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Quanta Services（PWR）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
Quanta Services的季度营收约是RYDER SYSTEM INC的2.5倍（$7.9B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 2.9%，领先0.0%），Quanta Services同比增速更快（26.3% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $184.4M），过去两年Quanta Services的营收复合增速更高（18.6% vs -0.9%）
Quanta Services是美国基础设施服务企业，业务覆盖电力、管道、工业、通信四大领域，可提供各类网络基础设施的规划、设计、安装、项目管理、运维及维修服务。公司自成立以来除内生增长外，已累计收购超150家电力承包领域相关企业。
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。
PWR vs R — 直观对比
营收规模更大
PWR
是对方的2.5倍
$3.1B
营收增速更快
PWR
高出25.3%
1.0%
净利率更高
R
高出0.0%
2.9%
自由现金流更多
R
多$88.6M
$184.4M
两年增速更快
PWR
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.9B | $3.1B |
| 净利润 | $231.4M | $93.0M |
| 毛利率 | 14.1% | — |
| 营业利润率 | 4.3% | — |
| 净利率 | 2.9% | 3.0% |
| 营收同比 | 26.3% | 1.0% |
| 净利润同比 | 55.4% | -5.1% |
| 每股收益（稀释后） | $1.45 | $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PWRR
| Q1 26 | $7.9B | $3.1B | ||
| Q4 25 | $7.8B | $3.2B | ||
| Q3 25 | $7.6B | $3.2B | ||
| Q2 25 | $6.8B | $3.2B | ||
| Q1 25 | $6.2B | $3.1B | ||
| Q4 24 | $6.6B | $3.2B | ||
| Q3 24 | $6.5B | $3.2B | ||
| Q2 24 | $5.6B | $3.2B |
净利润PWRR
| Q1 26 | $231.4M | $93.0M | ||
| Q4 25 | $316.6M | $132.0M | ||
| Q3 25 | $339.4M | $138.0M | ||
| Q2 25 | $229.3M | $131.0M | ||
| Q1 25 | $144.3M | $98.0M | ||
| Q4 24 | $310.3M | $135.0M | ||
| Q3 24 | $293.2M | $142.0M | ||
| Q2 24 | $188.2M | $127.0M |
毛利率PWRR
| Q1 26 | 14.1% | — | ||
| Q4 25 | 15.5% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 14.5% | — |
营业利润率PWRR
| Q1 26 | 4.3% | — | ||
| Q4 25 | 6.2% | 5.6% | ||
| Q3 25 | 6.8% | 6.0% | ||
| Q2 25 | 5.5% | 5.8% | ||
| Q1 25 | 3.8% | 4.3% | ||
| Q4 24 | 6.9% | 5.7% | ||
| Q3 24 | 6.6% | 5.9% | ||
| Q2 24 | 5.5% | 5.6% |
净利率PWRR
| Q1 26 | 2.9% | 3.0% | ||
| Q4 25 | 4.0% | 4.2% | ||
| Q3 25 | 4.4% | 4.4% | ||
| Q2 25 | 3.4% | 4.1% | ||
| Q1 25 | 2.3% | 3.1% | ||
| Q4 24 | 4.7% | 4.2% | ||
| Q3 24 | 4.5% | 4.5% | ||
| Q2 24 | 3.4% | 4.0% |
每股收益（稀释后）PWRR
| Q1 26 | $1.45 | $2.34 | ||
| Q4 25 | $2.08 | $3.22 | ||
| Q3 25 | $2.24 | $3.32 | ||
| Q2 25 | $1.52 | $3.13 | ||
| Q1 25 | $0.96 | $2.27 | ||
| Q4 24 | $2.03 | $3.09 | ||
| Q3 24 | $1.95 | $3.24 | ||
| Q2 24 | $1.26 | $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 | $364.8M | $182.0M |
| 总债务越低越好 | $5.9B | — |
| 股东权益账面价值 | $9.0B | $2.9B |
| 总资产 | $25.7B | — |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资PWRR
| Q1 26 | $364.8M | $182.0M | ||
| Q4 25 | $439.5M | $198.0M | ||
| Q3 25 | $610.4M | $189.0M | ||
| Q2 25 | $509.5M | $180.0M | ||
| Q1 25 | $520.6M | $151.0M | ||
| Q4 24 | $742.0M | $154.0M | ||
| Q3 24 | $764.1M | $162.0M | ||
| Q2 24 | $518.1M | $164.0M |
