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Element Solutions Inc（ESI）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Element Solutions Inc的1.7倍（$1.4B vs $840.0M），瑞思迈净利率更高（27.6% vs 6.7%，领先20.9%），Element Solutions Inc同比增速更快（41.0% vs 11.0%），过去两年Element Solutions Inc的营收复合增速更高（17.1% vs 7.8%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
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。
ESI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$840.0M
营收增速更快
ESI
高出30.0%
11.0%
净利率更高
RMD
高出20.9%
6.7%
两年增速更快
ESI
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $1.4B |
| 净利润 | $56.0M | $392.6M |
| 毛利率 | 38.4% | 61.8% |
| 营业利润率 | 13.3% | 34.6% |
| 净利率 | 6.7% | 27.6% |
| 营收同比 | 41.0% | 11.0% |
| 净利润同比 | -43.0% | 13.9% |
| 每股收益（稀释后） | $0.23 | $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ESIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $840.0M | $1.4B | ||
| Q4 25 | $676.2M | $1.4B | ||
| Q3 25 | $656.1M | $1.3B | ||
| Q2 25 | $625.2M | $1.3B | ||
| Q1 25 | $593.7M | $1.3B | ||
| Q4 24 | $624.2M | $1.3B | ||
| Q3 24 | $645.0M | $1.2B |
净利润ESIRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $56.0M | $398.7M | ||
| Q4 25 | $6.2M | $392.6M | ||
| Q3 25 | $39.3M | $348.5M | ||
| Q2 25 | $47.4M | $379.7M | ||
| Q1 25 | $98.0M | $365.0M | ||
| Q4 24 | $54.7M | $344.6M | ||
| Q3 24 | $40.3M | $311.4M |
毛利率ESIRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 38.4% | 62.2% | ||
| Q4 25 | 40.9% | 61.8% | ||
| Q3 25 | 42.2% | 61.5% | ||
| Q2 25 | 42.6% | 60.8% | ||
| Q1 25 | 42.2% | 59.3% | ||
| Q4 24 | 41.0% | 58.6% | ||
| Q3 24 | 41.5% | 58.6% |
营业利润率ESIRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 13.3% | 34.9% | ||
| Q4 25 | 10.3% | 34.6% | ||
| Q3 25 | 15.4% | 33.4% | ||
| Q2 25 | 15.1% | 33.7% | ||
| Q1 25 | 13.0% | 33.0% | ||
| Q4 24 | 12.0% | 32.5% | ||
| Q3 24 | 14.7% | 31.6% |
净利率ESIRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 6.7% | 27.9% | ||
| Q4 25 | 0.9% | 27.6% | ||
| Q3 25 | 6.0% | 26.1% | ||
| Q2 25 | 7.6% | 28.2% | ||
| Q1 25 | 16.5% | 28.3% | ||
| Q4 24 | 8.8% | 26.9% | ||
| Q3 24 | 6.2% | 25.4% |
每股收益（稀释后）ESIRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $0.23 | $2.74 | ||
| Q4 25 | $0.03 | $2.68 | ||
| Q3 25 | $0.16 | $2.37 | ||
| Q2 25 | $0.20 | $2.58 | ||
| Q1 25 | $0.40 | $2.48 | ||
| Q4 24 | $0.22 | $2.34 | ||
| Q3 24 | $0.17 | $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 | $177.3M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.7B | $6.3B |
| 总资产 | $5.7B | $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ESIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $177.3M | $1.7B | ||
| Q4 25 | $626.5M | $1.4B | ||
| Q3 25 | $594.3M | $1.4B | ||
| Q2 25 | $529.9M | $1.2B | ||
| Q1 25 | $499.2M | $932.7M | ||
| Q4 24 | $359.4M | $521.9M | ||
| Q3 24 | $376.0M | $426.4M |
总债务ESIRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.6B | $403.9M | ||
| Q3 25 | $1.6B | $408.7M | ||
| Q2 25 | $1.6B | $658.4M | ||
| Q1 25 | $1.6B | $663.1M | ||
| Q4 24 | $1.8B | $662.9M | ||
| Q3 24 | $1.9B | $667.6M |
股东权益ESIRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $2.7B | $6.5B | ||
| Q4 25 | $2.7B | $6.3B | ||
| Q3 25 | $2.7B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $2.5B | $5.5B | ||
| Q4 24 | $2.4B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B |
总资产ESIRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $5.7B | $8.8B | ||
| Q4 25 | $5.1B | $8.5B | ||
| Q3 25 | $5.0B | $8.3B | ||
| Q2 25 | $5.0B | $8.2B | ||
| Q1 25 | $4.8B | $7.6B | ||
| Q4 24 | $4.9B | $7.1B | ||
| Q3 24 | $5.1B | $7.2B |
负债/权益比ESIRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.61× | 0.06× | ||
| Q3 25 | 0.61× | 0.07× | ||
| Q2 25 | 0.62× | 0.11× | ||
| Q1 25 | 0.64× | 0.12× | ||
| Q4 24 | 0.76× | 0.13× | ||
| Q3 24 | 0.78× | 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 | $-74.2M | — |
| 自由现金流率自由现金流/营收 | -8.8% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ESIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $339.7M | ||
| Q3 25 | $100.1M | $457.3M | ||
| Q2 25 | — | $538.8M | ||
| Q1 25 | $26.0M | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | $98.5M | $325.5M |
自由现金流ESIRMD
| Q2 26 | — | — | ||
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | $83.6M | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | $15.0M | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | $85.9M | $307.7M |
自由现金流率ESIRMD
| Q2 26 | — | — | ||
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | 12.7% | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | 2.5% | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | 13.3% | 25.1% |
资本支出强度ESIRMD
| Q2 26 | — | — | ||
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 2.0% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 2.8% | 2.3% | ||
| Q1 25 | 1.9% | 1.6% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 2.0% | 1.5% |
现金转化率ESIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 2.55× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | 0.27× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.44× | 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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
RMD
暂无分部数据
