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RYDER SYSTEM INC（R）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.4倍（$3.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.0%，领先20.5%），RYDER SYSTEM INC同比增速更快（1.0% vs -36.8%），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
R vs RNR — 直观对比
营收规模更大
R
是对方的1.4倍
$2.2B
营收增速更快
R
高出37.8%
-36.8%
净利率更高
RNR
高出20.5%
3.0%
两年增速更快
R
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $93.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 3.0% | 23.5% |
| 营收同比 | 1.0% | -36.8% |
| 净利润同比 | -5.1% | 72.6% |
| 每股收益（稀释后） | $2.34 | $6.57 |
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RRNR
| Q1 26 | $3.1B | $2.2B | ||
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
净利润RRNR
| Q1 26 | $93.0M | $515.8M | ||
| Q4 25 | $132.0M | $760.5M | ||
| Q3 25 | $138.0M | $916.5M | ||
| Q2 25 | $131.0M | $835.4M | ||
| Q1 25 | $98.0M | $170.0M | ||
| Q4 24 | $135.0M | $-189.7M | ||
| Q3 24 | $142.0M | $1.2B | ||
| Q2 24 | $127.0M | $503.9M |
营业利润率RRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 42.5% | ||
| Q3 25 | 6.0% | 46.3% | ||
| Q2 25 | 5.8% | 41.8% | ||
| Q1 25 | 4.3% | -2.0% | ||
| Q4 24 | 5.7% | -3.6% | ||
| Q3 24 | 5.9% | 43.7% | ||
| Q2 24 | 5.6% | 25.0% |
净利率RRNR
| Q1 26 | 3.0% | 23.5% | ||
| Q4 25 | 4.2% | 25.6% | ||
| Q3 25 | 4.4% | 28.7% | ||
| Q2 25 | 4.1% | 26.1% | ||
| Q1 25 | 3.1% | 4.9% | ||
| Q4 24 | 4.2% | -8.3% | ||
| Q3 24 | 4.5% | 29.8% | ||
| Q2 24 | 4.0% | 17.8% |
每股收益（稀释后）RRNR
| Q1 26 | $2.34 | $6.57 | ||
| Q4 25 | $3.22 | $16.16 | ||
| Q3 25 | $3.32 | $19.40 | ||
| Q2 25 | $3.13 | $17.20 | ||
| Q1 25 | $2.27 | $3.27 | ||
| Q4 24 | $3.09 | $-3.76 | ||
| Q3 24 | $3.24 | $22.62 | ||
| Q2 24 | $2.84 | $9.41 |
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 | $182.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $4.3B |
| 总资产 | — | $53.7B |
| 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RRNR
| Q1 26 | $182.0M | $1.6B | ||
| Q4 25 | $198.0M | $1.7B | ||
| Q3 25 | $189.0M | $1.7B | ||
| Q2 25 | $180.0M | $1.4B | ||
| Q1 25 | $151.0M | $1.6B | ||
| Q4 24 | $154.0M | $1.7B | ||
| Q3 24 | $162.0M | $1.6B | ||
| Q2 24 | $164.0M | $1.6B |
总债务RRNR
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | $2.3B | ||
| Q3 25 | $7.3B | $2.2B | ||
| Q2 25 | $7.0B | $2.3B | ||
| Q1 25 | $6.7B | $2.8B | ||
| Q4 24 | $6.7B | $1.9B | ||
| Q3 24 | $6.6B | $1.9B | ||
| Q2 24 | $6.5B | $2.0B |
股东权益RRNR
| Q1 26 | $2.9B | $4.3B | ||
| Q4 25 | $3.1B | $11.6B | ||
| Q3 25 | $3.1B | $11.5B | ||
| Q2 25 | $3.1B | $10.8B | ||
| Q1 25 | $3.0B | $10.3B | ||
| Q4 24 | $3.1B | $10.6B | ||
| Q3 24 | $3.1B | $11.2B | ||
| Q2 24 | $3.1B | $10.2B |
总资产RRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $16.4B | $53.8B | ||
| Q3 25 | $16.5B | $54.5B | ||
| Q2 25 | $16.5B | $54.7B | ||
| Q1 25 | $16.4B | $53.6B | ||
| Q4 24 | $16.7B | $50.7B | ||
| Q3 24 | $16.5B | $52.8B | ||
| Q2 24 | $16.4B | $51.6B |
负债/权益比RRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 0.20× | ||
| Q3 25 | 2.35× | 0.19× | ||
| Q2 25 | 2.27× | 0.21× | ||
| Q1 25 | 2.21× | 0.27× | ||
| Q4 24 | 2.14× | 0.18× | ||
| Q3 24 | 2.17× | 0.17× | ||
| Q2 24 | 2.09× | 0.19× |
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 | $273.0M | — |
| 自由现金流率自由现金流/营收 | 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 | $595.0M | — |
8季度趋势，按日历期对齐
经营现金流RRNR
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | $483.0M | ||
| Q3 25 | $442.0M | $1.6B | ||
| Q2 25 | $752.0M | $1.5B | ||
| Q1 25 | $651.0M | $157.8M | ||
| Q4 24 | $558.0M | $778.9M | ||
| Q3 24 | $629.0M | $1.5B | ||
| Q2 24 | $552.0M | $1.2B |
自由现金流RRNR
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $-85.0M | — | ||
| Q2 25 | $63.0M | — | ||
| Q1 25 | $137.0M | — | ||
| Q4 24 | $-201.0M | — | ||
| Q3 24 | $30.0M | — | ||
| Q2 24 | $-87.0M | — |
自由现金流率RRNR
| Q1 26 | 8.7% | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -2.7% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | -6.3% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | -2.7% | — |
资本支出强度RRNR
| Q1 26 | 13.7% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.6% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 16.4% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 20.1% | — |
现金转化率RRNR
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 0.64× | ||
| Q3 25 | 3.20× | 1.73× | ||
| Q2 25 | 5.74× | 1.76× | ||
| Q1 25 | 6.64× | 0.93× | ||
| Q4 24 | 4.13× | — | ||
| Q3 24 | 4.43× | 1.26× | ||
| Q2 24 | 4.35× | 2.41× |
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
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
RNR
暂无分部数据
