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Opendoor Technologies Inc.（OPEN）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Opendoor Technologies Inc.的1.9倍（$1.4B vs $736.0M），瑞思迈净利率更高（27.6% vs -148.9%，领先176.5%），瑞思迈同比增速更快（11.0% vs -32.1%），瑞思迈自由现金流更多（$311.2M vs $67.0M），过去两年瑞思迈的营收复合增速更高（9.0% vs -21.1%）
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
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。
OPEN vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$736.0M
营收增速更快
RMD
高出43.1%
-32.1%
净利率更高
RMD
高出176.5%
-148.9%
自由现金流更多
RMD
多$244.2M
$67.0M
两年增速更快
RMD
近两年复合增速
-21.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $736.0M | $1.4B |
| 净利润 | $-1.1B | $392.6M |
| 毛利率 | 7.7% | 61.8% |
| 营业利润率 | -20.4% | 34.6% |
| 净利率 | -148.9% | 27.6% |
| 营收同比 | -32.1% | 11.0% |
| 净利润同比 | -869.9% | 13.9% |
| 每股收益（稀释后） | $-1.42 | $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OPENRMD
| Q4 25 | $736.0M | $1.4B | ||
| Q3 25 | $915.0M | $1.3B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
净利润OPENRMD
| Q4 25 | $-1.1B | $392.6M | ||
| Q3 25 | $-90.0M | $348.5M | ||
| Q2 25 | $-29.0M | $379.7M | ||
| Q1 25 | $-85.0M | $365.0M | ||
| Q4 24 | $-113.0M | $344.6M | ||
| Q3 24 | $-78.0M | $311.4M | ||
| Q2 24 | $-92.0M | $292.2M | ||
| Q1 24 | $-109.0M | $300.5M |
毛利率OPENRMD
| Q4 25 | 7.7% | 61.8% | ||
| Q3 25 | 7.2% | 61.5% | ||
| Q2 25 | 8.2% | 60.8% | ||
| Q1 25 | 8.6% | 59.3% | ||
| Q4 24 | 7.8% | 58.6% | ||
| Q3 24 | 7.6% | 58.6% | ||
| Q2 24 | 8.5% | 58.5% | ||
| Q1 24 | 9.7% | 57.9% |
营业利润率OPENRMD
| Q4 25 | -20.4% | 34.6% | ||
| Q3 25 | -7.4% | 33.4% | ||
| Q2 25 | -0.8% | 33.7% | ||
| Q1 25 | -4.9% | 33.0% | ||
| Q4 24 | -8.7% | 32.5% | ||
| Q3 24 | -4.9% | 31.6% | ||
| Q2 24 | -4.8% | 31.2% | ||
| Q1 24 | -7.4% | 31.3% |
净利率OPENRMD
| Q4 25 | -148.9% | 27.6% | ||
| Q3 25 | -9.8% | 26.1% | ||
| Q2 25 | -1.9% | 28.2% | ||
| Q1 25 | -7.4% | 28.3% | ||
| Q4 24 | -10.4% | 26.9% | ||
| Q3 24 | -5.7% | 25.4% | ||
| Q2 24 | -6.1% | 23.9% | ||
| Q1 24 | -9.2% | 25.1% |
每股收益（稀释后）OPENRMD
| Q4 25 | $-1.42 | $2.68 | ||
| Q3 25 | $-0.12 | $2.37 | ||
| Q2 25 | $-0.04 | $2.58 | ||
| Q1 25 | $-0.12 | $2.48 | ||
| Q4 24 | $-0.16 | $2.34 | ||
| Q3 24 | $-0.11 | $2.11 | ||
| Q2 24 | $-0.13 | $1.97 | ||
| Q1 24 | $-0.16 | $2.04 |
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 | $962.0M | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $1.0B | $6.3B |
| 总资产 | $2.4B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资OPENRMD
| Q4 25 | $962.0M | $1.4B | ||
| Q3 25 | $962.0M | $1.4B | ||
| Q2 25 | $789.0M | $1.2B | ||
| Q1 25 | $559.0M | $932.7M | ||
| Q4 24 | $679.0M | $521.9M | ||
| Q3 24 | $837.0M | $426.4M | ||
| Q2 24 | $809.0M | $238.4M | ||
| Q1 24 | $990.0M | $237.9M |
总债务OPENRMD
| 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 | ||
| Q1 24 | — | $997.0M |
股东权益OPENRMD
| Q4 25 | $1.0B | $6.3B | ||
| Q3 25 | $811.0M | $6.1B | ||
| Q2 25 | $631.0M | $6.0B | ||
| Q1 25 | $645.0M | $5.5B | ||
| Q4 24 | $713.0M | $5.3B | ||
| Q3 24 | $801.0M | $5.2B | ||
| Q2 24 | $845.0M | $4.9B | ||
| Q1 24 | $899.0M | $4.6B |
总资产OPENRMD
| Q4 25 | $2.4B | $8.5B | ||
| Q3 25 | $2.7B | $8.3B | ||
| Q2 25 | $2.9B | $8.2B | ||
| Q1 25 | $3.3B | $7.6B | ||
| Q4 24 | $3.1B | $7.1B | ||
| Q3 24 | $3.4B | $7.2B | ||
| Q2 24 | $3.4B | $6.9B | ||
| Q1 24 | $3.4B | $6.8B |
负债/权益比OPENRMD
| 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× | ||
| Q1 24 | — | 0.22× |
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 | $70.0M | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $67.0M | $311.2M |
| 自由现金流率自由现金流/营收 | 9.1% | 21.9% |
| 资本支出强度资本支出/营收 | 0.4% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $1.8B |
8季度趋势，按日历期对齐
经营现金流OPENRMD
| Q4 25 | $70.0M | $339.7M | ||
| Q3 25 | $435.0M | $457.3M | ||
| Q2 25 | $823.0M | $538.8M | ||
| Q1 25 | $-279.0M | $578.7M | ||
| Q4 24 | $-80.0M | $308.6M | ||
| Q3 24 | $62.0M | $325.5M | ||
| Q2 24 | $-399.0M | $440.1M | ||
| Q1 24 | $-178.0M | $402.0M |
自由现金流OPENRMD
| Q4 25 | $67.0M | $311.2M | ||
| Q3 25 | $432.0M | $414.4M | ||
| Q2 25 | $821.0M | $508.2M | ||
| Q1 25 | $-283.0M | $557.9M | ||
| Q4 24 | $-83.0M | $288.0M | ||
| Q3 24 | $56.0M | $307.7M | ||
| Q2 24 | $-407.0M | $415.2M | ||
| Q1 24 | $-186.0M | $380.8M |
自由现金流率OPENRMD
| Q4 25 | 9.1% | 21.9% | ||
| Q3 25 | 47.2% | 31.0% | ||
| Q2 25 | 52.4% | 37.7% | ||
| Q1 25 | -24.5% | 43.2% | ||
| Q4 24 | -7.7% | 22.5% | ||
| Q3 24 | 4.1% | 25.1% | ||
| Q2 24 | -26.9% | 33.9% | ||
| Q1 24 | -15.7% | 31.8% |
资本支出强度OPENRMD
| Q4 25 | 0.4% | 2.0% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 0.1% | 2.3% | ||
| Q1 25 | 0.3% | 1.6% | ||
| Q4 24 | 0.3% | 1.6% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.5% | 2.0% | ||
| Q1 24 | 0.7% | 1.8% |
现金转化率OPENRMD
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.34× |
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
OPEN
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
