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Bath & Body Works, Inc.(BBWI)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
Bath & Body Works, Inc.的季度营收约是瑞思迈的1.1倍($1.6B vs $1.4B),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 -1.0%),过去两年瑞思迈的营收复合增速更高(7.9% vs -26.0%)
Bath & Body Works, Inc.是总部位于美国俄亥俄州哥伦布市的特色零售企业,旗下拥有同名身体护理及家居香氛零售品牌Bath & Body Works,2023年营收达74亿美元,在2024年《财富》美国500强榜单中位列第481位。
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。
BBWI vs RMD — 直观对比
营收规模更大
BBWI
是对方的1.1倍
$1.4B
营收增速更快
RMD
高出12.0%
-1.0%
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
-26.0%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $77.0M | $392.6M |
| 毛利率 | 41.3% | 61.8% |
| 营业利润率 | 10.1% | 34.6% |
| 净利率 | 4.8% | 27.6% |
| 营收同比 | -1.0% | 11.0% |
| 净利润同比 | -27.4% | 13.9% |
| 每股收益(稀释后) | $0.37 | $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
BBWI
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润
BBWI
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $77.0M | $392.6M | ||
| Q3 25 | $64.0M | $348.5M | ||
| Q2 25 | $105.0M | $379.7M | ||
| Q1 25 | $453.0M | $365.0M | ||
| Q4 24 | $106.0M | $344.6M | ||
| Q3 24 | $152.0M | $311.4M | ||
| Q2 24 | $87.0M | $292.2M |
毛利率
BBWI
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 41.3% | 61.8% | ||
| Q3 25 | 41.3% | 61.5% | ||
| Q2 25 | 45.4% | 60.8% | ||
| Q1 25 | 46.7% | 59.3% | ||
| Q4 24 | 43.5% | 58.6% | ||
| Q3 24 | 41.0% | 58.6% | ||
| Q2 24 | 43.8% | 58.5% |
营业利润率
BBWI
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 10.1% | 34.6% | ||
| Q3 25 | 10.1% | 33.4% | ||
| Q2 25 | 14.7% | 33.7% | ||
| Q1 25 | 24.3% | 33.0% | ||
| Q4 24 | 13.5% | 32.5% | ||
| Q3 24 | 12.0% | 31.6% | ||
| Q2 24 | 13.5% | 31.2% |
净利率
BBWI
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 4.8% | 27.6% | ||
| Q3 25 | 4.1% | 26.1% | ||
| Q2 25 | 7.4% | 28.2% | ||
| Q1 25 | 16.3% | 28.3% | ||
| Q4 24 | 6.6% | 26.9% | ||
| Q3 24 | 10.0% | 25.4% | ||
| Q2 24 | 6.3% | 23.9% |
每股收益(稀释后)
BBWI
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.37 | $2.68 | ||
| Q3 25 | $0.30 | $2.37 | ||
| Q2 25 | $0.49 | $2.58 | ||
| Q1 25 | $2.06 | $2.48 | ||
| Q4 24 | $0.49 | $2.34 | ||
| Q3 24 | $0.68 | $2.11 | ||
| Q2 24 | $0.38 | $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 | $236.0M | $1.4B |
| 总债务越低越好 | $3.9B | $663.8M |
| 股东权益账面价值 | $-1.6B | $6.3B |
| 总资产 | $5.0B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
BBWI
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $236.0M | $1.4B | ||
| Q3 25 | $364.0M | $1.4B | ||
| Q2 25 | $636.0M | $1.2B | ||
| Q1 25 | $674.0M | $932.7M | ||
| Q4 24 | $191.0M | $521.9M | ||
| Q3 24 | $514.0M | $426.4M | ||
| Q2 24 | $855.0M | $238.4M |
总债务
BBWI
RMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $3.9B | $403.9M | ||
| Q3 25 | $3.9B | $408.7M | ||
| Q2 25 | $3.9B | $658.4M | ||
| Q1 25 | $3.9B | $663.1M | ||
| Q4 24 | $4.2B | $662.9M | ||
| Q3 24 | $4.2B | $667.6M | ||
| Q2 24 | $4.3B | $697.3M |
股东权益
BBWI
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $-1.6B | $6.3B | ||
| Q3 25 | $-1.5B | $6.1B | ||
| Q2 25 | $-1.5B | $6.0B | ||
| Q1 25 | $-1.4B | $5.5B | ||
| Q4 24 | $-1.7B | $5.3B | ||
| Q3 24 | $-1.7B | $5.2B | ||
| Q2 24 | $-1.7B | $4.9B |
总资产
BBWI
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $5.0B | $8.5B | ||
| Q3 25 | $4.8B | $8.3B | ||
| Q2 25 | $4.9B | $8.2B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $5.0B | $7.1B | ||
| Q3 24 | $4.9B | $7.2B | ||
| Q2 24 | $5.2B | $6.9B |
负债/权益比
BBWI
RMD
| Q2 26 | — | 0.11× | ||
| 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× |
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 | $80.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | — |
| 自由现金流率自由现金流/营收 | -0.1% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $946.0M | — |
8季度趋势,按日历期对齐
经营现金流
BBWI
RMD
| Q2 26 | — | — | ||
| Q4 25 | $80.0M | $339.7M | ||
| Q3 25 | $-43.0M | $457.3M | ||
| Q2 25 | $188.0M | $538.8M | ||
| Q1 25 | $955.0M | $578.7M | ||
| Q4 24 | $-99.0M | $308.6M | ||
| Q3 24 | $-46.0M | $325.5M | ||
| Q2 24 | $76.0M | $440.1M |
自由现金流
BBWI
RMD
| Q2 26 | — | — | ||
| Q4 25 | $-1.0M | $311.2M | ||
| Q3 25 | $-99.0M | $414.4M | ||
| Q2 25 | $151.0M | $508.2M | ||
| Q1 25 | $895.0M | $557.9M | ||
| Q4 24 | $-164.0M | $288.0M | ||
| Q3 24 | $-101.0M | $307.7M | ||
| Q2 24 | $30.0M | $415.2M |
自由现金流率
BBWI
RMD
| Q2 26 | — | — | ||
| Q4 25 | -0.1% | 21.9% | ||
| Q3 25 | -6.4% | 31.0% | ||
| Q2 25 | 10.6% | 37.7% | ||
| Q1 25 | 32.1% | 43.2% | ||
| Q4 24 | -10.2% | 22.5% | ||
| Q3 24 | -6.6% | 25.1% | ||
| Q2 24 | 2.2% | 33.9% |
资本支出强度
BBWI
RMD
| Q2 26 | — | — | ||
| Q4 25 | 5.1% | 2.0% | ||
| Q3 25 | 3.6% | 3.2% | ||
| Q2 25 | 2.6% | 2.3% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 4.0% | 1.6% | ||
| Q3 24 | 3.6% | 1.5% | ||
| Q2 24 | 3.3% | 2.0% |
现金转化率
BBWI
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.04× | 0.87× | ||
| Q3 25 | -0.67× | 1.31× | ||
| Q2 25 | 1.79× | 1.42× | ||
| Q1 25 | 2.11× | 1.59× | ||
| Q4 24 | -0.93× | 0.90× | ||
| Q3 24 | -0.30× | 1.05× | ||
| Q2 24 | 0.87× | 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
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
RMD
暂无分部数据