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RYDER SYSTEM INC（R）与美国联合航空（UAL）财务数据对比。点击上方公司名可切换其他公司
美国联合航空的季度营收约是RYDER SYSTEM INC的1.1倍（$14.6B vs $13.1B），美国联合航空净利率更高（4.8% vs 0.7%，领先4.1%），美国联合航空同比增速更快（10.6% vs 1.0%），美国联合航空自由现金流更多（$2.0B vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs -1.3%）
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。
美国联合航空是美国主要航企，总部位于伊利诺伊州芝加哥，运营覆盖美国本土及六大洲的广阔国内外航线网络，区域航线由独立航司以美联航快运品牌运营，作为星空联盟五大创始航司之一，其航线网络可辐射全球各地。
R vs UAL — 直观对比
营收规模更大
UAL
是对方的1.1倍
$13.1B
营收增速更快
UAL
高出9.6%
1.0%
净利率更高
UAL
高出4.1%
0.7%
自由现金流更多
UAL
多$1.8B
$273.0M
两年增速更快
R
近两年复合增速
-1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.1B | $14.6B |
| 净利润 | $93.0M | $699.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.8% |
| 净利率 | 0.7% | 4.8% |
| 营收同比 | 1.0% | 10.6% |
| 净利润同比 | -5.1% | 80.6% |
| 每股收益（稀释后） | $2.34 | $2.14 |
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RUAL
| Q1 26 | $13.1B | $14.6B | ||
| Q4 25 | $3.2B | $15.4B | ||
| Q3 25 | $3.2B | $15.2B | ||
| Q2 25 | $3.2B | $15.2B | ||
| Q1 25 | $3.1B | $13.2B | ||
| Q4 24 | $3.2B | $14.7B | ||
| Q3 24 | $3.2B | $14.8B | ||
| Q2 24 | $3.2B | $15.0B |
净利润RUAL
| Q1 26 | $93.0M | $699.0M | ||
| Q4 25 | $132.0M | $1.0B | ||
| Q3 25 | $138.0M | $949.0M | ||
| Q2 25 | $131.0M | $973.0M | ||
| Q1 25 | $98.0M | $387.0M | ||
| Q4 24 | $135.0M | $985.0M | ||
| Q3 24 | $142.0M | $965.0M | ||
| Q2 24 | $127.0M | $1.3B |
营业利润率RUAL
| Q1 26 | — | 6.8% | ||
| Q4 25 | 5.6% | 9.0% | ||
| Q3 25 | 6.0% | 9.2% | ||
| Q2 25 | 5.8% | 8.7% | ||
| Q1 25 | 4.3% | 4.6% | ||
| Q4 24 | 5.7% | 10.2% | ||
| Q3 24 | 5.9% | 10.5% | ||
| Q2 24 | 5.6% | 12.9% |
净利率RUAL
| Q1 26 | 0.7% | 4.8% | ||
| Q4 25 | 4.2% | 6.8% | ||
| Q3 25 | 4.4% | 6.2% | ||
| Q2 25 | 4.1% | 6.4% | ||
| Q1 25 | 3.1% | 2.9% | ||
| Q4 24 | 4.2% | 6.7% | ||
| Q3 24 | 4.5% | 6.5% | ||
| Q2 24 | 4.0% | 8.8% |
每股收益（稀释后）RUAL
| Q1 26 | $2.34 | $2.14 | ||
| Q4 25 | $3.22 | $3.17 | ||
| Q3 25 | $3.32 | $2.90 | ||
| Q2 25 | $3.13 | $2.97 | ||
| Q1 25 | $2.27 | $1.16 | ||
| Q4 24 | $3.09 | $2.97 | ||
| Q3 24 | $3.24 | $2.90 | ||
| Q2 24 | $2.84 | $3.96 |
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 | $14.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $15.9B |
| 总资产 | — | $80.9B |
| 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RUAL
| Q1 26 | $182.0M | $14.2B | ||
| Q4 25 | $198.0M | $12.2B | ||
| Q3 25 | $189.0M | $13.3B | ||
| Q2 25 | $180.0M | $15.6B | ||
| Q1 25 | $151.0M | $15.3B | ||
| Q4 24 | $154.0M | $14.5B | ||
| Q3 24 | $162.0M | $14.2B | ||
| Q2 24 | $164.0M | $15.2B |
总债务RUAL
