vs
卡彭特科技(CRS)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彭特科技的1.8倍($1.4B vs $811.5M),瑞思迈净利率更高(27.6% vs 17.2%,领先10.4%),卡彭特科技同比增速更快(11.6% vs 11.0%),过去两年瑞思迈的营收复合增速更高(7.8% vs 0.8%)
卡彭特科技是全球特种合金材料供应商,主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为:航空航天与国防占55%,工业与消费品占17%,医疗占8%,交通、能源各占7%,分销业务占6%。
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。
CRS vs RMD — 直观对比
营收规模更大
RMD
是对方的1.8倍
$811.5M
营收增速更快
CRS
高出0.6%
11.0%
净利率更高
RMD
高出10.4%
17.2%
两年增速更快
RMD
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $811.5M | $1.4B |
| 净利润 | $139.6M | $392.6M |
| 毛利率 | 31.0% | 61.8% |
| 营业利润率 | 23.0% | 34.6% |
| 净利率 | 17.2% | 27.6% |
| 营收同比 | 11.6% | 11.0% |
| 净利润同比 | 46.3% | 13.9% |
| 每股收益(稀释后) | $2.77 | $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
CRS
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $811.5M | $1.4B | ||
| Q4 25 | $728.0M | $1.4B | ||
| Q3 25 | $733.7M | $1.3B | ||
| Q2 25 | $755.6M | $1.3B | ||
| Q1 25 | $727.0M | $1.3B | ||
| Q4 24 | $676.9M | $1.3B | ||
| Q3 24 | $717.6M | $1.2B |
净利润
CRS
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $139.6M | $398.7M | ||
| Q4 25 | $105.3M | $392.6M | ||
| Q3 25 | $122.5M | $348.5M | ||
| Q2 25 | $111.7M | $379.7M | ||
| Q1 25 | $95.4M | $365.0M | ||
| Q4 24 | $84.1M | $344.6M | ||
| Q3 24 | $84.8M | $311.4M |
毛利率
CRS
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 31.0% | 62.2% | ||
| Q4 25 | 30.0% | 61.8% | ||
| Q3 25 | 29.5% | 61.5% | ||
| Q2 25 | 28.3% | 60.8% | ||
| Q1 25 | 27.6% | 59.3% | ||
| Q4 24 | 26.2% | 58.6% | ||
| Q3 24 | 24.6% | 58.6% |
营业利润率
CRS
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 23.0% | 34.9% | ||
| Q4 25 | 21.3% | 34.6% | ||
| Q3 25 | 20.9% | 33.4% | ||
| Q2 25 | 20.1% | 33.7% | ||
| Q1 25 | 19.0% | 33.0% | ||
| Q4 24 | 17.6% | 32.5% | ||
| Q3 24 | 15.8% | 31.6% |
净利率
CRS
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 17.2% | 27.9% | ||
| Q4 25 | 14.5% | 27.6% | ||
| Q3 25 | 16.7% | 26.1% | ||
| Q2 25 | 14.8% | 28.2% | ||
| Q1 25 | 13.1% | 28.3% | ||
| Q4 24 | 12.4% | 26.9% | ||
| Q3 24 | 11.8% | 25.4% |
每股收益(稀释后)
CRS
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $2.77 | $2.74 | ||
| Q4 25 | $2.09 | $2.68 | ||
| Q3 25 | $2.43 | $2.37 | ||
| Q2 25 | $2.21 | $2.58 | ||
| Q1 25 | $1.88 | $2.48 | ||
| Q4 24 | $1.66 | $2.34 | ||
| Q3 24 | $1.67 | $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 | $294.8M | $1.4B |
| 总债务越低越好 | $690.4M | $663.8M |
| 股东权益账面价值 | $2.1B | $6.3B |
| 总资产 | $3.7B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
CRS
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $294.8M | $1.7B | ||
| Q4 25 | $231.9M | $1.4B | ||
| Q3 25 | $208.0M | $1.4B | ||
| Q2 25 | $315.5M | $1.2B | ||
| Q1 25 | $151.5M | $932.7M | ||
| Q4 24 | $162.1M | $521.9M | ||
| Q3 24 | $150.2M | $426.4M |
总债务
CRS
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $690.4M | $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
CRS
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $2.1B | $6.5B | ||
| Q4 25 | $2.0B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.9B | $6.0B | ||
| Q1 25 | $1.8B | $5.5B | ||
| Q4 24 | $1.7B | $5.3B | ||
| Q3 24 | $1.7B | $5.2B |
总资产
CRS
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $3.7B | $8.8B | ||
| Q4 25 | $3.5B | $8.5B | ||
| Q3 25 | $3.4B | $8.3B | ||
| Q2 25 | $3.5B | $8.2B | ||
| Q1 25 | $3.4B | $7.6B | ||
| Q4 24 | $3.3B | $7.1B | ||
| Q3 24 | $3.3B | $7.2B |
负债/权益比
CRS
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.33× | 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 | $124.8M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 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 | $407.5M | — |
8季度趋势,按日历期对齐
经营现金流
CRS
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $339.7M | ||
| Q3 25 | $39.2M | $457.3M | ||
| Q2 25 | $258.1M | $538.8M | ||
| Q1 25 | $74.2M | $578.7M | ||
| Q4 24 | $67.9M | $308.6M | ||
| Q3 24 | $40.2M | $325.5M |
自由现金流
CRS
RMD
| Q2 26 | — | — | ||
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | $311.2M | ||
| Q3 25 | $-3.4M | $414.4M | ||
| Q2 25 | $200.2M | $508.2M | ||
| Q1 25 | $34.0M | $557.9M | ||
| Q4 24 | $38.6M | $288.0M | ||
| Q3 24 | $13.3M | $307.7M |
自由现金流率
CRS
RMD
| Q2 26 | — | — | ||
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | 21.9% | ||
| Q3 25 | -0.5% | 31.0% | ||
| Q2 25 | 26.5% | 37.7% | ||
| Q1 25 | 4.7% | 43.2% | ||
| Q4 24 | 5.7% | 22.5% | ||
| Q3 24 | 1.9% | 25.1% |
资本支出强度
CRS
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 2.0% | ||
| Q3 25 | 5.8% | 3.2% | ||
| Q2 25 | 7.7% | 2.3% | ||
| Q1 25 | 5.5% | 1.6% | ||
| Q4 24 | 4.3% | 1.6% | ||
| Q3 24 | 3.7% | 1.5% |
现金转化率
CRS
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 0.87× | ||
| Q3 25 | 0.32× | 1.31× | ||
| Q2 25 | 2.31× | 1.42× | ||
| Q1 25 | 0.78× | 1.59× | ||
| Q4 24 | 0.81× | 0.90× | ||
| Q3 24 | 0.47× | 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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
RMD
暂无分部数据