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诺信(NDSN)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诺信的1.9倍($1.4B vs $751.8M),瑞思迈净利率更高(27.6% vs 20.2%,领先7.4%),瑞思迈同比增速更快(11.0% vs 1.0%),过去两年诺信的营收复合增速更高(9.0% vs 7.9%)

诺信(Nordson Corporation)是总部位于美国的跨国企业,专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备,同时生产电子元器件检测设备、固化及表面处理技术系统,还布局了医疗设备与组件技术相关业务。

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。

NDSN vs RMD — 直观对比

营收规模更大
RMD
RMD
是对方的1.9倍
RMD
$1.4B
$751.8M
NDSN
营收增速更快
RMD
RMD
高出10.0%
RMD
11.0%
1.0%
NDSN
净利率更高
RMD
RMD
高出7.4%
RMD
27.6%
20.2%
NDSN
两年增速更快
NDSN
NDSN
近两年复合增速
NDSN
9.0%
7.9%
RMD

损益表 — Q4 FY2025 vs Q4 FY2026

指标
NDSN
NDSN
RMD
RMD
营收
$751.8M
$1.4B
净利润
$151.6M
$392.6M
毛利率
56.3%
61.8%
营业利润率
28.5%
34.6%
净利率
20.2%
27.6%
营收同比
1.0%
11.0%
净利润同比
24.1%
13.9%
每股收益(稀释后)
$2.67
$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
NDSN
NDSN
RMD
RMD
Q2 26
$1.4B
Q4 25
$751.8M
$1.4B
Q3 25
$741.5M
$1.3B
Q2 25
$682.9M
$1.3B
Q1 25
$615.4M
$1.3B
Q4 24
$744.5M
$1.3B
Q3 24
$661.6M
$1.2B
Q2 24
$650.6M
$1.2B
净利润
NDSN
NDSN
RMD
RMD
Q2 26
$392.6M
Q4 25
$151.6M
$392.6M
Q3 25
$125.8M
$348.5M
Q2 25
$112.4M
$379.7M
Q1 25
$94.7M
$365.0M
Q4 24
$122.2M
$344.6M
Q3 24
$117.3M
$311.4M
Q2 24
$118.2M
$292.2M
毛利率
NDSN
NDSN
RMD
RMD
Q2 26
61.8%
Q4 25
56.3%
61.8%
Q3 25
54.8%
61.5%
Q2 25
54.7%
60.8%
Q1 25
54.6%
59.3%
Q4 24
54.1%
58.6%
Q3 24
55.8%
58.6%
Q2 24
56.2%
58.5%
营业利润率
NDSN
NDSN
RMD
RMD
Q2 26
34.6%
Q4 25
28.5%
34.6%
Q3 25
25.3%
33.4%
Q2 25
24.7%
33.7%
Q1 25
22.9%
33.0%
Q4 24
24.0%
32.5%
Q3 24
25.3%
31.6%
Q2 24
25.9%
31.2%
净利率
NDSN
NDSN
RMD
RMD
Q2 26
27.6%
Q4 25
20.2%
27.6%
Q3 25
17.0%
26.1%
Q2 25
16.5%
28.2%
Q1 25
15.4%
28.3%
Q4 24
16.4%
26.9%
Q3 24
17.7%
25.4%
Q2 24
18.2%
23.9%
每股收益(稀释后)
NDSN
NDSN
RMD
RMD
Q2 26
$2.68
Q4 25
$2.67
$2.68
Q3 25
$2.22
$2.37
Q2 25
$1.97
$2.58
Q1 25
$1.65
$2.48
Q4 24
$2.12
$2.34
Q3 24
$2.04
$2.11
Q2 24
$2.05
$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
NDSN
NDSN
RMD
RMD
现金及短期投资手头流动性
$108.4M
$1.4B
总债务越低越好
$2.0B
$663.8M
股东权益账面价值
$3.0B
$6.3B
总资产
$5.9B
$8.5B
负债/权益比越低杠杆越低
0.66×
0.11×