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | $20.6B | ||
| Q3 25 | $7.3B | $20.8B | ||
| Q2 25 | $7.0B | $20.9B | ||
| Q1 25 | $6.7B | $24.4B | ||
| Q4 24 | $6.7B | $25.2B | ||
| Q3 24 | $6.6B | — | ||
| Q2 24 | $6.5B | — |
股东权益RUAL
| Q1 26 | $2.9B | $15.9B | ||
| Q4 25 | $3.1B | $15.3B | ||
| Q3 25 | $3.1B | $14.3B | ||
| Q2 25 | $3.1B | $13.4B | ||
| Q1 25 | $3.0B | $12.6B | ||
| Q4 24 | $3.1B | $12.7B | ||
| Q3 24 | $3.1B | $11.4B | ||
| Q2 24 | $3.1B | $10.5B |
总资产RUAL
| Q1 26 | — | $80.9B | ||
| Q4 25 | $16.4B | $76.4B | ||
| Q3 25 | $16.5B | $76.3B | ||
| Q2 25 | $16.5B | $77.2B | ||
| Q1 25 | $16.4B | $76.1B | ||
| Q4 24 | $16.7B | $74.1B | ||
| Q3 24 | $16.5B | $72.6B | ||
| Q2 24 | $16.4B | $73.3B |
负债/权益比RUAL
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 1.35× | ||
| Q3 25 | 2.35× | 1.45× | ||
| Q2 25 | 2.27× | 1.56× | ||
| Q1 25 | 2.21× | 1.93× | ||
| Q4 24 | 2.14× | 1.99× | ||
| 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 | $4.8B |
| 自由现金流经营现金流 - 资本支出 | $273.0M | $2.0B |
| 自由现金流率自由现金流/营收 | 2.1% | 13.9% |
| 资本支出强度资本支出/营收 | 3.3% | 13.9% |
| 现金转化率经营现金流/净利润 | 6.27× | 6.87× |
| 过去12个月自由现金流最近4个季度 | $595.0M | $2.1B |
8季度趋势，按日历期对齐
经营现金流RUAL
| Q1 26 | $583.0M | $4.8B | ||
| Q4 25 | $749.0M | $1.3B | ||
| Q3 25 | $442.0M | $1.2B | ||
| Q2 25 | $752.0M | $2.2B | ||
| Q1 25 | $651.0M | $3.7B | ||
| Q4 24 | $558.0M | $2.2B | ||
| Q3 24 | $629.0M | $1.5B | ||
| Q2 24 | $552.0M | $2.9B |
自由现金流RUAL
| Q1 26 | $273.0M | $2.0B | ||
| Q4 25 | $344.0M | $-604.0M | ||
| Q3 25 | $-85.0M | $-246.0M | ||
| Q2 25 | $63.0M | $930.0M | ||
| Q1 25 | $137.0M | $2.5B | ||
| Q4 24 | $-201.0M | $549.0M | ||
| Q3 24 | $30.0M | $88.0M | ||
| Q2 24 | $-87.0M | $1.7B |
自由现金流率RUAL
| Q1 26 | 2.1% | 13.9% | ||
| Q4 25 | 10.8% | -3.9% | ||
| Q3 25 | -2.7% | -1.6% | ||
| Q2 25 | 2.0% | 6.1% | ||
| Q1 25 | 4.4% | 18.7% | ||
| Q4 24 | -6.3% | 3.7% | ||
| Q3 24 | 0.9% | 0.6% | ||
| Q2 24 | -2.7% | 11.4% |
资本支出强度RUAL
| Q1 26 | 3.3% | 13.9% | ||
| Q4 25 | 12.8% | 12.3% | ||
| Q3 25 | 16.6% | 9.6% | ||
| Q2 25 | 21.6% | 8.4% | ||
| Q1 25 | 16.4% | 9.3% | ||
| Q4 24 | 23.8% | 11.4% | ||
| Q3 24 | 18.9% | 9.5% | ||
| Q2 24 | 20.1% | 7.8% |
现金转化率RUAL
| Q1 26 | 6.27× | 6.87× | ||
| Q4 25 | 5.67× | 1.23× | ||
| Q3 25 | 3.20× | 1.28× | ||
| Q2 25 | 5.74× | 2.28× | ||
| Q1 25 | 6.64× | 9.59× | ||
| Q4 24 | 4.13× | 2.26× | ||
| Q3 24 | 4.43× | 1.55× | ||
| Q2 24 | 4.35× | 2.17× |
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
暂无分部数据
UAL
| Passenger revenue | $13.2B | 90% |
| Other | $1.0B | 7% |
| Cargo revenue | $422.0M | 3% |
