vs
骏利亨德森集团(JHG)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骏利亨德森集团的1.2倍($1.4B vs $1.1B),骏利亨德森集团净利率更高(35.3% vs 27.6%,领先7.7%),骏利亨德森集团同比增速更快(61.3% vs 11.0%),过去两年骏利亨德森集团的营收复合增速更高(43.9% vs 7.8%)
骏利亨德森集团是英美联手设立的全球资产管理企业,总部位于英国伦敦金融城,旗下以「骏利亨德森投资者」为运营品牌,面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
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。
JHG vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.1B
营收增速更快
JHG
高出50.3%
11.0%
净利率更高
JHG
高出7.7%
27.6%
两年增速更快
JHG
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $403.2M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 42.7% | 34.6% |
| 净利率 | 35.3% | 27.6% |
| 营收同比 | 61.3% | 11.0% |
| 净利润同比 | 231.0% | 13.9% |
| 每股收益(稀释后) | $2.59 | $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
JHG
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $700.4M | $1.3B | ||
| Q2 25 | $633.2M | $1.3B | ||
| Q1 25 | $621.4M | $1.3B | ||
| Q4 24 | $708.3M | $1.3B | ||
| Q3 24 | $624.8M | $1.2B |
净利润
JHG
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $403.2M | $392.6M | ||
| Q3 25 | $142.1M | $348.5M | ||
| Q2 25 | $149.9M | $379.7M | ||
| Q1 25 | $120.7M | $365.0M | ||
| Q4 24 | $121.8M | $344.6M | ||
| Q3 24 | $27.3M | $311.4M |
毛利率
JHG
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率
JHG
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 42.7% | 34.6% | ||
| Q3 25 | 24.6% | 33.4% | ||
| Q2 25 | 25.9% | 33.7% | ||
| Q1 25 | 24.7% | 33.0% | ||
| Q4 24 | 27.9% | 32.5% | ||
| Q3 24 | 26.4% | 31.6% |
净利率
JHG
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 35.3% | 27.6% | ||
| Q3 25 | 20.3% | 26.1% | ||
| Q2 25 | 23.7% | 28.2% | ||
| Q1 25 | 19.4% | 28.3% | ||
| Q4 24 | 17.2% | 26.9% | ||
| Q3 24 | 4.4% | 25.4% |
每股收益(稀释后)
JHG
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $2.59 | $2.68 | ||
| Q3 25 | $0.92 | $2.37 | ||
| Q2 25 | $0.95 | $2.58 | ||
| Q1 25 | $0.77 | $2.48 | ||
| Q4 24 | $0.77 | $2.34 | ||
| Q3 24 | $0.17 | $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 | $1.6B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $5.1B | $6.3B |
| 总资产 | $8.3B | $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
JHG
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.4B | $932.7M | ||
| Q4 24 | $1.6B | $521.9M | ||
| Q3 24 | $1.8B | $426.4M |
总债务
JHG
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
JHG
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $5.1B | $6.3B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.8B | $6.0B | ||
| Q1 25 | $4.7B | $5.5B | ||
| Q4 24 | $4.6B | $5.3B | ||
| Q3 24 | $4.6B | $5.2B |
总资产
JHG
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $8.3B | $8.5B | ||
| Q3 25 | $7.6B | $8.3B | ||
| Q2 25 | $7.5B | $8.2B | ||
| Q1 25 | $7.1B | $7.6B | ||
| Q4 24 | $7.0B | $7.1B | ||
| Q3 24 | $7.3B | $7.2B |
负债/权益比
JHG
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 | $322.7M | — |
| 自由现金流经营现金流 - 资本支出 | $320.4M | — |
| 自由现金流率自由现金流/营收 | 28.0% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 0.80× | — |
| 过去12个月自由现金流最近4个季度 | $710.9M | — |
8季度趋势,按日历期对齐
经营现金流
JHG
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $322.7M | $339.7M | ||
| Q3 25 | $258.8M | $457.3M | ||
| Q2 25 | $135.2M | $538.8M | ||
| Q1 25 | $2.8M | $578.7M | ||
| Q4 24 | $247.3M | $308.6M | ||
| Q3 24 | $228.5M | $325.5M |
自由现金流
JHG
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $320.4M | $311.2M | ||
| Q3 25 | $256.4M | $414.4M | ||
| Q2 25 | $133.2M | $508.2M | ||
| Q1 25 | $900.0K | $557.9M | ||
| Q4 24 | $243.5M | $288.0M | ||
| Q3 24 | $225.9M | $307.7M |
自由现金流率
JHG
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 28.0% | 21.9% | ||
| Q3 25 | 36.6% | 31.0% | ||
| Q2 25 | 21.0% | 37.7% | ||
| Q1 25 | 0.1% | 43.2% | ||
| Q4 24 | 34.4% | 22.5% | ||
| Q3 24 | 36.2% | 25.1% |
资本支出强度
JHG
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.0% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 0.3% | 2.3% | ||
| Q1 25 | 0.3% | 1.6% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.4% | 1.5% |
现金转化率
JHG
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 0.87× | ||
| Q3 25 | 1.82× | 1.31× | ||
| Q2 25 | 0.90× | 1.42× | ||
| Q1 25 | 0.02× | 1.59× | ||
| Q4 24 | 2.03× | 0.90× | ||
| Q3 24 | 8.37× | 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
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
RMD
暂无分部数据