vs
亨斯迈(HUN)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亨斯迈的1.1倍($1.4B vs $1.4B),瑞思迈净利率更高(27.6% vs -7.1%,领先34.7%),瑞思迈同比增速更快(11.0% vs -6.7%),过去两年瑞思迈的营收复合增速更高(7.8% vs -4.0%)
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头,面向消费端与工业客户生产、销售各类化工产品,主营聚氨酯、高性能材料及胶粘剂,客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地,员工约7000人。
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。
HUN vs RMD — 直观对比
营收规模更大
RMD
是对方的1.1倍
$1.4B
营收增速更快
RMD
高出17.7%
-6.7%
净利率更高
RMD
高出34.7%
-7.1%
两年增速更快
RMD
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $-96.0M | $392.6M |
| 毛利率 | 12.1% | 61.8% |
| 营业利润率 | -4.4% | 34.6% |
| 净利率 | -7.1% | 27.6% |
| 营收同比 | -6.7% | 11.0% |
| 净利润同比 | 31.9% | 13.9% |
| 每股收益(稀释后) | $-0.56 | $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
HUN
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润
HUN
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $-96.0M | $392.6M | ||
| Q3 25 | $-25.0M | $348.5M | ||
| Q2 25 | $-158.0M | $379.7M | ||
| Q1 25 | $-5.0M | $365.0M | ||
| Q4 24 | $-141.0M | $344.6M | ||
| Q3 24 | $-33.0M | $311.4M |
毛利率
HUN
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 12.1% | 61.8% | ||
| Q3 25 | 14.0% | 61.5% | ||
| Q2 25 | 12.5% | 60.8% | ||
| Q1 25 | 14.3% | 59.3% | ||
| Q4 24 | 12.9% | 58.6% | ||
| Q3 24 | 15.2% | 58.6% |
营业利润率
HUN
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | -4.4% | 34.6% | ||
| Q3 25 | 0.4% | 33.4% | ||
| Q2 25 | -8.2% | 33.7% | ||
| Q1 25 | 3.0% | 33.0% | ||
| Q4 24 | -4.3% | 32.5% | ||
| Q3 24 | 2.7% | 31.6% |
净利率
HUN
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | -7.1% | 27.6% | ||
| Q3 25 | -1.7% | 26.1% | ||
| Q2 25 | -10.8% | 28.2% | ||
| Q1 25 | -0.4% | 28.3% | ||
| Q4 24 | -9.7% | 26.9% | ||
| Q3 24 | -2.1% | 25.4% |
每股收益(稀释后)
HUN
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $-0.56 | $2.68 | ||
| Q3 25 | $-0.14 | $2.37 | ||
| Q2 25 | $-0.92 | $2.58 | ||
| Q1 25 | $-0.03 | $2.48 | ||
| Q4 24 | $-0.82 | $2.34 | ||
| Q3 24 | $-0.19 | $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 | $429.0M | $1.4B |
| 总债务越低越好 | $2.0B | $663.8M |
| 股东权益账面价值 | $2.8B | $6.3B |
| 总资产 | $7.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
HUN
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $429.0M | $1.4B | ||
| Q3 25 | $468.0M | $1.4B | ||
| Q2 25 | $399.0M | $1.2B | ||
| Q1 25 | $334.0M | $932.7M | ||
| Q4 24 | $340.0M | $521.9M | ||
| Q3 24 | $330.0M | $426.4M |
总债务
HUN
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $2.0B | $403.9M | ||
| Q3 25 | $2.0B | $408.7M | ||
| Q2 25 | $2.0B | $658.4M | ||
| Q1 25 | $2.0B | $663.1M | ||
| Q4 24 | $1.8B | $662.9M | ||
| Q3 24 | $1.9B | $667.6M |
股东权益
HUN
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.8B | $6.3B | ||
| Q3 25 | $2.8B | $6.1B | ||
| Q2 25 | $2.8B | $6.0B | ||
| Q1 25 | $3.0B | $5.5B | ||
| Q4 24 | $3.0B | $5.3B | ||
| Q3 24 | $3.1B | $5.2B |
总资产
HUN
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $7.0B | $8.5B | ||
| Q3 25 | $7.1B | $8.3B | ||
| Q2 25 | $7.1B | $8.2B | ||
| Q1 25 | $7.2B | $7.6B | ||
| Q4 24 | $7.1B | $7.1B | ||
| Q3 24 | $7.3B | $7.2B |
负债/权益比
HUN
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.73× | 0.06× | ||
| Q3 25 | 0.73× | 0.07× | ||
| Q2 25 | 0.72× | 0.11× | ||
| Q1 25 | 0.66× | 0.12× | ||
| Q4 24 | 0.62× | 0.13× | ||
| Q3 24 | 0.60× | 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 | $76.0M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 1.4% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $116.0M | — |
8季度趋势,按日历期对齐
经营现金流
HUN
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $76.0M | $339.7M | ||
| Q3 25 | $196.0M | $457.3M | ||
| Q2 25 | $91.0M | $538.8M | ||
| Q1 25 | $-74.0M | $578.7M | ||
| Q4 24 | $153.0M | $308.6M | ||
| Q3 24 | $129.0M | $325.5M |
自由现金流
HUN
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | $311.2M | ||
| Q3 25 | $153.0M | $414.4M | ||
| Q2 25 | $54.0M | $508.2M | ||
| Q1 25 | $-110.0M | $557.9M | ||
| Q4 24 | $102.0M | $288.0M | ||
| Q3 24 | $88.0M | $307.7M |
自由现金流率
HUN
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 21.9% | ||
| Q3 25 | 10.5% | 31.0% | ||
| Q2 25 | 3.7% | 37.7% | ||
| Q1 25 | -7.8% | 43.2% | ||
| Q4 24 | 7.0% | 22.5% | ||
| Q3 24 | 5.7% | 25.1% |
资本支出强度
HUN
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 2.0% | ||
| Q3 25 | 2.9% | 3.2% | ||
| Q2 25 | 2.5% | 2.3% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.5% | 1.6% | ||
| Q3 24 | 2.7% | 1.5% |
现金转化率
HUN
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
RMD
暂无分部数据