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恩智浦（NXPI）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
恩智浦的季度营收约是RYDER SYSTEM INC的1.0倍（$3.2B vs $3.1B），恩智浦净利率更高（35.3% vs 3.0%，领先32.3%），RYDER SYSTEM INC同比增速更快（1.0% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $273.0M），过去两年恩智浦的营收复合增速更高（0.9% vs -0.9%）
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
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。
NXPI vs R — 直观对比
营收规模更大
NXPI
是对方的1.0倍
$3.1B
营收增速更快
R
高出6.0%
-5.0%
净利率更高
NXPI
高出32.3%
3.0%
自由现金流更多
NXPI
多$441.0M
$273.0M
两年增速更快
NXPI
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.1B |
| 净利润 | $1.1B | $93.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | 100.0% | — |
| 净利率 | 35.3% | 3.0% |
| 营收同比 | -5.0% | 1.0% |
| 净利润同比 | 147.0% | -5.1% |
| 每股收益（稀释后） | $4.43 | $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NXPIR
| Q1 26 | $3.2B | $3.1B | ||
| Q4 25 | $3.3B | $3.2B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.8B | $3.1B | ||
| Q4 24 | $3.1B | $3.2B | ||
| Q3 24 | $3.3B | $3.2B | ||
| Q2 24 | $3.1B | $3.2B |
净利润NXPIR
| Q1 26 | $1.1B | $93.0M | ||
| Q4 25 | $455.0M | $132.0M | ||
| Q3 25 | $631.0M | $138.0M | ||
| Q2 25 | $445.0M | $131.0M | ||
| Q1 25 | $490.0M | $98.0M | ||
| Q4 24 | $495.0M | $135.0M | ||
| Q3 24 | $718.0M | $142.0M | ||
| Q2 24 | $658.0M | $127.0M |
毛利率NXPIR
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | — | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 57.3% | — |
营业利润率NXPIR
| Q1 26 | 100.0% | — | ||
| Q4 25 | 22.3% | 5.6% | ||
| Q3 25 | 28.1% | 6.0% | ||
| Q2 25 | 23.5% | 5.8% | ||
| Q1 25 | 25.5% | 4.3% | ||
| Q4 24 | 21.7% | 5.7% | ||
| Q3 24 | 30.5% | 5.9% | ||
| Q2 24 | 28.7% | 5.6% |
净利率NXPIR
| Q1 26 | 35.3% | 3.0% | ||
| Q4 25 | 13.6% | 4.2% | ||
| Q3 25 | 19.9% | 4.4% | ||
| Q2 25 | 15.2% | 4.1% | ||
| Q1 25 | 17.3% | 3.1% | ||
| Q4 24 | 15.9% | 4.2% | ||
| Q3 24 | 22.1% | 4.5% | ||
| Q2 24 | 21.0% | 4.0% |
每股收益（稀释后）NXPIR
| Q1 26 | $4.43 | $2.34 | ||
| Q4 25 | $1.80 | $3.22 | ||
| Q3 25 | $2.48 | $3.32 | ||
| Q2 25 | $1.75 | $3.13 | ||
| Q1 25 | $1.92 | $2.27 | ||
| Q4 24 | $1.93 | $3.09 | ||
| Q3 24 | $2.79 | $3.24 | ||
| Q2 24 | $2.54 | $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 | $3.7B | $182.0M |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $2.9B |
| 总资产 | $27.1B | — |
| 负债/权益比越低杠杆越低 | 1.07× | — |
8季度趋势，按日历期对齐
现金及短期投资NXPIR
| Q1 26 | $3.7B | $182.0M | ||
| Q4 25 | $3.3B | $198.0M | ||
| Q3 25 | $3.5B | $189.0M | ||
| Q2 25 | $3.2B | $180.0M | ||
| Q1 25 | $4.0B | $151.0M | ||
| Q4 24 | $3.3B | $154.0M | ||
| Q3 24 | $2.7B | $162.0M | ||
| Q2 24 | $2.9B | $164.0M |
