vs
光辉国际(KFY)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光辉国际的1.9倍($1.4B vs $729.8M),瑞思迈净利率更高(27.6% vs 9.9%,领先17.7%),瑞思迈同比增速更快(11.0% vs 7.0%),过去两年瑞思迈的营收复合增速更高(7.8% vs 3.8%)
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业,成立于1969年。截至2019年,公司在全球53个国家设有111个办事处,员工总数达8198名,旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块,为全球客户提供全方位的人力资源及管理解决方案。
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。
KFY vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$729.8M
营收增速更快
RMD
高出4.0%
7.0%
净利率更高
RMD
高出17.7%
9.9%
两年增速更快
RMD
近两年复合增速
3.8%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $729.8M | $1.4B |
| 净利润 | $72.4M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 13.5% | 34.6% |
| 净利率 | 9.9% | 27.6% |
| 营收同比 | 7.0% | 11.0% |
| 净利润同比 | 19.1% | 13.9% |
| 每股收益(稀释后) | $1.36 | $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
KFY
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $729.8M | $1.4B | ||
| Q3 25 | $715.5M | $1.3B | ||
| Q2 25 | $719.8M | $1.3B | ||
| Q1 25 | $676.5M | $1.3B | ||
| Q4 24 | $682.0M | $1.3B | ||
| Q3 24 | $682.8M | $1.2B |
净利润
KFY
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $72.4M | $392.6M | ||
| Q3 25 | $66.6M | $348.5M | ||
| Q2 25 | $64.2M | $379.7M | ||
| Q1 25 | $58.4M | $365.0M | ||
| Q4 24 | $60.8M | $344.6M | ||
| Q3 24 | $62.6M | $311.4M |
毛利率
KFY
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
KFY
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 13.5% | 34.6% | ||
| Q3 25 | 11.7% | 33.4% | ||
| Q2 25 | 14.5% | 33.7% | ||
| Q1 25 | 11.6% | 33.0% | ||
| Q4 24 | 12.8% | 32.5% | ||
| Q3 24 | 11.1% | 31.6% |
净利率
KFY
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 9.9% | 27.6% | ||
| Q3 25 | 9.3% | 26.1% | ||
| Q2 25 | 8.9% | 28.2% | ||
| Q1 25 | 8.6% | 28.3% | ||
| Q4 24 | 8.9% | 26.9% | ||
| Q3 24 | 9.2% | 25.4% |
每股收益(稀释后)
KFY
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $1.36 | $2.68 | ||
| Q3 25 | $1.26 | $2.37 | ||
| Q2 25 | $1.19 | $2.58 | ||
| Q1 25 | $1.10 | $2.48 | ||
| Q4 24 | $1.14 | $2.34 | ||
| Q3 24 | $1.17 | $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 | $801.1M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.9B | $6.3B |
| 总资产 | $3.7B | $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
KFY
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $801.1M | $1.4B | ||
| Q3 25 | $721.1M | $1.4B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $820.0M | $932.7M | ||
| Q4 24 | $735.5M | $521.9M | ||
| Q3 24 | $674.0M | $426.4M |
总债务
KFY
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
KFY
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $1.9B | $6.3B | ||
| Q3 25 | $1.9B | $6.1B | ||
| Q2 25 | $1.9B | $6.0B | ||
| Q1 25 | $1.8B | $5.5B | ||
| Q4 24 | $1.8B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B |
总资产
KFY
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $3.7B | $8.5B | ||
| Q3 25 | $3.6B | $8.3B | ||
| Q2 25 | $3.9B | $8.2B | ||
| Q1 25 | $3.6B | $7.6B | ||
| Q4 24 | $3.5B | $7.1B | ||
| Q3 24 | $3.4B | $7.2B |
负债/权益比
KFY
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 | $121.4M | — |
| 自由现金流经营现金流 - 资本支出 | $100.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $272.6M | — |
8季度趋势,按日历期对齐
经营现金流
KFY
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $121.4M | $339.7M | ||
| Q3 25 | $-237.4M | $457.3M | ||
| Q2 25 | $255.8M | $538.8M | ||
| Q1 25 | $213.7M | $578.7M | ||
| Q4 24 | $122.0M | $308.6M | ||
| Q3 24 | $-227.2M | $325.5M |
自由现金流
KFY
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $100.7M | $311.2M | ||
| Q3 25 | $-260.0M | $414.4M | ||
| Q2 25 | $235.5M | $508.2M | ||
| Q1 25 | $196.4M | $557.9M | ||
| Q4 24 | $107.7M | $288.0M | ||
| Q3 24 | $-237.7M | $307.7M |
自由现金流率
KFY
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 21.9% | ||
| Q3 25 | -36.3% | 31.0% | ||
| Q2 25 | 32.7% | 37.7% | ||
| Q1 25 | 29.0% | 43.2% | ||
| Q4 24 | 15.8% | 22.5% | ||
| Q3 24 | -34.8% | 25.1% |
资本支出强度
KFY
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 2.0% | ||
| Q3 25 | 3.2% | 3.2% | ||
| Q2 25 | 2.8% | 2.3% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 2.1% | 1.6% | ||
| Q3 24 | 1.5% | 1.5% |
现金转化率
KFY
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 0.87× | ||
| Q3 25 | -3.56× | 1.31× | ||
| Q2 25 | 3.98× | 1.42× | ||
| Q1 25 | 3.66× | 1.59× | ||
| Q4 24 | 2.01× | 0.90× | ||
| Q3 24 | -3.63× | 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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
RMD
暂无分部数据