q1 26 | — | 6.27× | ||
| Q4 25 | — | 5.67× | ||
| Q3 25 | 8.38× | 3.20× | ||
| Q2 25 | 1.77× | 5.74× | ||
| Q1 25 | 1.85× | 6.64× | ||
| Q4 24 | 3.69× | 4.13× | ||
| Q3 24 | 2.76× | 4.43× | ||
| Q2 24 | 1.91× | 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
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
