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伊士曼化工（EMN）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
伊士曼化工的季度营收约是瑞思迈的1.4倍（$2.0B vs $1.4B），瑞思迈净利率更高（27.6% vs 5.3%，领先22.3%），瑞思迈同比增速更快（11.0% vs -13.8%），过去两年瑞思迈的营收复合增速更高（9.0% vs -8.6%）
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
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。
EMN vs RMD — 直观对比
营收规模更大
EMN
是对方的1.4倍
$1.4B
营收增速更快
RMD
高出24.8%
-13.8%
净利率更高
RMD
高出22.3%
5.3%
两年增速更快
RMD
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $105.0M | $392.6M |
| 毛利率 | 17.1% | 61.8% |
| 营业利润率 | — | 34.6% |
| 净利率 | 5.3% | 27.6% |
| 营收同比 | -13.8% | 11.0% |
| 净利润同比 | -42.3% | 13.9% |
| 每股收益（稀释后） | $0.93 | $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EMNRMD
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.3B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.5B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B |
净利润EMNRMD
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $392.6M | ||
| Q3 25 | $47.0M | $348.5M | ||
| Q2 25 | $140.0M | $379.7M | ||
| Q1 25 | $182.0M | $365.0M | ||
| Q4 24 | $330.0M | $344.6M | ||
| Q3 24 | $180.0M | $311.4M | ||
| Q2 24 | $230.0M | $292.2M |
毛利率EMNRMD
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | 61.8% | ||
| Q3 25 | 19.7% | 61.5% | ||
| Q2 25 | 22.1% | 60.8% | ||
| Q1 25 | 24.8% | 59.3% | ||
| Q4 24 | 24.7% | 58.6% | ||
| Q3 24 | 24.6% | 58.6% | ||
| Q2 24 | 25.3% | 58.5% |
营业利润率EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 34.6% | ||
| Q3 25 | 6.1% | 33.4% | ||
| Q2 25 | 7.4% | 33.7% | ||
| Q1 25 | 11.0% | 33.0% | ||
| Q4 24 | 13.2% | 32.5% | ||
| Q3 24 | 11.4% | 31.6% | ||
| Q2 24 | 12.1% | 31.2% |
净利率EMNRMD
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 27.6% | ||
| Q3 25 | 2.1% | 26.1% | ||
| Q2 25 | 6.1% | 28.2% | ||
| Q1 25 | 7.9% | 28.3% | ||
| Q4 24 | 14.7% | 26.9% | ||
| Q3 24 | 7.3% | 25.4% | ||
| Q2 24 | 9.7% | 23.9% |
每股收益（稀释后）EMNRMD
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $2.68 | ||
| Q3 25 | $0.40 | $2.37 | ||
| Q2 25 | $1.20 | $2.58 | ||
| Q1 25 | $1.57 | $2.48 | ||
| Q4 24 | $2.81 | $2.34 | ||
| Q3 24 | $1.53 | $2.11 | ||
| Q2 24 | $1.94 | $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 | $566.0M | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $6.0B | $6.3B |
| 总资产 | $14.9B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资EMNRMD
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | $837.0M | $521.9M | ||
| Q3 24 | — | $426.4M | ||
| Q2 24 | — | $238.4M |
总债务EMNRMD
| Q1 26 | — | — | ||
| 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EMNRMD
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $6.3B | ||
| Q3 25 | $5.8B | $6.1B | ||
| Q2 25 | $5.8B | $6.0B | ||
| Q1 25 | $5.9B | $5.5B | ||
| Q4 24 | $5.8B | $5.3B | ||
| Q3 24 | $5.7B | $5.2B | ||
| Q2 24 | $5.6B | $4.9B |
总资产EMNRMD
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $8.5B | ||
| Q3 25 | $15.0B | $8.3B | ||
| Q2 25 | $15.2B | $8.2B | ||
| Q1 25 | $15.0B | $7.6B | ||
| Q4 24 | $15.2B | $7.1B | ||
| Q3 24 | $15.1B | $7.2B | ||
| Q2 24 | $14.9B | $6.9B |
负债/权益比EMNRMD
| Q1 26 | — | — | ||
| 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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $339.7M | ||
| Q3 25 | $402.0M | $457.3M | ||
| Q2 25 | $233.0M | $538.8M | ||
| Q1 25 | $-167.0M | $578.7M | ||
| Q4 24 | $540.0M | $308.6M | ||
| Q3 24 | $396.0M | $325.5M | ||
| Q2 24 | $367.0M | $440.1M |
自由现金流EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $311.2M | ||
| Q3 25 | $265.0M | $414.4M | ||
| Q2 25 | $83.0M | $508.2M | ||
| Q1 25 | $-314.0M | $557.9M | ||
| Q4 24 | $361.0M | $288.0M | ||
| Q3 24 | $276.0M | $307.7M | ||
| Q2 24 | $252.0M | $415.2M |
自由现金流率EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 21.9% | ||
| Q3 25 | 12.0% | 31.0% | ||
| Q2 25 | 3.6% | 37.7% | ||
| Q1 25 | -13.7% | 43.2% | ||
| Q4 24 | 16.1% | 22.5% | ||
| Q3 24 | 11.2% | 25.1% | ||
| Q2 24 | 10.7% | 33.9% |
资本支出强度EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.0% | ||
| Q3 25 | 6.2% | 3.2% | ||
| Q2 25 | 6.6% | 2.3% | ||
| Q1 25 | 6.4% | 1.6% | ||
| Q4 24 | 8.0% | 1.6% | ||
| Q3 24 | 4.9% | 1.5% | ||
| Q2 24 | 4.9% | 2.0% |
现金转化率EMNRMD
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 0.87× | ||
| Q3 25 | 8.55× | 1.31× | ||
| Q2 25 | 1.66× | 1.42× | ||
| Q1 25 | -0.92× | 1.59× | ||
| Q4 24 | 1.64× | 0.90× | ||
| Q3 24 | 2.20× | 1.05× | ||
| Q2 24 | 1.60× | 1.51× |
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
EMN
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
