vs
Realty Income（O）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
Realty Income的季度营收约是瑞思迈的1.0倍（$1.5B vs $1.4B），瑞思迈净利率更高（27.6% vs 19.9%，领先7.7%），Realty Income同比增速更快（11.0% vs 11.0%），过去两年Realty Income的营收复合增速更高（8.6% vs 7.8%）
Realty Income是一家房地产投资信托企业，投资范围覆盖美国、英国及欧洲其他六个国家的独立单租户商业地产，旗下物业普遍采用三重净租约模式。公司注册地为美国马里兰州，总部位于加利福尼亚州圣迭戈市。
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。
O vs RMD — 直观对比
营收规模更大
O
是对方的1.0倍
$1.4B
营收增速更快
O
高出0.0%
11.0%
净利率更高
RMD
高出7.7%
19.9%
两年增速更快
O
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.4B |
| 净利润 | $296.1M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 21.7% | 34.6% |
| 净利率 | 19.9% | 27.6% |
| 营收同比 | 11.0% | 11.0% |
| 净利润同比 | 48.3% | 13.9% |
| 每股收益（稀释后） | $0.32 | $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ORMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B |
净利润ORMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $296.1M | $392.6M | ||
| Q3 25 | $315.8M | $348.5M | ||
| Q2 25 | $196.9M | $379.7M | ||
| Q1 25 | $249.8M | $365.0M | ||
| Q4 24 | $199.6M | $344.6M | ||
| Q3 24 | $269.5M | $311.4M |
毛利率ORMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率ORMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 21.7% | 34.6% | ||
| Q3 25 | 23.2% | 33.4% | ||
| Q2 25 | 15.8% | 33.7% | ||
| Q1 25 | 19.3% | 33.0% | ||
| Q4 24 | 16.5% | 32.5% | ||
| Q3 24 | 21.5% | 31.6% |
净利率ORMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 19.9% | 27.6% | ||
| Q3 25 | 21.5% | 26.1% | ||
| Q2 25 | 14.0% | 28.2% | ||
| Q1 25 | 18.1% | 28.3% | ||
| Q4 24 | 14.9% | 26.9% | ||
| Q3 24 | 20.2% | 25.4% |
每股收益（稀释后）ORMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.32 | $2.68 | ||
| Q3 25 | $0.35 | $2.37 | ||
| Q2 25 | $0.22 | $2.58 | ||
| Q1 25 | $0.28 | $2.48 | ||
| Q4 24 | $0.23 | $2.34 | ||
| Q3 24 | $0.30 | $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 | $434.8M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $39.4B | $6.3B |
| 总资产 | $72.8B | $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ORMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $434.8M | $1.4B | ||
| Q3 25 | $417.2M | $1.4B | ||
| Q2 25 | $800.4M | $1.2B | ||
| Q1 25 | $319.0M | $932.7M | ||
| Q4 24 | $445.0M | $521.9M | ||
| Q3 24 | $397.0M | $426.4M |
总债务ORMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| 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ORMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $39.4B | $6.3B | ||
| Q3 25 | $39.1B | $6.1B | ||
| Q2 25 | $39.2B | $6.0B | ||
| Q1 25 | $39.0B | $5.5B | ||
| Q4 24 | $38.8B | $5.3B | ||
| Q3 24 | $38.5B | $5.2B |
总资产ORMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $72.8B | $8.5B | ||
| Q3 25 | $71.3B | $8.3B | ||
| Q2 25 | $71.4B | $8.2B | ||
| Q1 25 | $69.8B | $7.6B | ||
| Q4 24 | $68.8B | $7.1B | ||
| Q3 24 | $68.5B | $7.2B |
负债/权益比ORMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| 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 | $1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $1.2B | — |
| 自由现金流率自由现金流/营收 | 77.6% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 4.06× | — |
| 过去12个月自由现金流最近4个季度 | $3.9B | — |
8季度趋势，按日历期对齐
经营现金流ORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $339.7M | ||
| Q3 25 | $943.1M | $457.3M | ||
| Q2 25 | $1.1B | $538.8M | ||
| Q1 25 | $787.5M | $578.7M | ||
| Q4 24 | $972.0M | $308.6M | ||
| Q3 24 | $841.5M | $325.5M |
自由现金流ORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $311.2M | ||
| Q3 25 | $909.9M | $414.4M | ||
| Q2 25 | $1.0B | $508.2M | ||
| Q1 25 | $764.6M | $557.9M | ||
| Q4 24 | $935.8M | $288.0M | ||
| Q3 24 | $807.9M | $307.7M |
自由现金流率ORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 77.6% | 21.9% | ||
| Q3 25 | 61.9% | 31.0% | ||
| Q2 25 | 73.3% | 37.7% | ||
| Q1 25 | 55.4% | 43.2% | ||
| Q4 24 | 69.8% | 22.5% | ||
| Q3 24 | 60.7% | 25.1% |
资本支出强度ORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 2.0% | ||
| Q3 25 | 2.3% | 3.2% | ||
| Q2 25 | 1.9% | 2.3% | ||
| Q1 25 | 1.7% | 1.6% | ||
| Q4 24 | 2.7% | 1.6% | ||
| Q3 24 | 2.5% | 1.5% |
现金转化率ORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.06× | 0.87× | ||
| Q3 25 | 2.99× | 1.31× | ||
| Q2 25 | 5.39× | 1.42× | ||
| Q1 25 | 3.15× | 1.59× | ||
| Q4 24 | 4.87× | 0.90× | ||
| Q3 24 | 3.12× | 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
O
| Product And Service Retail | $900.8M | 61% |
| Other | $531.5M | 36% |
RMD
暂无分部数据
