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Core & Main, Inc.（CNM）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
Core & Main, Inc.的季度营收约是瑞思迈的1.4倍（$2.1B vs $1.4B），瑞思迈净利率更高（27.6% vs 6.6%，领先20.9%），瑞思迈同比增速更快（11.0% vs 0.0%），过去两年Core & Main, Inc.的营收复合增速更高（19.7% vs 7.8%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
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。
CNM vs RMD — 直观对比
营收规模更大
CNM
是对方的1.4倍
$1.4B
营收增速更快
RMD
高出11.0%
0.0%
净利率更高
RMD
高出20.9%
6.6%
两年增速更快
CNM
近两年复合增速
7.8%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $137.0M | $392.6M |
| 毛利率 | 27.2% | 61.8% |
| 营业利润率 | 10.7% | 34.6% |
| 净利率 | 6.6% | 27.6% |
| 营收同比 | 0.0% | 11.0% |
| 净利润同比 | 0.0% | 13.9% |
| 每股收益（稀释后） | $0.72 | $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CNMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B |
净利润CNMRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $137.0M | $392.6M | ||
| Q3 25 | $134.0M | $348.5M | ||
| Q2 25 | $100.0M | $379.7M | ||
| Q1 25 | $64.0M | $365.0M | ||
| Q4 24 | $133.0M | $344.6M | ||
| Q3 24 | $119.0M | $311.4M |
毛利率CNMRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 27.2% | 61.8% | ||
| Q3 25 | 26.8% | 61.5% | ||
| Q2 25 | 26.7% | 60.8% | ||
| Q1 25 | 26.6% | 59.3% | ||
| Q4 24 | 26.6% | 58.6% | ||
| Q3 24 | 26.4% | 58.6% |
营业利润率CNMRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 10.7% | 34.6% | ||
| Q3 25 | 10.2% | 33.4% | ||
| Q2 25 | 8.9% | 33.7% | ||
| Q1 25 | 7.3% | 33.0% | ||
| Q4 24 | 10.9% | 32.5% | ||
| Q3 24 | 10.4% | 31.6% |
净利率CNMRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 6.6% | 27.6% | ||
| Q3 25 | 6.4% | 26.1% | ||
| Q2 25 | 5.2% | 28.2% | ||
| Q1 25 | 3.8% | 28.3% | ||
| Q4 24 | 6.5% | 26.9% | ||
| Q3 24 | 6.1% | 25.4% |
每股收益（稀释后）CNMRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.72 | $2.68 | ||
| Q3 25 | $0.70 | $2.37 | ||
| Q2 25 | $0.52 | $2.58 | ||
| Q1 25 | $0.34 | $2.48 | ||
| Q4 24 | $0.69 | $2.34 | ||
| Q3 24 | $0.61 | $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 | $89.0M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.0B | $6.3B |
| 总资产 | $6.3B | $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CNMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $89.0M | $1.4B | ||
| Q3 25 | $25.0M | $1.4B | ||
| Q2 25 | $8.0M | $1.2B | ||
| Q1 25 | $8.0M | $932.7M | ||
| Q4 24 | $10.0M | $521.9M | ||
| Q3 24 | $13.0M | $426.4M |
总债务CNMRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| 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CNMRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.0B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.7B | $6.0B | ||
| Q1 25 | $1.7B | $5.5B | ||
| Q4 24 | $1.7B | $5.3B | ||
| Q3 24 | $1.6B | $5.2B |
总资产CNMRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $6.3B | $8.5B | ||
| Q3 25 | $6.3B | $8.3B | ||
| Q2 25 | $6.3B | $8.2B | ||
| Q1 25 | $5.9B | $7.6B | ||
| Q4 24 | $6.2B | $7.1B | ||
| Q3 24 | $6.1B | $7.2B |
负债/权益比CNMRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| 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 | $271.0M | — |
| 自由现金流经营现金流 - 资本支出 | $263.0M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | — |
8季度趋势，按日历期对齐
经营现金流CNMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $271.0M | $339.7M | ||
| Q3 25 | $34.0M | $457.3M | ||
| Q2 25 | $77.0M | $538.8M | ||
| Q1 25 | $235.0M | $578.7M | ||
| Q4 24 | $260.0M | $308.6M | ||
| Q3 24 | $48.0M | $325.5M |
自由现金流CNMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $263.0M | $311.2M | ||
| Q3 25 | $24.0M | $414.4M | ||
| Q2 25 | $64.0M | $508.2M | ||
| Q1 25 | $224.0M | $557.9M | ||
| Q4 24 | $252.0M | $288.0M | ||
| Q3 24 | $39.0M | $307.7M |
自由现金流率CNMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 21.9% | ||
| Q3 25 | 1.1% | 31.0% | ||
| Q2 25 | 3.3% | 37.7% | ||
| Q1 25 | 13.2% | 43.2% | ||
| Q4 24 | 12.4% | 22.5% | ||
| Q3 24 | 2.0% | 25.1% |
资本支出强度CNMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 2.0% | ||
| Q3 25 | 0.5% | 3.2% | ||
| Q2 25 | 0.7% | 2.3% | ||
| Q1 25 | 0.6% | 1.6% | ||
| Q4 24 | 0.4% | 1.6% | ||
| Q3 24 | 0.5% | 1.5% |
现金转化率CNMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 0.87× | ||
| Q3 25 | 0.25× | 1.31× | ||
| Q2 25 | 0.77× | 1.42× | ||
| Q1 25 | 3.67× | 1.59× | ||
| Q4 24 | 1.95× | 0.90× | ||
| Q3 24 | 0.40× | 1.05× |
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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
RMD
暂无分部数据
