vs
Jefferies Financial Group Inc.（JEF）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
Jefferies Financial Group Inc.的季度营收约是瑞思迈的1.2倍（$1.7B vs $1.4B），瑞思迈净利率更高（27.6% vs 12.6%，领先14.9%）
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
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。
JEF vs RMD — 直观对比
营收规模更大
JEF
是对方的1.2倍
$1.4B
净利率更高
RMD
高出14.9%
12.6%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $211.3M | $392.6M |
| 毛利率 | 95.7% | 61.8% |
| 营业利润率 | 15.2% | 34.6% |
| 净利率 | 12.6% | 27.6% |
| 营收同比 | — | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益（稀释后） | $0.85 | $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JEFRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
净利润JEFRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $211.3M | $392.6M | ||
| Q3 25 | $242.5M | $348.5M | ||
| Q2 25 | $91.4M | $379.7M | ||
| Q1 25 | $136.8M | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | $181.0M | $311.4M | ||
| Q2 24 | $154.7M | $292.2M |
毛利率JEFRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 95.7% | 61.8% | ||
| Q3 25 | 97.7% | 61.5% | ||
| Q2 25 | 96.5% | 60.8% | ||
| Q1 25 | 96.4% | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | 96.9% | 58.6% | ||
| Q2 24 | 96.4% | 58.5% |
营业利润率JEFRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 15.2% | 34.6% | ||
| Q3 25 | 22.1% | 33.4% | ||
| Q2 25 | 11.0% | 33.7% | ||
| Q1 25 | 13.2% | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | 20.7% | 31.6% | ||
| Q2 24 | 22.0% | 31.2% |
净利率JEFRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 12.6% | 27.6% | ||
| Q3 25 | 16.1% | 26.1% | ||
| Q2 25 | 7.4% | 28.2% | ||
| Q1 25 | 12.0% | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | 14.8% | 25.4% | ||
| Q2 24 | 14.9% | 23.9% |
每股收益（稀释后）JEFRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.85 | $2.68 | ||
| Q3 25 | $1.01 | $2.37 | ||
| Q2 25 | $0.40 | $2.58 | ||
| Q1 25 | $0.57 | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | $0.75 | $2.11 | ||
| Q2 24 | $0.64 | $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 | $14.0B | $1.4B |
| 总债务越低越好 | $15.9B | $663.8M |
| 股东权益账面价值 | $10.6B | $6.3B |
| 总资产 | $76.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资JEFRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $14.0B | $1.4B | ||
| Q3 25 | $11.5B | $1.4B | ||
| Q2 25 | $11.3B | $1.2B | ||
| Q1 25 | $11.2B | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | $10.6B | $426.4M | ||
| Q2 24 | $10.8B | $238.4M |
总债务JEFRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $15.9B | $403.9M | ||
| Q3 25 | $16.0B | $408.7M | ||
| Q2 25 | $15.4B | $658.4M | ||
| Q1 25 | $14.8B | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | $12.9B | $667.6M | ||
| Q2 24 | $12.7B | $697.3M |
股东权益JEFRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $10.6B | $6.3B | ||
| Q3 25 | $10.4B | $6.1B | ||
| Q2 25 | $10.3B | $6.0B | ||
| Q1 25 | $10.2B | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $10.0B | $5.2B | ||
| Q2 24 | $9.9B | $4.9B |
总资产JEFRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $76.0B | $8.5B | ||
| Q3 25 | $69.3B | $8.3B | ||
| Q2 25 | $67.3B | $8.2B | ||
| Q1 25 | $70.2B | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | $63.3B | $7.2B | ||
| Q2 24 | $63.0B | $6.9B |
负债/权益比JEFRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.50× | 0.06× | ||
| Q3 25 | 1.53× | 0.07× | ||
| Q2 25 | 1.49× | 0.11× | ||
| Q1 25 | 1.45× | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | 1.29× | 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 | $2.0B | — |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 114.2% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 9.30× | — |
| 过去12个月自由现金流最近4个季度 | $-1.7B | — |
8季度趋势，按日历期对齐
经营现金流JEFRMD
| Q2 26 | — | — | ||
| Q4 25 | $2.0B | $339.7M | ||
| Q3 25 | $184.2M | $457.3M | ||
| Q2 25 | $-978.3M | $538.8M | ||
| Q1 25 | $-2.7B | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | — | $325.5M | ||
| Q2 24 | — | $440.1M |
自由现金流JEFRMD
| Q2 26 | — | — | ||
| Q4 25 | $1.9B | $311.2M | ||
| Q3 25 | $126.0M | $414.4M | ||
| Q2 25 | $-1.0B | $508.2M | ||
| Q1 25 | $-2.7B | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率JEFRMD
| Q2 26 | — | — | ||
| Q4 25 | 114.2% | 21.9% | ||
| Q3 25 | 8.4% | 31.0% | ||
| Q2 25 | -83.3% | 37.7% | ||
| Q1 25 | -237.2% | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度JEFRMD
| Q2 26 | — | — | ||
| Q4 25 | 3.4% | 2.0% | ||
| Q3 25 | 3.9% | 3.2% | ||
| Q2 25 | 3.6% | 2.3% | ||
| Q1 25 | 4.3% | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率JEFRMD
| Q2 26 | — | — | ||
| Q4 25 | 9.30× | 0.87× | ||
| Q3 25 | 0.76× | 1.31× | ||
| Q2 25 | -10.70× | 1.42× | ||
| Q1 25 | -19.48× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 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
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
RMD
暂无分部数据
