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高通（QCOM）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的季度营收约是高通的1.1倍（$13.1B vs $12.3B），高通净利率更高（24.5% vs 0.7%，领先23.8%），高通同比增速更快（5.0% vs 1.0%），高通自由现金流更多（$4.4B vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 14.2%）
高通是总部位于美国加利福尼亚州圣迭戈、在特拉华州注册的跨国企业，主营无线技术相关的半导体、软件及服务业务，持有5G、4G、CDMA2000、TD-SCDMA、WCDMA等移动通信标准的核心专利，是全球无线通信领域的核心供应商。
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。
QCOM vs R — 直观对比
营收规模更大
R
是对方的1.1倍
$12.3B
营收增速更快
QCOM
高出4.0%
1.0%
净利率更高
QCOM
高出23.8%
0.7%
自由现金流更多
QCOM
多$4.1B
$273.0M
两年增速更快
R
近两年复合增速
14.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $12.3B | $13.1B |
| 净利润 | $3.0B | $93.0M |
| 毛利率 | 54.6% | — |
| 营业利润率 | 27.5% | — |
| 净利率 | 24.5% | 0.7% |
| 营收同比 | 5.0% | 1.0% |
| 净利润同比 | -5.5% | -5.1% |
| 每股收益（稀释后） | $2.78 | $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QCOMR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $12.3B | $3.2B | ||
| Q3 25 | $11.3B | $3.2B | ||
| Q2 25 | $10.4B | $3.2B | ||
| Q1 25 | $11.0B | $3.1B | ||
| Q4 24 | $11.7B | $3.2B | ||
| Q3 24 | $10.2B | $3.2B | ||
| Q2 24 | $9.4B | $3.2B |
净利润QCOMR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $3.0B | $132.0M | ||
| Q3 25 | $-3.1B | $138.0M | ||
| Q2 25 | $2.7B | $131.0M | ||
| Q1 25 | $2.8B | $98.0M | ||
| Q4 24 | $3.2B | $135.0M | ||
| Q3 24 | $2.9B | $142.0M | ||
| Q2 24 | $2.1B | $127.0M |
毛利率QCOMR
| Q1 26 | — | — | ||
| Q4 25 | 54.6% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 55.6% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 55.8% | — | ||
| Q3 24 | 56.4% | — | ||
| Q2 24 | 55.6% | — |
营业利润率QCOMR
| Q1 26 | — | — | ||
| Q4 25 | 27.5% | 5.6% | ||
| Q3 25 | 25.9% | 6.0% | ||
| Q2 25 | 26.6% | 5.8% | ||
| Q1 25 | 28.4% | 4.3% | ||
| Q4 24 | 30.5% | 5.7% | ||
| Q3 24 | 25.2% | 5.9% | ||
| Q2 24 | 23.6% | 5.6% |
净利率QCOMR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 24.5% | 4.2% | ||
| Q3 25 | -27.7% | 4.4% | ||
| Q2 25 | 25.7% | 4.1% | ||
| Q1 25 | 25.6% | 3.1% | ||
| Q4 24 | 27.3% | 4.2% | ||
| Q3 24 | 28.5% | 4.5% | ||
| Q2 24 | 22.7% | 4.0% |
每股收益（稀释后）QCOMR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $2.78 | $3.22 | ||
| Q3 25 | $-2.77 | $3.32 | ||
| Q2 25 | $2.43 | $3.13 | ||
| Q1 25 | $2.52 | $2.27 | ||
| Q4 24 | $2.83 | $3.09 | ||
| Q3 24 | $2.57 | $3.24 | ||
| Q2 24 | $1.88 | $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 | $11.8B | $182.0M |
| 总债务越低越好 | $14.8B | — |
| 股东权益账面价值 | $23.1B | $2.9B |
| 总资产 | $53.0B | — |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势，按日历期对齐
现金及短期投资QCOMR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $11.8B | $198.0M | ||
| Q3 25 | $10.2B | $189.0M | ||
| Q2 25 | $10.0B | $180.0M | ||
| Q1 25 | $13.8B | $151.0M | ||
| Q4 24 | $14.3B | $154.0M | ||
