vs
费森尤斯医疗(FMS)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
费森尤斯医疗的季度营收约是Raymond James Financial的1.4倍($5.5B vs $3.9B),Raymond James Financial净利率更高(14.1% vs 7.9%,领先6.2%),Raymond James Financial同比增速更快(13.0% vs -0.3%)
费森尤斯医疗是德国知名医疗保健企业,核心业务为肾脏透析服务,在全球运营4171家门诊透析中心,服务约34.54万名患者。公司主要为终末期肾病患者提供治疗服务,该类患者需终身每周接受3次透析治疗以维持生命。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
FMS vs RJF — 直观对比
营收规模更大
FMS
是对方的1.4倍
$3.9B
营收增速更快
RJF
高出13.3%
-0.3%
净利率更高
RJF
高出6.2%
7.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.5B | $3.9B |
| 净利润 | $434.2M | $544.0M |
| 毛利率 | 27.4% | — |
| 营业利润率 | 11.7% | — |
| 净利率 | 7.9% | 14.1% |
| 营收同比 | -0.3% | 13.0% |
| 净利润同比 | 240.4% | 10.0% |
| 每股收益(稀释后) | — | $2.83 |
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
FMS
RJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $5.5B | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | $5.5B | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $3.8B |
净利润
FMS
RJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $434.2M | $563.0M | ||
| Q3 25 | — | $604.0M | ||
| Q2 25 | — | $436.0M | ||
| Q1 25 | — | $495.0M | ||
| Q4 24 | $127.6M | $600.0M | ||
| Q3 24 | — | $602.0M | ||
| Q2 24 | — | $492.0M |
毛利率
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | 27.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 25.0% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | 5.1% | 18.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 17.1% |
净利率
FMS
RJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 7.9% | 13.5% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | 2.3% | 14.9% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 13.1% |
每股收益(稀释后)
FMS
RJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | — | $2.79 | ||
| Q3 25 | — | $2.96 | ||
| Q2 25 | — | $2.12 | ||
| Q1 25 | — | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | — | $2.85 | ||
| Q2 24 | — | $2.31 |
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 | $1.7B | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $15.4B | $52.0M |
| 总资产 | $33.5B | $91.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
FMS
RJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.7B | $9.9B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | $1.3B | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B |
股东权益
FMS
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $15.4B | $12.6B | ||
| Q3 25 | — | $12.5B | ||
| Q2 25 | — | $12.3B | ||
| Q1 25 | — | $12.2B | ||
| Q4 24 | $17.0B | $11.9B | ||
| Q3 24 | — | $11.7B | ||
| Q2 24 | — | $11.2B |
总资产
FMS
RJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $33.5B | $88.8B | ||
| Q3 25 | — | $88.2B | ||
| Q2 25 | — | $84.8B | ||
| Q1 25 | — | $83.1B | ||
| Q4 24 | $36.3B | $82.3B | ||
| Q3 24 | — | $83.0B | ||
| Q2 24 | — | $80.6B |
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 | $2.9B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.67× | — |
| 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
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $-10.0M | ||
| Q3 25 | — | $796.0M | ||
| Q2 25 | — | $691.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | $2.6B | $830.0M | ||
| Q3 24 | — | $510.0M | ||
| Q2 24 | — | $711.0M |
自由现金流
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | — | $-56.0M | ||
| Q3 25 | — | $752.0M | ||
| Q2 25 | — | $634.0M | ||
| Q1 25 | — | $71.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $460.0M | ||
| Q2 24 | — | $655.0M |
自由现金流率
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | — | -1.3% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 17.4% |
资本支出强度
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% |
现金转化率
FMS
RJF
| Q1 26 | — | — | ||
| Q4 25 | 6.67× | -0.02× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | — | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 20.20× | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.45× |
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
FMS
暂无分部数据
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |