vs
拉夫劳伦（RL）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
拉夫劳伦的季度营收约是瑞思迈的1.7倍（$2.4B vs $1.4B），瑞思迈净利率更高（27.6% vs 15.0%，领先12.6%），拉夫劳伦同比增速更快（12.2% vs 11.0%），拉夫劳伦自由现金流更多（$704.0M vs $311.2M），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 9.0%）
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
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。
RL vs RMD — 直观对比
营收规模更大
RL
是对方的1.7倍
$1.4B
营收增速更快
RL
高出1.3%
11.0%
净利率更高
RMD
高出12.6%
15.0%
自由现金流更多
RL
多$392.8M
$311.2M
两年增速更快
RL
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.4B |
| 净利润 | $361.6M | $392.6M |
| 毛利率 | 69.9% | 61.8% |
| 营业利润率 | 19.6% | 34.6% |
| 净利率 | 15.0% | 27.6% |
| 营收同比 | 12.2% | 11.0% |
| 净利润同比 | 21.6% | 13.9% |
| 每股收益（稀释后） | $5.82 | $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RLRMD
| Q4 25 | $2.4B | $1.4B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.6B | $1.2B |
净利润RLRMD
| Q4 25 | $361.6M | $392.6M | ||
| Q3 25 | $207.5M | $348.5M | ||
| Q2 25 | $220.4M | $379.7M | ||
| Q1 25 | $129.0M | $365.0M | ||
| Q4 24 | $297.4M | $344.6M | ||
| Q3 24 | $147.9M | $311.4M | ||
| Q2 24 | $168.6M | $292.2M | ||
| Q1 24 | $90.7M | $300.5M |
毛利率RLRMD
| Q4 25 | 69.9% | 61.8% | ||
| Q3 25 | 68.0% | 61.5% | ||
| Q2 25 | 72.3% | 60.8% | ||
| Q1 25 | 68.7% | 59.3% | ||
| Q4 24 | 68.4% | 58.6% | ||
| Q3 24 | 67.0% | 58.6% | ||
| Q2 24 | 70.5% | 58.5% | ||
| Q1 24 | 66.6% | 57.9% |
营业利润率RLRMD
| Q4 25 | 19.6% | 34.6% | ||
| Q3 25 | 12.2% | 33.4% | ||
| Q2 25 | 15.9% | 33.7% | ||
| Q1 25 | 9.1% | 33.0% | ||
| Q4 24 | 18.2% | 32.5% | ||
| Q3 24 | 10.4% | 31.6% | ||
| Q2 24 | 13.8% | 31.2% | ||
| Q1 24 | 6.9% | 31.3% |
净利率RLRMD
| Q4 25 | 15.0% | 27.6% | ||
| Q3 25 | 10.3% | 26.1% | ||
| Q2 25 | 12.8% | 28.2% | ||
| Q1 25 | 7.6% | 28.3% | ||
| Q4 24 | 13.9% | 26.9% | ||
| Q3 24 | 8.6% | 25.4% | ||
| Q2 24 | 11.1% | 23.9% | ||
| Q1 24 | 5.8% | 25.1% |
每股收益（稀释后）RLRMD
| Q4 25 | $5.82 | $2.68 | ||
| Q3 25 | $3.32 | $2.37 | ||
| Q2 25 | $3.52 | $2.58 | ||
| Q1 25 | $2.03 | $2.48 | ||
| Q4 24 | $4.66 | $2.34 | ||
| Q3 24 | $2.31 | $2.11 | ||
| Q2 24 | $2.61 | $1.97 | ||
| Q1 24 | $1.37 | $2.04 |
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 | $2.3B | $1.4B |
| 总债务越低越好 | — | $403.9M |
| 股东权益账面价值 | $2.9B | $6.3B |
| 总资产 | $7.8B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资RLRMD
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | $2.1B | $932.7M | ||
| Q4 24 | $2.1B | $521.9M | ||
