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ACUITY INC. (DE)（AYI）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ACUITY INC. (DE)的1.2倍（$1.4B vs $1.1B），瑞思迈净利率更高（27.6% vs 10.5%，领先17.1%），ACUITY INC. (DE)同比增速更快（20.2% vs 11.0%），瑞思迈自由现金流更多（$311.2M vs $114.8M），过去两年ACUITY INC. (DE)的营收复合增速更高（12.4% vs 9.0%）
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AYI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.1B
营收增速更快
AYI
高出9.2%
11.0%
净利率更高
RMD
高出17.1%
10.5%
自由现金流更多
RMD
多$196.4M
$114.8M
两年增速更快
AYI
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $120.5M | $392.6M |
| 毛利率 | 48.4% | 61.8% |
| 营业利润率 | 14.0% | 34.6% |
| 净利率 | 10.5% | 27.6% |
| 营收同比 | 20.2% | 11.0% |
| 净利润同比 | 12.9% | 13.9% |
| 每股收益（稀释后） | $3.82 | $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AYIRMD
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $951.6M | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $968.1M | $1.2B | ||
| Q1 24 | $905.9M | $1.2B |
净利润AYIRMD
| Q4 25 | $120.5M | $392.6M | ||
| Q3 25 | $114.0M | $348.5M | ||
| Q2 25 | $98.4M | $379.7M | ||
| Q1 25 | $77.5M | $365.0M | ||
| Q4 24 | $106.7M | $344.6M | ||
| Q3 24 | $118.9M | $311.4M | ||
| Q2 24 | $113.9M | $292.2M | ||
| Q1 24 | $89.2M | $300.5M |
毛利率AYIRMD
| Q4 25 | 48.4% | 61.8% | ||
| Q3 25 | 48.9% | 61.5% | ||
| Q2 25 | 48.4% | 60.8% | ||
| Q1 25 | 46.5% | 59.3% | ||
| Q4 24 | 47.2% | 58.6% | ||
| Q3 24 | 47.3% | 58.6% | ||
| Q2 24 | 46.7% | 58.5% | ||
| Q1 24 | 45.5% | 57.9% |
营业利润率AYIRMD
| Q4 25 | 14.0% | 34.6% | ||
| Q3 25 | 14.9% | 33.4% | ||
| Q2 25 | 11.9% | 33.7% | ||
| Q1 25 | 11.0% | 33.0% | ||
| Q4 24 | 14.0% | 32.5% | ||
| Q3 24 | 15.2% | 31.6% | ||
| Q2 24 | 15.0% | 31.2% | ||
| Q1 24 | 13.0% | 31.3% |
净利率AYIRMD
| Q4 25 | 10.5% | 27.6% | ||
| Q3 25 | 9.4% | 26.1% | ||
| Q2 25 | 8.3% | 28.2% | ||
| Q1 25 | 7.7% | 28.3% | ||
| Q4 24 | 11.2% | 26.9% | ||
| Q3 24 | 11.5% | 25.4% | ||
| Q2 24 | 11.8% | 23.9% | ||
| Q1 24 | 9.8% | 25.1% |
每股收益（稀释后）AYIRMD
| Q4 25 | $3.82 | $2.68 | ||
| Q3 25 | $3.61 | $2.37 | ||
| Q2 25 | $3.12 | $2.58 | ||
| Q1 25 | $2.45 | $2.48 | ||
| Q4 24 | $3.35 | $2.34 | ||
| Q3 24 | $3.77 | $2.11 | ||
| Q2 24 | $3.62 | $1.97 | ||
| Q1 24 | $2.84 | $2.04 |
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 | $376.1M | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $2.8B | $6.3B |
| 总资产 | $4.7B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AYIRMD
| Q4 25 | $376.1M | $1.4B | ||
| Q3 25 | $422.5M | $1.4B | ||
| Q2 25 | $371.8M | $1.2B | ||
