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Kontoor Brands, Inc.(KTB)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Kontoor Brands, Inc.的1.7倍($1.4B vs $853.2M),瑞思迈净利率更高(27.6% vs 4.3%,领先23.3%),Kontoor Brands, Inc.同比增速更快(27.3% vs 11.0%),过去两年Kontoor Brands, Inc.的营收复合增速更高(14.2% vs 7.9%)
Kontoor Brands是美国知名服装企业,2019年5月从威富集团分拆独立运营,旗下拥有Lee、Wrangler、Helly Hansen等国际知名服饰品牌,面向全球市场销售各类服饰产品,在休闲服饰及户外功能服饰领域拥有广泛的消费者基础。
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。
KTB vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$853.2M
营收增速更快
KTB
高出16.3%
11.0%
净利率更高
RMD
高出23.3%
4.3%
两年增速更快
KTB
近两年复合增速
7.9%
损益表 — Q3 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $853.2M | $1.4B |
| 净利润 | $36.9M | $392.6M |
| 毛利率 | 41.3% | 61.8% |
| 营业利润率 | 7.5% | 34.6% |
| 净利率 | 4.3% | 27.6% |
| 营收同比 | 27.3% | 11.0% |
| 净利润同比 | -47.6% | 13.9% |
| 每股收益(稀释后) | $0.66 | $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
KTB
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $853.2M | $1.3B | ||
| Q2 25 | $658.3M | $1.3B | ||
| Q1 25 | $622.9M | $1.3B | ||
| Q4 24 | $699.3M | $1.3B | ||
| Q3 24 | $670.2M | $1.2B | ||
| Q2 24 | $606.9M | $1.2B |
净利润
KTB
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | — | $392.6M | ||
| Q3 25 | $36.9M | $348.5M | ||
| Q2 25 | $73.9M | $379.7M | ||
| Q1 25 | $42.9M | $365.0M | ||
| Q4 24 | $64.0M | $344.6M | ||
| Q3 24 | $70.5M | $311.4M | ||
| Q2 24 | $51.8M | $292.2M |
毛利率
KTB
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | 41.3% | 61.5% | ||
| Q2 25 | 46.3% | 60.8% | ||
| Q1 25 | 47.5% | 59.3% | ||
| Q4 24 | 43.7% | 58.6% | ||
| Q3 24 | 44.7% | 58.6% | ||
| Q2 24 | 44.7% | 58.5% |
营业利润率
KTB
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | — | 34.6% | ||
| Q3 25 | 7.5% | 33.4% | ||
| Q2 25 | 11.9% | 33.7% | ||
| Q1 25 | 11.8% | 33.0% | ||
| Q4 24 | 12.1% | 32.5% | ||
| Q3 24 | 14.7% | 31.6% | ||
| Q2 24 | 12.4% | 31.2% |
净利率
KTB
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | 4.3% | 26.1% | ||
| Q2 25 | 11.2% | 28.2% | ||
| Q1 25 | 6.9% | 28.3% | ||
| Q4 24 | 9.1% | 26.9% | ||
| Q3 24 | 10.5% | 25.4% | ||
| Q2 24 | 8.5% | 23.9% |
每股收益(稀释后)
KTB
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | $0.66 | $2.37 | ||
| Q2 25 | $1.32 | $2.58 | ||
| Q1 25 | $0.76 | $2.48 | ||
| Q4 24 | $1.13 | $2.34 | ||
| Q3 24 | $1.26 | $2.11 | ||
| Q2 24 | $0.92 | $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 | $82.4M | $1.4B |
| 总债务越低越好 | $1.3B | $663.8M |
| 股东权益账面价值 | $529.6M | $6.3B |
| 总资产 | $2.9B | $8.5B |
| 负债/权益比越低杠杆越低 | 2.53× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
KTB
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $82.4M | $1.4B | ||
| Q2 25 | $107.5M | $1.2B | ||
| Q1 25 | $356.7M | $932.7M | ||
| Q4 24 | $334.1M | $521.9M | ||
| Q3 24 | $269.4M | $426.4M | ||
| Q2 24 | $224.3M | $238.4M |
总债务
KTB
RMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | $1.3B | $408.7M | ||
| Q2 25 | $1.4B | $658.4M | ||
| Q1 25 | $735.6M | $663.1M | ||
| Q4 24 | $740.3M | $662.9M | ||
| Q3 24 | $745.0M | $667.6M | ||
| Q2 24 | $749.7M | $697.3M |
股东权益
KTB
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $529.6M | $6.1B | ||
| Q2 25 | $498.3M | $6.0B | ||
| Q1 25 | $426.7M | $5.5B | ||
| Q4 24 | $400.1M | $5.3B | ||
| Q3 24 | $356.9M | $5.2B | ||
| Q2 24 | $367.2M | $4.9B |
总资产
KTB
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | — | $8.5B | ||
| Q3 25 | $2.9B | $8.3B | ||
| Q2 25 | $2.7B | $8.2B | ||
| Q1 25 | $1.7B | $7.6B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $1.7B | $7.2B | ||
| Q2 24 | $1.6B | $6.9B |
负债/权益比
KTB
RMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | 2.53× | 0.07× | ||
| Q2 25 | 2.74× | 0.11× | ||
| Q1 25 | 1.72× | 0.12× | ||
| Q4 24 | 1.85× | 0.13× | ||
| Q3 24 | 2.09× | 0.13× | ||
| Q2 24 | 2.04× | 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 | $64.1M | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.74× | — |
| 过去12个月自由现金流最近4个季度 | $228.0M | — |
8季度趋势,按日历期对齐
经营现金流
KTB
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | $339.7M | ||
| Q3 25 | $64.1M | $457.3M | ||
| Q2 25 | $25.7M | $538.8M | ||
| Q1 25 | $77.6M | $578.7M | ||
| Q4 24 | $82.0M | $308.6M | ||
| Q3 24 | $133.6M | $325.5M | ||
| Q2 24 | $96.2M | $440.1M |
自由现金流
KTB
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | $55.8M | $414.4M | ||
| Q2 25 | $22.4M | $508.2M | ||
| Q1 25 | $74.9M | $557.9M | ||
| Q4 24 | $75.0M | $288.0M | ||
| Q3 24 | $129.9M | $307.7M | ||
| Q2 24 | $92.6M | $415.2M |
自由现金流率
KTB
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | 6.5% | 31.0% | ||
| Q2 25 | 3.4% | 37.7% | ||
| Q1 25 | 12.0% | 43.2% | ||
| Q4 24 | 10.7% | 22.5% | ||
| Q3 24 | 19.4% | 25.1% | ||
| Q2 24 | 15.3% | 33.9% |
资本支出强度
KTB
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.0% | 3.2% | ||
| Q2 25 | 0.5% | 2.3% | ||
| Q1 25 | 0.4% | 1.6% | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | 0.6% | 2.0% |
现金转化率
KTB
RMD
| Q2 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 1.74× | 1.31× | ||
| Q2 25 | 0.35× | 1.42× | ||
| Q1 25 | 1.81× | 1.59× | ||
| Q4 24 | 1.28× | 0.90× | ||
| Q3 24 | 1.89× | 1.05× | ||
| Q2 24 | 1.86× | 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
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
RMD
暂无分部数据