| Q3 24 | $1.7B | $426.4M | ||
| Q2 24 | $1.8B | $238.4M | ||
| Q1 24 | $1.8B | $237.9M |
总债务RLRMD
| 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 | ||
| Q1 24 | — | $997.0M |
股东权益RLRMD
| Q4 25 | $2.9B | $6.3B | ||
| Q3 25 | $2.6B | $6.1B | ||
| Q2 25 | $2.5B | $6.0B | ||
| Q1 25 | $2.6B | $5.5B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.4B | $5.2B | ||
| Q2 24 | $2.4B | $4.9B | ||
| Q1 24 | $2.5B | $4.6B |
总资产RLRMD
| Q4 25 | $7.8B | $8.5B | ||
| Q3 25 | $7.3B | $8.3B | ||
| Q2 25 | $7.8B | $8.2B | ||
| Q1 25 | $7.0B | $7.6B | ||
| Q4 24 | $7.1B | $7.1B | ||
| Q3 24 | $6.8B | $7.2B | ||
| Q2 24 | $6.6B | $6.9B | ||
| Q1 24 | $6.6B | $6.8B |
负债/权益比RLRMD
| 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× | ||
| Q1 24 | — | 0.22× |
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 | $779.6M | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $311.2M |
| 自由现金流率自由现金流/营收 | 29.3% | 21.9% |
| 资本支出强度资本支出/营收 | 3.1% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.16× | 0.87× |
| 过去12个月自由现金流最近4个季度 | $694.5M | $1.8B |
8季度趋势，按日历期对齐
经营现金流RLRMD
| Q4 25 | $779.6M | $339.7M | ||
| Q3 25 | $53.2M | $457.3M | ||
| Q2 25 | $176.1M | $538.8M | ||
| Q1 25 | $122.2M | $578.7M | ||
| Q4 24 | $738.4M | $308.6M | ||
| Q3 24 | $97.2M | $325.5M | ||
| Q2 24 | $277.3M | $440.1M | ||
| Q1 24 | — | $402.0M |
自由现金流RLRMD
| Q4 25 | $704.0M | $311.2M | ||
| Q3 25 | $-40.6M | $414.4M | ||
| Q2 25 | $-11.2M | $508.2M | ||
| Q1 25 | $42.3M | $557.9M | ||
| Q4 24 | $677.2M | $288.0M | ||
| Q3 24 | $55.5M | $307.7M | ||
| Q2 24 | $243.9M | $415.2M | ||
| Q1 24 | — | $380.8M |
自由现金流率RLRMD
| Q4 25 | 29.3% | 21.9% | ||
| Q3 25 | -2.0% | 31.0% | ||
| Q2 25 | -0.7% | 37.7% | ||
| Q1 25 | 2.5% | 43.2% | ||
| Q4 24 | 31.6% | 22.5% | ||
| Q3 24 | 3.2% | 25.1% | ||
| Q2 24 | 16.1% | 33.9% | ||
| Q1 24 | — | 31.8% |
资本支出强度RLRMD
| Q4 25 | 3.1% | 2.0% | ||
| Q3 25 | 4.7% | 3.2% | ||
| Q2 25 | 10.9% | 2.3% | ||
| Q1 25 | 4.7% | 1.6% | ||
| Q4 24 | 2.9% | 1.6% | ||
| Q3 24 | 2.4% | 1.5% | ||
| Q2 24 | 2.2% | 2.0% | ||
| Q1 24 | — | 1.8% |
现金转化率RLRMD
| Q4 25 | 2.16× | 0.87× | ||
| Q3 25 | 0.26× | 1.31× | ||
| Q2 25 | 0.80× | 1.42× | ||
| Q1 25 | 0.95× | 1.59× | ||
| Q4 24 | 2.48× | 0.90× | ||
| Q3 24 | 0.66× | 1.05× | ||
| Q2 24 | 1.64× | 1.51× | ||
| Q1 24 | — | 1.34× |
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
RL
暂无分部数据
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
