vs

Global Payments(GPN)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Global Payments的1.1倍($1.4B vs $1.3B),瑞思迈净利率更高(27.6% vs 16.4%,领先11.2%),瑞思迈同比增速更快(11.0% vs -47.1%),过去两年瑞思迈的营收复合增速更高(7.9% vs -25.9%)

Global Payments Inc.是美国跨国金融科技企业,面向商户、发卡机构及消费者提供支付技术与相关服务,支持信用卡、借记卡、数字支付及非接触式支付的交易处理,2021年6月入选《财富》500强榜单。

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。

GPN vs RMD — 直观对比

营收规模更大
RMD
RMD
是对方的1.1倍
RMD
$1.4B
$1.3B
GPN
营收增速更快
RMD
RMD
高出58.1%
RMD
11.0%
-47.1%
GPN
净利率更高
RMD
RMD
高出11.2%
RMD
27.6%
16.4%
GPN
两年增速更快
RMD
RMD
近两年复合增速
RMD
7.9%
-25.9%
GPN

损益表 — Q4 FY2025 vs Q4 FY2026

指标
GPN
GPN
RMD
RMD
营收
$1.3B
$1.4B
净利润
$217.5M
$392.6M
毛利率
89.7%
61.8%
营业利润率
5.9%
34.6%
净利率
16.4%
27.6%
营收同比
-47.1%
11.0%
净利润同比
-61.6%
13.9%
每股收益(稀释后)
$0.91
$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
GPN
GPN
RMD
RMD
Q2 26
$1.4B
Q4 25
$1.3B
$1.4B
Q3 25
$2.0B
$1.3B
Q2 25
$2.0B
$1.3B
Q1 25
$2.4B
$1.3B
Q4 24
$2.5B
$1.3B
Q3 24
$2.6B
$1.2B
Q2 24
$2.6B
$1.2B
净利润
GPN
GPN
RMD
RMD
Q2 26
$392.6M
Q4 25
$217.5M
$392.6M
Q3 25
$635.2M
$348.5M
Q2 25
$241.6M
$379.7M
Q1 25
$305.7M
$365.0M
Q4 24
$567.2M
$344.6M
Q3 24
$315.1M
$311.4M
Q2 24
$374.8M
$292.2M
毛利率
GPN
GPN
RMD
RMD
Q2 26
61.8%
Q4 25
89.7%
61.8%
Q3 25
72.3%
61.5%
Q2 25
74.5%
60.8%
Q1 25
61.8%
59.3%
Q4 24
62.1%
58.6%
Q3 24
63.6%
58.6%
Q2 24
63.5%
58.5%
营业利润率
GPN
GPN
RMD
RMD
Q2 26
34.6%
Q4 25
5.9%
34.6%
Q3 25
38.8%
33.4%
Q2 25
21.8%
33.7%
Q1 25
19.5%
33.0%
Q4 24
33.1%
32.5%
Q3 24
18.3%
31.6%
Q2 24
22.3%
31.2%
净利率
GPN
GPN
RMD
RMD
Q2 26
27.6%
Q4 25
16.4%
27.6%
Q3 25
31.6%
26.1%
Q2 25
12.3%
28.2%
Q1 25
12.7%
28.3%
Q4 24
22.5%
26.9%
Q3 24
12.1%
25.4%
Q2 24
14.6%
23.9%
每股收益(稀释后)
GPN
GPN
RMD
RMD
Q2 26
$2.68
Q4 25
$0.91
$2.68
Q3 25
$2.64
$2.37
Q2 25
$0.99
$2.58
Q1 25
$1.24
$2.48
Q4 24
$2.23
$2.34
Q3 24
$1.24
$2.11
Q2 24
$1.47
$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
GPN
GPN
RMD
RMD
现金及短期投资手头流动性
$8.3B
$1.4B
总债务越低越好
$19.5B
$663.8M
股东权益账面价值
$22.9B
$6.3B
总资产
$53.3B
$8.5B
负债/权益比越低杠杆越低
0.85×
0.11×

