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爱德华生命科学(EW)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
爱德华生命科学的季度营收约是瑞思迈的1.2倍($1.6B vs $1.4B),瑞思迈净利率更高(27.6% vs 23.1%,领先4.5%),爱德华生命科学同比增速更快(16.7% vs 11.0%),过去两年爱德华生命科学的营收复合增速更高(9.7% vs 9.0%)
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
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。
EW vs RMD — 直观对比
营收规模更大
EW
是对方的1.2倍
$1.4B
营收增速更快
EW
高出5.7%
11.0%
净利率更高
RMD
高出4.5%
23.1%
两年增速更快
EW
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $380.7M | $392.6M |
| 毛利率 | 78.0% | 61.8% |
| 营业利润率 | 1.8% | 34.6% |
| 净利率 | 23.1% | 27.6% |
| 营收同比 | 16.7% | 11.0% |
| 净利润同比 | 6.8% | 13.9% |
| 每股收益(稀释后) | $0.66 | $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
EW
RMD
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
净利润
EW
RMD
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $392.6M | ||
| Q3 25 | $291.1M | $348.5M | ||
| Q2 25 | $333.2M | $379.7M | ||
| Q1 25 | $358.0M | $365.0M | ||
| Q4 24 | $385.6M | $344.6M | ||
| Q3 24 | $3.1B | $311.4M | ||
| Q2 24 | $366.3M | $292.2M |
毛利率
EW
RMD
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 61.8% | ||
| Q3 25 | 77.8% | 61.5% | ||
| Q2 25 | 77.5% | 60.8% | ||
| Q1 25 | 78.7% | 59.3% | ||
| Q4 24 | 78.9% | 58.6% | ||
| Q3 24 | 80.6% | 58.6% | ||
| Q2 24 | 79.9% | 58.5% |
营业利润率
EW
RMD
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 34.6% | ||
| Q3 25 | 19.8% | 33.4% | ||
| Q2 25 | 26.8% | 33.7% | ||
| Q1 25 | 27.9% | 33.0% | ||
| Q4 24 | 22.6% | 32.5% | ||
| Q3 24 | 25.9% | 31.6% | ||
| Q2 24 | 26.8% | 31.2% |
净利率
EW
RMD
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 27.6% | ||
| Q3 25 | 18.7% | 26.1% | ||
| Q2 25 | 21.7% | 28.2% | ||
| Q1 25 | 25.3% | 28.3% | ||
| Q4 24 | 27.8% | 26.9% | ||
| Q3 24 | 226.7% | 25.4% | ||
| Q2 24 | 26.7% | 23.9% |
每股收益(稀释后)
EW
RMD
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $2.68 | ||
| Q3 25 | $0.50 | $2.37 | ||
| Q2 25 | $0.56 | $2.58 | ||
| Q1 25 | $0.61 | $2.48 | ||
| Q4 24 | $0.65 | $2.34 | ||
| Q3 24 | $5.13 | $2.11 | ||
| Q2 24 | $0.61 | $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 | — | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | — | $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
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $4.1B | $1.2B | ||
| Q1 25 | $3.9B | $932.7M | ||
| Q4 24 | $4.0B | $521.9M | ||
| Q3 24 | $4.4B | $426.4M | ||
| Q2 24 | $2.0B | $238.4M |
总债务
EW
RMD
| 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
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $6.3B | ||
| Q3 25 | $10.2B | $6.1B | ||
| Q2 25 | $10.5B | $6.0B | ||
| Q1 25 | $10.1B | $5.5B | ||
| Q4 24 | $10.0B | $5.3B | ||
| Q3 24 | $9.5B | $5.2B | ||
| Q2 24 | $7.4B | $4.9B |
总资产
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $8.5B | ||
| Q3 25 | $13.3B | $8.3B | ||
| Q2 25 | $13.5B | $8.2B | ||
| Q1 25 | $13.0B | $7.6B | ||
| Q4 24 | $13.1B | $7.1B | ||
| Q3 24 | $13.0B | $7.2B | ||
| Q2 24 | $10.1B | $6.9B |
负债/权益比
EW
RMD
| 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
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $339.7M | ||
| Q3 25 | $573.7M | $457.3M | ||
| Q2 25 | $290.2M | $538.8M | ||
| Q1 25 | $280.4M | $578.7M | ||
| Q4 24 | $-127.5M | $308.6M | ||
| Q3 24 | $351.8M | $325.5M | ||
| Q2 24 | $371.5M | $440.1M |
自由现金流
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $311.2M | ||
| Q3 25 | $516.2M | $414.4M | ||
| Q2 25 | $240.9M | $508.2M | ||
| Q1 25 | $224.4M | $557.9M | ||
| Q4 24 | $-177.3M | $288.0M | ||
| Q3 24 | $299.9M | $307.7M | ||
| Q2 24 | $286.1M | $415.2M |
自由现金流率
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 21.9% | ||
| Q3 25 | 33.2% | 31.0% | ||
| Q2 25 | 15.7% | 37.7% | ||
| Q1 25 | 15.9% | 43.2% | ||
| Q4 24 | -12.8% | 22.5% | ||
| Q3 24 | 22.1% | 25.1% | ||
| Q2 24 | 20.9% | 33.9% |
资本支出强度
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.0% | ||
| Q3 25 | 3.7% | 3.2% | ||
| Q2 25 | 3.2% | 2.3% | ||
| Q1 25 | 4.0% | 1.6% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 3.8% | 1.5% | ||
| Q2 24 | 6.2% | 2.0% |
现金转化率
EW
RMD
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 0.87× | ||
| Q3 25 | 1.97× | 1.31× | ||
| Q2 25 | 0.87× | 1.42× | ||
| Q1 25 | 0.78× | 1.59× | ||
| Q4 24 | -0.33× | 0.90× | ||
| Q3 24 | 0.11× | 1.05× | ||
| Q2 24 | 1.01× | 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
EW
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |