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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
是对方的1.1倍
$1.3B
营收增速更快
RMD
高出58.1%
-47.1%
净利率更高
RMD
高出11.2%
16.4%
两年增速更快
RMD
近两年复合增速
-25.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Integrated And Embedded Solutions | $869.3M | 65% |
| Point Of Sale And Software Solutions | $281.7M | 21% |
| Other | $178.4M | 13% |
RMD
暂无分部数据