总债务NXPIR
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $6.8B | ||
| Q3 25 | $11.0B | $7.3B | ||
| Q2 25 | $9.5B | $7.0B | ||
| Q1 25 | $10.2B | $6.7B | ||
| Q4 24 | $10.4B | $6.7B | ||
| Q3 24 | $9.7B | $6.6B | ||
| Q2 24 | $9.7B | $6.5B |
股东权益NXPIR
| Q1 26 | $10.9B | $2.9B | ||
| Q4 25 | $10.1B | $3.1B | ||
| Q3 25 | $10.0B | $3.1B | ||
| Q2 25 | $9.6B | $3.1B | ||
| Q1 25 | $9.3B | $3.0B | ||
| Q4 24 | $9.2B | $3.1B | ||
| Q3 24 | $9.4B | $3.1B | ||
| Q2 24 | $9.0B | $3.1B |
总资产NXPIR
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $16.4B | ||
| Q3 25 | $26.4B | $16.5B | ||
| Q2 25 | $25.3B | $16.5B | ||
| Q1 25 | $25.2B | $16.4B | ||
| Q4 24 | $24.4B | $16.7B | ||
| Q3 24 | $23.7B | $16.5B | ||
| Q2 24 | $23.2B | $16.4B |
负债/权益比NXPIR
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 2.24× | ||
| Q3 25 | 1.09× | 2.35× | ||
| Q2 25 | 0.99× | 2.27× | ||
| Q1 25 | 1.10× | 2.21× | ||
| Q4 24 | 1.13× | 2.14× | ||
| Q3 24 | 1.03× | 2.17× | ||
| Q2 24 | 1.07× | 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 | $714.0M | $273.0M |
| 自由现金流率自由现金流/营收 | 22.4% | 8.7% |
| 资本支出强度资本支出/营收 | 2.5% | 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 | $2.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流NXPIR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $891.0M | $749.0M | ||
| Q3 25 | $585.0M | $442.0M | ||
| Q2 25 | $779.0M | $752.0M | ||
| Q1 25 | $565.0M | $651.0M | ||
| Q4 24 | $391.0M | $558.0M | ||
| Q3 24 | $779.0M | $629.0M | ||
| Q2 24 | $761.0M | $552.0M |
自由现金流NXPIR
| Q1 26 | $714.0M | $273.0M | ||
| Q4 25 | $793.0M | $344.0M | ||
| Q3 25 | $508.0M | $-85.0M | ||
| Q2 25 | $696.0M | $63.0M | ||
| Q1 25 | $426.0M | $137.0M | ||
| Q4 24 | $261.0M | $-201.0M | ||
| Q3 24 | $593.0M | $30.0M | ||
| Q2 24 | $576.0M | $-87.0M |
自由现金流率NXPIR
| Q1 26 | 22.4% | 8.7% | ||
| Q4 25 | 23.8% | 10.8% | ||
| Q3 25 | 16.0% | -2.7% | ||
| Q2 25 | 23.8% | 2.0% | ||
| Q1 25 | 15.0% | 4.4% | ||
| Q4 24 | 8.4% | -6.3% | ||
| Q3 24 | 18.2% | 0.9% | ||
| Q2 24 | 18.4% | -2.7% |
资本支出强度NXPIR
| Q1 26 | 2.5% | 13.7% | ||
| Q4 25 | 2.9% | 12.8% | ||
| Q3 25 | 2.4% | 16.6% | ||
| Q2 25 | 2.8% | 21.6% | ||
| Q1 25 | 4.9% | 16.4% | ||
| Q4 24 | 4.2% | 23.8% | ||
| Q3 24 | 5.7% | 18.9% | ||
| Q2 24 | 5.9% | 20.1% |
现金转化率NXPIR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.96× | 5.67× | ||
| Q3 25 | 0.93× | 3.20× | ||
| Q2 25 | 1.75× | 5.74× | ||
| Q1 25 | 1.15× | 6.64× | ||
| Q4 24 | 0.79× | 4.13× | ||
| Q3 24 | 1.08× | 4.43× | ||
| Q2 24 | 1.16× | 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
NXPI
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% |
