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百通(BDC)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百通的2.0倍($1.4B vs $720.1M),瑞思迈净利率更高(27.6% vs 9.4%,领先18.2%),瑞思迈同比增速更快(11.0% vs 8.1%),过去两年百通的营收复合增速更高(9.2% vs 7.9%)
百通公司是美国上市跨国企业,专注于端到端网络、安全及连接产品的设计、生产与销售,业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域,为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs RMD — 直观对比
营收规模更大
RMD
是对方的2.0倍
$720.1M
营收增速更快
RMD
高出2.9%
8.1%
净利率更高
RMD
高出18.2%
9.4%
两年增速更快
BDC
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $720.1M | $1.4B |
| 净利润 | $67.9M | $392.6M |
| 毛利率 | 36.6% | 61.8% |
| 营业利润率 | 12.2% | 34.6% |
| 净利率 | 9.4% | 27.6% |
| 营收同比 | 8.1% | 11.0% |
| 净利润同比 | 16.3% | 13.9% |
| 每股收益(稀释后) | $1.70 | $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
BDC
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $720.1M | — | ||
| Q4 25 | $720.1M | $1.4B | ||
| Q3 25 | $698.2M | $1.3B | ||
| Q2 25 | $672.0M | $1.3B | ||
| Q1 25 | $624.9M | $1.3B | ||
| Q4 24 | $666.0M | $1.3B | ||
| Q3 24 | $654.9M | $1.2B |
净利润
BDC
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $67.9M | — | ||
| Q4 25 | $67.9M | $392.6M | ||
| Q3 25 | $56.7M | $348.5M | ||
| Q2 25 | $61.0M | $379.7M | ||
| Q1 25 | $51.9M | $365.0M | ||
| Q4 24 | $58.4M | $344.6M | ||
| Q3 24 | $53.7M | $311.4M |
毛利率
BDC
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.6% | 61.8% | ||
| Q3 25 | 37.7% | 61.5% | ||
| Q2 25 | 38.5% | 60.8% | ||
| Q1 25 | 39.3% | 59.3% | ||
| Q4 24 | 37.5% | 58.6% | ||
| Q3 24 | 37.3% | 58.6% |
营业利润率
BDC
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.2% | 34.6% | ||
| Q3 25 | 10.9% | 33.4% | ||
| Q2 25 | 11.8% | 33.7% | ||
| Q1 25 | 11.6% | 33.0% | ||
| Q4 24 | 10.4% | 32.5% | ||
| Q3 24 | 11.5% | 31.6% |
净利率
BDC
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 9.4% | — | ||
| Q4 25 | 9.4% | 27.6% | ||
| Q3 25 | 8.1% | 26.1% | ||
| Q2 25 | 9.1% | 28.2% | ||
| Q1 25 | 8.3% | 28.3% | ||
| Q4 24 | 8.8% | 26.9% | ||
| Q3 24 | 8.2% | 25.4% |
每股收益(稀释后)
BDC
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.70 | — | ||
| Q4 25 | $1.70 | $2.68 | ||
| Q3 25 | $1.41 | $2.37 | ||
| Q2 25 | $1.53 | $2.58 | ||
| Q1 25 | $1.27 | $2.48 | ||
| Q4 24 | $1.41 | $2.34 | ||
| Q3 24 | $1.30 | $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 | $389.9M | $1.4B |
| 总债务越低越好 | $1.3B | $663.8M |
| 股东权益账面价值 | $1.3B | $6.3B |
| 总资产 | — | $8.5B |
| 负债/权益比越低杠杆越低 | 1.02× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
BDC
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $389.9M | — | ||
| Q4 25 | $389.9M | $1.4B | ||
| Q3 25 | $314.3M | $1.4B | ||
| Q2 25 | $301.5M | $1.2B | ||
| Q1 25 | $259.0M | $932.7M | ||
| Q4 24 | $370.3M | $521.9M | ||
| Q3 24 | $323.0M | $426.4M |
总债务
BDC
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $1.3B | — | ||
| 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
BDC
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $6.3B | ||
| Q3 25 | $1.2B | $6.1B | ||
| Q2 25 | $1.2B | $6.0B | ||
| Q1 25 | $1.2B | $5.5B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.2B | $5.2B |
总资产
BDC
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $8.5B | ||
| Q3 25 | $3.4B | $8.3B | ||
| Q2 25 | $3.4B | $8.2B | ||
| Q1 25 | $3.3B | $7.6B | ||
| Q4 24 | $3.3B | $7.1B | ||
| Q3 24 | $3.3B | $7.2B |
负债/权益比
BDC
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 1.02× | — | ||
| 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 | $354.9M | — |
| 自由现金流经营现金流 - 资本支出 | $121.3M | — |
| 自由现金流率自由现金流/营收 | 16.8% | — |
| 资本支出强度资本支出/营收 | 18.9% | — |
| 现金转化率经营现金流/净利润 | 5.23× | — |
| 过去12个月自由现金流最近4个季度 | $364.7M | — |
8季度趋势,按日历期对齐
经营现金流
BDC
RMD
| Q2 26 | — | — | ||
| Q1 26 | $354.9M | — | ||
| Q4 25 | $160.4M | $339.7M | ||
| Q3 25 | $105.0M | $457.3M | ||
| Q2 25 | $82.0M | $538.8M | ||
| Q1 25 | $7.4M | $578.7M | ||
| Q4 24 | $174.7M | $308.6M | ||
| Q3 24 | $91.7M | $325.5M |
自由现金流
BDC
RMD
| Q2 26 | — | — | ||
| Q1 26 | $121.3M | — | ||
| Q4 25 | $121.3M | $311.2M | ||
| Q3 25 | $65.3M | $414.4M | ||
| Q2 25 | $56.9M | $508.2M | ||
| Q1 25 | $-24.8M | $557.9M | ||
| Q4 24 | $116.4M | $288.0M | ||
| Q3 24 | $67.2M | $307.7M |
自由现金流率
BDC
RMD
| Q2 26 | — | — | ||
| Q1 26 | 16.8% | — | ||
| Q4 25 | 16.8% | 21.9% | ||
| Q3 25 | 9.4% | 31.0% | ||
| Q2 25 | 8.5% | 37.7% | ||
| Q1 25 | -4.0% | 43.2% | ||
| Q4 24 | 17.5% | 22.5% | ||
| Q3 24 | 10.3% | 25.1% |
资本支出强度
BDC
RMD
| Q2 26 | — | — | ||
| Q1 26 | 18.9% | — | ||
| Q4 25 | 5.4% | 2.0% | ||
| Q3 25 | 5.7% | 3.2% | ||
| Q2 25 | 3.7% | 2.3% | ||
| Q1 25 | 5.2% | 1.6% | ||
| Q4 24 | 8.8% | 1.6% | ||
| Q3 24 | 3.7% | 1.5% |
现金转化率
BDC
RMD
| Q2 26 | — | — | ||
| Q1 26 | 5.23× | — | ||
| Q4 25 | 2.36× | 0.87× | ||
| Q3 25 | 1.85× | 1.31× | ||
| Q2 25 | 1.34× | 1.42× | ||
| Q1 25 | 0.14× | 1.59× | ||
| Q4 24 | 2.99× | 0.90× | ||
| Q3 24 | 1.71× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图