vs
agilon health, inc.(AGL)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agilon health, inc.的1.0倍($1.4B vs $1.4B),瑞思迈净利率更高(27.6% vs 0.0%,领先27.6%),瑞思迈同比增速更快(11.0% vs -3.0%),过去两年瑞思迈的营收复合增速更高(7.8% vs -2.1%)
agilon health是一家美国医疗保健企业,主要与基层医疗服务提供者合作,为联邦医疗保险覆盖的老年群体提供价值导向型医疗解决方案,为医生提供行政支持、临床工具及风险管理框架,在提升诊疗效果的同时降低医疗成本,业务覆盖美国20余个州。
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。
AGL 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14.0%
-3.0%
净利率更高
RMD
高出27.6%
0.0%
两年增速更快
RMD
近两年复合增速
-2.1%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $49.0K | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | — | 34.6% |
| 净利率 | 0.0% | 27.6% |
| 营收同比 | -3.0% | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益(稀释后) | — | $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
AGL
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.4B | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润
AGL
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $49.0K | $398.7M | ||
| Q4 25 | $-188.9M | $392.6M | ||
| Q3 25 | $-110.2M | $348.5M | ||
| Q2 25 | $-104.4M | $379.7M | ||
| Q1 25 | $12.1M | $365.0M | ||
| Q4 24 | $-105.8M | $344.6M | ||
| Q3 24 | $-117.6M | $311.4M |
毛利率
AGL
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率
AGL
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | -12.3% | 34.6% | ||
| Q3 25 | -9.1% | 33.4% | ||
| Q2 25 | -8.3% | 33.7% | ||
| Q1 25 | -1.4% | 33.0% | ||
| Q4 24 | -7.1% | 32.5% | ||
| Q3 24 | -9.2% | 31.6% |
净利率
AGL
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 0.0% | 27.9% | ||
| Q4 25 | -12.0% | 27.6% | ||
| Q3 25 | -7.7% | 26.1% | ||
| Q2 25 | -7.5% | 28.2% | ||
| Q1 25 | 0.8% | 28.3% | ||
| Q4 24 | -6.9% | 26.9% | ||
| Q3 24 | -8.1% | 25.4% |
每股收益(稀释后)
AGL
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $2.37 | ||
| Q2 25 | — | $2.58 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | — | $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 | $140.0M | $1.4B |
| 总债务越低越好 | $15.3M | $663.8M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | $1.5B | $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
AGL
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $140.0M | $1.7B | ||
| Q4 25 | $173.7M | $1.4B | ||
| Q3 25 | $171.7M | $1.4B | ||
| Q2 25 | $171.4M | $1.2B | ||
| Q1 25 | $136.9M | $932.7M | ||
| Q4 24 | $188.2M | $521.9M | ||
| Q3 24 | $148.2M | $426.4M |
总债务
AGL
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $15.3M | $664.1M | ||
| Q4 25 | $35.0M | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益
AGL
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $126.7M | $6.3B | ||
| Q3 25 | $306.1M | $6.1B | ||
| Q2 25 | $408.9M | $6.0B | ||
| Q1 25 | $500.3M | $5.5B | ||
| Q4 24 | $471.0M | $5.3B | ||
| Q3 24 | $574.9M | $5.2B |
总资产
AGL
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $1.5B | $8.8B | ||
| Q4 25 | $1.3B | $8.5B | ||
| Q3 25 | $1.6B | $8.3B | ||
| Q2 25 | $1.7B | $8.2B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $2.1B | $7.2B |
负债/权益比
AGL
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.28× | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图