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艾仕得（AXTA）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艾仕得的1.1倍（$1.4B vs $1.3B），瑞思迈净利率更高（27.6% vs 4.8%，领先22.8%），瑞思迈同比增速更快（11.0% vs -3.7%），过去两年瑞思迈的营收复合增速更高（7.9% vs -1.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA 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14.7%
-3.7%
净利率更高
RMD
高出22.8%
4.8%
两年增速更快
RMD
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $60.0M | $392.6M |
| 毛利率 | 33.4% | 61.8% |
| 营业利润率 | 12.8% | 34.6% |
| 净利率 | 4.8% | 27.6% |
| 营收同比 | -3.7% | 11.0% |
| 净利润同比 | -56.2% | 13.9% |
| 每股收益（稀释后） | $0.28 | $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AXTARMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润AXTARMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $60.0M | $392.6M | ||
| Q3 25 | $110.0M | $348.5M | ||
| Q2 25 | $109.0M | $379.7M | ||
| Q1 25 | $99.0M | $365.0M | ||
| Q4 24 | $137.0M | $344.6M | ||
| Q3 24 | $101.0M | $311.4M | ||
| Q2 24 | $112.0M | $292.2M |
毛利率AXTARMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 33.4% | 61.8% | ||
| Q3 25 | 34.9% | 61.5% | ||
| Q2 25 | 35.0% | 60.8% | ||
| Q1 25 | 34.3% | 59.3% | ||
| Q4 24 | 34.1% | 58.6% | ||
| Q3 24 | 35.0% | 58.6% | ||
| Q2 24 | 34.0% | 58.5% |
营业利润率AXTARMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 12.8% | 34.6% | ||
| Q3 25 | 15.8% | 33.4% | ||
| Q2 25 | 14.8% | 33.7% | ||
| Q1 25 | 13.9% | 33.0% | ||
| Q4 24 | 14.3% | 32.5% | ||
| Q3 24 | 14.6% | 31.6% | ||
| Q2 24 | 15.2% | 31.2% |
净利率AXTARMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 4.8% | 27.6% | ||
| Q3 25 | 8.5% | 26.1% | ||
| Q2 25 | 8.4% | 28.2% | ||
| Q1 25 | 7.8% | 28.3% | ||
| Q4 24 | 10.5% | 26.9% | ||
| Q3 24 | 7.7% | 25.4% | ||
| Q2 24 | 8.3% | 23.9% |
每股收益（稀释后）AXTARMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.28 | $2.68 | ||
| Q3 25 | $0.51 | $2.37 | ||
| Q2 25 | $0.50 | $2.58 | ||
| Q1 25 | $0.45 | $2.48 | ||
| Q4 24 | $0.63 | $2.34 | ||
| Q3 24 | $0.46 | $2.11 | ||
| Q2 24 | $0.51 | $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 | $657.0M | $1.4B |
| 总债务越低越好 | $3.2B | $663.8M |
| 股东权益账面价值 | $2.3B | $6.3B |
| 总资产 | $7.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.36× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AXTARMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $657.0M | $1.4B | ||
| Q3 25 | $606.0M | $1.4B | ||
| Q2 25 | $625.0M | $1.2B | ||
| Q1 25 | $575.0M | $932.7M | ||
| Q4 24 | $593.0M | $521.9M | ||
| Q3 24 | $567.0M | $426.4M | ||
| Q2 24 | $840.0M | $238.4M |
总债务AXTARMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $3.2B | $403.9M | ||
| Q3 25 | $3.4B | $408.7M | ||
| Q2 25 | $3.4B | $658.4M | ||
| Q1 25 | $3.4B | $663.1M | ||
| Q4 24 | $3.4B | $662.9M | ||
| Q3 24 | $3.5B | $667.6M | ||
| Q2 24 | $3.6B | $697.3M |
股东权益AXTARMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.3B | $6.3B | ||
| Q3 25 | $2.3B | $6.1B | ||
| Q2 25 | $2.3B | $6.0B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $1.9B | $5.2B | ||
| Q2 24 | $1.8B | $4.9B |
总资产AXTARMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $7.6B | $8.5B | ||
| Q3 25 | $7.8B | $8.3B | ||
| Q2 25 | $7.8B | $8.2B | ||
| Q1 25 | $7.4B | $7.6B | ||
| Q4 24 | $7.2B | $7.1B | ||
| Q3 24 | $7.5B | $7.2B | ||
| Q2 24 | $7.3B | $6.9B |
负债/权益比AXTARMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.36× | 0.06× | ||
| Q3 25 | 1.48× | 0.07× | ||
| Q2 25 | 1.50× | 0.11× | ||
| Q1 25 | 1.64× | 0.12× | ||
| Q4 24 | 1.78× | 0.13× | ||
| Q3 24 | 1.84× | 0.13× | ||
| Q2 24 | 2.02× | 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 | $344.0M | — |
| 自由现金流经营现金流 - 资本支出 | $286.0M | — |
| 自由现金流率自由现金流/营收 | 22.7% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 5.73× | — |
| 过去12个月自由现金流最近4个季度 | $453.0M | — |
8季度趋势，按日历期对齐
经营现金流AXTARMD
| Q2 26 | — | — | ||
| Q4 25 | $344.0M | $339.7M | ||
| Q3 25 | $137.0M | $457.3M | ||
| Q2 25 | $142.0M | $538.8M | ||
| Q1 25 | $26.0M | $578.7M | ||
| Q4 24 | $234.0M | $308.6M | ||
| Q3 24 | $194.0M | $325.5M | ||
| Q2 24 | $114.0M | $440.1M |
自由现金流AXTARMD
| Q2 26 | — | — | ||
| Q4 25 | $286.0M | $311.2M | ||
| Q3 25 | $87.0M | $414.4M | ||
| Q2 25 | $97.0M | $508.2M | ||
| Q1 25 | $-17.0M | $557.9M | ||
| Q4 24 | $172.0M | $288.0M | ||
| Q3 24 | $161.0M | $307.7M | ||
| Q2 24 | $91.0M | $415.2M |
自由现金流率AXTARMD
| Q2 26 | — | — | ||
| Q4 25 | 22.7% | 21.9% | ||
| Q3 25 | 6.8% | 31.0% | ||
| Q2 25 | 7.4% | 37.7% | ||
| Q1 25 | -1.3% | 43.2% | ||
| Q4 24 | 13.1% | 22.5% | ||
| Q3 24 | 12.2% | 25.1% | ||
| Q2 24 | 6.7% | 33.9% |
资本支出强度AXTARMD
| Q2 26 | — | — | ||
| Q4 25 | 4.6% | 2.0% | ||
| Q3 25 | 3.9% | 3.2% | ||
| Q2 25 | 3.4% | 2.3% | ||
| Q1 25 | 3.4% | 1.6% | ||
| Q4 24 | 4.7% | 1.6% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 1.7% | 2.0% |
现金转化率AXTARMD
| Q2 26 | — | — | ||
| Q4 25 | 5.73× | 0.87× | ||
| Q3 25 | 1.25× | 1.31× | ||
| Q2 25 | 1.30× | 1.42× | ||
| Q1 25 | 0.26× | 1.59× | ||
| Q4 24 | 1.71× | 0.90× | ||
| Q3 24 | 1.92× | 1.05× | ||
| Q2 24 | 1.02× | 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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
RMD
暂无分部数据
