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艺达思集团(IEX)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艺达思集团的3.6倍($1.4B vs $398.4M),艺达思集团净利率更高(30.1% vs 27.6%,领先2.5%),艺达思集团同比增速更快(16.7% vs 11.0%),过去两年瑞思迈的营收复合增速更高(7.9% vs -29.4%)
艺达思集团是一家公开上市的工业制造企业,专注于流体系统与特种工程产品的研发和生产,产品广泛应用于工业制造、生命科学、食品安全等多个领域,可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs RMD — 直观对比
营收规模更大
RMD
是对方的3.6倍
$398.4M
营收增速更快
IEX
高出5.7%
11.0%
净利率更高
IEX
高出2.5%
27.6%
两年增速更快
RMD
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $398.4M | $1.4B |
| 净利润 | $120.0M | $392.6M |
| 毛利率 | 99.9% | 61.8% |
| 营业利润率 | 43.3% | 34.6% |
| 净利率 | 30.1% | 27.6% |
| 营收同比 | 16.7% | 11.0% |
| 净利润同比 | 25.7% | 13.9% |
| 每股收益(稀释后) | $1.61 | $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
IEX
RMD
| Q2 26 | $398.4M | $1.4B | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $1.4B | ||
| Q3 25 | $878.7M | $1.3B | ||
| Q2 25 | $865.4M | $1.3B | ||
| Q1 25 | $814.3M | $1.3B | ||
| Q4 24 | $862.9M | $1.3B | ||
| Q3 24 | $798.2M | $1.2B |
净利润
IEX
RMD
| Q2 26 | $120.0M | $392.6M | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $392.6M | ||
| Q3 25 | $127.8M | $348.5M | ||
| Q2 25 | $131.6M | $379.7M | ||
| Q1 25 | $95.5M | $365.0M | ||
| Q4 24 | $123.2M | $344.6M | ||
| Q3 24 | $119.1M | $311.4M |
毛利率
IEX
RMD
| Q2 26 | 99.9% | 61.8% | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | 61.8% | ||
| Q3 25 | 44.5% | 61.5% | ||
| Q2 25 | 45.3% | 60.8% | ||
| Q1 25 | 45.3% | 59.3% | ||
| Q4 24 | 42.5% | 58.6% | ||
| Q3 24 | 44.3% | 58.6% |
营业利润率
IEX
RMD
| Q2 26 | 43.3% | 34.6% | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 34.6% | ||
| Q3 25 | 21.1% | 33.4% | ||
| Q2 25 | 21.7% | 33.7% | ||
| Q1 25 | 17.4% | 33.0% | ||
| Q4 24 | 19.2% | 32.5% | ||
| Q3 24 | 21.0% | 31.6% |
净利率
IEX
RMD
| Q2 26 | 30.1% | 27.6% | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 27.6% | ||
| Q3 25 | 14.5% | 26.1% | ||
| Q2 25 | 15.2% | 28.2% | ||
| Q1 25 | 11.7% | 28.3% | ||
| Q4 24 | 14.3% | 26.9% | ||
| Q3 24 | 14.9% | 25.4% |
每股收益(稀释后)
IEX
RMD
| Q2 26 | $1.61 | $2.68 | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $2.68 | ||
| Q3 25 | $1.70 | $2.37 | ||
| Q2 25 | $1.74 | $2.58 | ||
| Q1 25 | $1.26 | $2.48 | ||
| Q4 24 | $1.61 | $2.34 | ||
| Q3 24 | $1.57 | $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 | $586.2M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $4.0B | $6.3B |
| 总资产 | $6.9B | $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
IEX
RMD
| Q2 26 | $586.2M | $1.4B | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $1.4B | ||
| Q3 25 | $593.8M | $1.4B | ||
| Q2 25 | $568.2M | $1.2B | ||
| Q1 25 | $594.1M | $932.7M | ||
| Q4 24 | $620.8M | $521.9M | ||
| Q3 24 | $633.2M | $426.4M |
总债务
IEX
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $403.9M | ||
| Q3 25 | $1.9B | $408.7M | ||
| Q2 25 | $1.9B | $658.4M | ||
| Q1 25 | $2.0B | $663.1M | ||
| Q4 24 | $2.0B | $662.9M | ||
| Q3 24 | $2.1B | $667.6M |
股东权益
IEX
RMD
| Q2 26 | $4.0B | $6.3B | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $6.3B | ||
| Q3 25 | $4.0B | $6.1B | ||
| Q2 25 | $4.0B | $6.0B | ||
| Q1 25 | $3.9B | $5.5B | ||
| Q4 24 | $3.8B | $5.3B | ||
| Q3 24 | $3.8B | $5.2B |
总资产
IEX
RMD
| Q2 26 | $6.9B | $8.5B | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $8.5B | ||
| Q3 25 | $7.0B | $8.3B | ||
| Q2 25 | $6.9B | $8.2B | ||
| Q1 25 | $6.8B | $7.6B | ||
| Q4 24 | $6.7B | $7.1B | ||
| Q3 24 | $7.0B | $7.2B |
负债/权益比
IEX
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.06× | ||
| Q3 25 | 0.48× | 0.07× | ||
| Q2 25 | 0.46× | 0.11× | ||
| Q1 25 | 0.50× | 0.12× | ||
| Q4 24 | 0.52× | 0.13× | ||
| Q3 24 | 0.55× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $86.0M | — |
| 自由现金流率自由现金流/营收 | 21.6% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 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 | $654.3M | — |
8季度趋势,按日历期对齐
经营现金流
IEX
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $339.7M | ||
| Q3 25 | $203.5M | $457.3M | ||
| Q2 25 | $161.7M | $538.8M | ||
| Q1 25 | $105.7M | $578.7M | ||
| Q4 24 | $172.6M | $308.6M | ||
| Q3 24 | $205.3M | $325.5M |
自由现金流
IEX
RMD
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $311.2M | ||
| Q3 25 | $188.7M | $414.4M | ||
| Q2 25 | $146.9M | $508.2M | ||
| Q1 25 | $91.4M | $557.9M | ||
| Q4 24 | $157.1M | $288.0M | ||
| Q3 24 | $191.6M | $307.7M |
自由现金流率
IEX
RMD
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 21.9% | ||
| Q3 25 | 21.5% | 31.0% | ||
| Q2 25 | 17.0% | 37.7% | ||
| Q1 25 | 11.2% | 43.2% | ||
| Q4 24 | 18.2% | 22.5% | ||
| Q3 24 | 24.0% | 25.1% |
资本支出强度
IEX
RMD
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 2.0% | ||
| Q3 25 | 1.7% | 3.2% | ||
| Q2 25 | 1.7% | 2.3% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 1.8% | 1.6% | ||
| Q3 24 | 1.7% | 1.5% |
现金转化率
IEX
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 0.87× | ||
| Q3 25 | 1.59× | 1.31× | ||
| Q2 25 | 1.23× | 1.42× | ||
| Q1 25 | 1.11× | 1.59× | ||
| Q4 24 | 1.40× | 0.90× | ||
| Q3 24 | 1.72× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图