vs
简柏特（G）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简柏特的1.1倍（$1.4B vs $1.3B），瑞思迈净利率更高（27.6% vs 10.8%，领先16.7%），瑞思迈同比增速更快（11.0% vs 5.6%），过去两年简柏特的营收复合增速更高（8.0% vs 7.8%）
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
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。
G vs RMD — 直观对比
营收规模更大
RMD
是对方的1.1倍
$1.3B
营收增速更快
RMD
高出5.3%
5.6%
净利率更高
RMD
高出16.7%
10.8%
两年增速更快
G
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $143.1M | $392.6M |
| 毛利率 | 36.6% | 61.8% |
| 营业利润率 | 14.8% | 34.6% |
| 净利率 | 10.8% | 27.6% |
| 营收同比 | 5.6% | 11.0% |
| 净利润同比 | 0.8% | 13.9% |
| 每股收益（稀释后） | $0.82 | $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GRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B |
净利润GRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $143.1M | $392.6M | ||
| Q3 25 | $145.8M | $348.5M | ||
| Q2 25 | $132.7M | $379.7M | ||
| Q1 25 | $130.9M | $365.0M | ||
| Q4 24 | $141.9M | $344.6M | ||
| Q3 24 | $132.8M | $311.4M |
毛利率GRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 36.6% | 61.8% | ||
| Q3 25 | 36.4% | 61.5% | ||
| Q2 25 | 35.9% | 60.8% | ||
| Q1 25 | 35.3% | 59.3% | ||
| Q4 24 | 35.7% | 58.6% | ||
| Q3 24 | 35.6% | 58.6% |
营业利润率GRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 14.8% | 34.6% | ||
| Q3 25 | 14.8% | 33.4% | ||
| Q2 25 | 14.3% | 33.7% | ||
| Q1 25 | 15.1% | 33.0% | ||
| Q4 24 | 15.2% | 32.5% | ||
| Q3 24 | 15.0% | 31.6% |
净利率GRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 10.8% | 27.6% | ||
| Q3 25 | 11.3% | 26.1% | ||
| Q2 25 | 10.6% | 28.2% | ||
| Q1 25 | 10.8% | 28.3% | ||
| Q4 24 | 11.4% | 26.9% | ||
| Q3 24 | 11.0% | 25.4% |
每股收益（稀释后）GRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.82 | $2.68 | ||
| Q3 25 | $0.83 | $2.37 | ||
| Q2 25 | $0.75 | $2.58 | ||
| Q1 25 | $0.73 | $2.48 | ||
| Q4 24 | $0.80 | $2.34 | ||
| Q3 24 | $0.74 | $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 | $1.2B | $1.4B |
| 总债务越低越好 | $1.5B | $663.8M |
| 股东权益账面价值 | $2.5B | $6.3B |
| 总资产 | $5.8B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.60× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资GRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $740.8M | $1.4B | ||
| Q2 25 | $663.3M | $1.2B | ||
| Q1 25 | $561.6M | $932.7M | ||
| Q4 24 | $671.6M | $521.9M | ||
| Q3 24 | $1.0B | $426.4M |
总债务GRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.5B | $403.9M | ||
| Q3 25 | $1.2B | $408.7M | ||
| Q2 25 | $1.2B | $658.4M | ||
| Q1 25 | $1.2B | $663.1M | ||
| Q4 24 | $1.2B | $662.9M | ||
| Q3 24 | $1.6B | $667.6M |
股东权益GRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.5B | $6.3B | ||
| Q3 25 | $2.5B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $2.5B | $5.5B | ||
| Q4 24 | $2.4B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B |
总资产GRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $5.8B | $8.5B | ||
| Q3 25 | $5.4B | $8.3B | ||
| Q2 25 | $5.3B | $8.2B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $5.0B | $7.1B | ||
| Q3 24 | $5.3B | $7.2B |
负债/权益比GRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.60× | 0.06× | ||
| Q3 25 | 0.47× | 0.07× | ||
| Q2 25 | 0.47× | 0.11× | ||
| Q1 25 | 0.50× | 0.12× | ||
| Q4 24 | 0.51× | 0.13× | ||
| Q3 24 | 0.68× | 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 | $286.7M | — |
| 自由现金流经营现金流 - 资本支出 | $269.0M | — |
| 自由现金流率自由现金流/营收 | 20.4% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 2.00× | — |
| 过去12个月自由现金流最近4个季度 | $734.7M | — |
8季度趋势，按日历期对齐
经营现金流GRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $286.7M | $339.7M | ||
| Q3 25 | $308.4M | $457.3M | ||
| Q2 25 | $177.4M | $538.8M | ||
| Q1 25 | $40.4M | $578.7M | ||
| Q4 24 | $203.2M | $308.6M | ||
| Q3 24 | $228.5M | $325.5M |
自由现金流GRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $269.0M | $311.2M | ||
| Q3 25 | $292.0M | $414.4M | ||
| Q2 25 | $155.1M | $508.2M | ||
| Q1 25 | $18.5M | $557.9M | ||
| Q4 24 | $183.5M | $288.0M | ||
| Q3 24 | $208.7M | $307.7M |
自由现金流率GRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 20.4% | 21.9% | ||
| Q3 25 | 22.6% | 31.0% | ||
| Q2 25 | 12.4% | 37.7% | ||
| Q1 25 | 1.5% | 43.2% | ||
| Q4 24 | 14.7% | 22.5% | ||
| Q3 24 | 17.2% | 25.1% |
资本支出强度GRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 1.8% | 2.3% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 1.6% | 1.6% | ||
| Q3 24 | 1.6% | 1.5% |
现金转化率GRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 0.87× | ||
| Q3 25 | 2.11× | 1.31× | ||
| Q2 25 | 1.34× | 1.42× | ||
| Q1 25 | 0.31× | 1.59× | ||
| Q4 24 | 1.43× | 0.90× | ||
| Q3 24 | 1.72× | 1.05× |
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
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
RMD
暂无分部数据
