vs
美国鹰（AEO）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美国鹰的1.0倍（$1.4B vs $1.4B），瑞思迈净利率更高（27.6% vs 6.7%，领先20.9%），瑞思迈同比增速更快（11.0% vs 5.7%），过去两年瑞思迈的营收复合增速更高（7.9% vs 2.3%）
American Eagle Outfitters是美国知名服饰及配饰零售商，总部位于宾夕法尼亚州匹兹堡市南区工业园。品牌1977年由杰里·西尔弗曼与马克·西尔弗曼兄弟创立，最初为零售风险投资公司的子公司，旗下还运营西尔弗曼男装。1980年创始人向肖滕斯坦家族出售一半股权，1991年售罄剩余股份，目前旗下拥有Aerie、Unsubscribed等多个品牌。
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。
AEO vs RMD — 直观对比
营收规模更大
RMD
是对方的1.0倍
$1.4B
营收增速更快
RMD
高出5.3%
5.7%
净利率更高
RMD
高出20.9%
6.7%
两年增速更快
RMD
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $91.3M | $392.6M |
| 毛利率 | 40.5% | 61.8% |
| 营业利润率 | 8.3% | 34.6% |
| 净利率 | 6.7% | 27.6% |
| 营收同比 | 5.7% | 11.0% |
| 净利润同比 | 14.2% | 13.9% |
| 每股收益（稀释后） | $0.53 | $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AEORMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润AEORMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $91.3M | $392.6M | ||
| Q3 25 | $77.6M | $348.5M | ||
| Q2 25 | $-64.9M | $379.7M | ||
| Q1 25 | — | $365.0M | ||
| Q4 24 | $80.0M | $344.6M | ||
| Q3 24 | $77.3M | $311.4M | ||
| Q2 24 | $67.8M | $292.2M |
毛利率AEORMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 40.5% | 61.8% | ||
| Q3 25 | 38.9% | 61.5% | ||
| Q2 25 | 29.6% | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | 40.9% | 58.6% | ||
| Q3 24 | 38.6% | 58.6% | ||
| Q2 24 | 40.6% | 58.5% |
营业利润率AEORMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 8.3% | 34.6% | ||
| Q3 25 | 8.0% | 33.4% | ||
| Q2 25 | -7.8% | 33.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | 8.2% | 32.5% | ||
| Q3 24 | 7.8% | 31.6% | ||
| Q2 24 | 6.8% | 31.2% |
净利率AEORMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 6.7% | 27.6% | ||
| Q3 25 | 6.0% | 26.1% | ||
| Q2 25 | -6.0% | 28.2% | ||
| Q1 25 | — | 28.3% | ||
| Q4 24 | 6.2% | 26.9% | ||
| Q3 24 | 6.0% | 25.4% | ||
| Q2 24 | 5.9% | 23.9% |
每股收益（稀释后）AEORMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.53 | $2.68 | ||
| Q3 25 | $0.45 | $2.37 | ||
| Q2 25 | $-0.36 | $2.58 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | $0.41 | $2.34 | ||
| Q3 24 | $0.39 | $2.11 | ||
| Q2 24 | $0.34 | $1.97 |
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 | $112.8M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.6B | $6.3B |
| 总资产 | $4.2B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AEORMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $112.8M | $1.4B | ||
| Q3 25 | $126.8M | $1.4B | ||
| Q2 25 | $87.9M | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | $160.2M | $521.9M | ||
| Q3 24 | $191.8M | $426.4M | ||
| Q2 24 | $300.5M | $238.4M |
总债务AEORMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | $0 | $662.9M | ||
| Q3 24 | $0 | $667.6M | ||
| Q2 24 | $0 | $697.3M |
股东权益AEORMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $1.6B | $6.3B | ||
| Q3 25 | $1.5B | $6.1B | ||
| Q2 25 | $1.5B | $6.0B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | $1.7B | $5.3B | ||
| Q3 24 | $1.7B | $5.2B | ||
| Q2 24 | $1.8B | $4.9B |
总资产AEORMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $4.2B | $8.5B | ||
| Q3 25 | $4.1B | $8.3B | ||
| Q2 25 | $3.8B | $8.2B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | $3.7B | $7.1B | ||
| Q3 24 | $3.5B | $7.2B | ||
| Q2 24 | $3.6B | $6.9B |
负债/权益比AEORMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 0.00× | 0.13× | ||
| Q3 24 | 0.00× | 0.13× | ||
| Q2 24 | 0.00× | 0.14× |
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 | $67.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.2% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $-169.8M | — |
8季度趋势，按日历期对齐
经营现金流AEORMD
| Q2 26 | — | — | ||
| Q4 25 | $67.1M | $339.7M | ||
| Q3 25 | $27.8M | $457.3M | ||
| Q2 25 | $-54.7M | $538.8M | ||
| Q1 25 | — | $578.7M | ||
| Q4 24 | $52.9M | $308.6M | ||
| Q3 24 | $78.3M | $325.5M | ||
| Q2 24 | $-38.1M | $440.1M |
自由现金流AEORMD
| Q2 26 | — | — | ||
| Q4 25 | $-2.5M | $311.2M | ||
| Q3 25 | $-43.1M | $414.4M | ||
| Q2 25 | $-116.3M | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | $-7.8M | $288.0M | ||
| Q3 24 | $17.5M | $307.7M | ||
| Q2 24 | $-74.3M | $415.2M |
自由现金流率AEORMD
| Q2 26 | — | — | ||
| Q4 25 | -0.2% | 21.9% | ||
| Q3 25 | -3.4% | 31.0% | ||
| Q2 25 | -10.7% | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | -0.6% | 22.5% | ||
| Q3 24 | 1.4% | 25.1% | ||
| Q2 24 | -6.5% | 33.9% |
资本支出强度AEORMD
| Q2 26 | — | — | ||
| Q4 25 | 5.1% | 2.0% | ||
| Q3 25 | 5.5% | 3.2% | ||
| Q2 25 | 5.7% | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | 4.7% | 1.6% | ||
| Q3 24 | 4.7% | 1.5% | ||
| Q2 24 | 3.2% | 2.0% |
现金转化率AEORMD
| Q2 26 | — | — | ||
| Q4 25 | 0.74× | 0.87× | ||
| Q3 25 | 0.36× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 0.66× | 0.90× | ||
| Q3 24 | 1.01× | 1.05× | ||
| Q2 24 | -0.56× | 1.51× |
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
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
RMD
暂无分部数据
