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Mobileye Global Inc.（MBLY）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Mobileye Global Inc.的2.5倍（$1.4B vs $558.0M），Mobileye Global Inc.同比增速更快（27.4% vs 11.0%），过去两年Mobileye Global Inc.的营收复合增速更高（12.7% vs 7.9%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
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。
MBLY vs RMD — 直观对比
营收规模更大
RMD
是对方的2.5倍
$558.0M
营收增速更快
MBLY
高出16.4%
11.0%
两年增速更快
MBLY
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $558.0M | $1.4B |
| 净利润 | — | $392.6M |
| 毛利率 | 49.3% | 61.8% |
| 营业利润率 | -647.5% | 34.6% |
| 净利率 | — | 27.6% |
| 营收同比 | 27.4% | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益（稀释后） | — | $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MBLYRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $558.0M | — | ||
| Q4 25 | $446.0M | $1.4B | ||
| Q3 25 | $504.0M | $1.3B | ||
| Q2 25 | $506.0M | $1.3B | ||
| Q1 25 | $438.0M | $1.3B | ||
| Q4 24 | $490.0M | $1.3B | ||
| Q3 24 | $486.0M | $1.2B |
净利润MBLYRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $392.6M | ||
| Q3 25 | $-96.0M | $348.5M | ||
| Q2 25 | $-67.0M | $379.7M | ||
| Q1 25 | $-102.0M | $365.0M | ||
| Q4 24 | $-71.0M | $344.6M | ||
| Q3 24 | $-2.7B | $311.4M |
毛利率MBLYRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 49.3% | — | ||
| Q4 25 | 45.3% | 61.8% | ||
| Q3 25 | 48.2% | 61.5% | ||
| Q2 25 | 49.8% | 60.8% | ||
| Q1 25 | 47.3% | 59.3% | ||
| Q4 24 | 49.2% | 58.6% | ||
| Q3 24 | 48.8% | 58.6% |
营业利润率MBLYRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | -647.5% | — | ||
| Q4 25 | -31.4% | 34.6% | ||
| Q3 25 | -21.6% | 33.4% | ||
| Q2 25 | -14.6% | 33.7% | ||
| Q1 25 | -26.7% | 33.0% | ||
| Q4 24 | -17.6% | 32.5% | ||
| Q3 24 | -577.6% | 31.6% |
净利率MBLYRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 27.6% | ||
| Q3 25 | -19.0% | 26.1% | ||
| Q2 25 | -13.2% | 28.2% | ||
| Q1 25 | -23.3% | 28.3% | ||
| Q4 24 | -14.5% | 26.9% | ||
| Q3 24 | -558.6% | 25.4% |
每股收益（稀释后）MBLYRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $2.68 | ||
| Q3 25 | $-0.12 | $2.37 | ||
| Q2 25 | $-0.08 | $2.58 | ||
| Q1 25 | $-0.13 | $2.48 | ||
| Q4 24 | $-0.09 | $2.34 | ||
| Q3 24 | $-3.35 | $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 | $1.2B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $8.2B | $6.3B |
| 总资产 | $8.7B | $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MBLYRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.5B | $932.7M | ||
| Q4 24 | $1.4B | $521.9M | ||
| Q3 24 | $1.3B | $426.4M |
总债务MBLYRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | — | ||
| 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MBLYRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $6.3B | ||
| Q3 25 | $11.9B | $6.1B | ||
| Q2 25 | $12.1B | $6.0B | ||
| Q1 25 | $12.0B | $5.5B | ||
| Q4 24 | $12.1B | $5.3B | ||
| Q3 24 | $12.1B | $5.2B |
总资产MBLYRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $8.5B | ||
| Q3 25 | $12.5B | $8.3B | ||
| Q2 25 | $12.6B | $8.2B | ||
| Q1 25 | $12.5B | $7.6B | ||
| Q4 24 | $12.6B | $7.1B | ||
| Q3 24 | $12.6B | $7.2B |
负债/权益比MBLYRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | — | ||
| 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 | $75.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MBLYRMD
| Q2 26 | — | — | ||
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $339.7M | ||
| Q3 25 | $167.0M | $457.3M | ||
| Q2 25 | $213.0M | $538.8M | ||
| Q1 25 | $109.0M | $578.7M | ||
| Q4 24 | $204.0M | $308.6M | ||
| Q3 24 | $126.0M | $325.5M |
自由现金流MBLYRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $311.2M | ||
| Q3 25 | $143.0M | $414.4M | ||
| Q2 25 | $199.0M | $508.2M | ||
| Q1 25 | $95.0M | $557.9M | ||
| Q4 24 | $191.0M | $288.0M | ||
| Q3 24 | $104.0M | $307.7M |
自由现金流率MBLYRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 21.9% | ||
| Q3 25 | 28.4% | 31.0% | ||
| Q2 25 | 39.3% | 37.7% | ||
| Q1 25 | 21.7% | 43.2% | ||
| Q4 24 | 39.0% | 22.5% | ||
| Q3 24 | 21.4% | 25.1% |
资本支出强度MBLYRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 2.0% | ||
| Q3 25 | 4.8% | 3.2% | ||
| Q2 25 | 2.8% | 2.3% | ||
| Q1 25 | 3.2% | 1.6% | ||
| Q4 24 | 2.7% | 1.6% | ||
| Q3 24 | 4.5% | 1.5% |
现金转化率MBLYRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
