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RYDER SYSTEM INC（R）与维萨（V）财务数据对比。点击上方公司名可切换其他公司
RYDER SYSTEM INC的季度营收约是维萨的1.2倍（$13.1B vs $11.2B），维萨净利率更高（53.4% vs 0.7%，领先52.7%），维萨同比增速更快（17.0% vs 1.0%），过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 12.3%）
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。
维萨（Visa Inc.）是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业，业务覆盖全球电子资金转账领域，旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线，为全球消费者及商户提供安全便捷的电子支付解决方案。
R vs V — 直观对比
营收规模更大
R
是对方的1.2倍
$11.2B
营收增速更快
V
高出16.0%
1.0%
净利率更高
V
高出52.7%
0.7%
两年增速更快
R
近两年复合增速
12.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.1B | $11.2B |
| 净利润 | $93.0M | $6.0B |
| 毛利率 | — | — |
| 营业利润率 | — | 64.4% |
| 净利率 | 0.7% | 53.4% |
| 营收同比 | 1.0% | 17.0% |
| 净利润同比 | -5.1% | 32.0% |
| 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RV
| Q2 26 | — | $11.2B | ||
| Q1 26 | $13.1B | — | ||
| Q4 25 | $3.2B | $10.9B | ||
| Q3 25 | $3.2B | $10.7B | ||
| Q2 25 | $3.2B | $10.2B | ||
| Q1 25 | $3.1B | $9.6B | ||
| Q4 24 | $3.2B | $9.5B | ||
| Q3 24 | $3.2B | $9.6B |
净利润RV
| Q2 26 | — | $6.0B | ||
| Q1 26 | $93.0M | — | ||
| Q4 25 | $132.0M | $5.9B | ||
| Q3 25 | $138.0M | $5.1B | ||
| Q2 25 | $131.0M | $5.3B | ||
| Q1 25 | $98.0M | $4.6B | ||
| Q4 24 | $135.0M | $5.1B | ||
| Q3 24 | $142.0M | $5.3B |
营业利润率RV
| Q2 26 | — | 64.4% | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 61.8% | ||
| Q3 25 | 6.0% | 57.3% | ||
| Q2 25 | 5.8% | 60.7% | ||
| Q1 25 | 4.3% | 56.6% | ||
| Q4 24 | 5.7% | 65.6% | ||
| Q3 24 | 5.9% | 66.0% |
净利率RV
| Q2 26 | — | 53.4% | ||
| Q1 26 | 0.7% | — | ||
| Q4 25 | 4.2% | 53.7% | ||
| Q3 25 | 4.4% | 47.5% | ||
| Q2 25 | 4.1% | 51.8% | ||
| Q1 25 | 3.1% | 47.7% | ||
| Q4 24 | 4.2% | 53.8% | ||
| Q3 24 | 4.5% | 55.3% |
每股收益（稀释后）RV
| Q2 26 | — | — | ||
| Q1 26 | $2.34 | — | ||
| Q4 25 | $3.22 | — | ||
| Q3 25 | $3.32 | — | ||
| Q2 25 | $3.13 | — | ||
| Q1 25 | $2.27 | — | ||
| Q4 24 | $3.09 | — | ||
| Q3 24 | $3.24 | — |
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 | $12.4B |
| 总债务越低越好 | — | $22.4B |
| 股东权益账面价值 | $2.9B | $35.7B |
| 总资产 | — | $95.0B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资RV
| Q2 26 | — | $12.4B | ||
| Q1 26 | $182.0M | — | ||
| Q4 25 | $198.0M | $14.8B | ||
| Q3 25 | $189.0M | $17.2B | ||
| Q2 25 | $180.0M | $17.1B | ||
| Q1 25 | $151.0M | $11.7B | ||
| Q4 24 | $154.0M | $12.4B | ||
| Q3 24 | $162.0M | $12.0B |
总债务RV
| Q2 26 | — | $22.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.0B | — | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.6B | — |
股东权益RV
| Q2 26 | — | $35.7B | ||
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.1B | $38.8B | ||
| Q3 25 | $3.1B | $37.9B | ||
| Q2 25 | $3.1B | $38.7B | ||
| Q1 25 | $3.0B | $38.0B | ||
| Q4 24 | $3.1B | $38.3B | ||
| Q3 24 | $3.1B | $39.1B |
总资产RV
| Q2 26 | — | $95.0B | ||
| Q1 26 | — | — | ||
| Q4 25 | $16.4B | $96.8B | ||
| Q3 25 | $16.5B | $99.6B | ||
| Q2 25 | $16.5B | $100.0B | ||
| Q1 25 | $16.4B | $92.9B | ||
| Q4 24 | $16.7B | $91.9B | ||
| Q3 24 | $16.5B | $94.5B |
负债/权益比RV
| Q2 26 | — | 0.63× | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | — | ||
| Q3 25 | 2.35× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.21× | — | ||
| Q4 24 | 2.14× | — | ||
| Q3 24 | 2.17× | — |
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 | 2.1% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 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RV
| Q2 26 | — | — | ||
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | $6.8B | ||
| Q3 25 | $442.0M | $6.2B | ||
| Q2 25 | $752.0M | $6.7B | ||
| Q1 25 | $651.0M | $4.7B | ||
| Q4 24 | $558.0M | $5.4B | ||
| Q3 24 | $629.0M | $6.7B |
自由现金流RV
| Q2 26 | — | — | ||
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | $6.4B | ||
| Q3 25 | $-85.0M | $5.8B | ||
| Q2 25 | $63.0M | $6.3B | ||
| Q1 25 | $137.0M | $4.4B | ||
| Q4 24 | $-201.0M | $5.1B | ||
| Q3 24 | $30.0M | $6.4B |
自由现金流率RV
| Q2 26 | — | — | ||
| Q1 26 | 2.1% | — | ||
| Q4 25 | 10.8% | 58.7% | ||
| Q3 25 | -2.7% | 54.5% | ||
| Q2 25 | 2.0% | 62.0% | ||
| Q1 25 | 4.4% | 45.5% | ||
| Q4 24 | -6.3% | 53.1% | ||
| Q3 24 | 0.9% | 66.1% |
资本支出强度RV
| Q2 26 | — | — | ||
| Q1 26 | 3.3% | — | ||
| Q4 25 | 12.8% | 3.5% | ||
| Q3 25 | 16.6% | 3.6% | ||
| Q2 25 | 21.6% | 4.1% | ||
| Q1 25 | 16.4% | 3.4% | ||
| Q4 24 | 23.8% | 3.6% | ||
| Q3 24 | 18.9% | 3.2% |
现金转化率RV
| Q2 26 | — | — | ||
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 1.16× | ||
| Q3 25 | 3.20× | 1.23× | ||
| Q2 25 | 5.74× | 1.28× | ||
| Q1 25 | 6.64× | 1.03× | ||
| Q4 24 | 4.13× | 1.05× | ||
| Q3 24 | 4.43× | 1.25× |
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
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |
