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Equinix（EQIX）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
Equinix的季度营收约是瑞思迈的1.7倍（$2.4B vs $1.4B），瑞思迈净利率更高（27.6% vs 11.0%，领先16.6%），瑞思迈同比增速更快（11.0% vs 8.8%），过去两年瑞思迈的营收复合增速更高（9.0% vs 5.9%）
Equinix是总部位于美国加利福尼亚州雷德伍德城的跨国企业，主营互联网连接服务与数据中心托管业务，旗下数据中心此前常被业内称为“运营商酒店”，2015年1月公司正式转型为房地产投资信托基金（REIT）。
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。
EQIX vs RMD — 直观对比
营收规模更大
EQIX
是对方的1.7倍
$1.4B
营收增速更快
RMD
高出2.2%
8.8%
净利率更高
RMD
高出16.6%
11.0%
两年增速更快
RMD
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.4B |
| 净利润 | $265.0M | $392.6M |
| 毛利率 | 50.5% | 61.8% |
| 营业利润率 | 17.4% | 34.6% |
| 净利率 | 11.0% | 27.6% |
| 营收同比 | 8.8% | 11.0% |
| 净利润同比 | -22.7% | 13.9% |
| 每股收益（稀释后） | $2.70 | $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EQIXRMD
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.3B | $1.3B | ||
| Q2 25 | $2.3B | $1.3B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B |
净利润EQIXRMD
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $392.6M | ||
| Q3 25 | $374.0M | $348.5M | ||
| Q2 25 | $368.0M | $379.7M | ||
| Q1 25 | $343.0M | $365.0M | ||
| Q4 24 | $-14.0M | $344.6M | ||
| Q3 24 | $297.0M | $311.4M | ||
| Q2 24 | $301.0M | $292.2M |
毛利率EQIXRMD
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 61.8% | ||
| Q3 25 | 50.7% | 61.5% | ||
| Q2 25 | 52.0% | 60.8% | ||
| Q1 25 | 51.3% | 59.3% | ||
| Q4 24 | 47.1% | 58.6% | ||
| Q3 24 | 50.1% | 58.6% | ||
| Q2 24 | 49.9% | 58.5% |
营业利润率EQIXRMD
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 34.6% | ||
| Q3 25 | 20.5% | 33.4% | ||
| Q2 25 | 21.9% | 33.7% | ||
| Q1 25 | 20.6% | 33.0% | ||
| Q4 24 | 4.6% | 32.5% | ||
| Q3 24 | 19.3% | 31.6% | ||
| Q2 24 | 20.2% | 31.2% |
净利率EQIXRMD
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 27.6% | ||
| Q3 25 | 16.1% | 26.1% | ||
| Q2 25 | 16.3% | 28.2% | ||
| Q1 25 | 15.4% | 28.3% | ||
| Q4 24 | -0.6% | 26.9% | ||
| Q3 24 | 13.5% | 25.4% | ||
| Q2 24 | 13.9% | 23.9% |
每股收益（稀释后）EQIXRMD
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $2.68 | ||
| Q3 25 | $3.81 | $2.37 | ||
| Q2 25 | $3.75 | $2.58 | ||
| Q1 25 | $3.50 | $2.48 | ||
| Q4 24 | $-0.19 | $2.34 | ||
| Q3 24 | $3.10 | $2.11 | ||
| Q2 24 | $3.16 | $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 | $3.2B | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $14.2B | $6.3B |
| 总资产 | $40.1B | $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EQIXRMD
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $4.5B | $1.2B | ||
| Q1 25 | $3.7B | $932.7M | ||
| Q4 24 | $3.6B | $521.9M | ||
| Q3 24 | $3.2B | $426.4M | ||
| Q2 24 | $2.0B | $238.4M |
总债务EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | $17.3B | $408.7M | ||
| Q2 25 | $18.1B | $658.4M | ||
| Q1 25 | $15.9B | $663.1M | ||
| Q4 24 | $15.3B | $662.9M | ||
| Q3 24 | $15.4B | $667.6M | ||
| Q2 24 | $14.5B | $697.3M |
股东权益EQIXRMD
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $6.3B | ||
| Q3 25 | $14.2B | $6.1B | ||
| Q2 25 | $14.1B | $6.0B | ||
| Q1 25 | $13.9B | $5.5B | ||
| Q4 24 | $13.5B | $5.3B | ||
| Q3 24 | $13.6B | $5.2B | ||
| Q2 24 | $12.3B | $4.9B |
总资产EQIXRMD
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $8.5B | ||
| Q3 25 | $38.1B | $8.3B | ||
| Q2 25 | $38.8B | $8.2B | ||
| Q1 25 | $36.1B | $7.6B | ||
| Q4 24 | $35.1B | $7.1B | ||
| Q3 24 | $35.4B | $7.2B | ||
| Q2 24 | $32.9B | $6.9B |
负债/权益比EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | 1.22× | 0.07× | ||
| Q2 25 | 1.28× | 0.11× | ||
| Q1 25 | 1.14× | 0.12× | ||
| Q4 24 | 1.13× | 0.13× | ||
| Q3 24 | 1.13× | 0.13× | ||
| Q2 24 | 1.18× | 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EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $339.7M | ||
| Q3 25 | $1.0B | $457.3M | ||
| Q2 25 | $944.0M | $538.8M | ||
| Q1 25 | $809.0M | $578.7M | ||
| Q4 24 | $981.0M | $308.6M | ||
| Q3 24 | $758.0M | $325.5M | ||
| Q2 24 | $912.0M | $440.1M |
自由现金流EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $311.2M | ||
| Q3 25 | $-122.0M | $414.4M | ||
| Q2 25 | $-45.0M | $508.2M | ||
| Q1 25 | $59.0M | $557.9M | ||
| Q4 24 | $-6.0M | $288.0M | ||
| Q3 24 | $34.0M | $307.7M | ||
| Q2 24 | $264.0M | $415.2M |
自由现金流率EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 21.9% | ||
| Q3 25 | -5.3% | 31.0% | ||
| Q2 25 | -2.0% | 37.7% | ||
| Q1 25 | 2.7% | 43.2% | ||
| Q4 24 | -0.3% | 22.5% | ||
| Q3 24 | 1.5% | 25.1% | ||
| Q2 24 | 12.2% | 33.9% |
资本支出强度EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 2.0% | ||
| Q3 25 | 49.1% | 3.2% | ||
| Q2 25 | 43.8% | 2.3% | ||
| Q1 25 | 33.7% | 1.6% | ||
| Q4 24 | 43.7% | 1.6% | ||
| Q3 24 | 32.9% | 1.5% | ||
| Q2 24 | 30.0% | 2.0% |
现金转化率EQIXRMD
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 0.87× | ||
| Q3 25 | 2.71× | 1.31× | ||
| Q2 25 | 2.57× | 1.42× | ||
| Q1 25 | 2.36× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.55× | 1.05× | ||
| Q2 24 | 3.03× | 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
EQIX
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
