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Qorvo, Inc.（QRVO）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Qorvo, Inc.的1.4倍（$1.4B vs $993.0M），瑞思迈净利率更高（27.6% vs 16.5%，领先11.1%），瑞思迈同比增速更快（11.0% vs 8.4%），过去两年瑞思迈的营收复合增速更高（7.8% vs 2.7%）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
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。
QRVO vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$993.0M
营收增速更快
RMD
高出2.6%
8.4%
净利率更高
RMD
高出11.1%
16.5%
两年增速更快
RMD
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $1.4B |
| 净利润 | $164.1M | $392.6M |
| 毛利率 | 46.7% | 61.8% |
| 营业利润率 | 19.4% | 34.6% |
| 净利率 | 16.5% | 27.6% |
| 营收同比 | 8.4% | 11.0% |
| 净利润同比 | 297.5% | 13.9% |
| 每股收益（稀释后） | $1.75 | $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QRVORMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $993.0M | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $818.8M | $1.3B | ||
| Q1 25 | $869.5M | $1.3B | ||
| Q4 24 | $916.3M | $1.3B | ||
| Q3 24 | $1.0B | $1.2B |
净利润QRVORMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $164.1M | $392.6M | ||
| Q3 25 | $119.6M | $348.5M | ||
| Q2 25 | $25.6M | $379.7M | ||
| Q1 25 | $31.4M | $365.0M | ||
| Q4 24 | $41.3M | $344.6M | ||
| Q3 24 | $-17.4M | $311.4M |
毛利率QRVORMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 46.7% | 61.8% | ||
| Q3 25 | 47.0% | 61.5% | ||
| Q2 25 | 40.5% | 60.8% | ||
| Q1 25 | 42.2% | 59.3% | ||
| Q4 24 | 42.7% | 58.6% | ||
| Q3 24 | 42.6% | 58.6% |
营业利润率QRVORMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 19.4% | 34.6% | ||
| Q3 25 | 14.9% | 33.4% | ||
| Q2 25 | 3.7% | 33.7% | ||
| Q1 25 | 3.2% | 33.0% | ||
| Q4 24 | 5.8% | 32.5% | ||
| Q3 24 | 0.9% | 31.6% |
净利率QRVORMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 16.5% | 27.6% | ||
| Q3 25 | 11.3% | 26.1% | ||
| Q2 25 | 3.1% | 28.2% | ||
| Q1 25 | 3.6% | 28.3% | ||
| Q4 24 | 4.5% | 26.9% | ||
| Q3 24 | -1.7% | 25.4% |
每股收益（稀释后）QRVORMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $1.75 | $2.68 | ||
| Q3 25 | $1.28 | $2.37 | ||
| Q2 25 | $0.27 | $2.58 | ||
| Q1 25 | $0.33 | $2.48 | ||
| Q4 24 | $0.43 | $2.34 | ||
| Q3 24 | $-0.18 | $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 | $1.3B | $1.4B |
| 总债务越低越好 | $1.5B | $663.8M |
| 股东权益账面价值 | $3.7B | $6.3B |
| 总资产 | $6.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资QRVORMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $932.7M | ||
| Q4 24 | $769.4M | $521.9M | ||
| Q3 24 | $1.1B | $426.4M |
总债务QRVORMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.5B | $403.9M | ||
| Q3 25 | $1.5B | $408.7M | ||
| Q2 25 | $1.5B | $658.4M | ||
| Q1 25 | $1.5B | $663.1M | ||
| Q4 24 | $1.5B | $662.9M | ||
| Q3 24 | $1.5B | $667.6M |
股东权益QRVORMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $3.7B | $6.3B | ||
| Q3 25 | $3.5B | $6.1B | ||
| Q2 25 | $3.4B | $6.0B | ||
| Q1 25 | $3.4B | $5.5B | ||
| Q4 24 | $3.4B | $5.3B | ||
| Q3 24 | $3.4B | $5.2B |
总资产QRVORMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $6.2B | $8.5B | ||
| Q3 25 | $6.1B | $8.3B | ||
| Q2 25 | $6.0B | $8.2B | ||
| Q1 25 | $5.9B | $7.6B | ||
| Q4 24 | $6.0B | $7.1B | ||
| Q3 24 | $6.5B | $7.2B |
负债/权益比QRVORMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.42× | 0.06× | ||
| Q3 25 | 0.44× | 0.07× | ||
| Q2 25 | 0.45× | 0.11× | ||
| Q1 25 | 0.46× | 0.12× | ||
| Q4 24 | 0.46× | 0.13× | ||
| Q3 24 | 0.45× | 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 | $265.4M | — |
| 自由现金流经营现金流 - 资本支出 | $236.9M | — |
| 自由现金流率自由现金流/营收 | 23.9% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.62× | — |
| 过去12个月自由现金流最近4个季度 | $595.2M | — |
8季度趋势，按日历期对齐
经营现金流QRVORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $265.4M | $339.7M | ||
| Q3 25 | $84.0M | $457.3M | ||
| Q2 25 | $182.9M | $538.8M | ||
| Q1 25 | $199.2M | $578.7M | ||
| Q4 24 | $214.1M | $308.6M | ||
| Q3 24 | $127.8M | $325.5M |
自由现金流QRVORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $236.9M | $311.2M | ||
| Q3 25 | $42.2M | $414.4M | ||
| Q2 25 | $145.4M | $508.2M | ||
| Q1 25 | $170.7M | $557.9M | ||
| Q4 24 | $176.2M | $288.0M | ||
| Q3 24 | $94.8M | $307.7M |
自由现金流率QRVORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 23.9% | 21.9% | ||
| Q3 25 | 4.0% | 31.0% | ||
| Q2 25 | 17.8% | 37.7% | ||
| Q1 25 | 19.6% | 43.2% | ||
| Q4 24 | 19.2% | 22.5% | ||
| Q3 24 | 9.1% | 25.1% |
资本支出强度QRVORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 2.0% | ||
| Q3 25 | 3.9% | 3.2% | ||
| Q2 25 | 4.6% | 2.3% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 4.1% | 1.6% | ||
| Q3 24 | 3.2% | 1.5% |
现金转化率QRVORMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.62× | 0.87× | ||
| Q3 25 | 0.70× | 1.31× | ||
| Q2 25 | 7.15× | 1.42× | ||
| Q1 25 | 6.35× | 1.59× | ||
| Q4 24 | 5.19× | 0.90× | ||
| Q3 24 | — | 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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
RMD
暂无分部数据
