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Installed Building Products, Inc.（IBP）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Installed Building Products, Inc.的1.9倍（$1.4B vs $747.5M），瑞思迈净利率更高（27.6% vs 10.2%，领先17.3%），瑞思迈同比增速更快（11.0% vs -0.4%），过去两年瑞思迈的营收复合增速更高（7.9% vs 3.9%）
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
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。
IBP vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$747.5M
营收增速更快
RMD
高出11.3%
-0.4%
净利率更高
RMD
高出17.3%
10.2%
两年增速更快
RMD
近两年复合增速
3.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $1.4B |
| 净利润 | $76.6M | $392.6M |
| 毛利率 | 35.0% | 61.8% |
| 营业利润率 | 14.6% | 34.6% |
| 净利率 | 10.2% | 27.6% |
| 营收同比 | -0.4% | 11.0% |
| 净利润同比 | 14.5% | 13.9% |
| 每股收益（稀释后） | $2.81 | $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IBPRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $747.5M | $1.4B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.3B | ||
| Q1 25 | $684.8M | $1.3B | ||
| Q4 24 | $750.2M | $1.3B | ||
| Q3 24 | $760.6M | $1.2B | ||
| Q2 24 | $737.6M | $1.2B |
净利润IBPRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $76.6M | $392.6M | ||
| Q3 25 | $74.4M | $348.5M | ||
| Q2 25 | $69.0M | $379.7M | ||
| Q1 25 | $45.4M | $365.0M | ||
| Q4 24 | $66.9M | $344.6M | ||
| Q3 24 | $68.6M | $311.4M | ||
| Q2 24 | $65.2M | $292.2M |
毛利率IBPRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 35.0% | 61.8% | ||
| Q3 25 | 34.0% | 61.5% | ||
| Q2 25 | 34.2% | 60.8% | ||
| Q1 25 | 32.7% | 59.3% | ||
| Q4 24 | 33.6% | 58.6% | ||
| Q3 24 | 33.8% | 58.6% | ||
| Q2 24 | 34.1% | 58.5% |
营业利润率IBPRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 14.6% | 34.6% | ||
| Q3 25 | 13.7% | 33.4% | ||
| Q2 25 | 13.3% | 33.7% | ||
| Q1 25 | 10.2% | 33.0% | ||
| Q4 24 | 13.1% | 32.5% | ||
| Q3 24 | 13.3% | 31.6% | ||
| Q2 24 | 12.9% | 31.2% |
净利率IBPRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 10.2% | 27.6% | ||
| Q3 25 | 9.6% | 26.1% | ||
| Q2 25 | 9.1% | 28.2% | ||
| Q1 25 | 6.6% | 28.3% | ||
| Q4 24 | 8.9% | 26.9% | ||
| Q3 24 | 9.0% | 25.4% | ||
| Q2 24 | 8.8% | 23.9% |
每股收益（稀释后）IBPRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $2.81 | $2.68 | ||
| Q3 25 | $2.74 | $2.37 | ||
| Q2 25 | $2.52 | $2.58 | ||
| Q1 25 | $1.64 | $2.48 | ||
| Q4 24 | $2.39 | $2.34 | ||
| Q3 24 | $2.44 | $2.11 | ||
| Q2 24 | $2.30 | $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 | $321.9M | $1.4B |
| 总债务越低越好 | $886.6M | $663.8M |
| 股东权益账面价值 | $709.9M | $6.3B |
| 总资产 | $2.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资IBPRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $321.9M | $1.4B | ||
| Q3 25 | $333.3M | $1.4B | ||
| Q2 25 | $305.2M | $1.2B | ||
| Q1 25 | $298.7M | $932.7M | ||
