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宜瑞安(INGR)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
宜瑞安的季度营收约是瑞思迈的1.2倍($1.8B vs $1.4B),瑞思迈净利率更高(27.6% vs 9.5%,领先18.1%),瑞思迈同比增速更快(11.0% vs -2.4%),过去两年瑞思迈的营收复合增速更高(7.8% vs -3.4%)
宜瑞安(Ingredion Inc.)是总部位于美国伊利诺伊州的食品饮料配料供应商,主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等,以玉米、木薯、马铃薯、谷物、果蔬等为原料,产品供应食品、饮料、酿造、制药等多个行业,在全球44个站点拥有约1.2万名员工,客户覆盖超120个国家。
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。
INGR vs RMD — 直观对比
营收规模更大
INGR
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出13.4%
-2.4%
净利率更高
RMD
高出18.1%
9.5%
两年增速更快
RMD
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.4B |
| 净利润 | $167.0M | $392.6M |
| 毛利率 | 24.5% | 61.8% |
| 营业利润率 | 12.5% | 34.6% |
| 净利率 | 9.5% | 27.6% |
| 营收同比 | -2.4% | 11.0% |
| 净利润同比 | 72.2% | 13.9% |
| 每股收益(稀释后) | $2.58 | $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
INGR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.9B | $1.2B |
净利润
INGR
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $167.0M | $392.6M | ||
| Q3 25 | $171.0M | $348.5M | ||
| Q2 25 | $196.0M | $379.7M | ||
| Q1 25 | $197.0M | $365.0M | ||
| Q4 24 | $97.0M | $344.6M | ||
| Q3 24 | $188.0M | $311.4M |
毛利率
INGR
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 24.5% | 61.8% | ||
| Q3 25 | 25.1% | 61.5% | ||
| Q2 25 | 26.0% | 60.8% | ||
| Q1 25 | 25.7% | 59.3% | ||
| Q4 24 | 24.9% | 58.6% | ||
| Q3 24 | 25.6% | 58.6% |
营业利润率
INGR
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 12.5% | 34.6% | ||
| Q3 25 | 13.7% | 33.4% | ||
| Q2 25 | 14.8% | 33.7% | ||
| Q1 25 | 15.2% | 33.0% | ||
| Q4 24 | 9.0% | 32.5% | ||
| Q3 24 | 14.3% | 31.6% |
净利率
INGR
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 9.5% | 27.6% | ||
| Q3 25 | 9.4% | 26.1% | ||
| Q2 25 | 10.7% | 28.2% | ||
| Q1 25 | 10.9% | 28.3% | ||
| Q4 24 | 5.4% | 26.9% | ||
| Q3 24 | 10.1% | 25.4% |
每股收益(稀释后)
INGR
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $2.58 | $2.68 | ||
| Q3 25 | $2.61 | $2.37 | ||
| Q2 25 | $2.99 | $2.58 | ||
| Q1 25 | $3.00 | $2.48 | ||
| Q4 24 | $1.43 | $2.34 | ||
| Q3 24 | $2.83 | $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 | $1.0B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $4.3B | $6.3B |
| 总资产 | $7.9B | $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
INGR
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $915.0M | $1.4B | ||
| Q2 25 | $861.0M | $1.2B | ||
| Q1 25 | $837.0M | $932.7M | ||
| Q4 24 | $997.0M | $521.9M | ||
| Q3 24 | $877.0M | $426.4M |
总债务
INGR
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益
INGR
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.3B | $6.3B | ||
| Q3 25 | $4.2B | $6.1B | ||
| Q2 25 | $4.2B | $6.0B | ||
| Q1 25 | $4.0B | $5.5B | ||
| Q4 24 | $3.8B | $5.3B | ||
| Q3 24 | $4.0B | $5.2B |
总资产
INGR
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $7.9B | $8.5B | ||
| Q3 25 | $7.8B | $8.3B | ||
| Q2 25 | $7.8B | $8.2B | ||
| Q1 25 | $7.5B | $7.6B | ||
| Q4 24 | $7.4B | $7.1B | ||
| Q3 24 | $7.5B | $7.2B |
负债/权益比
INGR
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 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 | $405.0M | — |
| 自由现金流经营现金流 - 资本支出 | $270.0M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 现金转化率经营现金流/净利润 | 2.43× | — |
| 过去12个月自由现金流最近4个季度 | $511.0M | — |
8季度趋势,按日历期对齐
经营现金流
INGR
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $339.7M | ||
| Q3 25 | $277.0M | $457.3M | ||
| Q2 25 | $185.0M | $538.8M | ||
| Q1 25 | $77.0M | $578.7M | ||
| Q4 24 | $436.0M | $308.6M | ||
| Q3 24 | $479.0M | $325.5M |
自由现金流
INGR
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $270.0M | $311.2M | ||
| Q3 25 | $172.0M | $414.4M | ||
| Q2 25 | $84.0M | $508.2M | ||
| Q1 25 | $-15.0M | $557.9M | ||
| Q4 24 | $311.0M | $288.0M | ||
| Q3 24 | $429.0M | $307.7M |
自由现金流率
INGR
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 21.9% | ||
| Q3 25 | 9.5% | 31.0% | ||
| Q2 25 | 4.6% | 37.7% | ||
| Q1 25 | -0.8% | 43.2% | ||
| Q4 24 | 17.3% | 22.5% | ||
| Q3 24 | 22.9% | 25.1% |
资本支出强度
INGR
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 2.0% | ||
| Q3 25 | 5.8% | 3.2% | ||
| Q2 25 | 5.5% | 2.3% | ||
| Q1 25 | 5.1% | 1.6% | ||
| Q4 24 | 6.9% | 1.6% | ||
| Q3 24 | 2.7% | 1.5% |
现金转化率
INGR
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 0.87× | ||
| Q3 25 | 1.62× | 1.31× | ||
| Q2 25 | 0.94× | 1.42× | ||
| Q1 25 | 0.39× | 1.59× | ||
| Q4 24 | 4.49× | 0.90× | ||
| Q3 24 | 2.55× | 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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
RMD
暂无分部数据