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罗技(LOGI)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罗技的1.0倍($1.4B vs $1.4B),瑞思迈净利率更高(27.6% vs 17.7%,领先9.9%),瑞思迈同比增速更快(11.0% vs 6.1%),过去两年罗技的营收复合增速更高(18.5% vs 7.9%)
罗技国际是总部位于瑞士洛桑的跨国企业,专注于计算机外设及相关软件的研发与生产,在欧洲、亚洲、大洋洲、美洲均设有分支机构,为瑞士市场指数成分股,同时在纳斯达克交易所挂牌上市。
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。
LOGI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.0倍
$1.4B
营收增速更快
RMD
高出4.9%
6.1%
净利率更高
RMD
高出9.9%
17.7%
两年增速更快
LOGI
近两年复合增速
7.9%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $251.0M | $392.6M |
| 毛利率 | 43.2% | 61.8% |
| 营业利润率 | 20.1% | 34.6% |
| 净利率 | 17.7% | 27.6% |
| 营收同比 | 6.1% | 11.0% |
| 净利润同比 | 25.4% | 13.9% |
| 每股收益(稀释后) | $1.69 | $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
LOGI
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润
LOGI
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $251.0M | $392.6M | ||
| Q3 25 | $170.7M | $348.5M | ||
| Q2 25 | $146.0M | $379.7M | ||
| Q1 25 | $144.1M | $365.0M | ||
| Q4 24 | $200.1M | $344.6M | ||
| Q3 24 | $145.5M | $311.4M | ||
| Q2 24 | $141.8M | $292.2M |
毛利率
LOGI
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 43.2% | 61.8% | ||
| Q3 25 | 43.4% | 61.5% | ||
| Q2 25 | 41.7% | 60.8% | ||
| Q1 25 | 43.1% | 59.3% | ||
| Q4 24 | 42.9% | 58.6% | ||
| Q3 24 | 43.6% | 58.6% | ||
| Q2 24 | 42.8% | 58.5% |
营业利润率
LOGI
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 20.1% | 34.6% | ||
| Q3 25 | 16.1% | 33.4% | ||
| Q2 25 | 14.1% | 33.7% | ||
| Q1 25 | 10.5% | 33.0% | ||
| Q4 24 | 17.5% | 32.5% | ||
| Q3 24 | 14.4% | 31.6% | ||
| Q2 24 | 14.1% | 31.2% |
净利率
LOGI
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 17.7% | 27.6% | ||
| Q3 25 | 14.4% | 26.1% | ||
| Q2 25 | 12.7% | 28.2% | ||
| Q1 25 | 14.3% | 28.3% | ||
| Q4 24 | 14.9% | 26.9% | ||
| Q3 24 | 13.0% | 25.4% | ||
| Q2 24 | 13.0% | 23.9% |
每股收益(稀释后)
LOGI
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.69 | $2.68 | ||
| Q3 25 | $1.15 | $2.37 | ||
| Q2 25 | $0.98 | $2.58 | ||
| Q1 25 | $0.94 | $2.48 | ||
| Q4 24 | $1.32 | $2.34 | ||
| Q3 24 | $0.95 | $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 | $1.8B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.3B | $6.3B |
| 总资产 | $4.1B | $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
LOGI
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $932.7M | ||
| Q4 24 | $1.5B | $521.9M | ||
| Q3 24 | $1.4B | $426.4M | ||
| Q2 24 | $1.5B | $238.4M |
总债务
LOGI
RMD
| 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
LOGI
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.3B | $6.3B | ||
| Q3 25 | $2.1B | $6.1B | ||
| Q2 25 | $2.2B | $6.0B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $2.1B | $5.3B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.2B | $4.9B |
总资产
LOGI
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $4.1B | $8.5B | ||
| Q3 25 | $3.7B | $8.3B | ||
| Q2 25 | $3.7B | $8.2B | ||
| Q1 25 | $3.5B | $7.6B | ||
| Q4 24 | $3.7B | $7.1B | ||
| Q3 24 | $3.6B | $7.2B | ||
| Q2 24 | $3.7B | $6.9B |
负债/权益比
LOGI
RMD
| 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 | $480.5M | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | — |
| 自由现金流率自由现金流/营收 | 32.8% | — |
| 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 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | — |
8季度趋势,按日历期对齐
经营现金流
LOGI
RMD
| Q2 26 | — | — | ||
| Q4 25 | $480.5M | $339.7M | ||
| Q3 25 | $228.8M | $457.3M | ||
| Q2 25 | $125.0M | $538.8M | ||
| Q1 25 | $129.7M | $578.7M | ||
| Q4 24 | $370.9M | $308.6M | ||
| Q3 24 | $166.0M | $325.5M | ||
| Q2 24 | $176.0M | $440.1M |
自由现金流
LOGI
RMD
| Q2 26 | — | — | ||
| Q4 25 | $465.6M | $311.2M | ||
| Q3 25 | $212.3M | $414.4M | ||
| Q2 25 | $108.8M | $508.2M | ||
| Q1 25 | $116.9M | $557.9M | ||
| Q4 24 | $356.6M | $288.0M | ||
| Q3 24 | $151.5M | $307.7M | ||
| Q2 24 | $161.4M | $415.2M |
自由现金流率
LOGI
RMD
| Q2 26 | — | — | ||
| Q4 25 | 32.8% | 21.9% | ||
| Q3 25 | 17.9% | 31.0% | ||
| Q2 25 | 9.5% | 37.7% | ||
| Q1 25 | 11.6% | 43.2% | ||
| Q4 24 | 26.6% | 22.5% | ||
| Q3 24 | 13.6% | 25.1% | ||
| Q2 24 | 14.8% | 33.9% |
资本支出强度
LOGI
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.0% | 2.0% | ||
| Q3 25 | 1.4% | 3.2% | ||
| Q2 25 | 1.4% | 2.3% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 1.3% | 1.5% | ||
| Q2 24 | 1.3% | 2.0% |
现金转化率
LOGI
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.91× | 0.87× | ||
| Q3 25 | 1.34× | 1.31× | ||
| Q2 25 | 0.86× | 1.42× | ||
| Q1 25 | 0.90× | 1.59× | ||
| Q4 24 | 1.85× | 0.90× | ||
| Q3 24 | 1.14× | 1.05× | ||
| Q2 24 | 1.24× | 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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RMD
暂无分部数据