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艾利丹尼森（AVY）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
艾利丹尼森的季度营收约是瑞思迈的1.6倍（$2.3B vs $1.4B），瑞思迈净利率更高（27.6% vs 7.3%，领先20.3%），瑞思迈同比增速更快（11.0% vs 7.0%），瑞思迈自由现金流更多（$311.2M vs $104.4M），过去两年瑞思迈的营收复合增速更高（9.0% vs 1.4%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
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。
AVY vs RMD — 直观对比
营收规模更大
AVY
是对方的1.6倍
$1.4B
营收增速更快
RMD
高出4.0%
7.0%
净利率更高
RMD
高出20.3%
7.3%
自由现金流更多
RMD
多$206.8M
$104.4M
两年增速更快
RMD
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $168.1M | $392.6M |
| 毛利率 | 28.9% | 61.8% |
| 营业利润率 | 10.7% | 34.6% |
| 净利率 | 7.3% | 27.6% |
| 营收同比 | 7.0% | 11.0% |
| 净利润同比 | 1.1% | 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AVYRMD
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B |
净利润AVYRMD
| Q1 26 | $168.1M | — | ||
| Q4 25 | $166.4M | $392.6M | ||
| Q3 25 | $166.3M | $348.5M | ||
| Q2 25 | $189.0M | $379.7M | ||
| Q1 25 | $166.3M | $365.0M | ||
| Q4 24 | $174.0M | $344.6M | ||
| Q3 24 | $181.7M | $311.4M | ||
| Q2 24 | $176.8M | $292.2M |
毛利率AVYRMD
| Q1 26 | 28.9% | — | ||
| Q4 25 | 28.7% | 61.8% | ||
| Q3 25 | 28.7% | 61.5% | ||
| Q2 25 | 28.8% | 60.8% | ||
| Q1 25 | 28.9% | 59.3% | ||
| Q4 24 | 27.9% | 58.6% | ||
| Q3 24 | 28.7% | 58.6% | ||
| Q2 24 | 29.6% | 58.5% |
营业利润率AVYRMD
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.1% | 34.6% | ||
| Q3 25 | 10.6% | 33.4% | ||
| Q2 25 | 11.5% | 33.7% | ||
| Q1 25 | 10.6% | 33.0% | ||
| Q4 24 | 11.0% | 32.5% | ||
| Q3 24 | 11.0% | 31.6% | ||
| Q2 24 | 10.7% | 31.2% |
净利率AVYRMD
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.3% | 27.6% | ||
| Q3 25 | 7.5% | 26.1% | ||
| Q2 25 | 8.5% | 28.2% | ||
| Q1 25 | 7.7% | 28.3% | ||
| Q4 24 | 8.0% | 26.9% | ||
| Q3 24 | 8.3% | 25.4% | ||
| Q2 24 | 7.9% | 23.9% |
每股收益（稀释后）AVYRMD
| Q1 26 | — | — | ||
| Q4 25 | $2.16 | $2.68 | ||
| Q3 25 | $2.13 | $2.37 | ||
| Q2 25 | $2.41 | $2.58 | ||
| Q1 25 | $2.09 | $2.48 | ||
| Q4 24 | $2.17 | $2.34 | ||
| Q3 24 | $2.25 | $2.11 | ||
| Q2 24 | $2.18 | $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 | $255.1M | $1.4B |
| 总债务越低越好 | $3.2B | $403.9M |
| 股东权益账面价值 | $2.3B | $6.3B |
| 总资产 | $9.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.38× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AVYRMD
| Q1 26 | $255.1M | — | ||
| Q4 25 | $202.8M | $1.4B | ||
| Q3 25 | $536.3M | $1.4B | ||
| Q2 25 | $215.9M | $1.2B | ||
| Q1 25 | $195.9M | $932.7M | ||
| Q4 24 | $329.1M | $521.9M | ||
| Q3 24 | $212.7M | $426.4M | ||
| Q2 24 | $208.8M | $238.4M |
总债务AVYRMD
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $403.9M | ||