| Q1 25 | $397.9M | $932.7M | ||
| Q4 24 | $935.6M | $521.9M | ||
| Q3 24 | $845.8M | $426.4M | ||
| Q2 24 | $699.0M | $238.4M | ||
| Q1 24 | $578.9M | $237.9M |
总债务AYIRMD
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M | ||
| Q1 24 | — | $997.0M |
股东权益AYIRMD
| Q4 25 | $2.8B | $6.3B | ||
| Q3 25 | $2.7B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $2.5B | $5.5B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B | ||
| Q2 24 | $2.3B | $4.9B | ||
| Q1 24 | $2.1B | $4.6B |
总资产AYIRMD
| Q4 25 | $4.7B | $8.5B | ||
| Q3 25 | $4.8B | $8.3B | ||
| Q2 25 | $4.6B | $8.2B | ||
| Q1 25 | $4.6B | $7.6B | ||
| Q4 24 | $3.9B | $7.1B | ||
| Q3 24 | $3.8B | $7.2B | ||
| Q2 24 | $3.6B | $6.9B | ||
| Q1 24 | $3.5B | $6.8B |
负债/权益比AYIRMD
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.22× |
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 | $140.8M | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | $311.2M |
| 自由现金流率自由现金流/营收 | 10.0% | 21.9% |
| 资本支出强度资本支出/营收 | 2.3% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.17× | 0.87× |
| 过去12个月自由现金流最近4个季度 | $534.5M | $1.8B |
8季度趋势，按日历期对齐
经营现金流AYIRMD
| Q4 25 | $140.8M | $339.7M | ||
| Q3 25 | $202.5M | $457.3M | ||
| Q2 25 | $207.3M | $538.8M | ||
| Q1 25 | $59.4M | $578.7M | ||
| Q4 24 | $132.2M | $308.6M | ||
| Q3 24 | $174.1M | $325.5M | ||
| Q2 24 | $152.5M | $440.1M | ||
| Q1 24 | $102.6M | $402.0M |
自由现金流AYIRMD
| Q4 25 | $114.8M | $311.2M | ||
| Q3 25 | $177.7M | $414.4M | ||
| Q2 25 | $192.3M | $508.2M | ||
| Q1 25 | $49.7M | $557.9M | ||
| Q4 24 | $113.3M | $288.0M | ||
| Q3 24 | $151.1M | $307.7M | ||
| Q2 24 | $140.5M | $415.2M | ||
| Q1 24 | $88.2M | $380.8M |
自由现金流率AYIRMD
| Q4 25 | 10.0% | 21.9% | ||
| Q3 25 | 14.7% | 31.0% | ||
| Q2 25 | 16.3% | 37.7% | ||
| Q1 25 | 4.9% | 43.2% | ||
| Q4 24 | 11.9% | 22.5% | ||
| Q3 24 | 14.6% | 25.1% | ||
| Q2 24 | 14.5% | 33.9% | ||
| Q1 24 | 9.7% | 31.8% |
资本支出强度AYIRMD
| Q4 25 | 2.3% | 2.0% | ||
| Q3 25 | 2.1% | 3.2% | ||
| Q2 25 | 1.3% | 2.3% | ||
| Q1 25 | 1.0% | 1.6% | ||
| Q4 24 | 2.0% | 1.6% | ||
| Q3 24 | 2.2% | 1.5% | ||
| Q2 24 | 1.2% | 2.0% | ||
| Q1 24 | 1.6% | 1.8% |
现金转化率AYIRMD
| Q4 25 | 1.17× | 0.87× | ||
| Q3 25 | 1.78× | 1.31× | ||
| Q2 25 | 2.11× | 1.42× | ||
| Q1 25 | 0.77× | 1.59× | ||
| Q4 24 | 1.24× | 0.90× | ||
| Q3 24 | 1.46× | 1.05× | ||
| Q2 24 | 1.34× | 1.51× | ||
| Q1 24 | 1.15× | 1.34× |
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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
