vs
Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.1倍（$1.4B vs $1.3B），瑞思迈净利率更高（27.6% vs -63.1%，领先90.7%），瑞思迈同比增速更快（11.0% vs -25.8%），过去两年瑞思迈的营收复合增速更高（7.9% vs 3.3%）
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
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。
RIVN vs RMD — 直观对比
营收规模更大
RMD
是对方的1.1倍
$1.3B
营收增速更快
RMD
高出36.8%
-25.8%
净利率更高
RMD
高出90.7%
-63.1%
两年增速更快
RMD
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $-811.0M | $392.6M |
| 毛利率 | 9.3% | 61.8% |
| 营业利润率 | -64.8% | 34.6% |
| 净利率 | -63.1% | 27.6% |
| 营收同比 | -25.8% | 11.0% |
| 净利润同比 | -9.0% | 13.9% |
| 每股收益（稀释后） | $-0.66 | $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RIVNRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $874.0M | $1.2B | ||
| Q2 24 | $1.2B | $1.2B |
净利润RIVNRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $-811.0M | $392.6M | ||
| Q3 25 | $-1.2B | $348.5M | ||
| Q2 25 | $-1.1B | $379.7M | ||
| Q1 25 | $-545.0M | $365.0M | ||
| Q4 24 | $-744.0M | $344.6M | ||
| Q3 24 | $-1.1B | $311.4M | ||
| Q2 24 | $-1.5B | $292.2M |
毛利率RIVNRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 9.3% | 61.8% | ||
| Q3 25 | 1.5% | 61.5% | ||
| Q2 25 | -15.8% | 60.8% | ||
| Q1 25 | 16.6% | 59.3% | ||
| Q4 24 | 9.8% | 58.6% | ||
| Q3 24 | -44.9% | 58.6% | ||
| Q2 24 | -38.9% | 58.5% |
营业利润率RIVNRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | -64.8% | 34.6% | ||
| Q3 25 | -63.1% | 33.4% | ||
| Q2 25 | -85.5% | 33.7% | ||
| Q1 25 | -52.8% | 33.0% | ||
| Q4 24 | -38.1% | 32.5% | ||
| Q3 24 | -133.8% | 31.6% | ||
| Q2 24 | -118.7% | 31.2% |
净利率RIVNRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | -63.1% | 27.6% | ||
| Q3 25 | -75.3% | 26.1% | ||
| Q2 25 | -85.7% | 28.2% | ||
| Q1 25 | -44.0% | 28.3% | ||
| Q4 24 | -42.9% | 26.9% | ||
| Q3 24 | -125.9% | 25.4% | ||
| Q2 24 | -125.8% | 23.9% |
每股收益（稀释后）RIVNRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $-0.66 | $2.68 | ||
| Q3 25 | $-0.96 | $2.37 | ||
| Q2 25 | $-0.97 | $2.58 | ||
| Q1 25 | $-0.48 | $2.48 | ||
| Q4 24 | $-0.67 | $2.34 | ||
| Q3 24 | $-1.08 | $2.11 | ||
| Q2 24 | $-1.46 | $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 | $6.1B | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $4.6B | $6.3B |
| 总资产 | $14.9B | $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RIVNRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $6.1B | $1.4B | ||
| Q3 25 | $7.1B | $1.4B | ||
| Q2 25 | $7.5B | $1.2B | ||
| Q1 25 | $7.2B | $932.7M | ||
| Q4 24 | $7.7B | $521.9M | ||
| Q3 24 | $6.7B | $426.4M | ||
| Q2 24 | $7.9B | $238.4M |
总债务RIVNRMD
| 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 | $5.5B | $697.3M |
股东权益RIVNRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $4.6B | $6.3B | ||
| Q3 25 | $5.1B | $6.1B | ||
| Q2 25 | $6.1B | $6.0B | ||
| Q1 25 | $6.2B | $5.5B | ||
| Q4 24 | $6.6B | $5.3B | ||
| Q3 24 | $5.9B | $5.2B | ||
| Q2 24 | $6.8B | $4.9B |
总资产RIVNRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $14.9B | $8.5B | ||
| Q3 25 | $15.2B | $8.3B | ||
| Q2 25 | $15.6B | $8.2B | ||
| Q1 25 | $15.5B | $7.6B | ||
| Q4 24 | $15.4B | $7.1B | ||
| Q3 24 | $14.3B | $7.2B | ||
| Q2 24 | $15.4B | $6.9B |
负债/权益比RIVNRMD
| 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 | 0.81× | 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 | $-681.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-1.1B | — |
| 自由现金流率自由现金流/营收 | -89.0% | — |
| 资本支出强度资本支出/营收 | 36.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-2.5B | — |
8季度趋势，按日历期对齐
经营现金流RIVNRMD
| Q2 26 | — | — | ||
| Q4 25 | $-681.0M | $339.7M | ||
| Q3 25 | $26.0M | $457.3M | ||
| Q2 25 | $64.0M | $538.8M | ||
| Q1 25 | $-188.0M | $578.7M | ||
| Q4 24 | $1.2B | $308.6M | ||
| Q3 24 | $-876.0M | $325.5M | ||
| Q2 24 | $-754.0M | $440.1M |
自由现金流RIVNRMD
| Q2 26 | — | — | ||
| Q4 25 | $-1.1B | $311.2M | ||
| Q3 25 | $-421.0M | $414.4M | ||
| Q2 25 | $-398.0M | $508.2M | ||
| Q1 25 | $-526.0M | $557.9M | ||
| Q4 24 | $856.0M | $288.0M | ||
| Q3 24 | $-1.2B | $307.7M | ||
| Q2 24 | $-1.0B | $415.2M |
自由现金流率RIVNRMD
| Q2 26 | — | — | ||
| Q4 25 | -89.0% | 21.9% | ||
| Q3 25 | -27.0% | 31.0% | ||
| Q2 25 | -30.5% | 37.7% | ||
| Q1 25 | -42.4% | 43.2% | ||
| Q4 24 | 49.4% | 22.5% | ||
| Q3 24 | -131.9% | 25.1% | ||
| Q2 24 | -89.6% | 33.9% |
资本支出强度RIVNRMD
| Q2 26 | — | — | ||
| Q4 25 | 36.0% | 2.0% | ||
| Q3 25 | 28.7% | 3.2% | ||
| Q2 25 | 35.5% | 2.3% | ||
| Q1 25 | 27.3% | 1.6% | ||
| Q4 24 | 18.9% | 1.6% | ||
| Q3 24 | 31.7% | 1.5% | ||
| Q2 24 | 24.4% | 2.0% |
现金转化率RIVNRMD
| Q2 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 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
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
RMD
暂无分部数据
