vs
Fastenal（FAST）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
Fastenal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 14.5%，领先13.1%），瑞思迈同比增速更快（11.0% vs 3.5%），过去两年瑞思迈的营收复合增速更高（7.9% vs 2.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
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。
FAST vs RMD — 直观对比
营收规模更大
FAST
是对方的1.4倍
$1.4B
营收增速更快
RMD
高出7.5%
3.5%
净利率更高
RMD
高出13.1%
14.5%
两年增速更快
RMD
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $293.9M | $392.6M |
| 毛利率 | 44.3% | 61.8% |
| 营业利润率 | 18.9% | 34.6% |
| 净利率 | 14.5% | 27.6% |
| 营收同比 | 3.5% | 11.0% |
| 净利润同比 | -1.6% | 13.9% |
| 每股收益（稀释后） | $-0.01 | $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FASTRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.9B | $1.2B |
净利润FASTRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $293.9M | — | ||
| Q4 25 | $293.9M | $392.6M | ||
| Q3 25 | $335.5M | $348.5M | ||
| Q2 25 | $330.3M | $379.7M | ||
| Q1 25 | $298.7M | $365.0M | ||
| Q4 24 | $262.1M | $344.6M | ||
| Q3 24 | $298.1M | $311.4M |
毛利率FASTRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 44.3% | — | ||
| Q4 25 | 44.3% | 61.8% | ||
| Q3 25 | 45.3% | 61.5% | ||
| Q2 25 | 45.3% | 60.8% | ||
| Q1 25 | 45.1% | 59.3% | ||
| Q4 24 | 44.8% | 58.6% | ||
| Q3 24 | 44.9% | 58.6% |
营业利润率FASTRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | 34.6% | ||
| Q3 25 | 20.7% | 33.4% | ||
| Q2 25 | 21.0% | 33.7% | ||
| Q1 25 | 20.1% | 33.0% | ||
| Q4 24 | 18.9% | 32.5% | ||
| Q3 24 | 20.3% | 31.6% |
净利率FASTRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 14.5% | — | ||
| Q4 25 | 14.5% | 27.6% | ||
| Q3 25 | 15.7% | 26.1% | ||
| Q2 25 | 15.9% | 28.2% | ||
| Q1 25 | 15.2% | 28.3% | ||
| Q4 24 | 14.4% | 26.9% | ||
| Q3 24 | 15.6% | 25.4% |
每股收益（稀释后）FASTRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.01 | $2.68 | ||
| Q3 25 | $0.29 | $2.37 | ||
| Q2 25 | $0.29 | $2.58 | ||
| Q1 25 | $0.52 | $2.48 | ||
| Q4 24 | $0.45 | $2.34 | ||
| Q3 24 | $0.52 | $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 | $276.8M | $1.4B |
| 总债务越低越好 | $125.0M | $663.8M |
| 股东权益账面价值 | $3.9B | $6.3B |
| 总资产 | $5.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资FASTRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $276.8M | — | ||
| Q4 25 | $276.8M | $1.4B | ||
| Q3 25 | $288.1M | $1.4B | ||
| Q2 25 | $237.8M | $1.2B | ||
| Q1 25 | $231.8M | $932.7M | ||
| Q4 24 | $255.8M | $521.9M | ||
| Q3 24 | $292.2M | $426.4M |
总债务FASTRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | $403.9M | ||
| Q3 25 | $195.0M | $408.7M | ||
| Q2 25 | $230.0M | $658.4M | ||
| Q1 25 | $200.0M | $663.1M | ||
| Q4 24 | $200.0M | $662.9M | ||
| Q3 24 | $240.0M | $667.6M |
股东权益FASTRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $6.3B | ||
| Q3 25 | $3.9B | $6.1B | ||
| Q2 25 | $3.8B | $6.0B | ||
| Q1 25 | $3.7B | $5.5B | ||
| Q4 24 | $3.6B | $5.3B | ||
| Q3 24 | $3.6B | $5.2B |
总资产FASTRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $8.5B | ||
| Q3 25 | $5.1B | $8.3B | ||
| Q2 25 | $5.0B | $8.2B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $4.7B | $7.1B | ||
| Q3 24 | $4.7B | $7.2B |
负债/权益比FASTRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | 0.06× | ||
| Q3 25 | 0.05× | 0.07× | ||
| Q2 25 | 0.06× | 0.11× | ||
| Q1 25 | 0.05× | 0.12× | ||
| Q4 24 | 0.06× | 0.13× | ||
| Q3 24 | 0.07× | 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 | $368.2M | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 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 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTRMD
| Q2 26 | — | — | ||
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $339.7M | ||
| Q3 25 | $386.9M | $457.3M | ||
| Q2 25 | $278.6M | $538.8M | ||
| Q1 25 | $262.2M | $578.7M | ||
| Q4 24 | $282.8M | $308.6M | ||
| Q3 24 | $296.9M | $325.5M |
自由现金流FASTRMD
| Q2 26 | — | — | ||
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $311.2M | ||
| Q3 25 | $326.6M | $414.4M | ||
| Q2 25 | $209.3M | $508.2M | ||
| Q1 25 | $206.5M | $557.9M | ||
| Q4 24 | $222.6M | $288.0M | ||
| Q3 24 | $237.5M | $307.7M |
自由现金流率FASTRMD
| Q2 26 | — | — | ||
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 21.9% | ||
| Q3 25 | 15.3% | 31.0% | ||
| Q2 25 | 10.1% | 37.7% | ||
| Q1 25 | 10.5% | 43.2% | ||
| Q4 24 | 12.2% | 22.5% | ||
| Q3 24 | 12.4% | 25.1% |
资本支出强度FASTRMD
| Q2 26 | — | — | ||
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | 2.0% | ||
| Q3 25 | 2.8% | 3.2% | ||
| Q2 25 | 3.3% | 2.3% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 3.3% | 1.6% | ||
| Q3 24 | 3.1% | 1.5% |
现金转化率FASTRMD
| Q2 26 | — | — | ||
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 0.87× | ||
| Q3 25 | 1.15× | 1.31× | ||
| Q2 25 | 0.84× | 1.42× | ||
| Q1 25 | 0.88× | 1.59× | ||
| Q4 24 | 1.08× | 0.90× | ||
| Q3 24 | 1.00× | 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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
RMD
暂无分部数据
