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蓝威斯顿(LW)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
蓝威斯顿的季度营收约是瑞思迈的1.1倍($1.6B vs $1.4B),瑞思迈净利率更高(27.6% vs 3.5%,领先24.1%),瑞思迈同比增速更快(11.0% vs 2.9%),过去两年瑞思迈的营收复合增速更高(7.9% vs -1.5%)
蓝威斯顿控股是美国食品加工企业,为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一,总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs RMD — 直观对比
营收规模更大
LW
是对方的1.1倍
$1.4B
营收增速更快
RMD
高出8.1%
2.9%
净利率更高
RMD
高出24.1%
3.5%
两年增速更快
RMD
近两年复合增速
-1.5%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $54.0M | $392.6M |
| 毛利率 | 21.2% | 61.8% |
| 营业利润率 | 8.1% | 34.6% |
| 净利率 | 3.5% | 27.6% |
| 营收同比 | 2.9% | 11.0% |
| 净利润同比 | -63.0% | 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
LW
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B |
净利润
LW
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $54.0M | — | ||
| Q4 25 | $62.1M | $392.6M | ||
| Q3 25 | $64.3M | $348.5M | ||
| Q2 25 | $119.9M | $379.7M | ||
| Q1 25 | $146.0M | $365.0M | ||
| Q4 24 | $-36.1M | $344.6M | ||
| Q3 24 | $127.4M | $311.4M |
毛利率
LW
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 21.2% | — | ||
| Q4 25 | 20.0% | 61.8% | ||
| Q3 25 | 20.6% | 61.5% | ||
| Q2 25 | 20.4% | 60.8% | ||
| Q1 25 | 27.8% | 59.3% | ||
| Q4 24 | 17.4% | 58.6% | ||
| Q3 24 | 21.5% | 58.6% |
营业利润率
LW
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 8.1% | — | ||
| Q4 25 | 8.6% | 34.6% | ||
| Q3 25 | 9.4% | 33.4% | ||
| Q2 25 | 11.1% | 33.7% | ||
| Q1 25 | 16.4% | 33.0% | ||
| Q4 24 | 1.2% | 32.5% | ||
| Q3 24 | 12.8% | 31.6% |
净利率
LW
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 3.5% | — | ||
| Q4 25 | 3.8% | 27.6% | ||
| Q3 25 | 3.9% | 26.1% | ||
| Q2 25 | 7.2% | 28.2% | ||
| Q1 25 | 9.6% | 28.3% | ||
| Q4 24 | -2.3% | 26.9% | ||
| Q3 24 | 7.7% | 25.4% |
每股收益(稀释后)
LW
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.44 | $2.68 | ||
| Q3 25 | $0.46 | $2.37 | ||
| Q2 25 | $0.84 | $2.58 | ||
| Q1 25 | $1.03 | $2.48 | ||
| Q4 24 | $-0.25 | $2.34 | ||
| Q3 24 | $0.88 | $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 | $57.5M | $1.4B |
| 总债务越低越好 | $3.6B | $663.8M |
| 股东权益账面价值 | $1.8B | $6.3B |
| 总资产 | $7.4B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.99× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
LW
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $57.5M | — | ||
| Q4 25 | $82.7M | $1.4B | ||
| Q3 25 | $98.6M | $1.4B | ||
| Q2 25 | $70.7M | $1.2B | ||
| Q1 25 | $67.5M | $932.7M | ||
| Q4 24 | $79.0M | $521.9M | ||
| Q3 24 | $120.8M | $426.4M |
总债务
LW
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $403.9M | ||
| Q3 25 | $3.7B | $408.7M | ||
| Q2 25 | $3.7B | $658.4M | ||
| Q1 25 | $3.7B | $663.1M | ||
| Q4 24 | $3.7B | $662.9M | ||
| Q3 24 | $3.4B | $667.6M |
股东权益
LW
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $6.3B | ||
| Q3 25 | $1.8B | $6.1B | ||
| Q2 25 | $1.7B | $6.0B | ||
| Q1 25 | $1.6B | $5.5B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.8B | $5.2B |
总资产
LW
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.3B | $8.5B | ||
| Q3 25 | $7.2B | $8.3B | ||
| Q2 25 | $7.4B | $8.2B | ||
| Q1 25 | $7.4B | $7.6B | ||
| Q4 24 | $7.5B | $7.1B | ||
| Q3 24 | $7.5B | $7.2B |
负债/权益比
LW
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | 1.99× | — | ||
| Q4 25 | 2.08× | 0.06× | ||
| Q3 25 | 2.05× | 0.07× | ||
| Q2 25 | 2.12× | 0.11× | ||
| Q1 25 | 2.25× | 0.12× | ||
| Q4 24 | 2.26× | 0.13× | ||
| Q3 24 | 1.87× | 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 | $65.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 现金转化率经营现金流/净利润 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $569.2M | — |
8季度趋势,按日历期对齐
经营现金流
LW
RMD
| Q2 26 | — | — | ||
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $339.7M | ||
| Q3 25 | $352.0M | $457.3M | ||
| Q2 25 | $868.3M | $538.8M | ||
| Q1 25 | $56.0M | $578.7M | ||
| Q4 24 | $99.1M | $308.6M | ||
| Q3 24 | $330.2M | $325.5M |
自由现金流
LW
RMD
| Q2 26 | — | — | ||
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | $311.2M | ||
| Q3 25 | $274.4M | $414.4M | ||
| Q2 25 | $230.1M | $508.2M | ||
| Q1 25 | $-19.8M | $557.9M | ||
| Q4 24 | $-49.6M | $288.0M | ||
| Q3 24 | $4.3M | $307.7M |
自由现金流率
LW
RMD
| Q2 26 | — | — | ||
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | 21.9% | ||
| Q3 25 | 16.5% | 31.0% | ||
| Q2 25 | 13.7% | 37.7% | ||
| Q1 25 | -1.3% | 43.2% | ||
| Q4 24 | -3.1% | 22.5% | ||
| Q3 24 | 0.3% | 25.1% |
资本支出强度
LW
RMD
| Q2 26 | — | — | ||
| Q1 26 | 6.5% | — | ||
| Q4 25 | 4.8% | 2.0% | ||
| Q3 25 | 4.7% | 3.2% | ||
| Q2 25 | 38.1% | 2.3% | ||
| Q1 25 | 5.0% | 1.6% | ||
| Q4 24 | 9.3% | 1.6% | ||
| Q3 24 | 19.7% | 1.5% |
现金转化率
LW
RMD
| Q2 26 | — | — | ||
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 0.87× | ||
| Q3 25 | 5.47× | 1.31× | ||
| Q2 25 | 7.24× | 1.42× | ||
| Q1 25 | 0.38× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 2.59× | 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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
RMD
暂无分部数据