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JELD-WEN Holding, Inc.（JELD）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JELD-WEN Holding, Inc.的1.8倍（$1.4B vs $802.0M），瑞思迈净利率更高（27.6% vs -5.2%，领先32.8%），瑞思迈同比增速更快（11.0% vs -10.5%），瑞思迈自由现金流更多（$311.2M vs $3.4M），过去两年瑞思迈的营收复合增速更高（9.0% vs -8.6%）
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
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。
JELD vs RMD — 直观对比
营收规模更大
RMD
是对方的1.8倍
$802.0M
营收增速更快
RMD
高出21.4%
-10.5%
净利率更高
RMD
高出32.8%
-5.2%
自由现金流更多
RMD
多$307.8M
$3.4M
两年增速更快
RMD
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $802.0M | $1.4B |
| 净利润 | $-41.9M | $392.6M |
| 毛利率 | 14.7% | 61.8% |
| 营业利润率 | -1.8% | 34.6% |
| 净利率 | -5.2% | 27.6% |
| 营收同比 | -10.5% | 11.0% |
| 净利润同比 | 38.7% | 13.9% |
| 每股收益（稀释后） | $-0.50 | $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JELDRMD
| Q4 25 | $802.0M | $1.4B | ||
| Q3 25 | $809.5M | $1.3B | ||
| Q2 25 | $823.7M | $1.3B | ||
| Q1 25 | $776.0M | $1.3B | ||
| Q4 24 | $895.7M | $1.3B | ||
| Q3 24 | $934.7M | $1.2B | ||
| Q2 24 | $986.0M | $1.2B | ||
| Q1 24 | $959.1M | $1.2B |
净利润JELDRMD
| Q4 25 | $-41.9M | $392.6M | ||
| Q3 25 | $-367.6M | $348.5M | ||
| Q2 25 | $-21.5M | $379.7M | ||
| Q1 25 | $-190.1M | $365.0M | ||
| Q4 24 | $-68.4M | $344.6M | ||
| Q3 24 | $-74.4M | $311.4M | ||
| Q2 24 | $-18.5M | $292.2M | ||
| Q1 24 | $-27.7M | $300.5M |
毛利率JELDRMD
| Q4 25 | 14.7% | 61.8% | ||
| Q3 25 | 17.4% | 61.5% | ||
| Q2 25 | 17.4% | 60.8% | ||
| Q1 25 | 14.4% | 59.3% | ||
| Q4 24 | 16.4% | 58.6% | ||
| Q3 24 | 19.2% | 58.6% | ||
| Q2 24 | 19.3% | 58.5% | ||
| Q1 24 | 18.0% | 57.9% |
营业利润率JELDRMD
| Q4 25 | -1.8% | 34.6% | ||
| Q3 25 | -25.0% | 33.4% | ||
| Q2 25 | -1.7% | 33.7% | ||
| Q1 25 | -23.8% | 33.0% | ||
| Q4 24 | -5.7% | 32.5% | ||
| Q3 24 | -5.6% | 31.6% | ||
| Q2 24 | 0.5% | 31.2% | ||
| Q1 24 | -2.9% | 31.3% |
净利率JELDRMD
| Q4 25 | -5.2% | 27.6% | ||
| Q3 25 | -45.4% | 26.1% | ||
| Q2 25 | -2.6% | 28.2% | ||
| Q1 25 | -24.5% | 28.3% | ||
| Q4 24 | -7.6% | 26.9% | ||
| Q3 24 | -8.0% | 25.4% | ||
| Q2 24 | -1.9% | 23.9% | ||
| Q1 24 | -2.9% | 25.1% |
每股收益（稀释后）JELDRMD
| Q4 25 | $-0.50 | $2.68 | ||
| Q3 25 | $-4.30 | $2.37 | ||
| Q2 25 | $-0.25 | $2.58 | ||
| Q1 25 | $-2.24 | $2.48 | ||
| Q4 24 | $-0.80 | $2.34 | ||
| Q3 24 | $-0.88 | $2.11 | ||
| Q2 24 | $-0.22 | $1.97 | ||
| Q1 24 | $-0.32 | $2.04 |
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 | $136.1M | $1.4B |
| 总债务越低越好 | $1.1B | $403.9M |
| 股东权益账面价值 | $92.2M | $6.3B |
| 总资产 | $2.1B | $8.5B |
| 负债/权益比越低杠杆越低 | 12.47× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资JELDRMD
| Q4 25 | $136.1M | $1.4B | ||
| Q3 25 | $106.7M | $1.4B | ||
