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科蒂（COTY）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
科蒂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 -7.4%，领先35.0%），瑞思迈同比增速更快（11.0% vs 0.5%），科蒂自由现金流更多（$513.1M vs $311.2M），过去两年科蒂的营收复合增速更高（10.1% vs 9.0%）
科蒂是1904年由弗朗索瓦·科蒂在巴黎创立的跨国美妆企业，现注册地为美国特拉华州，全球总部位于荷兰阿姆斯特丹。旗下业务覆盖香水、彩妆、护肤、美甲产品以及专业线和零售线护发产品的研发、生产、营销与分销，截至2024年共拥有约40个品牌。
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。
COTY vs RMD — 直观对比
营收规模更大
COTY
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出10.5%
0.5%
净利率更高
RMD
高出35.0%
-7.4%
自由现金流更多
COTY
多$201.9M
$311.2M
两年增速更快
COTY
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $-123.6M | $392.6M |
| 毛利率 | 63.8% | 61.8% |
| 营业利润率 | 8.8% | 34.6% |
| 净利率 | -7.4% | 27.6% |
| 营收同比 | 0.5% | 11.0% |
| 净利润同比 | -621.5% | 13.9% |
| 每股收益（稀释后） | $-0.14 | $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COTYRMD
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.4B | $1.2B |
净利润COTYRMD
| Q4 25 | $-123.6M | $392.6M | ||
| Q3 25 | $67.9M | $348.5M | ||
| Q2 25 | $-68.8M | $379.7M | ||
| Q1 25 | $-405.7M | $365.0M | ||
| Q4 24 | $23.7M | $344.6M | ||
| Q3 24 | $82.9M | $311.4M | ||
| Q2 24 | $-96.9M | $292.2M | ||
| Q1 24 | $3.8M | $300.5M |
毛利率COTYRMD
| Q4 25 | 63.8% | 61.8% | ||
| Q3 25 | 64.5% | 61.5% | ||
| Q2 25 | 62.3% | 60.8% | ||
| Q1 25 | 64.1% | 59.3% | ||
| Q4 24 | 66.7% | 58.6% | ||
| Q3 24 | 65.5% | 58.6% | ||
| Q2 24 | 64.2% | 58.5% | ||
| Q1 24 | 64.8% | 57.9% |
营业利润率COTYRMD
| Q4 25 | 8.8% | 34.6% | ||
| Q3 25 | 11.7% | 33.4% | ||
| Q2 25 | 1.2% | 33.7% | ||
| Q1 25 | -21.6% | 33.0% | ||
| Q4 24 | 16.1% | 32.5% | ||
| Q3 24 | 14.2% | 31.6% | ||
| Q2 24 | 2.5% | 31.2% | ||
| Q1 24 | 5.6% | 31.3% |
净利率COTYRMD
| Q4 25 | -7.4% | 27.6% | ||
| Q3 25 | 4.3% | 26.1% | ||
| Q2 25 | -5.5% | 28.2% | ||
| Q1 25 | -31.2% | 28.3% | ||
| Q4 24 | 1.4% | 26.9% | ||
| Q3 24 | 5.0% | 25.4% | ||
| Q2 24 | -7.1% | 23.9% | ||
| Q1 24 | 0.3% | 25.1% |
每股收益（稀释后）COTYRMD
| Q4 25 | $-0.14 | $2.68 | ||
| Q3 25 | $0.07 | $2.37 | ||
| Q2 25 | $-0.08 | $2.58 | ||
| Q1 25 | $-0.47 | $2.48 | ||
| Q4 24 | $0.02 | $2.34 | ||
| Q3 24 | $0.09 | $2.11 | ||
| Q2 24 | $-0.11 | $1.97 | ||
| Q1 24 | $0.00 | $2.04 |
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 | $436.7M | $1.4B |
| 总债务越低越好 | $3.0B | $403.9M |
| 股东权益账面价值 | $3.5B | $6.3B |
| 总资产 | $11.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.85× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资COTYRMD
| Q4 25 | $436.7M | $1.4B | ||
| Q3 25 | $264.6M | $1.4B | ||
| Q2 25 | $257.1M | $1.2B | ||
| Q1 25 | $243.5M | $932.7M | ||
| Q4 24 | $249.6M | $521.9M | ||
| Q3 24 | $283.6M | $426.4M | ||
| Q2 24 | $300.8M | $238.4M | ||
