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Packaging Corporation of America（PKG）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
Packaging Corporation of America的季度营收约是瑞思迈的1.7倍（$2.4B vs $1.4B），瑞思迈净利率更高（27.6% vs 7.2%，领先20.4%），瑞思迈同比增速更快（11.0% vs 10.6%），过去两年瑞思迈的营收复合增速更高（9.0% vs 6.8%）
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业，业务主要布局于美国本土，当前拥有约15500名员工，首席执行官为Mark W. Kowlzan。
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。
PKG vs RMD — 直观对比
营收规模更大
PKG
是对方的1.7倍
$1.4B
营收增速更快
RMD
高出0.4%
10.6%
净利率更高
RMD
高出20.4%
7.2%
两年增速更快
RMD
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.4B |
| 净利润 | $170.9M | $392.6M |
| 毛利率 | 19.1% | 61.8% |
| 营业利润率 | 10.6% | 34.6% |
| 净利率 | 7.2% | 27.6% |
| 营收同比 | 10.6% | 11.0% |
| 净利润同比 | -16.1% | 13.9% |
| 每股收益（稀释后） | $1.91 | $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PKGRMD
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.3B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.1B | $1.2B |
净利润PKGRMD
| Q1 26 | $170.9M | — | ||
| Q4 25 | $101.9M | $392.6M | ||
| Q3 25 | $226.9M | $348.5M | ||
| Q2 25 | $241.5M | $379.7M | ||
| Q1 25 | $203.8M | $365.0M | ||
| Q4 24 | $221.2M | $344.6M | ||
| Q3 24 | $238.1M | $311.4M | ||
| Q2 24 | $198.9M | $292.2M |
毛利率PKGRMD
| Q1 26 | 19.1% | — | ||
| Q4 25 | 18.9% | 61.8% | ||
| Q3 25 | 21.8% | 61.5% | ||
| Q2 25 | 22.2% | 60.8% | ||
| Q1 25 | 21.2% | 59.3% | ||
| Q4 24 | 21.9% | 58.6% | ||
| Q3 24 | 23.1% | 58.6% | ||
| Q2 24 | 21.1% | 58.5% |
营业利润率PKGRMD
| Q1 26 | 10.6% | — | ||
| Q4 25 | 7.1% | 34.6% | ||
| Q3 25 | 14.0% | 33.4% | ||
| Q2 25 | 15.4% | 33.7% | ||
| Q1 25 | 13.1% | 33.0% | ||
| Q4 24 | 14.1% | 32.5% | ||
| Q3 24 | 15.0% | 31.6% | ||
| Q2 24 | 13.3% | 31.2% |
净利率PKGRMD
| Q1 26 | 7.2% | — | ||
| Q4 25 | 4.3% | 27.6% | ||
| Q3 25 | 9.8% | 26.1% | ||
| Q2 25 | 11.1% | 28.2% | ||
| Q1 25 | 9.5% | 28.3% | ||
| Q4 24 | 10.3% | 26.9% | ||
| Q3 24 | 10.9% | 25.4% | ||
| Q2 24 | 9.6% | 23.9% |
每股收益（稀释后）PKGRMD
| Q1 26 | $1.91 | — | ||
| Q4 25 | $1.14 | $2.68 | ||
| Q3 25 | $2.51 | $2.37 | ||
| Q2 25 | $2.67 | $2.58 | ||
| Q1 25 | $2.26 | $2.48 | ||
| Q4 24 | $2.45 | $2.34 | ||
| Q3 24 | $2.64 | $2.11 | ||
| Q2 24 | $2.21 | $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 |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | — | $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PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $529.0M | $1.4B | ||
| Q3 25 | $634.0M | $1.4B | ||
| Q2 25 | $787.9M | $1.2B | ||
| Q1 25 | $751.7M | $932.7M | ||
| Q4 24 | $685.0M | $521.9M | ||
| Q3 24 | $676.6M | $426.4M | ||
| Q2 24 | $613.6M | $238.4M |
总债务PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $403.9M | ||
| Q3 25 | $4.0B | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | $2.5B | $662.9M | ||
| Q3 24 | $2.5B | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $6.3B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.6B | $6.0B | ||
| Q1 25 | $4.5B | $5.5B | ||
| Q4 24 | $4.4B | $5.3B | ||
| Q3 24 | $4.3B | $5.2B | ||
| Q2 24 | $4.1B | $4.9B |
总资产PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $10.7B | $8.5B | ||
| Q3 25 | $11.0B | $8.3B | ||
| Q2 25 | $9.0B | $8.2B | ||
| Q1 25 | $9.0B | $7.6B | ||
| Q4 24 | $8.8B | $7.1B | ||
| Q3 24 | $8.8B | $7.2B | ||
| Q2 24 | $9.0B | $6.9B |
负债/权益比PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.06× | ||
| Q3 25 | 0.84× | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 0.57× | 0.13× | ||
| Q3 24 | 0.58× | 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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | — | $311.2M |
| 自由现金流率自由现金流/营收 | — | 21.9% |
| 资本支出强度资本支出/营收 | — | 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 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $446.6M | $339.7M | ||
| Q3 25 | $472.2M | $457.3M | ||
| Q2 25 | $299.6M | $538.8M | ||
| Q1 25 | $339.1M | $578.7M | ||
| Q4 24 | $325.4M | $308.6M | ||
| Q3 24 | $327.1M | $325.5M | ||
| Q2 24 | $278.3M | $440.1M |
自由现金流PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | $127.6M | $311.2M | ||
| Q3 25 | $280.1M | $414.4M | ||
| Q2 25 | $129.9M | $508.2M | ||
| Q1 25 | $191.0M | $557.9M | ||
| Q4 24 | $124.1M | $288.0M | ||
| Q3 24 | $180.4M | $307.7M | ||
| Q2 24 | $33.3M | $415.2M |
自由现金流率PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 21.9% | ||
| Q3 25 | 12.1% | 31.0% | ||
| Q2 25 | 6.0% | 37.7% | ||
| Q1 25 | 8.9% | 43.2% | ||
| Q4 24 | 5.8% | 22.5% | ||
| Q3 24 | 8.3% | 25.1% | ||
| Q2 24 | 1.6% | 33.9% |
资本支出强度PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | 2.0% | ||
| Q3 25 | 8.3% | 3.2% | ||
| Q2 25 | 7.8% | 2.3% | ||
| Q1 25 | 6.9% | 1.6% | ||
| Q4 24 | 9.4% | 1.6% | ||
| Q3 24 | 6.7% | 1.5% | ||
| Q2 24 | 11.8% | 2.0% |
现金转化率PKGRMD
| Q1 26 | — | — | ||
| Q4 25 | 4.38× | 0.87× | ||
| Q3 25 | 2.08× | 1.31× | ||
| Q2 25 | 1.24× | 1.42× | ||
| Q1 25 | 1.66× | 1.59× | ||
| Q4 24 | 1.47× | 0.90× | ||
| Q3 24 | 1.37× | 1.05× | ||
| Q2 24 | 1.40× | 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
PKG
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