| Q2 25 | $134.1M | $1.2B | ||
| Q1 25 | $132.5M | $932.7M | ||
| Q4 24 | $150.3M | $521.9M | ||
| Q3 24 | $208.5M | $426.4M | ||
| Q2 24 | $212.8M | $238.4M | ||
| Q1 24 | $234.5M | $237.9M |
总债务JELDRMD
| Q4 25 | $1.1B | $403.9M | ||
| Q3 25 | $1.2B | $408.7M | ||
| Q2 25 | $1.2B | $658.4M | ||
| Q1 25 | $1.2B | $663.1M | ||
| Q4 24 | $1.2B | $662.9M | ||
| Q3 24 | $1.2B | $667.6M | ||
| Q2 24 | $1.2B | $697.3M | ||
| Q1 24 | $1.2B | $997.0M |
股东权益JELDRMD
| Q4 25 | $92.2M | $6.3B | ||
| Q3 25 | $113.9M | $6.1B | ||
| Q2 25 | $477.1M | $6.0B | ||
| Q1 25 | $452.1M | $5.5B | ||
| Q4 24 | $620.1M | $5.3B | ||
| Q3 24 | $720.3M | $5.2B | ||
| Q2 24 | $770.0M | $4.9B | ||
| Q1 24 | $811.5M | $4.6B |
总资产JELDRMD
| Q4 25 | $2.1B | $8.5B | ||
| Q3 25 | $2.2B | $8.3B | ||
| Q2 25 | $2.5B | $8.2B | ||
| Q1 25 | $2.4B | $7.6B | ||
| Q4 24 | $2.6B | $7.1B | ||
| Q3 24 | $2.8B | $7.2B | ||
| Q2 24 | $2.9B | $6.9B | ||
| Q1 24 | $2.9B | $6.8B |
负债/权益比JELDRMD
| Q4 25 | 12.47× | 0.06× | ||
| Q3 25 | 10.14× | 0.07× | ||
| Q2 25 | 2.42× | 0.11× | ||
| Q1 25 | 2.56× | 0.12× | ||
| Q4 24 | 1.86× | 0.13× | ||
| Q3 24 | 1.64× | 0.13× | ||
| Q2 24 | 1.53× | 0.14× | ||
| Q1 24 | 1.46× | 0.22× |
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 | $32.8M | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $3.4M | $311.2M |
| 自由现金流率自由现金流/营收 | 0.4% | 21.9% |
| 资本支出强度资本支出/营收 | 3.7% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $-124.6M | $1.8B |
8季度趋势，按日历期对齐
经营现金流JELDRMD
| Q4 25 | $32.8M | $339.7M | ||
| Q3 25 | $11.2M | $457.3M | ||
| Q2 25 | $34.6M | $538.8M | ||
| Q1 25 | $-83.5M | $578.7M | ||
| Q4 24 | $28.2M | $308.6M | ||
| Q3 24 | $37.6M | $325.5M | ||
| Q2 24 | $51.4M | $440.1M | ||
| Q1 24 | $-11.0M | $402.0M |
自由现金流JELDRMD
| Q4 25 | $3.4M | $311.2M | ||
| Q3 25 | $-13.1M | $414.4M | ||
| Q2 25 | $5.3M | $508.2M | ||
| Q1 25 | $-120.3M | $557.9M | ||
| Q4 24 | $-23.9M | $288.0M | ||
| Q3 24 | $-4.3M | $307.7M | ||
| Q2 24 | $14.7M | $415.2M | ||
| Q1 24 | $-42.2M | $380.8M |
自由现金流率JELDRMD
| Q4 25 | 0.4% | 21.9% | ||
| Q3 25 | -1.6% | 31.0% | ||
| Q2 25 | 0.6% | 37.7% | ||
| Q1 25 | -15.5% | 43.2% | ||
| Q4 24 | -2.7% | 22.5% | ||
| Q3 24 | -0.5% | 25.1% | ||
| Q2 24 | 1.5% | 33.9% | ||
| Q1 24 | -4.4% | 31.8% |
资本支出强度JELDRMD
| Q4 25 | 3.7% | 2.0% | ||
| Q3 25 | 3.0% | 3.2% | ||
| Q2 25 | 3.6% | 2.3% | ||
| Q1 25 | 4.7% | 1.6% | ||
| Q4 24 | 5.8% | 1.6% | ||
| Q3 24 | 4.5% | 1.5% | ||
| Q2 24 | 3.7% | 2.0% | ||
| Q1 24 | 3.3% | 1.8% |
现金转化率JELDRMD
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.34× |
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
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
