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MUELLER INDUSTRIES INC（MLI）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MUELLER INDUSTRIES INC的1.5倍（$1.4B vs $962.4M），瑞思迈净利率更高（27.6% vs 16.0%，领先11.6%），瑞思迈同比增速更快（11.0% vs 4.2%），过去两年瑞思迈的营收复合增速更高（7.9% vs 6.4%）
Mueller Industries是美国知名工业制造企业，1917年正式成立，总部坐落于美国田纳西州孟菲斯市，主营管道产品、工业金属及暖通制冷设备，2022年入选《财富》1000强榜单，是年营收达数十亿美元的公开上市企业。
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。
MLI vs RMD — 直观对比
营收规模更大
RMD
是对方的1.5倍
$962.4M
营收增速更快
RMD
高出6.8%
4.2%
净利率更高
RMD
高出11.6%
16.0%
两年增速更快
RMD
近两年复合增速
6.4%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $962.4M | $1.4B |
| 净利润 | $153.7M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 17.9% | 34.6% |
| 净利率 | 16.0% | 27.6% |
| 营收同比 | 4.2% | 11.0% |
| 净利润同比 | 11.7% | 13.9% |
| 每股收益（稀释后） | $1.37 | $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MLIRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $962.4M | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $923.5M | $1.3B | ||
| Q3 24 | $997.8M | $1.2B | ||
| Q2 24 | $997.7M | $1.2B |
净利润MLIRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $153.7M | $392.6M | ||
| Q3 25 | $208.1M | $348.5M | ||
| Q2 25 | $245.9M | $379.7M | ||
| Q1 25 | $157.4M | $365.0M | ||
| Q4 24 | $137.7M | $344.6M | ||
| Q3 24 | $168.7M | $311.4M | ||
| Q2 24 | $160.2M | $292.2M |
毛利率MLIRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | 27.6% | 58.6% | ||
| Q2 24 | 27.3% | 58.5% |
营业利润率MLIRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 17.9% | 34.6% | ||
| Q3 25 | 25.6% | 33.4% | ||
| Q2 25 | 26.7% | 33.7% | ||
| Q1 25 | 20.6% | 33.0% | ||
| Q4 24 | 18.4% | 32.5% | ||
| Q3 24 | 20.7% | 31.6% | ||
| Q2 24 | 21.0% | 31.2% |
净利率MLIRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 16.0% | 27.6% | ||
| Q3 25 | 19.3% | 26.1% | ||
| Q2 25 | 21.6% | 28.2% | ||
| Q1 25 | 15.7% | 28.3% | ||
| Q4 24 | 14.9% | 26.9% | ||
| Q3 24 | 16.9% | 25.4% | ||
| Q2 24 | 16.1% | 23.9% |
每股收益（稀释后）MLIRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $1.37 | $2.68 | ||
| Q3 25 | $1.88 | $2.37 | ||
| Q2 25 | $2.22 | $2.58 | ||
| Q1 25 | $1.39 | $2.48 | ||
| Q4 24 | $1.21 | $2.34 | ||
| Q3 24 | $1.48 | $2.11 | ||
| Q2 24 | $1.41 | $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 | $1.4B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $3.2B | $6.3B |
| 总资产 | $3.7B | $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MLIRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $873.6M | $932.7M | ||
| Q4 24 | $1.1B | $521.9M | ||
| Q3 24 | $969.6M | $426.4M | ||
| Q2 24 | $825.7M | $238.4M |
总债务MLIRMD
| 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MLIRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $3.2B | $6.3B | ||
| Q3 25 | $3.1B | $6.1B | ||
| Q2 25 | $2.9B | $6.0B | ||
| Q1 25 | $2.7B | $5.5B | ||
| Q4 24 | $2.8B | $5.3B | ||
| Q3 24 | $2.7B | $5.2B | ||
| Q2 24 | $2.5B | $4.9B |
总资产MLIRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.7B | $8.5B | ||
| Q3 25 | $3.7B | $8.3B | ||
| Q2 25 | $3.5B | $8.2B | ||
| Q1 25 | $3.2B | $7.6B | ||
| Q4 24 | $3.3B | $7.1B | ||
| Q3 24 | $3.2B | $7.2B | ||
| Q2 24 | $3.1B | $6.9B |
负债/权益比MLIRMD
| 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 | $141.2M | — |
| 自由现金流经营现金流 - 资本支出 | $121.4M | — |
| 自由现金流率自由现金流/营收 | 12.6% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 0.92× | — |
| 过去12个月自由现金流最近4个季度 | $686.6M | — |
8季度趋势，按日历期对齐
经营现金流MLIRMD
| Q2 26 | — | — | ||
| Q4 25 | $141.2M | $339.7M | ||
| Q3 25 | $310.1M | $457.3M | ||
| Q2 25 | $190.6M | $538.8M | ||
| Q1 25 | $113.6M | $578.7M | ||
| Q4 24 | $140.1M | $308.6M | ||
| Q3 24 | $231.4M | $325.5M | ||
| Q2 24 | $100.8M | $440.1M |
自由现金流MLIRMD
| Q2 26 | — | — | ||
| Q4 25 | $121.4M | $311.2M | ||
| Q3 25 | $291.8M | $414.4M | ||
| Q2 25 | $176.5M | $508.2M | ||
| Q1 25 | $97.0M | $557.9M | ||
| Q4 24 | $111.2M | $288.0M | ||
| Q3 24 | $205.7M | $307.7M | ||
| Q2 24 | $91.6M | $415.2M |
自由现金流率MLIRMD
| Q2 26 | — | — | ||
| Q4 25 | 12.6% | 21.9% | ||
| Q3 25 | 27.1% | 31.0% | ||
| Q2 25 | 15.5% | 37.7% | ||
| Q1 25 | 9.7% | 43.2% | ||
| Q4 24 | 12.0% | 22.5% | ||
| Q3 24 | 20.6% | 25.1% | ||
| Q2 24 | 9.2% | 33.9% |
资本支出强度MLIRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.1% | 2.0% | ||
| Q3 25 | 1.7% | 3.2% | ||
| Q2 25 | 1.2% | 2.3% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 3.1% | 1.6% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 0.9% | 2.0% |
现金转化率MLIRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.92× | 0.87× | ||
| Q3 25 | 1.49× | 1.31× | ||
| Q2 25 | 0.78× | 1.42× | ||
| Q1 25 | 0.72× | 1.59× | ||
| Q4 24 | 1.02× | 0.90× | ||
| Q3 24 | 1.37× | 1.05× | ||
| Q2 24 | 0.63× | 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
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
RMD
暂无分部数据