8季度趋势,按日历期对齐

现金及短期投资
GPN
GPN
RMD
RMD
Q2 26
$1.4B
Q4 25
$8.3B
$1.4B
Q3 25
$2.6B
$1.4B
Q2 25
$2.6B
$1.2B
Q1 25
$2.9B
$932.7M
Q4 24
$2.5B
$521.9M
Q3 24
$2.9B
$426.4M
Q2 24
$2.1B
$238.4M
总债务
GPN
GPN
RMD
RMD
Q2 26
$663.8M
Q4 25
$19.5B
$403.9M
Q3 25
$13.3B
$408.7M
Q2 25
$14.2B
$658.4M
Q1 25
$15.0B
$663.1M
Q4 24
$15.2B
$662.9M
Q3 24
$15.2B
$667.6M
Q2 24
$15.6B
$697.3M
股东权益
GPN
GPN
RMD
RMD
Q2 26
$6.3B
Q4 25
$22.9B
$6.3B
Q3 25
$22.7B
$6.1B
Q2 25
$22.6B
$6.0B
Q1 25
$22.2B
$5.5B
Q4 24
$22.3B
$5.3B
Q3 24
$22.8B
$5.2B
Q2 24
$22.4B
$4.9B
总资产
GPN
GPN
RMD
RMD
Q2 26
$8.5B
Q4 25
$53.3B
$8.5B
Q3 25
$48.0B
$8.3B
Q2 25
$48.5B
$8.2B
Q1 25
$47.6B
$7.6B
Q4 24
$46.9B
$7.1B
Q3 24
$50.0B
$7.2B
Q2 24
$50.8B
$6.9B
负债/权益比
GPN
GPN
RMD
RMD
Q2 26
0.11×
Q4 25
0.85×
0.06×
Q3 25
0.59×
0.07×
Q2 25
0.63×
0.11×
Q1 25
0.67×
0.12×
Q4 24
0.68×
0.13×
Q3 24
0.67×
0.13×
Q2 24
0.70×
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
GPN
GPN
RMD
RMD
经营现金流最新季度
$515.2M
自由现金流经营现金流 - 资本支出
$347.0M
自由现金流率自由现金流/营收
26.1%
资本支出强度资本支出/营收
12.7%
现金转化率经营现金流/净利润
2.37×
过去12个月自由现金流最近4个季度
$2.0B

8季度趋势,按日历期对齐

经营现金流
GPN
GPN
RMD
RMD
Q2 26
Q4 25
$515.2M
$339.7M
Q3 25
$768.7M
$457.3M
Q2 25
$817.5M
$538.8M
Q1 25
$555.1M
$578.7M
Q4 24
$653.4M
$308.6M
Q3 24
$1.7B
$325.5M
Q2 24
$736.9M
$440.1M
自由现金流
GPN
GPN
RMD
RMD
Q2 26
Q4 25
$347.0M
$311.2M
Q3 25
$598.9M
$414.4M
Q2 25
$665.4M
$508.2M
Q1 25
$427.5M
$557.9M
Q4 24
$469.4M
$288.0M
Q3 24
$1.6B
$307.7M
Q2 24
$557.7M
$415.2M
自由现金流率
GPN
GPN
RMD
RMD
Q2 26
Q4 25
26.1%
21.9%
Q3 25
29.8%
31.0%
Q2 25
34.0%
37.7%
Q1 25
17.7%
43.2%
Q4 24
18.7%
22.5%
Q3 24
60.0%
25.1%
Q2 24
21.7%
33.9%
资本支出强度
GPN
GPN
RMD
RMD
Q2 26
Q4 25
12.7%
2.0%
Q3 25
8.5%
3.2%
Q2 25
7.8%
2.3%
Q1 25
5.3%
1.6%
Q4 24
7.3%
1.6%
Q3 24
6.4%
1.5%
Q2 24
7.0%
2.0%
现金转化率
GPN
GPN
RMD
RMD
Q2 26
Q4 25
2.37×
0.87×
Q3 25
1.21×
1.31×
Q2 25
3.38×
1.42×
Q1 25
1.82×
1.59×
Q4 24
1.15×
0.90×
Q3 24
5.48×
1.05×
Q2 24
1.97×
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

GPN
GPN

Integrated And Embedded Solutions$869.3M65%
Point Of Sale And Software Solutions$281.7M21%
Other$178.4M13%

RMD
RMD

暂无分部数据

相关对比