vs
Fortive(FTV)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Fortive的1.3倍($1.4B vs $1.1B),瑞思迈净利率更高(27.6% vs 12.8%,领先14.8%),瑞思迈同比增速更快(11.0% vs 7.7%),过去两年瑞思迈的营收复合增速更高(7.9% vs -17.0%)
Fortive是总部位于美国华盛顿州埃弗里特的工业科技集团,专注于提供互联工作流解决方案所需的核心技术,研发、生产及销售专业工程类产品、软件与服务,旗下业务分为智能运营解决方案、精密技术、先进医疗解决方案三大战略板块。
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。
FTV 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
RMD
高出3.3%
7.7%
净利率更高
RMD
高出14.8%
12.8%
两年增速更快
RMD
近两年复合增速
-17.0%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $136.4M | $392.6M |
| 毛利率 | 63.2% | 61.8% |
| 营业利润率 | 17.9% | 34.6% |
| 净利率 | 12.8% | 27.6% |
| 营收同比 | 7.7% | 11.0% |
| 净利润同比 | 21.1% | 13.9% |
| 每股收益(稀释后) | $0.44 | $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
FTV
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润
FTV
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $136.4M | — | ||
| Q4 25 | $185.7M | $392.6M | ||
| Q3 25 | $55.0M | $348.5M | ||
| Q2 25 | $166.6M | $379.7M | ||
| Q1 25 | $171.9M | $365.0M | ||
| Q4 24 | $208.8M | $344.6M | ||
| Q3 24 | $221.6M | $311.4M |
毛利率
FTV
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 63.2% | — | ||
| Q4 25 | 63.2% | 61.8% | ||
| Q3 25 | 63.2% | 61.5% | ||
| Q2 25 | 59.0% | 60.8% | ||
| Q1 25 | 59.8% | 59.3% | ||
| Q4 24 | 60.3% | 58.6% | ||
| Q3 24 | 60.0% | 58.6% |
营业利润率
FTV
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 17.9% | — | ||
| Q4 25 | 20.1% | 34.6% | ||
| Q3 25 | 15.5% | 33.4% | ||
| Q2 25 | 14.6% | 33.7% | ||
| Q1 25 | 15.8% | 33.0% | ||
| Q4 24 | 19.0% | 32.5% | ||
| Q3 24 | 19.3% | 31.6% |
净利率
FTV
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 12.8% | — | ||
| Q4 25 | 16.5% | 27.6% | ||
| Q3 25 | 5.4% | 26.1% | ||
| Q2 25 | 11.0% | 28.2% | ||
| Q1 25 | 11.7% | 28.3% | ||
| Q4 24 | 12.9% | 26.9% | ||
| Q3 24 | 14.4% | 25.4% |
每股收益(稀释后)
FTV
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.60 | $2.68 | ||
| Q3 25 | $0.16 | $2.37 | ||
| Q2 25 | $0.49 | $2.58 | ||
| Q1 25 | $0.50 | $2.48 | ||
| Q4 24 | $0.60 | $2.34 | ||
| Q3 24 | $0.63 | $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 | $356.1M | $1.4B |
| 总债务越低越好 | $3.5B | $663.8M |
| 股东权益账面价值 | $6.1B | $6.3B |
| 总资产 | $11.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.57× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
FTV
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $356.1M | — | ||
| Q4 25 | $375.5M | $1.4B | ||
| Q3 25 | $430.8M | $1.4B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $892.1M | $932.7M | ||
| Q4 24 | $813.3M | $521.9M | ||
| Q3 24 | $811.3M | $426.4M |
总债务
FTV
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | $403.9M | ||
| Q3 25 | $3.3B | $408.7M | ||
| Q2 25 | $4.8B | $658.4M | ||
| Q1 25 | $3.9B | $663.1M | ||
| Q4 24 | $3.7B | $662.9M | ||
| Q3 24 | $3.9B | $667.6M |
股东权益
FTV
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.5B | $6.3B | ||
| Q3 25 | $6.5B | $6.1B | ||
| Q2 25 | $10.4B | $6.0B | ||
| Q1 25 | $10.2B | $5.5B | ||
| Q4 24 | $10.2B | $5.3B | ||
| Q3 24 | $10.6B | $5.2B |
总资产
FTV
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $11.6B | — | ||
| Q4 25 | $11.7B | $8.5B | ||
| Q3 25 | $11.9B | $8.3B | ||
| Q2 25 | $18.2B | $8.2B | ||
| Q1 25 | $17.1B | $7.6B | ||
| Q4 24 | $17.0B | $7.1B | ||
| Q3 24 | $17.5B | $7.2B |
负债/权益比
FTV
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 0.57× | — | ||
| Q4 25 | 0.50× | 0.06× | ||
| Q3 25 | 0.51× | 0.07× | ||
| Q2 25 | 0.46× | 0.11× | ||
| Q1 25 | 0.38× | 0.12× | ||
| Q4 24 | 0.36× | 0.13× | ||
| Q3 24 | 0.37× | 0.13× |
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 | $234.8M | — |
| 自由现金流经营现金流 - 资本支出 | $193.8M | — |
| 自由现金流率自由现金流/营收 | 18.1% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | $935.2M | — |
8季度趋势,按日历期对齐
经营现金流
FTV
RMD
| Q2 26 | — | — | ||
| Q1 26 | $234.8M | — | ||
| Q4 25 | $1.1B | $339.7M | ||
| Q3 25 | $164.4M | $457.3M | ||
| Q2 25 | $311.2M | $538.8M | ||
| Q1 25 | $241.7M | $578.7M | ||
| Q4 24 | $502.2M | $308.6M | ||
| Q3 24 | $459.0M | $325.5M |
自由现金流
FTV
RMD
| Q2 26 | — | — | ||
| Q1 26 | $193.8M | — | ||
| Q4 25 | $313.8M | $311.2M | ||
| Q3 25 | $153.1M | $414.4M | ||
| Q2 25 | $274.5M | $508.2M | ||
| Q1 25 | $215.0M | $557.9M | ||
| Q4 24 | $465.2M | $288.0M | ||
| Q3 24 | $431.2M | $307.7M |
自由现金流率
FTV
RMD
| Q2 26 | — | — | ||
| Q1 26 | 18.1% | — | ||
| Q4 25 | 28.0% | 21.9% | ||
| Q3 25 | 14.9% | 31.0% | ||
| Q2 25 | 18.1% | 37.7% | ||
| Q1 25 | 14.6% | 43.2% | ||
| Q4 24 | 28.7% | 22.5% | ||
| Q3 24 | 28.1% | 25.1% |
资本支出强度
FTV
RMD
| Q2 26 | — | — | ||
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.7% | 2.0% | ||
| Q3 25 | 1.1% | 3.2% | ||
| Q2 25 | 2.4% | 2.3% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 2.3% | 1.6% | ||
| Q3 24 | 1.8% | 1.5% |
现金转化率
FTV
RMD
| Q2 26 | — | — | ||
| Q1 26 | 1.72× | — | ||
| Q4 25 | 5.83× | 0.87× | ||
| Q3 25 | 2.99× | 1.31× | ||
| Q2 25 | 1.87× | 1.42× | ||
| Q1 25 | 1.41× | 1.59× | ||
| Q4 24 | 2.41× | 0.90× | ||
| Q3 24 | 2.07× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图