vs
味好美（MKC）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
味好美的季度营收约是瑞思迈的1.3倍（$1.9B vs $1.4B），瑞思迈净利率更高（27.6% vs 12.2%，领先15.3%），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（7.8% vs 7.5%）
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
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。
MKC vs RMD — 直观对比
营收规模更大
MKC
是对方的1.3倍
$1.4B
营收增速更快
RMD
高出8.1%
2.9%
净利率更高
RMD
高出15.3%
12.2%
两年增速更快
RMD
近两年复合增速
7.5%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $226.6M | $392.6M |
| 毛利率 | 38.9% | 61.8% |
| 营业利润率 | 16.8% | 34.6% |
| 净利率 | 12.2% | 27.6% |
| 营收同比 | 2.9% | 11.0% |
| 净利润同比 | 5.3% | 13.9% |
| 每股收益（稀释后） | $0.84 | $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MKCRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B |
净利润MKCRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $226.6M | $392.6M | ||
| Q3 25 | $225.5M | $348.5M | ||
| Q2 25 | $175.0M | $379.7M | ||
| Q1 25 | $162.3M | $365.0M | ||
| Q4 24 | $215.2M | $344.6M | ||
| Q3 24 | $223.1M | $311.4M |
毛利率MKCRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 38.9% | 61.8% | ||
| Q3 25 | 37.4% | 61.5% | ||
| Q2 25 | 37.5% | 60.8% | ||
| Q1 25 | 37.6% | 59.3% | ||
| Q4 24 | 40.2% | 58.6% | ||
| Q3 24 | 38.7% | 58.6% |
营业利润率MKCRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 16.8% | 34.6% | ||
| Q3 25 | 16.7% | 33.4% | ||
| Q2 25 | 14.8% | 33.7% | ||
| Q1 25 | 14.0% | 33.0% | ||
| Q4 24 | 17.0% | 32.5% | ||
| Q3 24 | 17.1% | 31.6% |
净利率MKCRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 12.2% | 27.6% | ||
| Q3 25 | 13.1% | 26.1% | ||
| Q2 25 | 10.5% | 28.2% | ||
| Q1 25 | 10.1% | 28.3% | ||
| Q4 24 | 12.0% | 26.9% | ||
| Q3 24 | 13.3% | 25.4% |
每股收益（稀释后）MKCRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.84 | $2.68 | ||
| Q3 25 | $0.84 | $2.37 | ||
| Q2 25 | $0.65 | $2.58 | ||
| Q1 25 | $0.60 | $2.48 | ||
| Q4 24 | $0.79 | $2.34 | ||
| Q3 24 | $0.83 | $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 | $95.9M | $1.4B |
| 总债务越低越好 | $3.6B | $663.8M |
| 股东权益账面价值 | $5.7B | $6.3B |
| 总资产 | $13.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资MKCRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $95.9M | $1.4B | ||
| Q3 25 | $94.9M | $1.4B | ||
| Q2 25 | $124.1M | $1.2B | ||
| Q1 25 | $102.8M | $932.7M | ||
| Q4 24 | $186.1M | $521.9M | ||
| Q3 24 | $200.8M | $426.4M |
总债务MKCRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $3.6B | $403.9M | ||
| Q3 25 | $3.9B | $408.7M | ||
| Q2 25 | $3.9B | $658.4M | ||
| Q1 25 | $3.9B | $663.1M | ||
| Q4 24 | $3.9B | $662.9M | ||
| Q3 24 | $3.4B | $667.6M |
股东权益MKCRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $5.7B | $6.3B | ||
| Q3 25 | $5.8B | $6.1B | ||
| Q2 25 | $5.6B | $6.0B | ||
| Q1 25 | $5.4B | $5.5B | ||
| Q4 24 | $5.3B | $5.3B | ||
| Q3 24 | $5.4B | $5.2B |
总资产MKCRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $13.2B | $8.5B | ||
| Q3 25 | $13.2B | $8.3B | ||
| Q2 25 | $13.2B | $8.2B | ||
| Q1 25 | $12.9B | $7.6B | ||
| Q4 24 | $13.1B | $7.1B | ||
| Q3 24 | $13.2B | $7.2B |
负债/权益比MKCRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.63× | 0.06× | ||
| Q3 25 | 0.67× | 0.07× | ||
| Q2 25 | 0.69× | 0.11× | ||
| Q1 25 | 0.71× | 0.12× | ||
| Q4 24 | 0.73× | 0.13× | ||
| Q3 24 | 0.63× | 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 | $542.0M | — |
| 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 | 2.39× | — |
| 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MKCRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $542.0M | $339.7M | ||
| Q3 25 | $258.8M | $457.3M | ||
| Q2 25 | $45.9M | $538.8M | ||
| Q1 25 | $115.5M | $578.7M | ||
| Q4 24 | $458.7M | $308.6M | ||
| Q3 24 | $161.7M | $325.5M |
自由现金流MKCRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | $206.1M | $414.4M | ||
| Q2 25 | $-2.4M | $508.2M | ||
| Q1 25 | $78.4M | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | $102.7M | $307.7M |
自由现金流率MKCRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | 11.9% | 31.0% | ||
| Q2 25 | -0.1% | 37.7% | ||
| Q1 25 | 4.9% | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | 6.1% | 25.1% |
资本支出强度MKCRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 3.1% | 3.2% | ||
| Q2 25 | 2.9% | 2.3% | ||
| Q1 25 | 2.3% | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 3.5% | 1.5% |
现金转化率MKCRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.39× | 0.87× | ||
| Q3 25 | 1.15× | 1.31× | ||
| Q2 25 | 0.26× | 1.42× | ||
| Q1 25 | 0.71× | 1.59× | ||
| Q4 24 | 2.13× | 0.90× | ||
| Q3 24 | 0.72× | 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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
RMD
暂无分部数据
