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FMC CORP(FMC)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FMC CORP的1.9倍($1.4B vs $759.0M),瑞思迈净利率更高(27.6% vs -37.0%,领先64.6%),瑞思迈同比增速更快(11.0% vs -4.0%),瑞思迈自由现金流更多($311.2M vs $-628.1M),过去两年瑞思迈的营收复合增速更高(9.0% vs -14.5%)
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业,1883年创立之初以生产杀虫剂为主,后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车,目前在全球拥有7000名员工,业务布局广泛。
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。
FMC vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$759.0M
营收增速更快
RMD
高出15.0%
-4.0%
净利率更高
RMD
高出64.6%
-37.0%
自由现金流更多
RMD
多$939.3M
$-628.1M
两年增速更快
RMD
近两年复合增速
-14.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $759.0M | $1.4B |
| 净利润 | $-281.2M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | -10.6% | 34.6% |
| 净利率 | -37.0% | 27.6% |
| 营收同比 | -4.0% | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益(稀释后) | $-2.25 | $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
FMC
RMD
| Q1 26 | $759.0M | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $542.2M | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $791.4M | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
净利润
FMC
RMD
| Q1 26 | $-281.2M | — | ||
| Q4 25 | $-1.7B | $392.6M | ||
| Q3 25 | $-569.3M | $348.5M | ||
| Q2 25 | $66.7M | $379.7M | ||
| Q1 25 | $-15.5M | $365.0M | ||
| Q4 24 | $-16.3M | $344.6M | ||
| Q3 24 | $65.0M | $311.4M | ||
| Q2 24 | $295.1M | $292.2M |
毛利率
FMC
RMD
| Q1 26 | — | — | ||
| Q4 25 | 39.8% | 61.8% | ||
| Q3 25 | 23.8% | 61.5% | ||
| Q2 25 | 38.7% | 60.8% | ||
| Q1 25 | 40.0% | 59.3% | ||
| Q4 24 | 42.9% | 58.6% | ||
| Q3 24 | 36.3% | 58.6% | ||
| Q2 24 | 38.3% | 58.5% |
营业利润率
FMC
RMD
| Q1 26 | -10.6% | — | ||
| Q4 25 | -130.8% | 34.6% | ||
| Q3 25 | -73.1% | 33.4% | ||
| Q2 25 | 12.0% | 33.7% | ||
| Q1 25 | 7.4% | 33.0% | ||
| Q4 24 | 19.2% | 32.5% | ||
| Q3 24 | 12.7% | 31.6% | ||
| Q2 24 | 6.0% | 31.2% |
净利率
FMC
RMD
| Q1 26 | -37.0% | — | ||
| Q4 25 | -158.8% | 27.6% | ||
| Q3 25 | -105.0% | 26.1% | ||
| Q2 25 | 6.3% | 28.2% | ||
| Q1 25 | -2.0% | 28.3% | ||
| Q4 24 | -1.3% | 26.9% | ||
| Q3 24 | 6.1% | 25.4% | ||
| Q2 24 | 28.4% | 23.9% |
每股收益(稀释后)
FMC
RMD
| Q1 26 | $-2.25 | — | ||
| Q4 25 | $-13.77 | $2.68 | ||
| Q3 25 | $-4.52 | $2.37 | ||
| Q2 25 | $0.53 | $2.58 | ||
| Q1 25 | $-0.12 | $2.48 | ||
| Q4 24 | $-0.13 | $2.34 | ||
| Q3 24 | $0.52 | $2.11 | ||
| Q2 24 | $2.35 | $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 | $390.9M | $1.4B |
| 总债务越低越好 | $2.8B | $403.9M |
| 股东权益账面价值 | $1.8B | $6.3B |
| 总资产 | $9.4B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
FMC
RMD
| Q1 26 | $390.9M | — | ||
| Q4 25 | $584.5M | $1.4B | ||
| Q3 25 | $497.7M | $1.4B | ||
| Q2 25 | $438.2M | $1.2B | ||
| Q1 25 | $315.3M | $932.7M | ||
| Q4 24 | $357.3M | $521.9M | ||
| Q3 24 | $416.7M | $426.4M | ||
| Q2 24 | $471.5M | $238.4M |
总债务
FMC
RMD
| Q1 26 | $2.8B | — | ||
| Q4 25 | $3.4B | $403.9M | ||
| Q3 25 | $3.4B | $408.7M | ||
| Q2 25 | $3.4B | $658.4M | ||
| Q1 25 | $3.1B | $663.1M | ||
| Q4 24 | $3.1B | $662.9M | ||
| Q3 24 | $3.1B | $667.6M | ||
| Q2 24 | $3.1B | $697.3M |
股东权益
FMC
RMD
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $3.8B | $6.1B | ||
| Q2 25 | $4.4B | $6.0B | ||
| Q1 25 | $4.4B | $5.5B | ||
| Q4 24 | $4.5B | $5.3B | ||
| Q3 24 | $4.6B | $5.2B | ||
| Q2 24 | $4.6B | $4.9B |
总资产
FMC
RMD
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $8.5B | ||
| Q3 25 | $12.1B | $8.3B | ||
| Q2 25 | $12.3B | $8.2B | ||
| Q1 25 | $11.8B | $7.6B | ||
| Q4 24 | $11.7B | $7.1B | ||
| Q3 24 | $12.2B | $7.2B | ||
| Q2 24 | $12.1B | $6.9B |
负债/权益比
FMC
RMD
| Q1 26 | 1.50× | — | ||
| Q4 25 | 1.62× | 0.06× | ||
| Q3 25 | 0.89× | 0.07× | ||
| Q2 25 | 0.76× | 0.11× | ||
| Q1 25 | 0.71× | 0.12× | ||
| Q4 24 | 0.69× | 0.13× | ||
| Q3 24 | 0.68× | 0.13× | ||
| Q2 24 | 0.68× | 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 | $-628.1M | $311.2M |
| 自由现金流率自由现金流/营收 | -82.8% | 21.9% |
| 资本支出强度资本支出/营收 | 2.2% | 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 | $-154.0M | $1.8B |
8季度趋势,按日历期对齐
经营现金流
FMC
RMD
| Q1 26 | — | — | ||
| Q4 25 | $657.1M | $339.7M | ||
| Q3 25 | $-184.2M | $457.3M | ||
| Q2 25 | $65.9M | $538.8M | ||
| Q1 25 | $-545.0M | $578.7M | ||
| Q4 24 | $427.9M | $308.6M | ||
| Q3 24 | $159.5M | $325.5M | ||
| Q2 24 | $292.2M | $440.1M |
自由现金流
FMC
RMD
| Q1 26 | $-628.1M | — | ||
| Q4 25 | $631.1M | $311.2M | ||
| Q3 25 | $-207.9M | $414.4M | ||
| Q2 25 | $50.9M | $508.2M | ||
| Q1 25 | $-576.6M | $557.9M | ||
| Q4 24 | $406.3M | $288.0M | ||
| Q3 24 | $143.8M | $307.7M | ||
| Q2 24 | $282.3M | $415.2M |
自由现金流率
FMC
RMD
| Q1 26 | -82.8% | — | ||
| Q4 25 | 58.3% | 21.9% | ||
| Q3 25 | -38.3% | 31.0% | ||
| Q2 25 | 4.8% | 37.7% | ||
| Q1 25 | -72.9% | 43.2% | ||
| Q4 24 | 33.2% | 22.5% | ||
| Q3 24 | 13.5% | 25.1% | ||
| Q2 24 | 27.2% | 33.9% |
资本支出强度
FMC
RMD
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.4% | 2.0% | ||
| Q3 25 | 4.4% | 3.2% | ||
| Q2 25 | 1.4% | 2.3% | ||
| Q1 25 | 4.0% | 1.6% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.0% | 2.0% |
现金转化率
FMC
RMD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 0.99× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.45× | 1.05× | ||
| Q2 24 | 0.99× | 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
FMC
| EMEA | $307.0M | 40% |
| North America | $198.0M | 26% |
| Latin America | $177.0M | 23% |
| Asia (excluding 2026 India) 1 | $81.0M | 11% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |