vs
直觉外科（ISRG）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
直觉外科的季度营收约是瑞思迈的1.9倍（$2.8B vs $1.4B），直觉外科净利率更高（29.8% vs 27.6%，领先2.2%），直觉外科同比增速更快（23.0% vs 11.0%），过去两年直觉外科的营收复合增速更高（17.4% vs 7.9%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs RMD — 直观对比
营收规模更大
ISRG
是对方的1.9倍
$1.4B
营收增速更快
ISRG
高出12.0%
11.0%
净利率更高
ISRG
高出2.2%
27.6%
两年增速更快
ISRG
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $826.0M | $392.6M |
| 毛利率 | 66.1% | 61.8% |
| 营业利润率 | 64.8% | 34.6% |
| 净利率 | 29.8% | 27.6% |
| 营收同比 | 23.0% | 11.0% |
| 净利润同比 | 17.4% | 13.9% |
| 每股收益（稀释后） | $2.28 | $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ISRGRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $2.5B | $1.3B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B |
净利润ISRGRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $392.6M | ||
| Q3 25 | $704.4M | $348.5M | ||
| Q2 25 | $658.4M | $379.7M | ||
| Q1 25 | $698.4M | $365.0M | ||
| Q4 24 | $685.7M | $344.6M | ||
| Q3 24 | $565.1M | $311.4M |
毛利率ISRGRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 61.8% | ||
| Q3 25 | 66.4% | 61.5% | ||
| Q2 25 | 66.3% | 60.8% | ||
| Q1 25 | 64.7% | 59.3% | ||
| Q4 24 | 68.0% | 58.6% | ||
| Q3 24 | 67.4% | 58.6% |
营业利润率ISRGRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 64.8% | — | ||
| Q4 25 | 30.2% | 34.6% | ||
| Q3 25 | 30.3% | 33.4% | ||
| Q2 25 | 30.5% | 33.7% | ||
| Q1 25 | 25.7% | 33.0% | ||
| Q4 24 | 30.4% | 32.5% | ||
| Q3 24 | 28.3% | 31.6% |
净利率ISRGRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 27.6% | ||
| Q3 25 | 28.1% | 26.1% | ||
| Q2 25 | 27.0% | 28.2% | ||
| Q1 25 | 31.0% | 28.3% | ||
| Q4 24 | 28.4% | 26.9% | ||
| Q3 24 | 27.7% | 25.4% |
每股收益（稀释后）ISRGRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $2.68 | ||
| Q3 25 | $1.95 | $2.37 | ||
| Q2 25 | $1.81 | $2.58 | ||
| Q1 25 | $1.92 | $2.48 | ||
| Q4 24 | $1.89 | $2.34 | ||
| Q3 24 | $1.56 | $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 | — | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $17.6B | $6.3B |
| 总资产 | $20.1B | $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ISRGRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $4.9B | $1.4B | ||
| Q2 25 | $5.3B | $1.2B | ||
| Q1 25 | $4.5B | $932.7M | ||
| Q4 24 | $4.0B | $521.9M | ||
| Q3 24 | $4.2B | $426.4M |
总债务ISRGRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | — | ||
| 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ISRGRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $6.3B | ||
| Q3 25 | $16.9B | $6.1B | ||
| Q2 25 | $17.8B | $6.0B | ||
| Q1 25 | $17.1B | $5.5B | ||
| Q4 24 | $16.4B | $5.3B | ||
| Q3 24 | $15.6B | $5.2B |
总资产ISRGRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $8.5B | ||
| Q3 25 | $19.4B | $8.3B | ||
| Q2 25 | $20.2B | $8.2B | ||
| Q1 25 | $19.2B | $7.6B | ||
| Q4 24 | $18.7B | $7.1B | ||
| Q3 24 | $17.7B | $7.2B |
负债/权益比ISRGRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
RMD
暂无分部数据
