vs
BWX Technologies, Inc.（BWXT）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BWX Technologies, Inc.的1.6倍（$1.4B vs $885.8M），瑞思迈净利率更高（27.6% vs 10.5%，领先17.1%），BWX Technologies, Inc.同比增速更快（18.7% vs 11.0%），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs 7.9%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RMD — 直观对比
营收规模更大
RMD
是对方的1.6倍
$885.8M
营收增速更快
BWXT
高出7.7%
11.0%
净利率更高
RMD
高出17.1%
10.5%
两年增速更快
BWXT
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $1.4B |
| 净利润 | $93.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 10.4% | 34.6% |
| 净利率 | 10.5% | 27.6% |
| 营收同比 | 18.7% | 11.0% |
| 净利润同比 | 30.9% | 13.9% |
| 每股收益（稀释后） | $1.02 | $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BWXTRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $885.8M | $1.4B | ||
| Q3 25 | $866.3M | $1.3B | ||
| Q2 25 | $764.0M | $1.3B | ||
| Q1 25 | $682.3M | $1.3B | ||
| Q4 24 | $746.3M | $1.3B | ||
| Q3 24 | $672.0M | $1.2B | ||
| Q2 24 | $681.5M | $1.2B |
净利润BWXTRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $93.0M | $392.6M | ||
| Q3 25 | $82.1M | $348.5M | ||
| Q2 25 | $78.4M | $379.7M | ||
| Q1 25 | $75.5M | $365.0M | ||
| Q4 24 | $71.0M | $344.6M | ||
| Q3 24 | $69.5M | $311.4M | ||
| Q2 24 | $73.0M | $292.2M |
毛利率BWXTRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | 21.8% | 61.5% | ||
| Q2 25 | 25.1% | 60.8% | ||
| Q1 25 | 24.2% | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | 24.4% | 58.6% | ||
| Q2 24 | 24.7% | 58.5% |
营业利润率BWXTRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 10.4% | 34.6% | ||
| Q3 25 | 13.1% | 33.4% | ||
| Q2 25 | 13.4% | 33.7% | ||
| Q1 25 | 14.2% | 33.0% | ||
| Q4 24 | 12.4% | 32.5% | ||
| Q3 24 | 14.4% | 31.6% | ||
| Q2 24 | 14.5% | 31.2% |
净利率BWXTRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 10.5% | 27.6% | ||
| Q3 25 | 9.5% | 26.1% | ||
| Q2 25 | 10.3% | 28.2% | ||
| Q1 25 | 11.1% | 28.3% | ||
| Q4 24 | 9.5% | 26.9% | ||
| Q3 24 | 10.3% | 25.4% | ||
| Q2 24 | 10.7% | 23.9% |
每股收益（稀释后）BWXTRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.02 | $2.68 | ||
| Q3 25 | $0.89 | $2.37 | ||
| Q2 25 | $0.85 | $2.58 | ||
| Q1 25 | $0.82 | $2.48 | ||
| Q4 24 | $0.77 | $2.34 | ||
| Q3 24 | $0.76 | $2.11 | ||
| Q2 24 | $0.79 | $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 | $499.8M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.2B | $6.3B |
| 总资产 | $4.3B | $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BWXTRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $499.8M | $1.4B | ||
| Q3 25 | $79.6M | $1.4B | ||
| Q2 25 | $37.0M | $1.2B | ||
| Q1 25 | $55.4M | $932.7M | ||
| Q4 24 | $74.1M | $521.9M | ||
| Q3 24 | $35.5M | $426.4M | ||
| Q2 24 | $48.3M | $238.4M |
总债务BWXTRMD
| Q2 26 | — | $663.8M | ||
| 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 |
股东权益BWXTRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $1.2B | $6.3B | ||
| Q3 25 | $1.2B | $6.1B | ||
| Q2 25 | $1.2B | $6.0B | ||
| Q1 25 | $1.1B | $5.5B | ||
| Q4 24 | $1.1B | $5.3B | ||
| Q3 24 | $1.1B | $5.2B | ||
| Q2 24 | $998.5M | $4.9B |
总资产BWXTRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $4.3B | $8.5B | ||
| Q3 25 | $3.8B | $8.3B | ||
| Q2 25 | $3.7B | $8.2B | ||
| Q1 25 | $3.1B | $7.6B | ||
| Q4 24 | $2.9B | $7.1B | ||
| Q3 24 | $2.9B | $7.2B | ||
| Q2 24 | $2.8B | $6.9B |
负债/权益比BWXTRMD
| 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 | $127.0M | — |
| 自由现金流经营现金流 - 资本支出 | $56.8M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 现金转化率经营现金流/净利润 | 1.37× | — |
| 过去12个月自由现金流最近4个季度 | $295.3M | — |
8季度趋势，按日历期对齐
经营现金流BWXTRMD
| Q2 26 | — | — | ||
| Q4 25 | $127.0M | $339.7M | ||
| Q3 25 | $143.2M | $457.3M | ||
| Q2 25 | $159.0M | $538.8M | ||
| Q1 25 | $50.6M | $578.7M | ||
| Q4 24 | $276.9M | $308.6M | ||
| Q3 24 | $32.6M | $325.5M | ||
| Q2 24 | $65.9M | $440.1M |
自由现金流BWXTRMD
| Q2 26 | — | — | ||
| Q4 25 | $56.8M | $311.2M | ||
| Q3 25 | $94.9M | $414.4M | ||
| Q2 25 | $126.3M | $508.2M | ||
| Q1 25 | $17.3M | $557.9M | ||
| Q4 24 | $224.4M | $288.0M | ||
| Q3 24 | $-7.7M | $307.7M | ||
| Q2 24 | $35.5M | $415.2M |
自由现金流率BWXTRMD
| Q2 26 | — | — | ||
| Q4 25 | 6.4% | 21.9% | ||
| Q3 25 | 11.0% | 31.0% | ||
| Q2 25 | 16.5% | 37.7% | ||
| Q1 25 | 2.5% | 43.2% | ||
| Q4 24 | 30.1% | 22.5% | ||
| Q3 24 | -1.1% | 25.1% | ||
| Q2 24 | 5.2% | 33.9% |
资本支出强度BWXTRMD
| Q2 26 | — | — | ||
| Q4 25 | 7.9% | 2.0% | ||
| Q3 25 | 5.6% | 3.2% | ||
| Q2 25 | 4.3% | 2.3% | ||
| Q1 25 | 4.9% | 1.6% | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 4.5% | 2.0% |
现金转化率BWXTRMD
| Q2 26 | — | — | ||
| Q4 25 | 1.37× | 0.87× | ||
| Q3 25 | 1.74× | 1.31× | ||
| Q2 25 | 2.03× | 1.42× | ||
| Q1 25 | 0.67× | 1.59× | ||
| Q4 24 | 3.90× | 0.90× | ||
| Q3 24 | 0.47× | 1.05× | ||
| Q2 24 | 0.90× | 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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
RMD
暂无分部数据
