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Arcosa, Inc.（ACA）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Arcosa, Inc.的2.0倍（$1.4B vs $716.7M），瑞思迈净利率更高（27.6% vs 7.3%，领先20.3%），瑞思迈同比增速更快（11.0% vs 7.6%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs 7.8%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
ACA vs RMD — 直观对比
营收规模更大
RMD
是对方的2.0倍
$716.7M
营收增速更快
RMD
高出3.4%
7.6%
净利率更高
RMD
高出20.3%
7.3%
两年增速更快
ACA
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $1.4B |
| 净利润 | $52.1M | $392.6M |
| 毛利率 | 22.9% | 61.8% |
| 营业利润率 | 11.0% | 34.6% |
| 净利率 | 7.3% | 27.6% |
| 营收同比 | 7.6% | 11.0% |
| 净利润同比 | 776.6% | 13.9% |
| 每股收益（稀释后） | $1.06 | $2.68 |
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ACARMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $716.7M | $1.4B | ||
| Q3 25 | $797.8M | $1.3B | ||
| Q2 25 | $736.9M | $1.3B | ||
| Q1 25 | $632.0M | $1.3B | ||
| Q4 24 | $666.2M | $1.3B | ||
| Q3 24 | $640.4M | $1.2B |
净利润ACARMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $52.1M | $392.6M | ||
| Q3 25 | $73.0M | $348.5M | ||
| Q2 25 | $59.7M | $379.7M | ||
| Q1 25 | $23.6M | $365.0M | ||
| Q4 24 | $-7.7M | $344.6M | ||
| Q3 24 | $16.6M | $311.4M |
毛利率ACARMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 22.9% | 61.8% | ||
| Q3 25 | 24.1% | 61.5% | ||
| Q2 25 | 22.5% | 60.8% | ||
| Q1 25 | 19.8% | 59.3% | ||
| Q4 24 | 19.3% | 58.6% | ||
| Q3 24 | 21.3% | 58.6% |
营业利润率ACARMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 11.0% | 34.6% | ||
| Q3 25 | 14.1% | 33.4% | ||
| Q2 25 | 12.9% | 33.7% | ||
| Q1 25 | 8.8% | 33.0% | ||
| Q4 24 | 6.5% | 32.5% | ||
| Q3 24 | 5.3% | 31.6% |
净利率ACARMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 7.3% | 27.6% | ||
| Q3 25 | 9.2% | 26.1% | ||
| Q2 25 | 8.1% | 28.2% | ||
| Q1 25 | 3.7% | 28.3% | ||
| Q4 24 | -1.2% | 26.9% | ||
| Q3 24 | 2.6% | 25.4% |
每股收益（稀释后）ACARMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $1.06 | $2.68 | ||
| Q3 25 | $1.48 | $2.37 | ||
| Q2 25 | $1.22 | $2.58 | ||
| Q1 25 | $0.48 | $2.48 | ||
| Q4 24 | $-0.16 | $2.34 | ||
| Q3 24 | $0.34 | $2.11 |
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 | $214.6M | $1.4B |
| 总债务越低越好 | $1.5B | $663.8M |
| 股东权益账面价值 | $2.6B | $6.3B |
| 总资产 | $5.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资ACARMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $214.6M | $1.4B | ||
| Q3 25 | $220.0M | $1.4B | ||
| Q2 25 | $189.7M | $1.2B | ||
| Q1 25 | $167.9M | $932.7M | ||
| Q4 24 | $187.3M | $521.9M | ||
| Q3 24 | $756.8M | $426.4M |
总债务ACARMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.5B | $403.9M | ||
| Q3 25 | $1.6B | $408.7M | ||
| Q2 25 | $1.7B | $658.4M | ||
| Q1 25 | $1.7B | $663.1M | ||
| Q4 24 | $1.7B | $662.9M | ||
| Q3 24 | $1.2B | $667.6M |
股东权益ACARMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.6B | $6.3B | ||
| Q3 25 | $2.6B | $6.1B | ||
| Q2 25 | $2.5B | $6.0B | ||
| Q1 25 | $2.5B | $5.5B | ||
| Q4 24 | $2.4B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B |
总资产ACARMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $5.0B | $8.5B | ||
| Q3 25 | $5.1B | $8.3B | ||
| Q2 25 | $5.0B | $8.2B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $4.9B | $7.1B | ||
| Q3 24 | $4.4B | $7.2B |
负债/权益比ACARMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.57× | 0.06× | ||
| Q3 25 | 0.61× | 0.07× | ||
| Q2 25 | 0.67× | 0.11× | ||
| Q1 25 | 0.68× | 0.12× | ||
| Q4 24 | 0.69× | 0.13× | ||
| Q3 24 | 0.51× | 0.13× |
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 | $120.0M | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 7.8% | — |
| 资本支出强度资本支出/营收 | 9.0% | — |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | — |
8季度趋势，按日历期对齐
经营现金流ACARMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $339.7M | ||
| Q3 25 | $160.6M | $457.3M | ||
| Q2 25 | $61.2M | $538.8M | ||
| Q1 25 | $-700.0K | $578.7M | ||
| Q4 24 | $248.2M | $308.6M | ||
| Q3 24 | $135.0M | $325.5M |
自由现金流ACARMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $311.2M | ||
| Q3 25 | $121.0M | $414.4M | ||
| Q2 25 | $33.4M | $508.2M | ||
| Q1 25 | $-34.7M | $557.9M | ||
| Q4 24 | $194.9M | $288.0M | ||
| Q3 24 | $100.6M | $307.7M |
自由现金流率ACARMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 21.9% | ||
| Q3 25 | 15.2% | 31.0% | ||
| Q2 25 | 4.5% | 37.7% | ||
| Q1 25 | -5.5% | 43.2% | ||
| Q4 24 | 29.3% | 22.5% | ||
| Q3 24 | 15.7% | 25.1% |
资本支出强度ACARMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 2.0% | ||
| Q3 25 | 5.0% | 3.2% | ||
| Q2 25 | 3.8% | 2.3% | ||
| Q1 25 | 5.4% | 1.6% | ||
| Q4 24 | 8.0% | 1.6% | ||
| Q3 24 | 5.4% | 1.5% |
现金转化率ACARMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 0.87× | ||
| Q3 25 | 2.20× | 1.31× | ||
| Q2 25 | 1.03× | 1.42× | ||
| Q1 25 | -0.03× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 8.13× | 1.05× |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
RMD
暂无分部数据
