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RYDER SYSTEM INC（R）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
史密斯菲尔德食品的季度营收约是RYDER SYSTEM INC的1.2倍（$3.8B vs $3.1B），史密斯菲尔德食品净利率更高（6.6% vs 3.0%，领先3.6%），RYDER SYSTEM INC同比增速更快（1.0% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（6.8% vs -0.9%）
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。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
R vs SFD — 直观对比
营收规模更大
SFD
是对方的1.2倍
$3.1B
营收增速更快
R
高出0.2%
0.8%
净利率更高
SFD
高出3.6%
3.0%
两年增速更快
SFD
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.8B |
| 净利润 | $93.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | — | 8.8% |
| 净利率 | 3.0% | 6.6% |
| 营收同比 | 1.0% | 0.8% |
| 净利润同比 | -5.1% | 9.8% |
| 每股收益（稀释后） | $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RSFD
| Q1 26 | $3.1B | $3.8B | ||
| Q4 25 | $3.2B | $4.2B | ||
| Q3 25 | $3.2B | $3.7B | ||
| Q2 25 | $3.2B | $3.8B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $3.2B | $4.0B | ||
| Q3 24 | $3.2B | $3.3B | ||
| Q2 24 | $3.2B | — |
净利润RSFD
| Q1 26 | $93.0M | $249.0M | ||
| Q4 25 | $132.0M | $327.0M | ||
| Q3 25 | $138.0M | $248.0M | ||
| Q2 25 | $131.0M | $188.0M | ||
| Q1 25 | $98.0M | $224.0M | ||
| Q4 24 | $135.0M | $205.0M | ||
| Q3 24 | $142.0M | $291.0M | ||
| Q2 24 | $127.0M | — |
毛利率RSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | — |
营业利润率RSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 5.6% | 9.5% | ||
| Q3 25 | 6.0% | 8.3% | ||
| Q2 25 | 5.8% | 6.9% | ||
| Q1 25 | 4.3% | 8.5% | ||
| Q4 24 | 5.7% | 8.5% | ||
| Q3 24 | 5.9% | 8.5% | ||
| Q2 24 | 5.6% | — |
净利率RSFD
| Q1 26 | 3.0% | 6.6% | ||
| Q4 25 | 4.2% | 7.7% | ||
| Q3 25 | 4.4% | 6.6% | ||
| Q2 25 | 4.1% | 5.0% | ||
| Q1 25 | 3.1% | 5.9% | ||
| Q4 24 | 4.2% | 5.2% | ||
| Q3 24 | 4.5% | 8.7% | ||
| Q2 24 | 4.0% | — |
每股收益（稀释后）RSFD
| Q1 26 | $2.34 | — | ||
| Q4 25 | $3.22 | $0.83 | ||
| Q3 25 | $3.32 | $0.63 | ||
| Q2 25 | $3.13 | $0.48 | ||
| Q1 25 | $2.27 | $0.57 | ||
| Q4 24 | $3.09 | $0.54 | ||
| Q3 24 | $3.24 | $0.77 | ||
| Q2 24 | $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 | $182.0M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $6.9B |
| 总资产 | — | $12.0B |
| 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RSFD
| Q1 26 | $182.0M | $1.4B | ||
| Q4 25 | $198.0M | — | ||
| Q3 25 | $189.0M | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $151.0M | — | ||
| Q4 24 | $154.0M | — | ||
| Q3 24 | $162.0M | — | ||
| Q2 24 | $164.0M | — |
总债务RSFD
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | $2.0B | ||
| Q3 25 | $7.3B | $2.0B | ||
| Q2 25 | $7.0B | $2.0B | ||
| Q1 25 | $6.7B | $2.0B | ||
| Q4 24 | $6.7B | $2.0B | ||
| Q3 24 | $6.6B | — | ||
| Q2 24 | $6.5B | — |
股东权益RSFD
| Q1 26 | $2.9B | $6.9B | ||
| Q4 25 | $3.1B | $6.8B | ||
| Q3 25 | $3.1B | $6.5B | ||
| Q2 25 | $3.1B | $6.3B | ||
| Q1 25 | $3.0B | $6.2B | ||
| Q4 24 | $3.1B | $5.8B | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.1B | — |
总资产RSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $16.4B | $12.2B | ||
| Q3 25 | $16.5B | $11.5B | ||
| Q2 25 | $16.5B | $11.2B | ||
| Q1 25 | $16.4B | $11.1B | ||
| Q4 24 | $16.7B | $11.1B | ||
| Q3 24 | $16.5B | — | ||
| Q2 24 | $16.4B | — |
负债/权益比RSFD
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 0.29× | ||
| Q3 25 | 2.35× | 0.31× | ||
| Q2 25 | 2.27× | 0.32× | ||
| Q1 25 | 2.21× | 0.32× | ||
| Q4 24 | 2.14× | 0.34× | ||
| Q3 24 | 2.17× | — | ||
| Q2 24 | 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 | $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% | 2.3% |
| 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RSFD
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | $938.0M | ||
| Q3 25 | $442.0M | $13.0M | ||
| Q2 25 | $752.0M | $274.0M | ||
| Q1 25 | $651.0M | $-166.0M | ||
| Q4 24 | $558.0M | — | ||
| Q3 24 | $629.0M | — | ||
| Q2 24 | $552.0M | — |
自由现金流RSFD
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | $842.0M | ||
| Q3 25 | $-85.0M | $-75.0M | ||
| Q2 25 | $63.0M | $196.0M | ||
| Q1 25 | $137.0M | $-245.0M | ||
| Q4 24 | $-201.0M | — | ||
| Q3 24 | $30.0M | — | ||
| Q2 24 | $-87.0M | — |
自由现金流率RSFD
| Q1 26 | 8.7% | — | ||
| Q4 25 | 10.8% | 19.9% | ||
| Q3 25 | -2.7% | -2.0% | ||
| Q2 25 | 2.0% | 5.2% | ||
| Q1 25 | 4.4% | -6.5% | ||
| Q4 24 | -6.3% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | -2.7% | — |
资本支出强度RSFD
| Q1 26 | 13.7% | 2.3% | ||
| Q4 25 | 12.8% | 2.3% | ||
| Q3 25 | 16.6% | 2.3% | ||
| Q2 25 | 21.6% | 2.1% | ||
| Q1 25 | 16.4% | 2.1% | ||
| Q4 24 | 23.8% | 2.1% | ||
| Q3 24 | 18.9% | 2.8% | ||
| Q2 24 | 20.1% | — |
现金转化率RSFD
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 2.87× | ||
| Q3 25 | 3.20× | 0.05× | ||
| Q2 25 | 5.74× | 1.46× | ||
| Q1 25 | 6.64× | -0.74× | ||
| Q4 24 | 4.13× | — | ||
| Q3 24 | 4.43× | — | ||
| Q2 24 | 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
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
