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AAR CORP（AIR）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AAR CORP的1.8倍（$1.4B vs $795.3M），瑞思迈净利率更高（27.6% vs 4.4%，领先23.2%），AAR CORP同比增速更快（15.9% vs 11.0%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
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。
AIR vs RMD — 直观对比
营收规模更大
RMD
是对方的1.8倍
$795.3M
营收增速更快
AIR
高出4.9%
11.0%
净利率更高
RMD
高出23.2%
4.4%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $1.4B |
| 净利润 | $34.6M | $392.6M |
| 毛利率 | 19.7% | 61.8% |
| 营业利润率 | 6.0% | 34.6% |
| 净利率 | 4.4% | 27.6% |
| 营收同比 | 15.9% | 11.0% |
| 净利润同比 | 213.1% | 13.9% |
| 每股收益（稀释后） | $0.90 | $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AIRRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $795.3M | $1.4B | ||
| Q3 25 | $739.6M | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B |
净利润AIRRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $34.6M | $392.6M | ||
| Q3 25 | $34.4M | $348.5M | ||
| Q2 25 | — | $379.7M | ||
| Q1 25 | — | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | — | $311.4M |
毛利率AIRRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 19.7% | 61.8% | ||
| Q3 25 | 18.1% | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率AIRRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 6.0% | 34.6% | ||
| Q3 25 | 6.4% | 33.4% | ||
| Q2 25 | — | 33.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.6% |
净利率AIRRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 4.4% | 27.6% | ||
| Q3 25 | 4.7% | 26.1% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | — | 25.4% |
每股收益（稀释后）AIRRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.90 | $2.68 | ||
| Q3 25 | $0.95 | $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 | $75.6M | $1.4B |
| 总债务越低越好 | $952.7M | $663.8M |
| 股东权益账面价值 | $1.6B | $6.3B |
| 总资产 | $3.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AIRRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $75.6M | $1.4B | ||
| Q3 25 | $80.0M | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务AIRRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $952.7M | $403.9M | ||
| Q3 25 | $1.0B | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益AIRRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $1.6B | $6.3B | ||
| Q3 25 | $1.2B | $6.1B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.2B |
总资产AIRRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $3.2B | $8.5B | ||
| Q3 25 | $2.9B | $8.3B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.2B |
负债/权益比AIRRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.61× | 0.06× | ||
| Q3 25 | 0.82× | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 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 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AIRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | $339.7M | ||
| Q3 25 | $-44.9M | $457.3M | ||
| Q2 25 | — | $538.8M | ||
| Q1 25 | — | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | — | $325.5M |
自由现金流AIRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $311.2M | ||
| Q3 25 | $-53.6M | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M |
自由现金流率AIRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 21.9% | ||
| Q3 25 | -7.2% | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% |
资本支出强度AIRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.2% | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% |
现金转化率AIRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 0.87× | ||
| Q3 25 | -1.31× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
RMD
暂无分部数据