总债务PWRR
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.2B | $6.8B | ||
| Q3 25 | $5.5B | $7.3B | ||
| Q2 25 | $4.7B | $7.0B | ||
| Q1 25 | $4.4B | $6.7B | ||
| Q4 24 | $4.1B | $6.7B | ||
| Q3 24 | $4.1B | $6.6B | ||
| Q2 24 | $3.0B | $6.5B |
股东权益PWRR
| Q1 26 | $9.0B | $2.9B | ||
| Q4 25 | $8.9B | $3.1B | ||
| Q3 25 | $8.4B | $3.1B | ||
| Q2 25 | $7.9B | $3.1B | ||
| Q1 25 | $7.5B | $3.0B | ||
| Q4 24 | $7.3B | $3.1B | ||
| Q3 24 | $7.1B | $3.1B | ||
| Q2 24 | $6.6B | $3.1B |
总资产PWRR
| Q1 26 | $25.7B | — | ||
| Q4 25 | $24.9B | $16.4B | ||
| Q3 25 | $22.7B | $16.5B | ||
| Q2 25 | $19.9B | $16.5B | ||
| Q1 25 | $19.1B | $16.4B | ||
| Q4 24 | $18.7B | $16.7B | ||
| Q3 24 | $18.9B | $16.5B | ||
| Q2 24 | $15.9B | $16.4B |
负债/权益比PWRR
| Q1 26 | 0.65× | — | ||
| Q4 25 | 0.59× | 2.24× | ||
| Q3 25 | 0.66× | 2.35× | ||
| Q2 25 | 0.59× | 2.27× | ||
| Q1 25 | 0.58× | 2.21× | ||
| Q4 24 | 0.56× | 2.14× | ||
| Q3 24 | 0.58× | 2.17× | ||
| Q2 24 | 0.45× | 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 | $391.7M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $184.4M | $273.0M |
| 自由现金流率自由现金流/营收 | 2.3% | 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 | 1.69× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $595.0M |
8季度趋势，按日历期对齐
经营现金流PWRR
| Q1 26 | $391.7M | $583.0M | ||
| Q4 25 | $1.1B | $749.0M | ||
| Q3 25 | $563.5M | $442.0M | ||
| Q2 25 | $295.7M | $752.0M | ||
| Q1 25 | $243.2M | $651.0M | ||
| Q4 24 | $712.0M | $558.0M | ||
| Q3 24 | $739.9M | $629.0M | ||
| Q2 24 | $391.3M | $552.0M |
自由现金流PWRR
| Q1 26 | $184.4M | $273.0M | ||
| Q4 25 | $934.0M | $344.0M | ||
| Q3 25 | $421.0M | $-85.0M | ||
| Q2 25 | $155.4M | $63.0M | ||
| Q1 25 | $110.4M | $137.0M | ||
| Q4 24 | $565.0M | $-201.0M | ||
| Q3 24 | $527.4M | $30.0M | ||
| Q2 24 | $229.9M | $-87.0M |
自由现金流率PWRR
| Q1 26 | 2.3% | 8.7% | ||
| Q4 25 | 11.9% | 10.8% | ||
| Q3 25 | 5.5% | -2.7% | ||
| Q2 25 | 2.3% | 2.0% | ||
| Q1 25 | 1.8% | 4.4% | ||
| Q4 24 | 8.6% | -6.3% | ||
| Q3 24 | 8.1% | 0.9% | ||
| Q2 24 | 4.1% | -2.7% |
资本支出强度PWRR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.5% | 12.8% | ||
| Q3 25 | 1.9% | 16.6% | ||
| Q2 25 | 2.1% | 21.6% | ||
| Q1 25 | 2.1% | 16.4% | ||
| Q4 24 | 2.2% | 23.8% | ||
| Q3 24 | 3.3% | 18.9% | ||
| Q2 24 | 2.9% | 20.1% |
现金转化率PWRR
| Q1 26 | 1.69× | 6.27× | ||
| Q4 25 | 3.56× | 5.67× | ||
| Q3 25 | 1.66× | 3.20× | ||
| Q2 25 | 1.29× | 5.74× | ||
| Q1 25 | 1.69× | 6.64× | ||
| Q4 24 | 2.29× | 4.13× | ||
| Q3 24 | 2.52× | 4.43× | ||
| Q2 24 | 2.08× | 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
PWR
| Electric | $6.5B | 82% |
| Underground and Infrastructure | $1.4B | 18% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
