vs
帕兰提尔科技(PLTR)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帕兰提尔科技的1.0倍($1.4B vs $1.4B),帕兰提尔科技净利率更高(43.3% vs 27.6%,领先15.7%),帕兰提尔科技同比增速更快(70.0% vs 11.0%),过去两年帕兰提尔科技的营收复合增速更高(48.9% vs 7.9%)
帕兰提尔科技是美国上市企业,专注研发数据集成与分析平台,为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库,广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
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。
PLTR vs RMD — 直观对比
营收规模更大
RMD
是对方的1.0倍
$1.4B
营收增速更快
PLTR
高出59.0%
11.0%
净利率更高
PLTR
高出15.7%
27.6%
两年增速更快
PLTR
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.4B |
| 净利润 | $608.7M | $392.6M |
| 毛利率 | 84.6% | 61.8% |
| 营业利润率 | 40.9% | 34.6% |
| 净利率 | 43.3% | 27.6% |
| 营收同比 | 70.0% | 11.0% |
| 净利润同比 | 670.4% | 13.9% |
| 每股收益(稀释后) | $0.24 | $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
PLTR
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $883.9M | $1.3B | ||
| Q4 24 | $827.5M | $1.3B | ||
| Q3 24 | $725.5M | $1.2B | ||
| Q2 24 | $678.1M | $1.2B |
净利润
PLTR
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $608.7M | $392.6M | ||
| Q3 25 | $475.6M | $348.5M | ||
| Q2 25 | $326.7M | $379.7M | ||
| Q1 25 | $214.0M | $365.0M | ||
| Q4 24 | $79.0M | $344.6M | ||
| Q3 24 | $143.5M | $311.4M | ||
| Q2 24 | $134.1M | $292.2M |
毛利率
PLTR
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 84.6% | 61.8% | ||
| Q3 25 | 82.4% | 61.5% | ||
| Q2 25 | 80.8% | 60.8% | ||
| Q1 25 | 80.4% | 59.3% | ||
| Q4 24 | 78.9% | 58.6% | ||
| Q3 24 | 79.8% | 58.6% | ||
| Q2 24 | 81.0% | 58.5% |
营业利润率
PLTR
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 40.9% | 34.6% | ||
| Q3 25 | 33.3% | 33.4% | ||
| Q2 25 | 26.8% | 33.7% | ||
| Q1 25 | 19.9% | 33.0% | ||
| Q4 24 | 1.3% | 32.5% | ||
| Q3 24 | 15.6% | 31.6% | ||
| Q2 24 | 15.5% | 31.2% |
净利率
PLTR
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 43.3% | 27.6% | ||
| Q3 25 | 40.3% | 26.1% | ||
| Q2 25 | 32.6% | 28.2% | ||
| Q1 25 | 24.2% | 28.3% | ||
| Q4 24 | 9.5% | 26.9% | ||
| Q3 24 | 19.8% | 25.4% | ||
| Q2 24 | 19.8% | 23.9% |
每股收益(稀释后)
PLTR
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.24 | $2.68 | ||
| Q3 25 | $0.18 | $2.37 | ||
| Q2 25 | $0.13 | $2.58 | ||
| Q1 25 | $0.08 | $2.48 | ||
| Q4 24 | $0.03 | $2.34 | ||
| Q3 24 | $0.06 | $2.11 | ||
| Q2 24 | $0.06 | $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 | $7.2B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $7.4B | $6.3B |
| 总资产 | $8.9B | $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
PLTR
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $7.2B | $1.4B | ||
| Q3 25 | $6.4B | $1.4B | ||
| Q2 25 | $6.0B | $1.2B | ||
| Q1 25 | $5.4B | $932.7M | ||
| Q4 24 | $5.2B | $521.9M | ||
| Q3 24 | $4.6B | $426.4M | ||
| Q2 24 | $4.0B | $238.4M |
总债务
PLTR
RMD
| Q2 26 | — | $663.8M | ||
| 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 |
股东权益
PLTR
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $7.4B | $6.3B | ||
| Q3 25 | $6.6B | $6.1B | ||
| Q2 25 | $5.9B | $6.0B | ||
| Q1 25 | $5.4B | $5.5B | ||
| Q4 24 | $5.0B | $5.3B | ||
| Q3 24 | $4.5B | $5.2B | ||
| Q2 24 | $4.1B | $4.9B |
总资产
PLTR
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $8.9B | $8.5B | ||
| Q3 25 | $8.1B | $8.3B | ||
| Q2 25 | $7.4B | $8.2B | ||
| Q1 25 | $6.7B | $7.6B | ||
| Q4 24 | $6.3B | $7.1B | ||
| Q3 24 | $5.8B | $7.2B | ||
| Q2 24 | $5.2B | $6.9B |
负债/权益比
PLTR
RMD
| Q2 26 | — | 0.11× | ||
| 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× |
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 | $777.3M | — |
| 自由现金流经营现金流 - 资本支出 | $764.0M | — |
| 自由现金流率自由现金流/营收 | 54.3% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $2.1B | — |
8季度趋势,按日历期对齐
经营现金流
PLTR
RMD
| Q2 26 | — | — | ||
| Q4 25 | $777.3M | $339.7M | ||
| Q3 25 | $507.7M | $457.3M | ||
| Q2 25 | $539.3M | $538.8M | ||
| Q1 25 | $310.3M | $578.7M | ||
| Q4 24 | $460.3M | $308.6M | ||
| Q3 24 | $419.8M | $325.5M | ||
| Q2 24 | $144.2M | $440.1M |
自由现金流
PLTR
RMD
| Q2 26 | — | — | ||
| Q4 25 | $764.0M | $311.2M | ||
| Q3 25 | $500.9M | $414.4M | ||
| Q2 25 | $531.6M | $508.2M | ||
| Q1 25 | $304.1M | $557.9M | ||
| Q4 24 | $457.2M | $288.0M | ||
| Q3 24 | $415.8M | $307.7M | ||
| Q2 24 | $141.3M | $415.2M |
自由现金流率
PLTR
RMD
| Q2 26 | — | — | ||
| Q4 25 | 54.3% | 21.9% | ||
| Q3 25 | 42.4% | 31.0% | ||
| Q2 25 | 53.0% | 37.7% | ||
| Q1 25 | 34.4% | 43.2% | ||
| Q4 24 | 55.3% | 22.5% | ||
| Q3 24 | 57.3% | 25.1% | ||
| Q2 24 | 20.8% | 33.9% |
资本支出强度
PLTR
RMD
| Q2 26 | — | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 0.6% | 3.2% | ||
| Q2 25 | 0.8% | 2.3% | ||
| Q1 25 | 0.7% | 1.6% | ||
| Q4 24 | 0.4% | 1.6% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 0.4% | 2.0% |
现金转化率
PLTR
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.28× | 0.87× | ||
| Q3 25 | 1.07× | 1.31× | ||
| Q2 25 | 1.65× | 1.42× | ||
| Q1 25 | 1.45× | 1.59× | ||
| Q4 24 | 5.83× | 0.90× | ||
| Q3 24 | 2.92× | 1.05× | ||
| Q2 24 | 1.08× | 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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
RMD
暂无分部数据