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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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APPLIED INDUSTRIAL TECHNOLOGIES INC的1.1倍（$1.4B vs $1.3B），瑞思迈净利率更高（27.6% vs 8.0%，领先19.6%），瑞思迈同比增速更快（11.0% vs 7.3%），过去两年瑞思迈的营收复合增速更高（7.8% vs 3.8%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs RMD — 直观对比
营收规模更大
RMD
是对方的1.1倍
$1.3B
营收增速更快
RMD
高出3.7%
7.3%
净利率更高
RMD
高出19.6%
8.0%
两年增速更快
RMD
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $99.8M | $392.6M |
| 毛利率 | 30.4% | 61.8% |
| 营业利润率 | 11.0% | 34.6% |
| 净利率 | 8.0% | 27.6% |
| 营收同比 | 7.3% | 11.0% |
| 净利润同比 | -0.0% | 13.9% |
| 每股收益（稀释后） | $2.65 | $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AITRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.3B | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B |
净利润AITRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $99.8M | $398.7M | ||
| Q4 25 | $95.3M | $392.6M | ||
| Q3 25 | $100.8M | $348.5M | ||
| Q2 25 | $107.8M | $379.7M | ||
| Q1 25 | $99.8M | $365.0M | ||
| Q4 24 | $93.3M | $344.6M | ||
| Q3 24 | $92.1M | $311.4M |
毛利率AITRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 30.4% | 62.2% | ||
| Q4 25 | 30.4% | 61.8% | ||
| Q3 25 | 30.1% | 61.5% | ||
| Q2 25 | 30.6% | 60.8% | ||
| Q1 25 | 30.5% | 59.3% | ||
| Q4 24 | 30.6% | 58.6% | ||
| Q3 24 | 29.6% | 58.6% |
营业利润率AITRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 11.0% | 34.9% | ||
| Q4 25 | 10.6% | 34.6% | ||
| Q3 25 | 10.8% | 33.4% | ||
| Q2 25 | 11.0% | 33.7% | ||
| Q1 25 | 11.1% | 33.0% | ||
| Q4 24 | 11.3% | 32.5% | ||
| Q3 24 | 10.3% | 31.6% |
净利率AITRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 8.0% | 27.9% | ||
| Q4 25 | 8.2% | 27.6% | ||
| Q3 25 | 8.4% | 26.1% | ||
| Q2 25 | 8.8% | 28.2% | ||
| Q1 25 | 8.6% | 28.3% | ||
| Q4 24 | 8.7% | 26.9% | ||
| Q3 24 | 8.4% | 25.4% |
每股收益（稀释后）AITRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $2.65 | $2.74 | ||
| Q4 25 | $2.51 | $2.68 | ||
| Q3 25 | $2.63 | $2.37 | ||
| Q2 25 | $2.80 | $2.58 | ||
| Q1 25 | $2.57 | $2.48 | ||
| Q4 24 | $2.39 | $2.34 | ||
| Q3 24 | $2.36 | $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 | $171.6M | $1.4B |
| 总债务越低越好 | $365.3M | $663.8M |
| 股东权益账面价值 | $1.9B | $6.3B |
| 总资产 | $3.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AITRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $171.6M | $1.7B | ||
| Q4 25 | $406.0M | $1.4B | ||
| Q3 25 | $418.7M | $1.4B | ||
| Q2 25 | $388.4M | $1.2B | ||
| Q1 25 | $352.8M | $932.7M | ||
| Q4 24 | $303.4M | $521.9M | ||
| Q3 24 | $538.5M | $426.4M |
总债务AITRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $365.3M | $664.1M | ||
| Q4 25 | — | $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AITRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.9B | $6.5B | ||
| Q4 25 | $1.9B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.8B | $6.0B | ||
| Q1 25 | $1.8B | $5.5B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B |
总资产AITRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $3.0B | $8.8B | ||
| Q4 25 | $3.2B | $8.5B | ||
| Q3 25 | $3.2B | $8.3B | ||
| Q2 25 | $3.2B | $8.2B | ||
| Q1 25 | $3.1B | $7.6B | ||
| Q4 24 | $3.0B | $7.1B | ||
| Q3 24 | $3.0B | $7.2B |
负债/权益比AITRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.20× | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 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 | $319.1M | — |
| 自由现金流经营现金流 - 资本支出 | $95.4M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 3.20× | — |
| 过去12个月自由现金流最近4个季度 | $438.9M | — |
8季度趋势，按日历期对齐
经营现金流AITRMD
| Q2 26 | — | — | ||
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $339.7M | ||
| Q3 25 | $119.3M | $457.3M | ||
| Q2 25 | $147.0M | $538.8M | ||
| Q1 25 | $122.5M | $578.7M | ||
| Q4 24 | $95.1M | $308.6M | ||
| Q3 24 | $127.7M | $325.5M |
自由现金流AITRMD
| Q2 26 | — | — | ||
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $311.2M | ||
| Q3 25 | $112.0M | $414.4M | ||
| Q2 25 | $138.2M | $508.2M | ||
| Q1 25 | $114.9M | $557.9M | ||
| Q4 24 | $89.9M | $288.0M | ||
| Q3 24 | $122.2M | $307.7M |
自由现金流率AITRMD
| Q2 26 | — | — | ||
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 21.9% | ||
| Q3 25 | 9.3% | 31.0% | ||
| Q2 25 | 11.3% | 37.7% | ||
| Q1 25 | 9.8% | 43.2% | ||
| Q4 24 | 8.4% | 22.5% | ||
| Q3 24 | 11.1% | 25.1% |
资本支出强度AITRMD
| Q2 26 | — | — | ||
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.6% | 3.2% | ||
| Q2 25 | 0.7% | 2.3% | ||
| Q1 25 | 0.6% | 1.6% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 1.5% |
现金转化率AITRMD
| Q2 26 | — | — | ||
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 0.87× | ||
| Q3 25 | 1.18× | 1.31× | ||
| Q2 25 | 1.36× | 1.42× | ||
| Q1 25 | 1.23× | 1.59× | ||
| Q4 24 | 1.02× | 0.90× | ||
| Q3 24 | 1.39× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
