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国际香精香料（IFF）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
国际香精香料的季度营收约是瑞思迈的1.8倍（$2.6B vs $1.4B），瑞思迈净利率更高（27.6% vs 0.2%，领先27.4%），瑞思迈同比增速更快（11.0% vs -6.6%），过去两年瑞思迈的营收复合增速更高（7.8% vs -5.5%）
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
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。
IFF vs RMD — 直观对比
营收规模更大
IFF
是对方的1.8倍
$1.4B
营收增速更快
RMD
高出17.5%
-6.6%
净利率更高
RMD
高出27.4%
0.2%
两年增速更快
RMD
近两年复合增速
-5.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $1.4B |
| 净利润 | $5.0M | $392.6M |
| 毛利率 | 34.4% | 61.8% |
| 营业利润率 | 3.7% | 34.6% |
| 净利率 | 0.2% | 27.6% |
| 营收同比 | -6.6% | 11.0% |
| 净利润同比 | 110.9% | 13.9% |
| 每股收益（稀释后） | $0.03 | $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IFFRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.6B | $1.4B | ||
| Q3 25 | $2.7B | $1.3B | ||
| Q2 25 | $2.8B | $1.3B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $2.8B | $1.3B | ||
| Q3 24 | $2.9B | $1.2B |
净利润IFFRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $5.0M | $392.6M | ||
| Q3 25 | $40.0M | $348.5M | ||
| Q2 25 | $612.0M | $379.7M | ||
| Q1 25 | $-1.0B | $365.0M | ||
| Q4 24 | $-46.0M | $344.6M | ||
| Q3 24 | $59.0M | $311.4M |
毛利率IFFRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 34.4% | 61.8% | ||
| Q3 25 | 36.5% | 61.5% | ||
| Q2 25 | 37.3% | 60.8% | ||
| Q1 25 | 36.4% | 59.3% | ||
| Q4 24 | 35.4% | 58.6% | ||
| Q3 24 | 36.0% | 58.6% |
营业利润率IFFRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 3.7% | 34.6% | ||
| Q3 25 | 8.4% | 33.4% | ||
| Q2 25 | 7.2% | 33.7% | ||
| Q1 25 | -31.8% | 33.0% | ||
| Q4 24 | 4.6% | 32.5% | ||
| Q3 24 | 8.5% | 31.6% |
净利率IFFRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 0.2% | 27.6% | ||
| Q3 25 | 1.5% | 26.1% | ||
| Q2 25 | 22.1% | 28.2% | ||
| Q1 25 | -35.8% | 28.3% | ||
| Q4 24 | -1.7% | 26.9% | ||
| Q3 24 | 2.0% | 25.4% |
每股收益（稀释后）IFFRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.03 | $2.68 | ||
| Q3 25 | $0.16 | $2.37 | ||
| Q2 25 | $2.38 | $2.58 | ||
| Q1 25 | $-3.98 | $2.48 | ||
| Q4 24 | $-0.17 | $2.34 | ||
| Q3 24 | $0.23 | $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 | $590.0M | $1.4B |
| 总债务越低越好 | $5.6B | $663.8M |
| 股东权益账面价值 | $14.2B | $6.3B |
| 总资产 | $25.5B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.40× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资IFFRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $590.0M | $1.4B | ||
| Q3 25 | $621.0M | $1.4B | ||
| Q2 25 | $816.0M | $1.2B | ||
| Q1 25 | $613.0M | $932.7M | ||
| Q4 24 | $469.0M | $521.9M | ||
| Q3 24 | $567.0M | $426.4M |
总债务IFFRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $5.6B | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | $8.9B | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益IFFRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $14.2B | $6.3B | ||
| Q3 25 | $14.2B | $6.1B | ||
| Q2 25 | $14.4B | $6.0B | ||
| Q1 25 | $13.2B | $5.5B | ||
| Q4 24 | $13.9B | $5.3B | ||
| Q3 24 | $14.8B | $5.2B |
总资产IFFRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $25.5B | $8.5B | ||
| Q3 25 | $25.8B | $8.3B | ||
| Q2 25 | $26.1B | $8.2B | ||
| Q1 25 | $28.3B | $7.6B | ||
| Q4 24 | $28.7B | $7.1B | ||
| Q3 24 | $29.9B | $7.2B |
负债/权益比IFFRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.40× | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 0.64× | 0.13× | ||
| Q3 24 | — | 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 | $318.0M | — |
| 自由现金流经营现金流 - 资本支出 | $130.0M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | 63.60× | — |
| 过去12个月自由现金流最近4个季度 | $256.0M | — |
8季度趋势，按日历期对齐
经营现金流IFFRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $318.0M | $339.7M | ||
| Q3 25 | $164.0M | $457.3M | ||
| Q2 25 | $241.0M | $538.8M | ||
| Q1 25 | $127.0M | $578.7M | ||
| Q4 24 | $368.0M | $308.6M | ||
| Q3 24 | $366.0M | $325.5M |
自由现金流IFFRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | $311.2M | ||
| Q3 25 | $32.0M | $414.4M | ||
| Q2 25 | $146.0M | $508.2M | ||
| Q1 25 | $-52.0M | $557.9M | ||
| Q4 24 | $208.0M | $288.0M | ||
| Q3 24 | $263.0M | $307.7M |
自由现金流率IFFRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 21.9% | ||
| Q3 25 | 1.2% | 31.0% | ||
| Q2 25 | 5.3% | 37.7% | ||
| Q1 25 | -1.8% | 43.2% | ||
| Q4 24 | 7.5% | 22.5% | ||
| Q3 24 | 9.0% | 25.1% |
资本支出强度IFFRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 2.0% | ||
| Q3 25 | 4.9% | 3.2% | ||
| Q2 25 | 3.4% | 2.3% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 5.8% | 1.6% | ||
| Q3 24 | 3.5% | 1.5% |
现金转化率IFFRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 63.60× | 0.87× | ||
| Q3 25 | 4.10× | 1.31× | ||
| Q2 25 | 0.39× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 6.20× | 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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
RMD
暂无分部数据
