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HUBSPOT INC(HUBS)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HUBSPOT INC的1.7倍($1.4B vs $846.7M),瑞思迈净利率更高(27.6% vs 6.4%,领先21.2%),HUBSPOT INC同比增速更快(20.4% vs 11.0%),过去两年HUBSPOT INC的营收复合增速更高(17.1% vs 7.9%)
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商,2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立,专注于研发和推广适配营销、销售及客户服务全场景的软件产品,为全球各规模企业的数字化运营提供工具支持。
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。
HUBS vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$846.7M
营收增速更快
HUBS
高出9.4%
11.0%
净利率更高
RMD
高出21.2%
6.4%
两年增速更快
HUBS
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $846.7M | $1.4B |
| 净利润 | $54.4M | $392.6M |
| 毛利率 | 83.7% | 61.8% |
| 营业利润率 | 5.7% | 34.6% |
| 净利率 | 6.4% | 27.6% |
| 营收同比 | 20.4% | 11.0% |
| 净利润同比 | 992.2% | 13.9% |
| 每股收益(稀释后) | $1.03 | $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
HUBS
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $846.7M | $1.4B | ||
| Q3 25 | $809.5M | $1.3B | ||
| Q2 25 | $760.9M | $1.3B | ||
| Q1 25 | $714.1M | $1.3B | ||
| Q4 24 | $703.2M | $1.3B | ||
| Q3 24 | $669.7M | $1.2B | ||
| Q2 24 | $637.2M | $1.2B |
净利润
HUBS
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $54.4M | $392.6M | ||
| Q3 25 | $16.5M | $348.5M | ||
| Q2 25 | $-3.3M | $379.7M | ||
| Q1 25 | $-21.8M | $365.0M | ||
| Q4 24 | $5.0M | $344.6M | ||
| Q3 24 | $8.1M | $311.4M | ||
| Q2 24 | $-14.4M | $292.2M |
毛利率
HUBS
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 83.7% | 61.8% | ||
| Q3 25 | 83.5% | 61.5% | ||
| Q2 25 | 83.9% | 60.8% | ||
| Q1 25 | 83.9% | 59.3% | ||
| Q4 24 | 85.3% | 58.6% | ||
| Q3 24 | 85.2% | 58.6% | ||
| Q2 24 | 85.0% | 58.5% |
营业利润率
HUBS
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 5.7% | 34.6% | ||
| Q3 25 | 1.4% | 33.4% | ||
| Q2 25 | -3.2% | 33.7% | ||
| Q1 25 | -3.8% | 33.0% | ||
| Q4 24 | -1.5% | 32.5% | ||
| Q3 24 | -1.4% | 31.6% | ||
| Q2 24 | -3.8% | 31.2% |
净利率
HUBS
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 6.4% | 27.6% | ||
| Q3 25 | 2.0% | 26.1% | ||
| Q2 25 | -0.4% | 28.2% | ||
| Q1 25 | -3.1% | 28.3% | ||
| Q4 24 | 0.7% | 26.9% | ||
| Q3 24 | 1.2% | 25.4% | ||
| Q2 24 | -2.3% | 23.9% |
每股收益(稀释后)
HUBS
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.03 | $2.68 | ||
| Q3 25 | $0.31 | $2.37 | ||
| Q2 25 | $-0.06 | $2.58 | ||
| Q1 25 | $-0.42 | $2.48 | ||
| Q4 24 | $0.09 | $2.34 | ||
| Q3 24 | $0.16 | $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 | $882.2M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.1B | $6.3B |
| 总资产 | $3.9B | $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
HUBS
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $882.2M | $1.4B | ||
| Q3 25 | $614.4M | $1.4B | ||
| Q2 25 | $601.2M | $1.2B | ||
| Q1 25 | $625.0M | $932.7M | ||
| Q4 24 | $512.7M | $521.9M | ||
| Q3 24 | $410.1M | $426.4M | ||
| Q2 24 | $797.9M | $238.4M |
总债务
HUBS
RMD
| 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
HUBS
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $2.1B | $6.0B | ||
| Q1 25 | $2.0B | $5.5B | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B | ||
| Q2 24 | $1.6B | $4.9B |
总资产
HUBS
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.9B | $8.5B | ||
| Q3 25 | $3.5B | $8.3B | ||
| Q2 25 | $3.7B | $8.2B | ||
| Q1 25 | $3.9B | $7.6B | ||
| Q4 24 | $3.8B | $7.1B | ||
| Q3 24 | $3.6B | $7.2B | ||
| Q2 24 | $3.4B | $6.9B |
负债/权益比
HUBS
RMD
| 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 | $247.4M | — |
| 自由现金流经营现金流 - 资本支出 | $234.0M | — |
| 自由现金流率自由现金流/营收 | 27.6% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 4.55× | — |
| 过去12个月自由现金流最近4个季度 | $707.6M | — |
8季度趋势,按日历期对齐
经营现金流
HUBS
RMD
| Q2 26 | — | — | ||
| Q4 25 | $247.4M | $339.7M | ||
| Q3 25 | $187.4M | $457.3M | ||
| Q2 25 | $164.4M | $538.8M | ||
| Q1 25 | $161.6M | $578.7M | ||
| Q4 24 | $194.1M | $308.6M | ||
| Q3 24 | $159.5M | $325.5M | ||
| Q2 24 | $117.8M | $440.1M |
自由现金流
HUBS
RMD
| Q2 26 | — | — | ||
| Q4 25 | $234.0M | $311.2M | ||
| Q3 25 | $177.0M | $414.4M | ||
| Q2 25 | $148.3M | $508.2M | ||
| Q1 25 | $148.2M | $557.9M | ||
| Q4 24 | $181.4M | $288.0M | ||
| Q3 24 | $148.4M | $307.7M | ||
| Q2 24 | $109.6M | $415.2M |
自由现金流率
HUBS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 27.6% | 21.9% | ||
| Q3 25 | 21.9% | 31.0% | ||
| Q2 25 | 19.5% | 37.7% | ||
| Q1 25 | 20.8% | 43.2% | ||
| Q4 24 | 25.8% | 22.5% | ||
| Q3 24 | 22.2% | 25.1% | ||
| Q2 24 | 17.2% | 33.9% |
资本支出强度
HUBS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.6% | 2.0% | ||
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 2.1% | 2.3% | ||
| Q1 25 | 1.9% | 1.6% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 1.3% | 2.0% |
现金转化率
HUBS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 4.55× | 0.87× | ||
| Q3 25 | 11.33× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 38.96× | 0.90× | ||
| Q3 24 | 19.59× | 1.05× | ||
| Q2 24 | — | 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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
RMD
暂无分部数据