| Q4 24 | $327.6M | $521.9M | ||
| Q3 24 | $406.2M | $426.4M | ||
| Q2 24 | $380.3M | $238.4M |
总债务IBPRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $886.6M | $403.9M | ||
| Q3 25 | $880.8M | $408.7M | ||
| Q2 25 | $876.1M | $658.4M | ||
| Q1 25 | $872.4M | $663.1M | ||
| Q4 24 | $874.8M | $662.9M | ||
| Q3 24 | $872.3M | $667.6M | ||
| Q2 24 | $875.8M | $697.3M |
股东权益IBPRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $709.9M | $6.3B | ||
| Q3 25 | $678.6M | $6.1B | ||
| Q2 25 | $664.5M | $6.0B | ||
| Q1 25 | $660.9M | $5.5B | ||
| Q4 24 | $705.3M | $5.3B | ||
| Q3 24 | $716.4M | $5.2B | ||
| Q2 24 | $685.3M | $4.9B |
总资产IBPRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $2.1B | $8.5B | ||
| Q3 25 | $2.1B | $8.3B | ||
| Q2 25 | $2.0B | $8.2B | ||
| Q1 25 | $2.0B | $7.6B | ||
| Q4 24 | $2.1B | $7.1B | ||
| Q3 24 | $2.1B | $7.2B | ||
| Q2 24 | $2.0B | $6.9B |
负债/权益比IBPRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.25× | 0.06× | ||
| Q3 25 | 1.30× | 0.07× | ||
| Q2 25 | 1.32× | 0.11× | ||
| Q1 25 | 1.32× | 0.12× | ||
| Q4 24 | 1.24× | 0.13× | ||
| Q3 24 | 1.22× | 0.13× | ||
| Q2 24 | 1.28× | 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 | $64.9M | — |
| 自由现金流经营现金流 - 资本支出 | $49.3M | — |
| 自由现金流率自由现金流/营收 | 6.6% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 0.85× | — |
| 过去12个月自由现金流最近4个季度 | $300.8M | — |
8季度趋势，按日历期对齐
经营现金流IBPRMD
| Q2 26 | — | — | ||
| Q4 25 | $64.9M | $339.7M | ||
| Q3 25 | $124.0M | $457.3M | ||
| Q2 25 | $90.4M | $538.8M | ||
| Q1 25 | $92.1M | $578.7M | ||
| Q4 24 | $74.8M | $308.6M | ||
| Q3 24 | $101.4M | $325.5M | ||
| Q2 24 | $79.0M | $440.1M |
自由现金流IBPRMD
| Q2 26 | — | — | ||
| Q4 25 | $49.3M | $311.2M | ||
| Q3 25 | $104.8M | $414.4M | ||
| Q2 25 | $74.8M | $508.2M | ||
| Q1 25 | $71.9M | $557.9M | ||
| Q4 24 | $52.9M | $288.0M | ||
| Q3 24 | $77.3M | $307.7M | ||
| Q2 24 | $58.2M | $415.2M |
自由现金流率IBPRMD
| Q2 26 | — | — | ||
| Q4 25 | 6.6% | 21.9% | ||
| Q3 25 | 13.5% | 31.0% | ||
| Q2 25 | 9.8% | 37.7% | ||
| Q1 25 | 10.5% | 43.2% | ||
| Q4 24 | 7.1% | 22.5% | ||
| Q3 24 | 10.2% | 25.1% | ||
| Q2 24 | 7.9% | 33.9% |
资本支出强度IBPRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.1% | 2.0% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 2.1% | 2.3% | ||
| Q1 25 | 2.9% | 1.6% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 3.2% | 1.5% | ||
| Q2 24 | 2.8% | 2.0% |
现金转化率IBPRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.85× | 0.87× | ||
| Q3 25 | 1.67× | 1.31× | ||
| Q2 25 | 1.31× | 1.42× | ||
| Q1 25 | 2.03× | 1.59× | ||
| Q4 24 | 1.12× | 0.90× | ||
| Q3 24 | 1.48× | 1.05× | ||
| Q2 24 | 1.21× | 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
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
RMD
暂无分部数据
