vs
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
是对方的1.9倍
$751.8M
营收增速更快
RMD
高出10.0%
1.0%
净利率更高
RMD
高出7.4%
20.2%
两年增速更快
NDSN
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
RMD
暂无分部数据