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Fortune Brands Innovations, Inc.(FBIN)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Fortune Brands Innovations, Inc.的1.3倍($1.4B vs $1.1B),瑞思迈净利率更高(27.6% vs 7.1%,领先20.5%),瑞思迈同比增速更快(11.0% vs -2.4%),瑞思迈自由现金流更多($311.2M vs $183.7M),过去两年瑞思迈的营收复合增速更高(9.0% vs -1.5%)

Fortune Brands Innovations是美国家居及安防产品生产商,总部位于伊利诺伊州迪尔菲尔德,位列财富500强及标普400指数。旗下拥有摩恩、House of Rohl、玛斯特锁等知名品牌,业务覆盖厨卫、户外用品、安防、橱柜制造等领域,2021年底全球员工约2.8万人。

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。

FBIN vs RMD — 直观对比

营收规模更大
RMD
RMD
是对方的1.3倍
RMD
$1.4B
$1.1B
FBIN
营收增速更快
RMD
RMD
高出13.4%
RMD
11.0%
-2.4%
FBIN
净利率更高
RMD
RMD
高出20.5%
RMD
27.6%
7.1%
FBIN
自由现金流更多
RMD
RMD
多$127.5M
RMD
$311.2M
$183.7M
FBIN
两年增速更快
RMD
RMD
近两年复合增速
RMD
9.0%
-1.5%
FBIN

损益表 — Q4 FY2025 vs Q2 FY2026

指标
FBIN
FBIN
RMD
RMD
营收
$1.1B
$1.4B
净利润
$76.3M
$392.6M
毛利率
43.8%
61.8%
营业利润率
11.3%
34.6%
净利率
7.1%
27.6%
营收同比
-2.4%
11.0%
净利润同比
-27.3%
13.9%
每股收益(稀释后)
$0.63
$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
FBIN
FBIN
RMD
RMD
Q4 25
$1.1B
$1.4B
Q3 25
$1.1B
$1.3B
Q2 25
$1.2B
$1.3B
Q1 25
$1.0B
$1.3B
Q4 24
$1.1B
$1.3B
Q3 24
$1.2B
$1.2B
Q2 24
$1.2B
$1.2B
Q1 24
$1.1B
$1.2B
净利润
FBIN
FBIN
RMD
RMD
Q4 25
$76.3M
$392.6M
Q3 25
$70.8M
$348.5M
Q2 25
$100.3M
$379.7M
Q1 25
$51.4M
$365.0M
Q4 24
$105.0M
$344.6M
Q3 24
$136.6M
$311.4M
Q2 24
$133.9M
$292.2M
Q1 24
$96.4M
$300.5M
毛利率
FBIN
FBIN
RMD
RMD
Q4 25
43.8%
61.8%
Q3 25
45.2%
61.5%
Q2 25
45.1%
60.8%
Q1 25
44.0%
59.3%
Q4 24
46.0%
58.6%
Q3 24
45.9%
58.6%
Q2 24
43.6%
58.5%
Q1 24
43.9%
57.9%
营业利润率
FBIN
FBIN
RMD
RMD
Q4 25
11.3%
34.6%
Q3 25
11.0%
33.4%
Q2 25
14.3%
33.7%
Q1 25
9.4%
33.0%
Q4 24
16.1%
32.5%
Q3 24
17.8%
31.6%
Q2 24
16.1%
31.2%
Q1 24
14.0%
31.3%
净利率
FBIN
FBIN
RMD
RMD
Q4 25
7.1%
27.6%
Q3 25
6.2%
26.1%
Q2 25
8.3%
28.2%
Q1 25
5.0%
28.3%
Q4 24
9.5%
26.9%
Q3 24
11.8%
25.4%
Q2 24
10.8%
23.9%
Q1 24
8.7%
25.1%
每股收益(稀释后)
FBIN
FBIN
RMD
RMD
Q4 25
$0.63
$2.68
Q3 25
$0.59
$2.37
Q2 25
$0.83
$2.58
Q1 25
$0.42
$2.48
Q4 24
$0.84
$2.34
Q3 24
$1.09
$2.11
Q2 24
$1.06
$1.97
Q1 24
$0.76
$2.04

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
FBIN
FBIN
RMD
RMD
现金及短期投资手头流动性
$264.0M
$1.4B
总债务越低越好
$2.5B
$403.9M
股东权益账面价值
$2.4B
$6.3B
总资产
$6.5B
$8.5B
负债/权益比越低杠杆越低
1.07×
0.06×

