vs
欧特克(ADSK)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
欧特克的季度营收约是瑞思迈的1.4倍($2.0B vs $1.4B),瑞思迈净利率更高(27.6% vs 16.1%,领先11.4%),欧特克同比增速更快(19.4% vs 11.0%),过去两年欧特克的营收复合增速更高(17.5% vs 7.9%)
欧特克是美国跨国软件企业,总部位于加利福尼亚州旧金山,在全球各地设有办事处,美国境内亦于俄勒冈、科罗拉多、得克萨斯、密歇根等多州布局办公网点,为建筑、工程、施工、制造、传媒、教育、娱乐等多领域客户提供专业软件产品及配套服务。
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。
ADSK vs RMD — 直观对比
营收规模更大
ADSK
是对方的1.4倍
$1.4B
营收增速更快
ADSK
高出8.4%
11.0%
净利率更高
RMD
高出11.4%
16.1%
两年增速更快
ADSK
近两年复合增速
7.9%
损益表 — Q4 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $316.0M | $392.6M |
| 毛利率 | 91.5% | 61.8% |
| 营业利润率 | 22.0% | 34.6% |
| 净利率 | 16.1% | 27.6% |
| 营收同比 | 19.4% | 11.0% |
| 净利润同比 | 4.3% | 13.9% |
| 每股收益(稀释后) | $1.47 | $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
ADSK
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润
ADSK
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $316.0M | — | ||
| Q4 25 | $343.0M | $392.6M | ||
| Q3 25 | $313.0M | $348.5M | ||
| Q2 25 | $152.0M | $379.7M | ||
| Q1 25 | $303.0M | $365.0M | ||
| Q4 24 | $275.0M | $344.6M | ||
| Q3 24 | $282.0M | $311.4M |
毛利率
ADSK
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 91.5% | — | ||
| Q4 25 | 91.1% | 61.8% | ||
| Q3 25 | 91.0% | 61.5% | ||
| Q2 25 | 90.2% | 60.8% | ||
| Q1 25 | 90.6% | 59.3% | ||
| Q4 24 | 90.6% | 58.6% | ||
| Q3 24 | 90.7% | 58.6% |
营业利润率
ADSK
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 22.0% | — | ||
| Q4 25 | 25.4% | 34.6% | ||
| Q3 25 | 25.2% | 33.4% | ||
| Q2 25 | 14.3% | 33.7% | ||
| Q1 25 | 22.3% | 33.0% | ||
| Q4 24 | 22.0% | 32.5% | ||
| Q3 24 | 22.8% | 31.6% |
净利率
ADSK
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 16.1% | — | ||
| Q4 25 | 18.5% | 27.6% | ||
| Q3 25 | 17.8% | 26.1% | ||
| Q2 25 | 9.3% | 28.2% | ||
| Q1 25 | 18.5% | 28.3% | ||
| Q4 24 | 17.5% | 26.9% | ||
| Q3 24 | 18.7% | 25.4% |
每股收益(稀释后)
ADSK
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.60 | $2.68 | ||
| Q3 25 | $1.46 | $2.37 | ||
| Q2 25 | $0.70 | $2.58 | ||
| Q1 25 | $1.39 | $2.48 | ||
| Q4 24 | $1.27 | $2.34 | ||
| Q3 24 | $1.30 | $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 | $2.6B | $1.4B |
| 总债务越低越好 | $2.5B | $663.8M |
| 股东权益账面价值 | $3.0B | $6.3B |
| 总资产 | $12.5B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.82× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
ADSK
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.9B | $932.7M | ||
| Q4 24 | $1.7B | $521.9M | ||
| Q3 24 | $1.9B | $426.4M |
总债务
ADSK
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $403.9M | ||
| Q3 25 | $2.5B | $408.7M | ||
| Q2 25 | $2.3B | $658.4M | ||
