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PLEXUS CORP(PLXS)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PLEXUS CORP的1.2倍($1.4B vs $1.2B),瑞思迈净利率更高(27.6% vs 4.3%,领先23.3%),PLEXUS CORP同比增速更快(18.7% vs 11.0%),过去两年瑞思迈的营收复合增速更高(7.8% vs 7.2%)
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业,专注于开发及推广Plex制造云产品,这是一款面向制造行业的SaaS模式云计算ERP解决方案,可助力制造企业实现数字化运营管理升级。
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。
PLXS vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
PLXS
高出7.8%
11.0%
净利率更高
RMD
高出23.3%
4.3%
两年增速更快
RMD
近两年复合增速
7.2%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $49.8M | $392.6M |
| 毛利率 | 10.2% | 61.8% |
| 营业利润率 | 5.3% | 34.6% |
| 净利率 | 4.3% | 27.6% |
| 营收同比 | 18.7% | 11.0% |
| 净利润同比 | 27.5% | 13.9% |
| 每股收益(稀释后) | $1.82 | $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
PLXS
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.1B | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B |
净利润
PLXS
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $41.2M | $398.7M | ||
| Q4 25 | — | $392.6M | ||
| Q3 25 | — | $348.5M | ||
| Q2 25 | — | $379.7M | ||
| Q1 25 | — | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | — | $311.4M |
毛利率
PLXS
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 9.9% | 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
PLXS
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 5.1% | 34.9% | ||
| Q4 25 | — | 34.6% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 33.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.6% |
净利率
PLXS
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 3.8% | 27.9% | ||
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | 26.1% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | — | 25.4% |
每股收益(稀释后)
PLXS
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $1.51 | $2.74 | ||
| Q4 25 | — | $2.68 | ||
| Q3 25 | — | $2.37 | ||
| Q2 25 | — | $2.58 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | — | $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 | $303.1M | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.5B | $6.3B |
| 总资产 | $3.4B | $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
PLXS
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $248.8M | $1.7B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务
PLXS
RMD
| 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
PLXS
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.5B | $6.5B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.2B |
总资产
PLXS
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $3.2B | $8.8B | ||
| Q4 25 | — | $8.5B | ||
| Q3 25 | — | $8.3B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.2B |
负债/权益比
PLXS
RMD
| 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× |
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
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
RMD
暂无分部数据