| Q3 24 | $13.3B | $162.0M | ||
| Q2 24 | $13.0B | $164.0M |
总债务QCOMR
| Q1 26 | — | — | ||
| Q4 25 | $14.8B | $6.8B | ||
| Q3 25 | $14.8B | $7.3B | ||
| Q2 25 | $14.8B | $7.0B | ||
| Q1 25 | $13.3B | $6.7B | ||
| Q4 24 | $13.2B | $6.7B | ||
| Q3 24 | $13.3B | $6.6B | ||
| Q2 24 | $13.2B | $6.5B |
股东权益QCOMR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $23.1B | $3.1B | ||
| Q3 25 | $21.2B | $3.1B | ||
| Q2 25 | $27.2B | $3.1B | ||
| Q1 25 | $27.7B | $3.0B | ||
| Q4 24 | $26.9B | $3.1B | ||
| Q3 24 | $26.3B | $3.1B | ||
| Q2 24 | $24.7B | $3.1B |
总资产QCOMR
| Q1 26 | — | — | ||
| Q4 25 | $53.0B | $16.4B | ||
| Q3 25 | $50.1B | $16.5B | ||
| Q2 25 | $54.9B | $16.5B | ||
| Q1 25 | $55.4B | $16.4B | ||
| Q4 24 | $55.6B | $16.7B | ||
| Q3 24 | $55.2B | $16.5B | ||
| Q2 24 | $52.7B | $16.4B |
负债/权益比QCOMR
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 2.24× | ||
| Q3 25 | 0.70× | 2.35× | ||
| Q2 25 | 0.54× | 2.27× | ||
| Q1 25 | 0.48× | 2.21× | ||
| Q4 24 | 0.49× | 2.14× | ||
| Q3 24 | 0.51× | 2.17× | ||
| Q2 24 | 0.53× | 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 | $5.0B | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $4.4B | $273.0M |
| 自由现金流率自由现金流/营收 | 36.0% | 2.1% |
| 资本支出强度资本支出/营收 | 4.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 1.65× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $12.9B | $595.0M |
8季度趋势，按日历期对齐
经营现金流QCOMR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $5.0B | $749.0M | ||
| Q3 25 | $4.0B | $442.0M | ||
| Q2 25 | $2.9B | $752.0M | ||
| Q1 25 | $2.6B | $651.0M | ||
| Q4 24 | $4.6B | $558.0M | ||
| Q3 24 | $2.6B | $629.0M | ||
| Q2 24 | $3.1B | $552.0M |
自由现金流QCOMR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $4.4B | $344.0M | ||
| Q3 25 | $3.6B | $-85.0M | ||
| Q2 25 | $2.6B | $63.0M | ||
| Q1 25 | $2.3B | $137.0M | ||
| Q4 24 | $4.3B | $-201.0M | ||
| Q3 24 | $2.4B | $30.0M | ||
| Q2 24 | $2.7B | $-87.0M |
自由现金流率QCOMR
| Q1 26 | — | 2.1% | ||
| Q4 25 | 36.0% | 10.8% | ||
| Q3 25 | 31.8% | -2.7% | ||
| Q2 25 | 24.9% | 2.0% | ||
| Q1 25 | 21.3% | 4.4% | ||
| Q4 24 | 36.9% | -6.3% | ||
| Q3 24 | 23.3% | 0.9% | ||
| Q2 24 | 28.4% | -2.7% |
资本支出强度QCOMR
| Q1 26 | — | 3.3% | ||
| Q4 25 | 4.5% | 12.8% | ||
| Q3 25 | 3.6% | 16.6% | ||
| Q2 25 | 2.8% | 21.6% | ||
| Q1 25 | 1.9% | 16.4% | ||
| Q4 24 | 2.4% | 23.8% | ||
| Q3 24 | 2.5% | 18.9% | ||
| Q2 24 | 4.1% | 20.1% |
现金转化率QCOMR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.65× | 5.67× | ||
| Q3 25 | — | 3.20× | ||
| Q2 25 | 1.08× | 5.74× | ||
| Q1 25 | 0.91× | 6.64× | ||
| Q4 24 | 1.44× | 4.13× | ||
| Q3 24 | 0.91× | 4.43× | ||
| Q2 24 | 1.43× | 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
QCOM
| Handsets | $7.8B | 64% |
| Io T | $1.7B | 14% |
| Qtl | $1.6B | 13% |
| Automotive | $1.1B | 9% |
R
暂无分部数据
