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GRAPHIC PACKAGING HOLDING CO(GPK)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
GRAPHIC PACKAGING HOLDING CO的季度营收约是瑞思迈的1.5倍($2.1B vs $1.4B),瑞思迈净利率更高(27.6% vs 3.4%,领先24.2%),瑞思迈同比增速更快(11.0% vs 0.2%),过去两年瑞思迈的营收复合增速更高(7.8% vs -3.5%)
Graphic Packaging Holding是总部位于美国佐治亚州亚特兰大的世界500强企业,专注于设计和生产商用产品包装解决方案,主营纸板及折叠纸盒业务,产品广泛应用于饮料、包装食品等各类热门消费品领域,在美国多州运营采用回收原料的纸板工厂。
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。
GPK vs RMD — 直观对比
营收规模更大
GPK
是对方的1.5倍
$1.4B
营收增速更快
RMD
高出10.7%
0.2%
净利率更高
RMD
高出24.2%
3.4%
两年增速更快
RMD
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $71.0M | $392.6M |
| 毛利率 | 14.1% | 61.8% |
| 营业利润率 | 7.4% | 34.6% |
| 净利率 | 3.4% | 27.6% |
| 营收同比 | 0.2% | 11.0% |
| 净利润同比 | -48.6% | 13.9% |
| 每股收益(稀释后) | $0.24 | $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
GPK
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B |
净利润
GPK
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $71.0M | $392.6M | ||
| Q3 25 | $142.0M | $348.5M | ||
| Q2 25 | $104.0M | $379.7M | ||
| Q1 25 | $127.0M | $365.0M | ||
| Q4 24 | $138.0M | $344.6M | ||
| Q3 24 | $165.0M | $311.4M |
毛利率
GPK
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 14.1% | 61.8% | ||
| Q3 25 | 19.6% | 61.5% | ||
| Q2 25 | 18.7% | 60.8% | ||
| Q1 25 | 20.6% | 59.3% | ||
| Q4 24 | 21.4% | 58.6% | ||
| Q3 24 | 22.3% | 58.6% |
营业利润率
GPK
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 7.4% | 34.6% | ||
| Q3 25 | 10.7% | 33.4% | ||
| Q2 25 | 8.8% | 33.7% | ||
| Q1 25 | 10.5% | 33.0% | ||
| Q4 24 | 11.4% | 32.5% | ||
| Q3 24 | 12.6% | 31.6% |
净利率
GPK
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 3.4% | 27.6% | ||
| Q3 25 | 6.5% | 26.1% | ||
| Q2 25 | 4.7% | 28.2% | ||
| Q1 25 | 6.0% | 28.3% | ||
| Q4 24 | 6.6% | 26.9% | ||
| Q3 24 | 7.5% | 25.4% |
每股收益(稀释后)
GPK
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.24 | $2.68 | ||
| Q3 25 | $0.48 | $2.37 | ||
| Q2 25 | $0.34 | $2.58 | ||
| Q1 25 | $0.42 | $2.48 | ||
| Q4 24 | $0.46 | $2.34 | ||
| Q3 24 | $0.55 | $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 | $261.0M | $1.4B |
| 总债务越低越好 | $5.0B | $663.8M |
| 股东权益账面价值 | $3.3B | $6.3B |
| 总资产 | $11.8B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
GPK
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $261.0M | $1.4B | ||
| Q3 25 | $120.0M | $1.4B | ||
| Q2 25 | $120.0M | $1.2B | ||
| Q1 25 | $129.0M | $932.7M | ||
| Q4 24 | $157.0M | $521.9M | ||
| Q3 24 | $126.0M | $426.4M |
总债务
GPK
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $5.0B | $403.9M | ||
| Q3 25 | $5.5B | $408.7M | ||
| Q2 25 | $5.4B | $658.4M | ||
| Q1 25 | $5.7B | $663.1M | ||
| Q4 24 | $5.1B | $662.9M | ||
| Q3 24 | $5.4B | $667.6M |
股东权益
GPK
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $3.3B | $6.3B | ||
| Q3 25 | $3.3B | $6.1B | ||
| Q2 25 | $3.2B | $6.0B | ||
| Q1 25 | $3.2B | $5.5B | ||
| Q4 24 | $3.0B | $5.3B | ||
| Q3 24 | $3.0B | $5.2B |
总资产
GPK
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $11.8B | $8.5B | ||
| Q3 25 | $11.9B | $8.3B | ||
| Q2 25 | $11.8B | $8.2B | ||
| Q1 25 | $11.5B | $7.6B | ||
| Q4 24 | $11.1B | $7.1B | ||
| Q3 24 | $11.2B | $7.2B |
负债/权益比
GPK
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 1.51× | 0.06× | ||
| Q3 25 | 1.67× | 0.07× | ||
| Q2 25 | 1.68× | 0.11× | ||
| Q1 25 | 1.80× | 0.12× | ||
| Q4 24 | 1.71× | 0.13× | ||
| Q3 24 | 1.79× | 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 | $521.0M | — |
| 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 | 7.34× | — |
| 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
GPK
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $521.0M | $339.7M | ||
| Q3 25 | $227.0M | $457.3M | ||
| Q2 25 | $267.0M | $538.8M | ||
| Q1 25 | $-174.0M | $578.7M | ||
| Q4 24 | $489.0M | $308.6M | ||
| Q3 24 | $187.0M | $325.5M |
自由现金流
GPK
RMD
| Q2 26 | — | — | ||
| Q1 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 |
自由现金流率
GPK
RMD
| Q2 26 | — | — | ||
| Q1 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% |
资本支出强度
GPK
RMD
| Q2 26 | — | — | ||
| Q1 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% |
现金转化率
GPK
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.34× | 0.87× | ||
| Q3 25 | 1.60× | 1.31× | ||
| Q2 25 | 2.57× | 1.42× | ||
| Q1 25 | -1.37× | 1.59× | ||
| Q4 24 | 3.54× | 0.90× | ||
| Q3 24 | 1.13× | 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
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
RMD
暂无分部数据