8季度趋势,按日历期对齐

现金及短期投资
NDSN
NDSN
RMD
RMD
Q2 26
$1.4B
Q4 25
$108.4M
$1.4B
Q3 25
$147.8M
$1.4B
Q2 25
$130.2M
$1.2B
Q1 25
$130.4M
$932.7M
Q4 24
$116.0M
$521.9M
Q3 24
$165.3M
$426.4M
Q2 24
$125.4M
$238.4M
总债务
NDSN
NDSN
RMD
RMD
Q2 26
$663.8M
Q4 25
$2.0B
$403.9M
Q3 25
$2.1B
$408.7M
Q2 25
$2.2B
$658.4M
Q1 25
$2.2B
$663.1M
Q4 24
$2.2B
$662.9M
Q3 24
$1.5B
$667.6M
Q2 24
$1.5B
$697.3M
股东权益
NDSN
NDSN
RMD
RMD
Q2 26
$6.3B
Q4 25
$3.0B
$6.3B
Q3 25
$3.0B
$6.1B
Q2 25
$3.0B
$6.0B
Q1 25
$2.9B
$5.5B
Q4 24
$2.9B
$5.3B
Q3 24
$2.9B
$5.2B
Q2 24
$2.8B
$4.9B
总资产
NDSN
NDSN
RMD
RMD
Q2 26
$8.5B
Q4 25
$5.9B
$8.5B
Q3 25
$6.0B
$8.3B
Q2 25
$6.1B
$8.2B
Q1 25
$5.9B
$7.6B
Q4 24
$6.0B
$7.1B
Q3 24
$5.2B
$7.2B
Q2 24
$5.2B
$6.9B
负债/权益比
NDSN
NDSN
RMD
RMD
Q2 26
0.11×
Q4 25
0.66×
0.06×
Q3 25
0.71×
0.07×
Q2 25
0.74×
0.11×
Q1 25
0.75×
0.12×
Q4 24
0.75×
0.13×
Q3 24
0.52×
0.13×
Q2 24
0.55×
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
NDSN
NDSN
RMD
RMD
经营现金流最新季度
$202.9M
自由现金流经营现金流 - 资本支出
$193.9M
自由现金流率自由现金流/营收
25.8%
资本支出强度资本支出/营收
1.2%
现金转化率经营现金流/净利润
1.34×
过去12个月自由现金流最近4个季度
$661.1M

8季度趋势,按日历期对齐

经营现金流
NDSN
NDSN
RMD
RMD
Q2 26
Q4 25
$202.9M
$339.7M
Q3 25
$238.0M
$457.3M
Q2 25
$119.2M
$538.8M
Q1 25
$159.1M
$578.7M
Q4 24
$96.4M
$308.6M
Q3 24
$164.8M
$325.5M
Q2 24
$122.6M
$440.1M
自由现金流
NDSN
NDSN
RMD
RMD
Q2 26
Q4 25
$193.9M
$311.2M
Q3 25
$226.4M
$414.4M
Q2 25
$103.1M
$508.2M
Q1 25
$137.7M
$557.9M
Q4 24
$75.8M
$288.0M
Q3 24
$143.0M
$307.7M
Q2 24
$108.2M
$415.2M
自由现金流率
NDSN
NDSN
RMD
RMD
Q2 26
Q4 25
25.8%
21.9%
Q3 25
30.5%
31.0%
Q2 25
15.1%
37.7%
Q1 25
22.4%
43.2%
Q4 24
10.2%
22.5%
Q3 24
21.6%
25.1%
Q2 24
16.6%
33.9%
资本支出强度
NDSN
NDSN
RMD
RMD
Q2 26
Q4 25
1.2%
2.0%
Q3 25
1.6%
3.2%
Q2 25
2.3%
2.3%
Q1 25
3.5%
1.6%
Q4 24
2.8%
1.6%
Q3 24
3.3%
1.5%
Q2 24
2.2%
2.0%
现金转化率
NDSN
NDSN
RMD
RMD
Q2 26
Q4 25
1.34×
0.87×
Q3 25
1.89×
1.31×
Q2 25
1.06×
1.42×
Q1 25
1.68×
1.59×
Q4 24
0.79×
0.90×
Q3 24
1.41×
1.05×
Q2 24
1.04×
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

NDSN
NDSN

Advanced Technology Systems$624.5M83%
Other$127.3M17%

RMD
RMD

暂无分部数据

相关对比