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KB HOME（KBH）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
KB HOME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 6.0%，领先21.6%），瑞思迈同比增速更快（11.0% vs -15.3%），过去两年瑞思迈的营收复合增速更高（7.9% vs 7.4%）
KB Home是美国知名住宅建造企业，1957年于密歇根州底特律成立，前身为Kaufman & Broad，是首家在纽约证券交易所上市的住宅建造商，总部现位于加利福尼亚州洛杉矶。
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。
KBH vs RMD — 直观对比
营收规模更大
KBH
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出26.3%
-15.3%
净利率更高
RMD
高出21.6%
6.0%
两年增速更快
RMD
近两年复合增速
7.4%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $101.5M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | — | 34.6% |
| 净利率 | 6.0% | 27.6% |
| 营收同比 | -15.3% | 11.0% |
| 净利润同比 | -46.7% | 13.9% |
| 每股收益（稀释后） | $1.55 | $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KBHRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B |
净利润KBHRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $101.5M | $392.6M | ||
| Q3 25 | $109.8M | $348.5M | ||
| Q2 25 | $107.9M | $379.7M | ||
| Q1 25 | $109.6M | $365.0M | ||
| Q4 24 | $190.6M | $344.6M | ||
| Q3 24 | $157.3M | $311.4M | ||
| Q2 24 | $168.4M | $292.2M |
毛利率KBHRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率KBHRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | — | 34.6% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 33.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.6% | ||
| Q2 24 | — | 31.2% |
净利率KBHRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 6.0% | 27.6% | ||
| Q3 25 | 6.8% | 26.1% | ||
| Q2 25 | 7.1% | 28.2% | ||
| Q1 25 | 7.9% | 28.3% | ||
| Q4 24 | 9.5% | 26.9% | ||
| Q3 24 | 9.0% | 25.4% | ||
| Q2 24 | 9.9% | 23.9% |
每股收益（稀释后）KBHRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.55 | $2.68 | ||
| Q3 25 | $1.61 | $2.37 | ||
| Q2 25 | $1.50 | $2.58 | ||
| Q1 25 | $1.49 | $2.48 | ||
| Q4 24 | $2.50 | $2.34 | ||
| Q3 24 | $2.04 | $2.11 | ||
| Q2 24 | $2.15 | $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 | — | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $3.9B | $6.3B |
| 总资产 | $6.7B | $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KBHRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M | ||
| Q2 24 | — | $238.4M |
总债务KBHRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益KBHRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $3.9B | $6.3B | ||
| Q3 25 | $3.9B | $6.1B | ||
| Q2 25 | $4.0B | $6.0B | ||
| Q1 25 | $4.1B | $5.5B | ||
| Q4 24 | $4.1B | $5.3B | ||
| Q3 24 | $4.0B | $5.2B | ||
| Q2 24 | $4.0B | $4.9B |
总资产KBHRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $6.7B | $8.5B | ||
| Q3 25 | $7.0B | $8.3B | ||
| Q2 25 | $7.0B | $8.2B | ||
| Q1 25 | $7.0B | $7.6B | ||
| Q4 24 | $6.9B | $7.1B | ||
| Q3 24 | $6.8B | $7.2B | ||
| Q2 24 | $6.8B | $6.9B |
负债/权益比KBHRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 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 | $303.8M | — |
| 自由现金流经营现金流 - 资本支出 | $290.1M | — |
| 自由现金流率自由现金流/营收 | 17.1% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 2.99× | — |
| 过去12个月自由现金流最近4个季度 | $287.3M | — |
8季度趋势，按日历期对齐
经营现金流KBHRMD
| Q2 26 | — | — | ||
| Q4 25 | $303.8M | $339.7M | ||
| Q3 25 | $197.7M | $457.3M | ||
| Q2 25 | $168.4M | $538.8M | ||
| Q1 25 | $-334.3M | $578.7M | ||
| Q4 24 | $362.6M | $308.6M | ||
| Q3 24 | $-89.9M | $325.5M | ||
| Q2 24 | $61.5M | $440.1M |
自由现金流KBHRMD
| Q2 26 | — | — | ||
| Q4 25 | $290.1M | $311.2M | ||
| Q3 25 | $185.8M | $414.4M | ||
| Q2 25 | $156.9M | $508.2M | ||
| Q1 25 | $-345.5M | $557.9M | ||
| Q4 24 | $352.6M | $288.0M | ||
| Q3 24 | $-99.4M | $307.7M | ||
| Q2 24 | $51.2M | $415.2M |
自由现金流率KBHRMD
| Q2 26 | — | — | ||
| Q4 25 | 17.1% | 21.9% | ||
| Q3 25 | 11.5% | 31.0% | ||
| Q2 25 | 10.3% | 37.7% | ||
| Q1 25 | -24.8% | 43.2% | ||
| Q4 24 | 17.6% | 22.5% | ||
| Q3 24 | -5.7% | 25.1% | ||
| Q2 24 | 3.0% | 33.9% |
资本支出强度KBHRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.8% | 2.0% | ||
| Q3 25 | 0.7% | 3.2% | ||
| Q2 25 | 0.8% | 2.3% | ||
| Q1 25 | 0.8% | 1.6% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 0.6% | 2.0% |
现金转化率KBHRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.99× | 0.87× | ||
| Q3 25 | 1.80× | 1.31× | ||
| Q2 25 | 1.56× | 1.42× | ||
| Q1 25 | -3.05× | 1.59× | ||
| Q4 24 | 1.90× | 0.90× | ||
| Q3 24 | -0.57× | 1.05× | ||
| Q2 24 | 0.37× | 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
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
RMD
暂无分部数据
