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李维斯（LEVI）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
李维斯的季度营收约是瑞思迈的1.2倍（$1.8B vs $1.4B），瑞思迈净利率更高（27.6% vs 8.9%，领先18.6%），瑞思迈同比增速更快（11.0% vs -4.0%），过去两年瑞思迈的营收复合增速更高（7.8% vs 6.5%）
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
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。
LEVI vs RMD — 直观对比
营收规模更大
LEVI
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出15.0%
-4.0%
净利率更高
RMD
高出18.6%
8.9%
两年增速更快
RMD
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.4B |
| 净利润 | $158.0M | $392.6M |
| 毛利率 | 60.8% | 61.8% |
| 营业利润率 | 11.9% | 34.6% |
| 净利率 | 8.9% | 27.6% |
| 营收同比 | -4.0% | 11.0% |
| 净利润同比 | -13.4% | 13.9% |
| 每股收益（稀释后） | $0.39 | $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LEVIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B |
净利润LEVIRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $158.0M | $392.6M | ||
| Q3 25 | $218.1M | $348.5M | ||
| Q2 25 | $67.0M | $379.7M | ||
| Q1 25 | $135.0M | $365.0M | ||
| Q4 24 | $182.5M | $344.6M | ||
| Q3 24 | $20.7M | $311.4M |
毛利率LEVIRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 60.8% | 61.8% | ||
| Q3 25 | 61.7% | 61.5% | ||
| Q2 25 | 62.6% | 60.8% | ||
| Q1 25 | 62.1% | 59.3% | ||
| Q4 24 | 61.3% | 58.6% | ||
| Q3 24 | 60.0% | 58.6% |
营业利润率LEVIRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 11.9% | 34.6% | ||
| Q3 25 | 10.8% | 33.4% | ||
| Q2 25 | 7.5% | 33.7% | ||
| Q1 25 | 12.5% | 33.0% | ||
| Q4 24 | 11.5% | 32.5% | ||
| Q3 24 | 2.0% | 31.6% |
净利率LEVIRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 8.9% | 27.6% | ||
| Q3 25 | 14.1% | 26.1% | ||
| Q2 25 | 4.6% | 28.2% | ||
| Q1 25 | 8.8% | 28.3% | ||
| Q4 24 | 9.9% | 26.9% | ||
| Q3 24 | 1.4% | 25.4% |
每股收益（稀释后）LEVIRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.39 | $2.68 | ||
| Q3 25 | $0.55 | $2.37 | ||
| Q2 25 | $0.17 | $2.58 | ||
| Q1 25 | $0.34 | $2.48 | ||
| Q4 24 | $0.46 | $2.34 | ||
| Q3 24 | $0.05 | $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 | $848.8M | $1.4B |
| 总债务越低越好 | $1.1B | $663.8M |
| 股东权益账面价值 | $2.3B | $6.3B |
| 总资产 | $6.8B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资LEVIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $848.8M | $1.4B | ||
| Q3 25 | $707.5M | $1.4B | ||
| Q2 25 | $736.7M | $1.2B | ||
| Q1 25 | $574.4M | $932.7M | ||
| Q4 24 | $690.0M | $521.9M | ||
| Q3 24 | $577.1M | $426.4M |
总债务LEVIRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.1B | $403.9M | ||
| Q3 25 | $1.0B | $408.7M | ||
| Q2 25 | $1.0B | $658.4M | ||
| Q1 25 | $987.4M | $663.1M | ||
| Q4 24 | $994.0M | $662.9M | ||
| Q3 24 | $1.0B | $667.6M |
股东权益LEVIRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.3B | $6.3B | ||
| Q3 25 | $2.2B | $6.1B | ||
| Q2 25 | $2.1B | $6.0B | ||
| Q1 25 | $2.0B | $5.5B | ||
| Q4 24 | $2.0B | $5.3B | ||
| Q3 24 | $1.9B | $5.2B |
总资产LEVIRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $6.8B | $8.5B | ||
| Q3 25 | $6.7B | $8.3B | ||
| Q2 25 | $6.5B | $8.2B | ||
| Q1 25 | $6.2B | $7.6B | ||
| Q4 24 | $6.4B | $7.1B | ||
| Q3 24 | $6.3B | $7.2B |
负债/权益比LEVIRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.46× | 0.06× | ||
| Q3 25 | 0.48× | 0.07× | ||
| Q2 25 | 0.49× | 0.11× | ||
| Q1 25 | 0.49× | 0.12× | ||
| Q4 24 | 0.50× | 0.13× | ||
| Q3 24 | 0.54× | 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 | $266.8M | — |
| 自由现金流经营现金流 - 资本支出 | $215.7M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.69× | — |
| 过去12个月自由现金流最近4个季度 | $308.2M | — |
8季度趋势，按日历期对齐
经营现金流LEVIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $266.8M | $339.7M | ||
| Q3 25 | $24.8M | $457.3M | ||
| Q2 25 | $185.5M | $538.8M | ||
| Q1 25 | $52.5M | $578.7M | ||
| Q4 24 | $297.3M | $308.6M | ||
| Q3 24 | $52.3M | $325.5M |
自由现金流LEVIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $215.7M | $311.2M | ||
| Q3 25 | $-39.4M | $414.4M | ||
| Q2 25 | $146.0M | $508.2M | ||
| Q1 25 | $-14.1M | $557.9M | ||
| Q4 24 | $231.6M | $288.0M | ||
| Q3 24 | $2.3M | $307.7M |
自由现金流率LEVIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 21.9% | ||
| Q3 25 | -2.6% | 31.0% | ||
| Q2 25 | 10.1% | 37.7% | ||
| Q1 25 | -0.9% | 43.2% | ||
| Q4 24 | 12.6% | 22.5% | ||
| Q3 24 | 0.2% | 25.1% |
资本支出强度LEVIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 2.0% | ||
| Q3 25 | 4.2% | 3.2% | ||
| Q2 25 | 2.7% | 2.3% | ||
| Q1 25 | 4.4% | 1.6% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 3.3% | 1.5% |
现金转化率LEVIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.69× | 0.87× | ||
| Q3 25 | 0.11× | 1.31× | ||
| Q2 25 | 2.77× | 1.42× | ||
| Q1 25 | 0.39× | 1.59× | ||
| Q4 24 | 1.63× | 0.90× | ||
| Q3 24 | 2.53× | 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
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
RMD
暂无分部数据
