vs
卡骆驰（CROX）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卡骆驰的1.5倍（$1.4B vs $921.5M），瑞思迈净利率更高（27.6% vs 14.9%，领先12.7%），瑞思迈同比增速更快（11.0% vs -1.7%），过去两年瑞思迈的营收复合增速更高（7.8% vs -8.9%）
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
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。
CROX vs RMD — 直观对比
营收规模更大
RMD
是对方的1.5倍
$921.5M
营收增速更快
RMD
高出12.7%
-1.7%
净利率更高
RMD
高出12.7%
14.9%
两年增速更快
RMD
近两年复合增速
-8.9%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $921.5M | $1.4B |
| 净利润 | $137.6M | $392.6M |
| 毛利率 | 56.8% | 61.8% |
| 营业利润率 | 21.8% | 34.6% |
| 净利率 | 14.9% | 27.6% |
| 营收同比 | -1.7% | 11.0% |
| 净利润同比 | -14.1% | 13.9% |
| 每股收益（稀释后） | $2.71 | $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CROXRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $921.5M | $1.4B | ||
| Q4 25 | $957.6M | $1.4B | ||
| Q3 25 | $996.3M | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $937.3M | $1.3B | ||
| Q4 24 | $989.8M | $1.3B | ||
| Q3 24 | $1.1B | $1.2B |
净利润CROXRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $137.6M | $398.7M | ||
| Q4 25 | $105.2M | $392.6M | ||
| Q3 25 | $145.8M | $348.5M | ||
| Q2 25 | $-492.3M | $379.7M | ||
| Q1 25 | $160.1M | $365.0M | ||
| Q4 24 | $368.9M | $344.6M | ||
| Q3 24 | $199.8M | $311.4M |
毛利率CROXRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 56.8% | 62.2% | ||
| Q4 25 | 54.7% | 61.8% | ||
| Q3 25 | 58.5% | 61.5% | ||
| Q2 25 | 61.7% | 60.8% | ||
| Q1 25 | 57.8% | 59.3% | ||
| Q4 24 | 57.9% | 58.6% | ||
| Q3 24 | 59.6% | 58.6% |
营业利润率CROXRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 21.8% | 34.9% | ||
| Q4 25 | 15.3% | 34.6% | ||
| Q3 25 | 20.8% | 33.4% | ||
| Q2 25 | -37.2% | 33.7% | ||
| Q1 25 | 23.8% | 33.0% | ||
| Q4 24 | 20.2% | 32.5% | ||
| Q3 24 | 25.4% | 31.6% |
净利率CROXRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 14.9% | 27.9% | ||
| Q4 25 | 11.0% | 27.6% | ||
| Q3 25 | 14.6% | 26.1% | ||
| Q2 25 | -42.8% | 28.2% | ||
| Q1 25 | 17.1% | 28.3% | ||
| Q4 24 | 37.3% | 26.9% | ||
| Q3 24 | 18.8% | 25.4% |
每股收益（稀释后）CROXRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $2.71 | $2.74 | ||
| Q4 25 | $1.79 | $2.68 | ||
| Q3 25 | $2.70 | $2.37 | ||
| Q2 25 | $-8.82 | $2.58 | ||
| Q1 25 | $2.83 | $2.48 | ||
| Q4 24 | $6.25 | $2.34 | ||
| Q3 24 | $3.36 | $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 | $130.9M | $1.4B |
| 总债务越低越好 | $1.3B | $663.8M |
| 股东权益账面价值 | $1.4B | $6.3B |
| 总资产 | $4.3B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.93× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资CROXRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $130.9M | $1.7B | ||
| Q4 25 | $130.4M | $1.4B | ||
| Q3 25 | $154.0M | $1.4B | ||
| Q2 25 | $200.6M | $1.2B | ||
| Q1 25 | $166.5M | $932.7M | ||
| Q4 24 | $180.5M | $521.9M | ||
| Q3 24 | $186.1M | $426.4M |
总债务CROXRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $1.3B | $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CROXRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.4B | $6.5B | ||
| Q4 25 | $1.3B | $6.3B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.4B | $6.0B | ||
| Q1 25 | $2.0B | $5.5B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.7B | $5.2B |
总资产CROXRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $4.3B | $8.8B | ||
| Q4 25 | $4.2B | $8.5B | ||
| Q3 25 | $4.3B | $8.3B | ||
| Q2 25 | $4.5B | $8.2B | ||
| Q1 25 | $5.1B | $7.6B | ||
| Q4 24 | $4.8B | $7.1B | ||
| Q3 24 | $4.7B | $7.2B |
负债/权益比CROXRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.93× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-98.9M | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $642.9M | — |
8季度趋势，按日历期对齐
经营现金流CROXRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $252.5M | $339.7M | ||
| Q3 25 | $239.3M | $457.3M | ||
| Q2 25 | $285.8M | $538.8M | ||
| Q1 25 | $-67.2M | $578.7M | ||
| Q4 24 | $321.9M | $308.6M | ||
| Q3 24 | $296.9M | $325.5M |
自由现金流CROXRMD
| Q2 26 | — | — | ||
| Q1 26 | $-98.9M | — | ||
| Q4 25 | $246.4M | $311.2M | ||
| Q3 25 | $226.2M | $414.4M | ||
| Q2 25 | $269.2M | $508.2M | ||
| Q1 25 | $-82.6M | $557.9M | ||
| Q4 24 | $303.4M | $288.0M | ||
| Q3 24 | $278.8M | $307.7M |
自由现金流率CROXRMD
| Q2 26 | — | — | ||
| Q1 26 | -10.7% | — | ||
| Q4 25 | 25.7% | 21.9% | ||
| Q3 25 | 22.7% | 31.0% | ||
| Q2 25 | 23.4% | 37.7% | ||
| Q1 25 | -8.8% | 43.2% | ||
| Q4 24 | 30.7% | 22.5% | ||
| Q3 24 | 26.3% | 25.1% |
资本支出强度CROXRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 1.4% | 2.3% | ||
| Q1 25 | 1.6% | 1.6% | ||
| Q4 24 | 1.9% | 1.6% | ||
| Q3 24 | 1.7% | 1.5% |
现金转化率CROXRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 0.87× | ||
| Q3 25 | 1.64× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | -0.42× | 1.59× | ||
| Q4 24 | 0.87× | 0.90× | ||
| Q3 24 | 1.49× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
