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COHERENT CORP.（COHR）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
COHERENT CORP.的季度营收约是瑞思迈的1.2倍（$1.7B vs $1.4B），瑞思迈净利率更高（27.6% vs 8.7%，领先18.9%），COHERENT CORP.同比增速更快（17.5% vs 11.0%），过去两年COHERENT CORP.的营收复合增速更高（18.1% vs 7.8%）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
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。
COHR vs RMD — 直观对比
营收规模更大
COHR
是对方的1.2倍
$1.4B
营收增速更快
COHR
高出6.5%
11.0%
净利率更高
RMD
高出18.9%
8.7%
两年增速更快
COHR
近两年复合增速
7.8%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $146.7M | $392.6M |
| 毛利率 | 36.9% | 61.8% |
| 营业利润率 | 10.0% | 34.6% |
| 净利率 | 8.7% | 27.6% |
| 营收同比 | 17.5% | 11.0% |
| 净利润同比 | 41.9% | 13.9% |
| 每股收益（稀释后） | $0.76 | $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COHRRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B |
净利润COHRRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $146.7M | $392.6M | ||
| Q3 25 | $226.3M | $348.5M | ||
| Q2 25 | $-95.6M | $379.7M | ||
| Q1 25 | $15.7M | $365.0M | ||
| Q4 24 | $103.4M | $344.6M | ||
| Q3 24 | $25.9M | $311.4M |
毛利率COHRRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 36.9% | 61.8% | ||
| Q3 25 | 36.6% | 61.5% | ||
| Q2 25 | 35.7% | 60.8% | ||
| Q1 25 | 35.2% | 59.3% | ||
| Q4 24 | 35.5% | 58.6% | ||
| Q3 24 | 34.1% | 58.6% |
营业利润率COHRRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 10.0% | 34.6% | ||
| Q3 25 | 13.7% | 33.4% | ||
| Q2 25 | -4.1% | 33.7% | ||
| Q1 25 | 0.7% | 33.0% | ||
| Q4 24 | 9.0% | 32.5% | ||
| Q3 24 | 1.4% | 31.6% |
净利率COHRRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 8.7% | 27.6% | ||
| Q3 25 | 14.3% | 26.1% | ||
| Q2 25 | -6.3% | 28.2% | ||
| Q1 25 | 1.0% | 28.3% | ||
| Q4 24 | 7.2% | 26.9% | ||
| Q3 24 | 1.9% | 25.4% |
每股收益（稀释后）COHRRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.76 | $2.68 | ||
| Q3 25 | $1.19 | $2.37 | ||
| Q2 25 | $-0.81 | $2.58 | ||
| Q1 25 | $-0.11 | $2.48 | ||
| Q4 24 | $0.44 | $2.34 | ||
| Q3 24 | $-0.04 | $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 | $863.7M | $1.4B |
| 总债务越低越好 | $3.4B | $663.8M |
| 股东权益账面价值 | $8.5B | $6.3B |
| 总资产 | $15.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.39× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资COHRRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $863.7M | $1.4B | ||
| Q3 25 | $852.8M | $1.4B | ||
| Q2 25 | $909.2M | $1.2B | ||
| Q1 25 | $890.3M | $932.7M | ||
| Q4 24 | $917.8M | $521.9M | ||
| Q3 24 | $1.0B | $426.4M |
总债务COHRRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $3.4B | $403.9M | ||
| Q3 25 | $3.3B | $408.7M | ||
| Q2 25 | $3.7B | $658.4M | ||
| Q1 25 | $3.7B | $663.1M | ||
| Q4 24 | $3.9B | $662.9M | ||
| Q3 24 | $4.0B | $667.6M |
股东权益COHRRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $8.5B | $6.3B | ||
| Q3 25 | $5.8B | $6.1B | ||
| Q2 25 | $5.6B | $6.0B | ||
| Q1 25 | $5.4B | $5.5B | ||
| Q4 24 | $5.2B | $5.3B | ||
| Q3 24 | $5.5B | $5.2B |
总资产COHRRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $15.1B | $8.5B | ||
| Q3 25 | $14.7B | $8.3B | ||
| Q2 25 | $14.9B | $8.2B | ||
| Q1 25 | $14.4B | $7.6B | ||
| Q4 24 | $14.2B | $7.1B | ||
| Q3 24 | $14.7B | $7.2B |
负债/权益比COHRRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.39× | 0.06× | ||
| Q3 25 | 0.57× | 0.07× | ||
| Q2 25 | 0.65× | 0.11× | ||
| Q1 25 | 0.70× | 0.12× | ||
| Q4 24 | 0.75× | 0.13× | ||
| Q3 24 | 0.73× | 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 | $57.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | — |
| 自由现金流率自由现金流/营收 | -5.7% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $-103.6M | — |
8季度趋势，按日历期对齐
经营现金流COHRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $57.9M | $339.7M | ||
| Q3 25 | $46.0M | $457.3M | ||
| Q2 25 | $130.3M | $538.8M | ||
| Q1 25 | $163.0M | $578.7M | ||
| Q4 24 | $187.4M | $308.6M | ||
| Q3 24 | $153.0M | $325.5M |
自由现金流COHRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-95.7M | $311.2M | ||
| Q3 25 | $-58.0M | $414.4M | ||
| Q2 25 | $-1.1M | $508.2M | ||
| Q1 25 | $51.1M | $557.9M | ||
| Q4 24 | $81.7M | $288.0M | ||
| Q3 24 | $61.0M | $307.7M |
自由现金流率COHRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -5.7% | 21.9% | ||
| Q3 25 | -3.7% | 31.0% | ||
| Q2 25 | -0.1% | 37.7% | ||
| Q1 25 | 3.4% | 43.2% | ||
| Q4 24 | 5.7% | 22.5% | ||
| Q3 24 | 4.5% | 25.1% |
资本支出强度COHRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | 2.0% | ||
| Q3 25 | 6.6% | 3.2% | ||
| Q2 25 | 8.6% | 2.3% | ||
| Q1 25 | 7.5% | 1.6% | ||
| Q4 24 | 7.4% | 1.6% | ||
| Q3 24 | 6.8% | 1.5% |
现金转化率COHRRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 0.87× | ||
| Q3 25 | 0.20× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | 10.37× | 1.59× | ||
| Q4 24 | 1.81× | 0.90× | ||
| Q3 24 | 5.91× | 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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
RMD
暂无分部数据