| Q3 25 | $3.2B | $408.7M | ||
| Q2 25 | $2.6B | $658.4M | ||
| Q1 25 | $2.6B | $663.1M | ||
| Q4 24 | $2.6B | $662.9M | ||
| Q3 24 | $2.0B | $667.6M | ||
| Q2 24 | $2.0B | $697.3M |
股东权益AVYRMD
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $6.3B | ||
| Q3 25 | $2.2B | $6.1B | ||
| Q2 25 | $2.2B | $6.0B | ||
| Q1 25 | $2.2B | $5.5B | ||
| Q4 24 | $2.3B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B | ||
| Q2 24 | $2.3B | $4.9B |
总资产AVYRMD
| Q1 26 | $9.0B | — | ||
| Q4 25 | $8.8B | $8.5B | ||
| Q3 25 | $8.9B | $8.3B | ||
| Q2 25 | $8.6B | $8.2B | ||
| Q1 25 | $8.4B | $7.6B | ||
| Q4 24 | $8.4B | $7.1B | ||
| Q3 24 | $8.5B | $7.2B | ||
| Q2 24 | $8.3B | $6.9B |
负债/权益比AVYRMD
| Q1 26 | 1.38× | — | ||
| Q4 25 | 1.43× | 0.06× | ||
| Q3 25 | 1.45× | 0.07× | ||
| Q2 25 | 1.19× | 0.11× | ||
| Q1 25 | 1.19× | 0.12× | ||
| Q4 24 | 1.11× | 0.13× | ||
| Q3 24 | 0.85× | 0.13× | ||
| Q2 24 | 0.89× | 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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $104.4M | $311.2M |
| 自由现金流率自由现金流/营收 | 4.5% | 21.9% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $869.1M | $1.8B |
8季度趋势，按日历期对齐
经营现金流AVYRMD
| Q1 26 | — | — | ||
| Q4 25 | $376.8M | $339.7M | ||
| Q3 25 | $312.1M | $457.3M | ||
| Q2 25 | $208.8M | $538.8M | ||
| Q1 25 | $-16.3M | $578.7M | ||
| Q4 24 | $351.2M | $308.6M | ||
| Q3 24 | $270.1M | $325.5M | ||
| Q2 24 | $197.7M | $440.1M |
自由现金流AVYRMD
| Q1 26 | $104.4M | — | ||
| Q4 25 | $309.7M | $311.2M | ||
| Q3 25 | $276.2M | $414.4M | ||
| Q2 25 | $178.8M | $508.2M | ||
| Q1 25 | $-52.3M | $557.9M | ||
| Q4 24 | $281.7M | $288.0M | ||
| Q3 24 | $227.1M | $307.7M | ||
| Q2 24 | $150.2M | $415.2M |
自由现金流率AVYRMD
| Q1 26 | 4.5% | — | ||
| Q4 25 | 13.6% | 21.9% | ||
| Q3 25 | 12.5% | 31.0% | ||
| Q2 25 | 8.1% | 37.7% | ||
| Q1 25 | -2.4% | 43.2% | ||
| Q4 24 | 12.9% | 22.5% | ||
| Q3 24 | 10.4% | 25.1% | ||
| Q2 24 | 6.7% | 33.9% |
资本支出强度AVYRMD
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 2.0% | ||
| Q3 25 | 1.6% | 3.2% | ||
| Q2 25 | 1.4% | 2.3% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 3.2% | 1.6% | ||
| Q3 24 | 2.0% | 1.5% | ||
| Q2 24 | 2.1% | 2.0% |
现金转化率AVYRMD
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 0.87× | ||
| Q3 25 | 1.88× | 1.31× | ||
| Q2 25 | 1.10× | 1.42× | ||
| Q1 25 | -0.10× | 1.59× | ||
| Q4 24 | 2.02× | 0.90× | ||
| Q3 24 | 1.49× | 1.05× | ||
| Q2 24 | 1.12× | 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
AVY
| Materials Group | $1.6B | 72% |
| Solutions Group | $649.2M | 28% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