8季度趋势,按日历期对齐

现金及短期投资
FBIN
FBIN
RMD
RMD
Q4 25
$264.0M
$1.4B
Q3 25
$223.9M
$1.4B
Q2 25
$234.7M
$1.2B
Q1 25
$340.0M
$932.7M
Q4 24
$381.1M
$521.9M
Q3 24
$344.8M
$426.4M
Q2 24
$352.6M
$238.4M
Q1 24
$359.7M
$237.9M
总债务
FBIN
FBIN
RMD
RMD
Q4 25
$2.5B
$403.9M
Q3 25
$2.2B
$408.7M
Q2 25
$2.2B
$658.4M
Q1 25
$2.7B
$663.1M
Q4 24
$2.7B
$662.9M
Q3 24
$2.7B
$667.6M
Q2 24
$2.7B
$697.3M
Q1 24
$2.7B
$997.0M
股东权益
FBIN
FBIN
RMD
RMD
Q4 25
$2.4B
$6.3B
Q3 25
$2.4B
$6.1B
Q2 25
$2.3B
$6.0B
Q1 25
$2.3B
$5.5B
Q4 24
$2.4B
$5.3B
Q3 24
$2.4B
$5.2B
Q2 24
$2.3B
$4.9B
Q1 24
$2.3B
$4.6B
总资产
FBIN
FBIN
RMD
RMD
Q4 25
$6.5B
$8.5B
Q3 25
$6.5B
$8.3B
Q2 25
$6.6B
$8.2B
Q1 25
$6.6B
$7.6B
Q4 24
$6.6B
$7.1B
Q3 24
$6.6B
$7.2B
Q2 24
$6.7B
$6.9B
Q1 24
$6.8B
$6.8B
负债/权益比
FBIN
FBIN
RMD
RMD
Q4 25
1.07×
0.06×
Q3 25
0.91×
0.07×
Q2 25
0.93×
0.11×
Q1 25
1.16×
0.12×
Q4 24
1.10×
0.13×
Q3 24
1.12×
0.13×
Q2 24
1.15×
0.14×
Q1 24
1.17×
0.22×

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
FBIN
FBIN
RMD
RMD
经营现金流最新季度
$208.2M
$339.7M
自由现金流经营现金流 - 资本支出
$183.7M
$311.2M
自由现金流率自由现金流/营收
17.0%
21.9%
资本支出强度资本支出/营收
2.3%
2.0%
现金转化率经营现金流/净利润
2.73×
0.87×
过去12个月自由现金流最近4个季度
$366.8M
$1.8B

8季度趋势,按日历期对齐

经营现金流
FBIN
FBIN
RMD
RMD
Q4 25
$208.2M
$339.7M
Q3 25
$204.4M
$457.3M
Q2 25
$149.4M
$538.8M
Q1 25
$-83.4M
$578.7M
Q4 24
$272.3M
$308.6M
Q3 24
$205.3M
$325.5M
Q2 24
$261.5M
$440.1M
Q1 24
$-71.3M
$402.0M
自由现金流
FBIN
FBIN
RMD
RMD
Q4 25
$183.7M
$311.2M
Q3 25
$177.0M
$414.4M
Q2 25
$118.7M
$508.2M
Q1 25
$-112.6M
$557.9M
Q4 24
$212.1M
$288.0M
Q3 24
$175.6M
$307.7M
Q2 24
$222.7M
$415.2M
Q1 24
$-135.9M
$380.8M
自由现金流率
FBIN
FBIN
RMD
RMD
Q4 25
17.0%
21.9%
Q3 25
15.4%
31.0%
Q2 25
9.9%
37.7%
Q1 25
-10.9%
43.2%
Q4 24
19.2%
22.5%
Q3 24
15.2%
25.1%
Q2 24
18.0%
33.9%
Q1 24
-12.2%
31.8%
资本支出强度
FBIN
FBIN
RMD
RMD
Q4 25
2.3%
2.0%
Q3 25
2.4%
3.2%
Q2 25
2.6%
2.3%
Q1 25
2.8%
1.6%
Q4 24
5.5%
1.6%
Q3 24
2.6%
1.5%
Q2 24
3.1%
2.0%
Q1 24
5.8%
1.8%
现金转化率
FBIN
FBIN
RMD
RMD
Q4 25
2.73×
0.87×
Q3 25
2.89×
1.31×
Q2 25
1.49×
1.42×
Q1 25
-1.62×
1.59×
Q4 24
2.59×
0.90×
Q3 24
1.50×
1.05×
Q2 24
1.95×
1.51×
Q1 24
-0.74×
1.34×

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

FBIN
FBIN

Wholesale Retail Trade$526.7M49%
Home Center Retailer$257.1M24%
Security Segment$165.8M15%
Other Retailer$118.2M11%

RMD
RMD

Sleep And Breathing Health$1.3B88%
Residential Care Software$166.9M12%

相关对比