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DYCOM INDUSTRIES INC（DY）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
DYCOM INDUSTRIES INC的季度营收约是瑞思迈的1.0倍（$1.5B vs $1.4B），瑞思迈净利率更高（27.6% vs 7.3%，领先20.3%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs 11.0%），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% vs 7.9%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
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。
DY vs RMD — 直观对比
营收规模更大
DY
是对方的1.0倍
$1.4B
营收增速更快
DY
高出3.2%
11.0%
净利率更高
RMD
高出20.3%
7.3%
两年增速更快
DY
近两年复合增速
7.9%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $106.4M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 9.7% | 34.6% |
| 净利率 | 7.3% | 27.6% |
| 营收同比 | 14.1% | 11.0% |
| 净利润同比 | 52.4% | 13.9% |
| 每股收益（稀释后） | $3.63 | $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DYRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润DYRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $106.4M | $392.6M | ||
| Q3 25 | $97.5M | $348.5M | ||
| Q2 25 | $61.0M | $379.7M | ||
| Q1 25 | $32.7M | $365.0M | ||
| Q4 24 | $69.8M | $344.6M | ||
| Q3 24 | $68.4M | $311.4M | ||
| Q2 24 | $62.6M | $292.2M |
毛利率DYRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率DYRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 9.7% | 34.6% | ||
| Q3 25 | 9.5% | 33.4% | ||
| Q2 25 | 6.2% | 33.7% | ||
| Q1 25 | 4.1% | 33.0% | ||
| Q4 24 | 7.2% | 32.5% | ||
| Q3 24 | 7.9% | 31.6% | ||
| Q2 24 | 6.8% | 31.2% |
净利率DYRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 7.3% | 27.6% | ||
| Q3 25 | 7.1% | 26.1% | ||
| Q2 25 | 4.9% | 28.2% | ||
| Q1 25 | 3.0% | 28.3% | ||
| Q4 24 | 5.5% | 26.9% | ||
| Q3 24 | 5.7% | 25.4% | ||
| Q2 24 | 5.5% | 23.9% |
每股收益（稀释后）DYRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $3.63 | $2.68 | ||
| Q3 25 | $3.33 | $2.37 | ||
| Q2 25 | $2.09 | $2.58 | ||
| Q1 25 | $1.11 | $2.48 | ||
| Q4 24 | $2.37 | $2.34 | ||
| Q3 24 | $2.32 | $2.11 | ||
| Q2 24 | $2.12 | $1.97 |
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 | $110.1M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.5B | $6.3B |
| 总资产 | $3.3B | $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DYRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $110.1M | $1.4B | ||
| Q3 25 | $28.5M | $1.4B | ||
| Q2 25 | $16.1M | $1.2B | ||
| Q1 25 | $92.7M | $932.7M | ||
| Q4 24 | $15.3M | $521.9M | ||
| Q3 24 | $19.6M | $426.4M | ||
| Q2 24 | $26.1M | $238.4M |
总债务DYRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益DYRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $1.5B | $6.3B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.3B | $6.0B | ||
| Q1 25 | $1.2B | $5.5B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.2B | $5.2B | ||
| Q2 24 | $1.1B | $4.9B |
总资产DYRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.3B | $8.5B | ||
| Q3 25 | $3.2B | $8.3B | ||
| Q2 25 | $3.1B | $8.2B | ||
| Q1 25 | $2.9B | $7.6B | ||
| Q4 24 | $3.1B | $7.1B | ||
| Q3 24 | $2.8B | $7.2B | ||
| Q2 24 | $2.6B | $6.9B |
负债/权益比DYRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | $220.0M | — |
| 自由现金流经营现金流 - 资本支出 | $164.8M | — |
| 自由现金流率自由现金流/营收 | 11.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | — |
8季度趋势，按日历期对齐
经营现金流DYRMD
| Q2 26 | — | — | ||
| Q4 25 | $220.0M | $339.7M | ||
| Q3 25 | $57.4M | $457.3M | ||
| Q2 25 | $-54.0M | $538.8M | ||
| Q1 25 | $328.2M | $578.7M | ||
| Q4 24 | $65.8M | $308.6M | ||
| Q3 24 | $-7.5M | $325.5M | ||
| Q2 24 | $-37.4M | $440.1M |
自由现金流DYRMD
| Q2 26 | — | — | ||
| Q4 25 | $164.8M | $311.2M | ||
| Q3 25 | $5.8M | $414.4M | ||
| Q2 25 | $-133.5M | $508.2M | ||
| Q1 25 | $259.7M | $557.9M | ||
| Q4 24 | $-8.8M | $288.0M | ||
| Q3 24 | $-72.9M | $307.7M | ||
| Q2 24 | $-79.4M | $415.2M |
自由现金流率DYRMD
| Q2 26 | — | — | ||
| Q4 25 | 11.4% | 21.9% | ||
| Q3 25 | 0.4% | 31.0% | ||
| Q2 25 | -10.6% | 37.7% | ||
| Q1 25 | 23.9% | 43.2% | ||
| Q4 24 | -0.7% | 22.5% | ||
| Q3 24 | -6.1% | 25.1% | ||
| Q2 24 | -6.9% | 33.9% |
资本支出强度DYRMD
| Q2 26 | — | — | ||
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 3.8% | 3.2% | ||
| Q2 25 | 6.3% | 2.3% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 5.9% | 1.6% | ||
| Q3 24 | 5.4% | 1.5% | ||
| Q2 24 | 3.7% | 2.0% |
现金转化率DYRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.07× | 0.87× | ||
| Q3 25 | 0.59× | 1.31× | ||
| Q2 25 | -0.88× | 1.42× | ||
| Q1 25 | 10.05× | 1.59× | ||
| Q4 24 | 0.94× | 0.90× | ||
| Q3 24 | -0.11× | 1.05× | ||
| Q2 24 | -0.60× | 1.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
