vs
RESIDEO TECHNOLOGIES, INC.（REZI）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
RESIDEO TECHNOLOGIES, INC.的季度营收约是瑞思迈的1.3倍（$1.9B 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 2.0%），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% vs 7.8%）
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
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。
REZI vs RMD — 直观对比
营收规模更大
REZI
是对方的1.3倍
$1.4B
营收增速更快
RMD
高出9.0%
2.0%
净利率更高
RMD
高出20.4%
7.2%
两年增速更快
REZI
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $136.0M | $392.6M |
| 毛利率 | 29.6% | 61.8% |
| 营业利润率 | 7.4% | 34.6% |
| 净利率 | 7.2% | 27.6% |
| 营收同比 | 2.0% | 11.0% |
| 净利润同比 | 491.3% | 13.9% |
| 每股收益（稀释后） | $0.99 | $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REZIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.2B |
净利润REZIRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $136.0M | $392.6M | ||
| Q3 25 | $156.0M | $348.5M | ||
| Q2 25 | $-825.0M | $379.7M | ||
| Q1 25 | $6.0M | $365.0M | ||
| Q4 24 | $23.0M | $344.6M | ||
| Q3 24 | $20.0M | $311.4M |
毛利率REZIRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 29.6% | 61.8% | ||
| Q3 25 | 29.8% | 61.5% | ||
| Q2 25 | 29.3% | 60.8% | ||
| Q1 25 | 28.9% | 59.3% | ||
| Q4 24 | 28.5% | 58.6% | ||
| Q3 24 | 28.7% | 58.6% |
营业利润率REZIRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 7.4% | 34.6% | ||
| Q3 25 | 8.3% | 33.4% | ||
| Q2 25 | 9.1% | 33.7% | ||
| Q1 25 | 7.7% | 33.0% | ||
| Q4 24 | 7.8% | 32.5% | ||
| Q3 24 | 6.9% | 31.6% |
净利率REZIRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 7.2% | 27.6% | ||
| Q3 25 | 8.4% | 26.1% | ||
| Q2 25 | -42.5% | 28.2% | ||
| Q1 25 | 0.3% | 28.3% | ||
| Q4 24 | 1.2% | 26.9% | ||
| Q3 24 | 1.1% | 25.4% |
每股收益（稀释后）REZIRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.99 | $2.68 | ||
| Q3 25 | $0.85 | $2.37 | ||
| Q2 25 | $-5.59 | $2.58 | ||
| Q1 25 | $-0.02 | $2.48 | ||
| Q4 24 | $0.06 | $2.34 | ||
| Q3 24 | $0.07 | $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 | $661.0M | $1.4B |
| 总债务越低越好 | $3.2B | $663.8M |
| 股东权益账面价值 | $2.9B | $6.3B |
| 总资产 | $8.4B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资REZIRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $661.0M | $1.4B | ||
| Q3 25 | $345.0M | $1.4B | ||
| Q2 25 | $753.0M | $1.2B | ||
| Q1 25 | $577.0M | $932.7M | ||
| Q4 24 | $692.0M | $521.9M | ||
| Q3 24 | $531.0M | $426.4M |
总债务REZIRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $3.2B | $403.9M | ||
| Q3 25 | $3.2B | $408.7M | ||
| Q2 25 | $2.0B | $658.4M | ||
| Q1 25 | $2.0B | $663.1M | ||
| Q4 24 | $2.0B | $662.9M | ||
| Q3 24 | $2.0B | $667.6M |
股东权益REZIRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.9B | $6.3B | ||
| Q3 25 | $2.8B | $6.1B | ||
| Q2 25 | $2.6B | $6.0B | ||
| Q1 25 | $3.3B | $5.5B | ||
| Q4 24 | $3.3B | $5.3B | ||
| Q3 24 | $3.4B | $5.2B |
总资产REZIRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $8.4B | $8.5B | ||
| Q3 25 | $8.2B | $8.3B | ||
| Q2 25 | $8.5B | $8.2B | ||
| Q1 25 | $8.1B | $7.6B | ||
| Q4 24 | $8.2B | $7.1B | ||
| Q3 24 | $8.1B | $7.2B |
负债/权益比REZIRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 1.11× | 0.06× | ||
| Q3 25 | 1.17× | 0.07× | ||
| Q2 25 | 0.77× | 0.11× | ||
| Q1 25 | 0.60× | 0.12× | ||
| Q4 24 | 0.61× | 0.13× | ||
| Q3 24 | 0.60× | 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 | $299.0M | — |
| 自由现金流经营现金流 - 资本支出 | $262.0M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 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 | 2.20× | — |
| 过去12个月自由现金流最近4个季度 | $-1.3B | — |
8季度趋势，按日历期对齐
经营现金流REZIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $299.0M | $339.7M | ||
| Q3 25 | $-1.6B | $457.3M | ||
| Q2 25 | $200.0M | $538.8M | ||
| Q1 25 | $-65.0M | $578.7M | ||
| Q4 24 | $203.0M | $308.6M | ||
| Q3 24 | $147.0M | $325.5M |
自由现金流REZIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $262.0M | $311.2M | ||
| Q3 25 | $-1.6B | $414.4M | ||
| Q2 25 | $180.0M | $508.2M | ||
| Q1 25 | $-96.0M | $557.9M | ||
| Q4 24 | $181.0M | $288.0M | ||
| Q3 24 | $125.0M | $307.7M |
自由现金流率REZIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | 21.9% | ||
| Q3 25 | -85.8% | 31.0% | ||
| Q2 25 | 9.3% | 37.7% | ||
| Q1 25 | -5.4% | 43.2% | ||
| Q4 24 | 9.7% | 22.5% | ||
| Q3 24 | 6.8% | 25.1% |
资本支出强度REZIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 2.0% | ||
| Q3 25 | 1.5% | 3.2% | ||
| Q2 25 | 1.0% | 2.3% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 1.2% | 1.6% | ||
| Q3 24 | 1.2% | 1.5% |
现金转化率REZIRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.20× | 0.87× | ||
| Q3 25 | -10.07× | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | -10.83× | 1.59× | ||
| Q4 24 | 8.83× | 0.90× | ||
| Q3 24 | 7.35× | 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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
RMD
暂无分部数据