| Q1 25 | $2.3B | $663.1M | ||
| Q4 24 | $2.3B | $662.9M | ||
| Q3 24 | $2.3B | $667.6M |
股东权益
ADSK
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $6.3B | ||
| Q3 25 | $2.7B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $2.6B | $5.5B | ||
| Q4 24 | $2.6B | $5.3B | ||
| Q3 24 | $2.5B | $5.2B |
总资产
ADSK
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $12.5B | — | ||
| Q4 25 | $11.2B | $8.5B | ||
| Q3 25 | $10.9B | $8.3B | ||
| Q2 25 | $10.6B | $8.2B | ||
| Q1 25 | $10.8B | $7.6B | ||
| Q4 24 | $10.1B | $7.1B | ||
| Q3 24 | $10.0B | $7.2B |
负债/权益比
ADSK
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.82× | — | ||
| Q4 25 | 0.86× | 0.06× | ||
| Q3 25 | 0.92× | 0.07× | ||
| Q2 25 | 0.88× | 0.11× | ||
| Q1 25 | 0.88× | 0.12× | ||
| Q4 24 | 0.88× | 0.13× | ||
| Q3 24 | 0.93× | 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 | $989.0M | — |
| 自由现金流经营现金流 - 资本支出 | $972.0M | — |
| 自由现金流率自由现金流/营收 | 49.7% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.13× | — |
| 过去12个月自由现金流最近4个季度 | $2.4B | — |
8季度趋势,按日历期对齐
经营现金流
ADSK
RMD
| Q2 26 | — | — | ||
| Q1 26 | $989.0M | — | ||
| Q4 25 | $439.0M | $339.7M | ||
| Q3 25 | $460.0M | $457.3M | ||
| Q2 25 | $564.0M | $538.8M | ||
| Q1 25 | $692.0M | $578.7M | ||
| Q4 24 | $209.0M | $308.6M | ||
| Q3 24 | $212.0M | $325.5M |
自由现金流
ADSK
RMD
| Q2 26 | — | — | ||
| Q1 26 | $972.0M | — | ||
| Q4 25 | $430.0M | $311.2M | ||
| Q3 25 | $451.0M | $414.4M | ||
| Q2 25 | $556.0M | $508.2M | ||
| Q1 25 | $678.0M | $557.9M | ||
| Q4 24 | $199.0M | $288.0M | ||
| Q3 24 | $203.0M | $307.7M |
自由现金流率
ADSK
RMD
| Q2 26 | — | — | ||
| Q1 26 | 49.7% | — | ||
| Q4 25 | 23.2% | 21.9% | ||
| Q3 25 | 25.6% | 31.0% | ||
| Q2 25 | 34.0% | 37.7% | ||
| Q1 25 | 41.4% | 43.2% | ||
| Q4 24 | 12.7% | 22.5% | ||
| Q3 24 | 13.5% | 25.1% |
资本支出强度
ADSK
RMD
| Q2 26 | — | — | ||
| Q1 26 | 0.9% | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.5% | 3.2% | ||
| Q2 25 | 0.5% | 2.3% | ||
| Q1 25 | 0.9% | 1.6% | ||
| Q4 24 | 0.6% | 1.6% | ||
| Q3 24 | 0.6% | 1.5% |
现金转化率
ADSK
RMD
| Q2 26 | — | — | ||
| Q1 26 | 3.13× | — | ||
| Q4 25 | 1.28× | 0.87× | ||
| Q3 25 | 1.47× | 1.31× | ||
| Q2 25 | 3.71× | 1.42× | ||
| Q1 25 | 2.28× | 1.59× | ||
| Q4 24 | 0.76× | 0.90× | ||
| Q3 24 | 0.75× | 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
ADSK
| Sales Channel Through Intermediary | $602.0M | 31% |
| Auto CA Dand Auto CADLT Family | $478.0M | 24% |
| Manufacturing | $381.0M | 19% |
| Make | $218.0M | 11% |
| Other | $130.0M | 7% |
| Other Research And Development | $129.0M | 7% |
| Maintenance | $8.0M | 0% |
RMD
暂无分部数据