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FTAI Aviation Ltd.（FTAI）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FTAI Aviation Ltd.的1.7倍（$1.4B vs $830.7M），瑞思迈净利率更高（27.6% vs 16.2%，领先11.4%），FTAI Aviation Ltd.同比增速更快（65.5% vs 11.0%），过去两年FTAI Aviation Ltd.的营收复合增速更高（36.8% vs 7.8%）
FTAI航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
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。
FTAI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$830.7M
营收增速更快
FTAI
高出54.5%
11.0%
净利率更高
RMD
高出11.4%
16.2%
两年增速更快
FTAI
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $830.7M | $1.4B |
| 净利润 | $134.2M | $392.6M |
| 毛利率 | 36.9% | 61.8% |
| 营业利润率 | — | 34.6% |
| 净利率 | 16.2% | 27.6% |
| 营收同比 | 65.5% | 11.0% |
| 净利润同比 | 34.7% | 13.9% |
| 每股收益（稀释后） | $1.29 | $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FTAIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $830.7M | $1.4B | ||
| Q4 25 | $662.0M | $1.4B | ||
| Q3 25 | $667.1M | $1.3B | ||
| Q2 25 | $676.2M | $1.3B | ||
| Q1 25 | $502.1M | $1.3B | ||
| Q4 24 | $498.8M | $1.3B | ||
| Q3 24 | $465.8M | $1.2B |
净利润FTAIRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $134.2M | $398.7M | ||
| Q4 25 | $115.6M | $392.6M | ||
| Q3 25 | $117.7M | $348.5M | ||
| Q2 25 | $165.4M | $379.7M | ||
| Q1 25 | $102.4M | $365.0M | ||
| Q4 24 | $102.4M | $344.6M | ||
| Q3 24 | $86.5M | $311.4M |
毛利率FTAIRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 36.9% | 62.2% | ||
| Q4 25 | 44.3% | 61.8% | ||
| Q3 25 | 45.6% | 61.5% | ||
| Q2 25 | 45.4% | 60.8% | ||
| Q1 25 | 50.5% | 59.3% | ||
| Q4 24 | 48.3% | 58.6% | ||
| Q3 24 | 52.9% | 58.6% |
营业利润率FTAIRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 20.3% | 34.6% | ||
| Q3 25 | 21.6% | 33.4% | ||
| Q2 25 | 30.1% | 33.7% | ||
| Q1 25 | 24.9% | 33.0% | ||
| Q4 24 | 21.7% | 32.5% | ||
| Q3 24 | 20.1% | 31.6% |
净利率FTAIRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 16.2% | 27.9% | ||
| Q4 25 | 17.5% | 27.6% | ||
| Q3 25 | 17.6% | 26.1% | ||
| Q2 25 | 24.5% | 28.2% | ||
| Q1 25 | 20.4% | 28.3% | ||
| Q4 24 | 20.5% | 26.9% | ||
| Q3 24 | 18.6% | 25.4% |
每股收益（稀释后）FTAIRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.29 | $2.74 | ||
| Q4 25 | $1.06 | $2.68 | ||
| Q3 25 | $1.10 | $2.37 | ||
| Q2 25 | $1.57 | $2.58 | ||
| Q1 25 | $0.87 | $2.48 | ||
| Q4 24 | $0.87 | $2.34 | ||
| Q3 24 | $0.76 | $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 | $412.2M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $431.7M | $6.3B |
| 总资产 | $4.5B | $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FTAIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $412.2M | $1.7B | ||
| Q4 25 | $300.5M | $1.4B | ||
| Q3 25 | $509.9M | $1.4B | ||
| Q2 25 | $301.9M | $1.2B | ||
| Q1 25 | $112.1M | $932.7M | ||
| Q4 24 | $115.1M | $521.9M | ||
| Q3 24 | $111.9M | $426.4M |
总债务FTAIRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $3.4B | $403.9M | ||
| Q3 25 | $3.4B | $408.7M | ||
| Q2 25 | $3.4B | $658.4M | ||
| Q1 25 | $3.6B | $663.1M | ||
| Q4 24 | $3.4B | $662.9M | ||
| Q3 24 | $3.2B | $667.6M |
股东权益FTAIRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $431.7M | $6.5B | ||
| Q4 25 | $334.2M | $6.3B | ||
| Q3 25 | $252.5M | $6.1B | ||
| Q2 25 | $164.9M | $6.0B | ||
| Q1 25 | $28.3M | $5.5B | ||
| Q4 24 | $81.4M | $5.3B | ||
| Q3 24 | $118.5M | $5.2B |
总资产FTAIRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $4.5B | $8.8B | ||
| Q4 25 | $4.4B | $8.5B | ||
| Q3 25 | $4.2B | $8.3B | ||
| Q2 25 | $4.1B | $8.2B | ||
| Q1 25 | $4.3B | $7.6B | ||
| Q4 24 | $4.0B | $7.1B | ||
| Q3 24 | $3.7B | $7.2B |
负债/权益比FTAIRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 10.32× | 0.06× | ||
| Q3 25 | 13.65× | 0.07× | ||
| Q2 25 | 20.88× | 0.11× | ||
| Q1 25 | 128.56× | 0.12× | ||
| Q4 24 | 42.28× | 0.13× | ||
| Q3 24 | 27.15× | 0.13× |
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
FTAI
| Aerospace products revenue | $522.6M | 63% |
| MRE Contract revenue | $221.2M | 27% |
| Lease income | $39.9M | 5% |
| Maintenance revenue | $30.6M | 4% |
| Asset sales revenue | $10.2M | 1% |
| Other revenue (1) | $6.2M | 1% |
RMD
暂无分部数据
