vs
Fabrinet（FN）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Fabrinet的1.3倍（$1.4B vs $1.1B），瑞思迈净利率更高（27.6% vs 9.9%，领先17.7%），Fabrinet同比增速更快（35.9% vs 11.0%），过去两年Fabrinet的营收复合增速更高（24.4% vs 7.9%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs RMD — 直观对比
营收规模更大
RMD
是对方的1.3倍
$1.1B
营收增速更快
FN
高出24.9%
11.0%
净利率更高
RMD
高出17.7%
9.9%
两年增速更快
FN
近两年复合增速
7.9%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $112.6M | $392.6M |
| 毛利率 | 12.2% | 61.8% |
| 营业利润率 | 10.1% | 34.6% |
| 净利率 | 9.9% | 27.6% |
| 营收同比 | 35.9% | 11.0% |
| 净利润同比 | 30.0% | 13.9% |
| 每股收益（稀释后） | $3.11 | $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FNRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $978.1M | $1.3B | ||
| Q2 25 | $909.7M | $1.3B | ||
| Q1 25 | $871.8M | $1.3B | ||
| Q4 24 | $833.6M | $1.3B | ||
| Q3 24 | $804.2M | $1.2B | ||
| Q2 24 | $753.3M | $1.2B |
净利润FNRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $112.6M | $392.6M | ||
| Q3 25 | $95.9M | $348.5M | ||
| Q2 25 | $87.2M | $379.7M | ||
| Q1 25 | $81.3M | $365.0M | ||
| Q4 24 | $86.6M | $344.6M | ||
| Q3 24 | $77.4M | $311.4M | ||
| Q2 24 | $81.1M | $292.2M |
毛利率FNRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 12.2% | 61.8% | ||
| Q3 25 | 11.9% | 61.5% | ||
| Q2 25 | 12.2% | 60.8% | ||
| Q1 25 | 11.7% | 59.3% | ||
| Q4 24 | 12.1% | 58.6% | ||
| Q3 24 | 12.3% | 58.6% | ||
| Q2 24 | 12.3% | 58.5% |
营业利润率FNRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 10.1% | 34.6% | ||
| Q3 25 | 9.6% | 33.4% | ||
| Q2 25 | 9.8% | 33.7% | ||
| Q1 25 | 9.0% | 33.0% | ||
| Q4 24 | 9.5% | 32.5% | ||
| Q3 24 | 9.6% | 31.6% | ||
| Q2 24 | 9.7% | 31.2% |
净利率FNRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 9.9% | 27.6% | ||
| Q3 25 | 9.8% | 26.1% | ||
| Q2 25 | 9.6% | 28.2% | ||
| Q1 25 | 9.3% | 28.3% | ||
| Q4 24 | 10.4% | 26.9% | ||
| Q3 24 | 9.6% | 25.4% | ||
| Q2 24 | 10.8% | 23.9% |
每股收益（稀释后）FNRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $3.11 | $2.68 | ||
| Q3 25 | $2.66 | $2.37 | ||
| Q2 25 | $2.41 | $2.58 | ||
| Q1 25 | $2.25 | $2.48 | ||
| Q4 24 | $2.38 | $2.34 | ||
| Q3 24 | $2.13 | $2.11 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.2B | $6.3B |
| 总资产 | $3.3B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资FNRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $960.8M | $1.4B | ||
| Q3 25 | $968.8M | $1.4B | ||
| Q2 25 | $934.2M | $1.2B | ||
| Q1 25 | $950.7M | $932.7M | ||
| Q4 24 | $934.6M | $521.9M | ||
| Q3 24 | $908.9M | $426.4M | ||
| Q2 24 | $858.6M | $238.4M |
总债务FNRMD
| Q2 26 | — | $663.8M | ||
| 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FNRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.2B | $6.3B | ||
| Q3 25 | $2.1B | $6.1B | ||
| Q2 25 | $2.0B | $6.0B | ||
| Q1 25 | $1.9B | $5.5B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.7B | $4.9B |
总资产FNRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.3B | $8.5B | ||
| Q3 25 | $3.0B | $8.3B | ||
| Q2 25 | $2.8B | $8.2B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.5B | $7.1B | ||
| Q3 24 | $2.4B | $7.2B | ||
| Q2 24 | $2.3B | $6.9B |
负债/权益比FNRMD
| Q2 26 | — | 0.11× | ||
| 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 | $46.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNRMD
| Q2 26 | — | — | ||
| Q4 25 | $46.3M | $339.7M | ||
| Q3 25 | $102.6M | $457.3M | ||
| Q2 25 | $55.1M | $538.8M | ||
| Q1 25 | $74.2M | $578.7M | ||
| Q4 24 | $115.9M | $308.6M | ||
| Q3 24 | $83.2M | $325.5M | ||
| Q2 24 | $83.1M | $440.1M |
自由现金流FNRMD
| Q2 26 | — | — | ||
| Q4 25 | $-5.3M | $311.2M | ||
| Q3 25 | $57.3M | $414.4M | ||
| Q2 25 | $4.7M | $508.2M | ||
| Q1 25 | $45.7M | $557.9M | ||
| Q4 24 | $94.0M | $288.0M | ||
| Q3 24 | $62.9M | $307.7M | ||
| Q2 24 | $70.4M | $415.2M |
自由现金流率FNRMD
| Q2 26 | — | — | ||
| Q4 25 | -0.5% | 21.9% | ||
| Q3 25 | 5.9% | 31.0% | ||
| Q2 25 | 0.5% | 37.7% | ||
| Q1 25 | 5.2% | 43.2% | ||
| Q4 24 | 11.3% | 22.5% | ||
| Q3 24 | 7.8% | 25.1% | ||
| Q2 24 | 9.3% | 33.9% |
资本支出强度FNRMD
| Q2 26 | — | — | ||
| Q4 25 | 4.6% | 2.0% | ||
| Q3 25 | 4.6% | 3.2% | ||
| Q2 25 | 5.5% | 2.3% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 1.7% | 2.0% |
现金转化率FNRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.41× | 0.87× | ||
| Q3 25 | 1.07× | 1.31× | ||
| Q2 25 | 0.63× | 1.42× | ||
| Q1 25 | 0.91× | 1.59× | ||
| Q4 24 | 1.34× | 0.90× | ||
| Q3 24 | 1.07× | 1.05× | ||
| Q2 24 | 1.02× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
RMD
暂无分部数据
