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TopBuild Corp（BLD）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
TopBuild Corp的季度营收约是瑞思迈的1.0倍（$1.5B vs $1.4B），瑞思迈净利率更高（27.6% vs 7.0%，领先20.6%），TopBuild Corp同比增速更快（13.2% vs 11.0%），过去两年瑞思迈的营收复合增速更高（7.9% vs 7.8%）
HashiCorp是总部位于美国加利福尼亚州旧金山的软件企业，2012年由米切尔·桥本与阿蒙·达德加创立，采用免费增值商业模式，为开发、运维及安全从业人员提供云基础设施配置、防护、运行与连接相关的工具及产品。
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。
BLD vs RMD — 直观对比
营收规模更大
BLD
是对方的1.0倍
$1.4B
营收增速更快
BLD
高出2.2%
11.0%
净利率更高
RMD
高出20.6%
7.0%
两年增速更快
RMD
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $104.5M | $392.6M |
| 毛利率 | 27.2% | 61.8% |
| 营业利润率 | 12.1% | 34.6% |
| 净利率 | 7.0% | 27.6% |
| 营收同比 | 13.2% | 11.0% |
| 净利润同比 | -30.6% | 13.9% |
| 每股收益（稀释后） | $3.69 | $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BLDRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润BLDRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $104.5M | $392.6M | ||
| Q3 25 | $142.2M | $348.5M | ||
| Q2 25 | $151.6M | $379.7M | ||
| Q1 25 | $123.4M | $365.0M | ||
| Q4 24 | $150.5M | $344.6M | ||
| Q3 24 | $169.0M | $311.4M | ||
| Q2 24 | $150.7M | $292.2M |
毛利率BLDRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 27.2% | 61.8% | ||
| Q3 25 | 30.1% | 61.5% | ||
| Q2 25 | 30.4% | 60.8% | ||
| Q1 25 | 28.5% | 59.3% | ||
| Q4 24 | 29.9% | 58.6% | ||
| Q3 24 | 30.7% | 58.6% | ||
| Q2 24 | 31.0% | 58.5% |
营业利润率BLDRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 12.1% | 34.6% | ||
| Q3 25 | 15.4% | 33.4% | ||
| Q2 25 | 16.9% | 33.7% | ||
| Q1 25 | 14.4% | 33.0% | ||
| Q4 24 | 16.6% | 32.5% | ||
| Q3 24 | 17.8% | 31.6% | ||
| Q2 24 | 15.4% | 31.2% |
净利率BLDRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 7.0% | 27.6% | ||
| Q3 25 | 10.2% | 26.1% | ||
| Q2 25 | 11.7% | 28.2% | ||
| Q1 25 | 10.0% | 28.3% | ||
| Q4 24 | 11.5% | 26.9% | ||
| Q3 24 | 12.3% | 25.4% | ||
| Q2 24 | 11.0% | 23.9% |
每股收益（稀释后）BLDRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $3.69 | $2.68 | ||
| Q3 25 | $5.04 | $2.37 | ||
| Q2 25 | $5.32 | $2.58 | ||
| Q1 25 | $4.23 | $2.48 | ||
| Q4 24 | $5.07 | $2.34 | ||
| Q3 24 | $5.65 | $2.11 | ||
| Q2 24 | $4.78 | $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 | $184.7M | $1.4B |
| 总债务越低越好 | $2.8B | $663.8M |
| 股东权益账面价值 | $2.3B | $6.3B |
| 总资产 | $6.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.23× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资BLDRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $184.7M | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $842.5M | $1.2B | ||
| Q1 25 | $308.8M | $932.7M | ||
| Q4 24 | $400.3M | $521.9M | ||
| Q3 24 | $257.3M | $426.4M | ||
| Q2 24 | $463.2M | $238.4M |
总债务BLDRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $2.8B | $403.9M | ||
| Q3 25 | $2.9B | $408.7M | ||
| Q2 25 | $1.9B | $658.4M | ||
| Q1 25 | $1.4B | $663.1M | ||
| Q4 24 | $1.4B | $662.9M | ||
| Q3 24 | $1.4B | $667.6M | ||
| Q2 24 | $1.4B | $697.3M |
股东权益BLDRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.3B | $6.3B | ||
| Q3 25 | $2.2B | $6.1B | ||
| Q2 25 | $2.1B | $6.0B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $2.2B | $5.3B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.4B | $4.9B |
总资产BLDRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $6.6B | $8.5B | ||
| Q3 25 | $6.4B | $8.3B | ||
| Q2 25 | $5.1B | $8.2B | ||
| Q1 25 | $4.6B | $7.6B | ||
| Q4 24 | $4.7B | $7.1B | ||
| Q3 24 | $4.7B | $7.2B | ||
| Q2 24 | $4.9B | $6.9B |
负债/权益比BLDRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.23× | 0.06× | ||
| Q3 25 | 1.29× | 0.07× | ||
| Q2 25 | 0.88× | 0.11× | ||
| Q1 25 | 0.65× | 0.12× | ||
| Q4 24 | 0.62× | 0.13× | ||
| Q3 24 | 0.66× | 0.13× | ||
| Q2 24 | 0.59× | 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 | $176.7M | — |
| 自由现金流经营现金流 - 资本支出 | $159.4M | — |
| 自由现金流率自由现金流/营收 | 10.7% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 1.69× | — |
| 过去12个月自由现金流最近4个季度 | $696.9M | — |
8季度趋势，按日历期对齐
经营现金流BLDRMD
| Q2 26 | — | — | ||
| Q4 25 | $176.7M | $339.7M | ||
| Q3 25 | $233.3M | $457.3M | ||
| Q2 25 | $193.7M | $538.8M | ||
| Q1 25 | $152.6M | $578.7M | ||
| Q4 24 | $266.2M | $308.6M | ||
| Q3 24 | $240.7M | $325.5M | ||
| Q2 24 | $90.4M | $440.1M |
自由现金流BLDRMD
| Q2 26 | — | — | ||
| Q4 25 | $159.4M | $311.2M | ||
| Q3 25 | $216.2M | $414.4M | ||
| Q2 25 | $182.2M | $508.2M | ||
| Q1 25 | $139.2M | $557.9M | ||
| Q4 24 | $253.7M | $288.0M | ||
| Q3 24 | $219.8M | $307.7M | ||
| Q2 24 | $74.3M | $415.2M |
自由现金流率BLDRMD
| Q2 26 | — | — | ||
| Q4 25 | 10.7% | 21.9% | ||
| Q3 25 | 15.5% | 31.0% | ||
| Q2 25 | 14.0% | 37.7% | ||
| Q1 25 | 11.3% | 43.2% | ||
| Q4 24 | 19.3% | 22.5% | ||
| Q3 24 | 16.0% | 25.1% | ||
| Q2 24 | 5.4% | 33.9% |
资本支出强度BLDRMD
| Q2 26 | — | — | ||
| Q4 25 | 1.2% | 2.0% | ||
| Q3 25 | 1.2% | 3.2% | ||
| Q2 25 | 0.9% | 2.3% | ||
| Q1 25 | 1.1% | 1.6% | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.2% | 2.0% |
现金转化率BLDRMD
| Q2 26 | — | — | ||
| Q4 25 | 1.69× | 0.87× | ||
| Q3 25 | 1.64× | 1.31× | ||
| Q2 25 | 1.28× | 1.42× | ||
| Q1 25 | 1.24× | 1.59× | ||
| Q4 24 | 1.77× | 0.90× | ||
| Q3 24 | 1.42× | 1.05× | ||
| Q2 24 | 0.60× | 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
BLD
| Distribution Segment | $755.4M | 51% |
| Residential | $557.9M | 38% |
| All Other Products | $91.9M | 6% |
| Glass And Windows | $51.5M | 3% |
| Rain Gutters | $27.1M | 2% |
RMD
暂无分部数据