| Q1 24 | $260.2M | $237.9M |
总债务COTYRMD
| Q4 25 | $3.0B | $403.9M | ||
| Q3 25 | $4.0B | $408.7M | ||
| Q2 25 | $4.0B | $658.4M | ||
| Q1 25 | $3.8B | $663.1M | ||
| Q4 24 | $3.4B | $662.9M | ||
| Q3 24 | $3.9B | $667.6M | ||
| Q2 24 | $3.8B | $697.3M | ||
| Q1 24 | $3.9B | $997.0M |
股东权益COTYRMD
| Q4 25 | $3.5B | $6.3B | ||
| Q3 25 | $3.6B | $6.1B | ||
| Q2 25 | $3.5B | $6.0B | ||
| Q1 25 | $3.5B | $5.5B | ||
| Q4 24 | $3.8B | $5.3B | ||
| Q3 24 | $4.0B | $5.2B | ||
| Q2 24 | $3.8B | $4.9B | ||
| Q1 24 | $4.0B | $4.6B |
总资产COTYRMD
| Q4 25 | $11.1B | $8.5B | ||
| Q3 25 | $12.1B | $8.3B | ||
| Q2 25 | $11.9B | $8.2B | ||
| Q1 25 | $11.5B | $7.6B | ||
| Q4 24 | $11.7B | $7.1B | ||
| Q3 24 | $12.5B | $7.2B | ||
| Q2 24 | $12.1B | $6.9B | ||
| Q1 24 | $12.3B | $6.8B |
负债/权益比COTYRMD
| Q4 25 | 0.85× | 0.06× | ||
| Q3 25 | 1.10× | 0.07× | ||
| Q2 25 | 1.12× | 0.11× | ||
| Q1 25 | 1.09× | 0.12× | ||
| Q4 24 | 0.89× | 0.13× | ||
| Q3 24 | 0.97× | 0.13× | ||
| Q2 24 | 1.00× | 0.14× | ||
| Q1 24 | 0.98× | 0.22× |
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 | $559.7M | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $513.1M | $311.2M |
| 自由现金流率自由现金流/营收 | 30.6% | 21.9% |
| 资本支出强度资本支出/营收 | 2.8% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $390.8M | $1.8B |
8季度趋势，按日历期对齐
经营现金流COTYRMD
| Q4 25 | $559.7M | $339.7M | ||
| Q3 25 | $65.2M | $457.3M | ||
| Q2 25 | $83.2M | $538.8M | ||
| Q1 25 | $-122.5M | $578.7M | ||
| Q4 24 | $464.5M | $308.6M | ||
| Q3 24 | $67.4M | $325.5M | ||
| Q2 24 | $176.5M | $440.1M | ||
| Q1 24 | $-170.0M | $402.0M |
自由现金流COTYRMD
| Q4 25 | $513.1M | $311.2M | ||
| Q3 25 | $11.2M | $414.4M | ||
| Q2 25 | $34.9M | $508.2M | ||
| Q1 25 | $-168.4M | $557.9M | ||
| Q4 24 | $419.0M | $288.0M | ||
| Q3 24 | $-7.9M | $307.7M | ||
| Q2 24 | $116.7M | $415.2M | ||
| Q1 24 | $-234.3M | $380.8M |
自由现金流率COTYRMD
| Q4 25 | 30.6% | 21.9% | ||
| Q3 25 | 0.7% | 31.0% | ||
| Q2 25 | 2.8% | 37.7% | ||
| Q1 25 | -13.0% | 43.2% | ||
| Q4 24 | 25.1% | 22.5% | ||
| Q3 24 | -0.5% | 25.1% | ||
| Q2 24 | 8.6% | 33.9% | ||
| Q1 24 | -16.9% | 31.8% |
资本支出强度COTYRMD
| Q4 25 | 2.8% | 2.0% | ||
| Q3 25 | 3.4% | 3.2% | ||
| Q2 25 | 3.9% | 2.3% | ||
| Q1 25 | 3.5% | 1.6% | ||
| Q4 24 | 2.7% | 1.6% | ||
| Q3 24 | 4.5% | 1.5% | ||
| Q2 24 | 4.4% | 2.0% | ||
| Q1 24 | 4.6% | 1.8% |
现金转化率COTYRMD
| Q4 25 | — | 0.87× | ||
| Q3 25 | 0.96× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 19.60× | 0.90× | ||
| Q3 24 | 0.81× | 1.05× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | -44.74× | 1.34× |
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
COTY
| Prestige | $1.1B | 68% |
| Consumer Beauty | $545.0M | 32% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
