vs
格罗方德（GFS）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
格罗方德的季度营收约是瑞思迈的1.2倍（$1.7B vs $1.4B），瑞思迈净利率更高（27.6% vs 14.8%，领先12.8%），瑞思迈同比增速更快（11.0% vs -2.9%），过去两年瑞思迈的营收复合增速更高（7.9% vs -4.3%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
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。
GFS vs RMD — 直观对比
营收规模更大
GFS
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出13.9%
-2.9%
净利率更高
RMD
高出12.8%
14.8%
两年增速更快
RMD
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $249.0M | $392.6M |
| 毛利率 | 24.8% | 61.8% |
| 营业利润率 | 11.6% | 34.6% |
| 净利率 | 14.8% | 27.6% |
| 营收同比 | -2.9% | 11.0% |
| 净利润同比 | 39.9% | 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GFSRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
净利润GFSRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | — | $392.6M | ||
| Q3 25 | $249.0M | $348.5M | ||
| Q2 25 | $228.0M | $379.7M | ||
| Q1 25 | $211.0M | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | $178.0M | $311.4M | ||
| Q2 24 | $155.0M | $292.2M |
毛利率GFSRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | 24.8% | 61.5% | ||
| Q2 25 | 24.2% | 60.8% | ||
| Q1 25 | 22.4% | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | 23.8% | 58.6% | ||
| Q2 24 | 24.2% | 58.5% |
营业利润率GFSRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | — | 34.6% | ||
| Q3 25 | 11.6% | 33.4% | ||
| Q2 25 | 11.6% | 33.7% | ||
| Q1 25 | 9.5% | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | 10.6% | 31.6% | ||
| Q2 24 | 9.5% | 31.2% |
净利率GFSRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | 14.8% | 26.1% | ||
| Q2 25 | 13.5% | 28.2% | ||
| Q1 25 | 13.3% | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | 10.2% | 25.4% | ||
| Q2 24 | 9.5% | 23.9% |
每股收益（稀释后）GFSRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | $0.44 | $2.37 | ||
| Q2 25 | $0.41 | $2.58 | ||
| Q1 25 | $0.38 | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | $0.32 | $2.11 | ||
| Q2 24 | $0.28 | $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 | $2.0B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $11.8B | $6.3B |
| 总资产 | $16.7B | $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GFSRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | $2.3B | $426.4M | ||
| Q2 24 | $2.2B | $238.4M |
总债务GFSRMD
| 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GFSRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $11.8B | $6.1B | ||
| Q2 25 | $11.5B | $6.0B | ||
| Q1 25 | $11.1B | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $11.6B | $5.2B | ||
| Q2 24 | $11.3B | $4.9B |
总资产GFSRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | — | $8.5B | ||
| Q3 25 | $16.7B | $8.3B | ||
| Q2 25 | $16.8B | $8.2B | ||
| Q1 25 | $16.5B | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | $18.1B | $7.2B | ||
| Q2 24 | — | $6.9B |
负债/权益比GFSRMD
| 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 | $595.0M | — |
| 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 | 2.39× | — |
| 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GFSRMD
| Q2 26 | — | — | ||
| Q4 25 | — | $339.7M | ||
| Q3 25 | $595.0M | $457.3M | ||
| Q2 25 | $431.0M | $538.8M | ||
| Q1 25 | $331.0M | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | $375.0M | $325.5M | ||
| Q2 24 | $402.0M | $440.1M |
自由现金流GFSRMD
| Q2 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | — | $414.4M | ||
| Q2 25 | — | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率GFSRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度GFSRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率GFSRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 2.39× | 1.31× | ||
| Q2 25 | 1.89× | 1.42× | ||
| Q1 25 | 1.57× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.11× | 1.05× | ||
| Q2 24 | 2.59× | 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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
RMD
暂无分部数据
