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瑞思迈（RMD）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL 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 8.4%，领先19.2%），瑞思迈同比增速更快（11.0% vs 3.5%），瑞思迈自由现金流更多（$311.2M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% vs 9.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
RMD vs RPM — 直观对比
营收规模更大
RPM
是对方的1.3倍
$1.4B
营收增速更快
RMD
高出7.5%
3.5%
净利率更高
RMD
高出19.2%
8.4%
自由现金流更多
RMD
多$14.8M
$296.4M
两年增速更快
RPM
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.9B |
| 净利润 | $392.6M | $161.2M |
| 毛利率 | 61.8% | 40.8% |
| 营业利润率 | 34.6% | 11.0% |
| 净利率 | 27.6% | 8.4% |
| 营收同比 | 11.0% | 3.5% |
| 净利润同比 | 13.9% | -12.0% |
| 每股收益（稀释后） | $2.68 | $1.26 |
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RMDRPM
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $1.5B |
净利润RMDRPM
| Q4 25 | $392.6M | $161.2M | ||
| Q3 25 | $348.5M | $227.6M | ||
| Q2 25 | $379.7M | $225.8M | ||
| Q1 25 | $365.0M | $52.0M | ||
| Q4 24 | $344.6M | $183.2M | ||
| Q3 24 | $311.4M | $227.7M | ||
| Q2 24 | $292.2M | $180.6M | ||
| Q1 24 | $300.5M | $61.2M |
毛利率RMDRPM
| Q4 25 | 61.8% | 40.8% | ||
| Q3 25 | 61.5% | 42.3% | ||
| Q2 25 | 60.8% | 42.4% | ||
| Q1 25 | 59.3% | 38.4% | ||
| Q4 24 | 58.6% | 41.4% | ||
| Q3 24 | 58.6% | 42.5% | ||
| Q2 24 | 58.5% | 41.4% | ||
| Q1 24 | 57.9% | 39.9% |
营业利润率RMDRPM
| Q4 25 | 34.6% | 11.0% | ||
| Q3 25 | 33.4% | 14.1% | ||
| Q2 25 | 33.7% | 11.9% | ||
| Q1 25 | 33.0% | 2.8% | ||
| Q4 24 | 32.5% | 11.5% | ||
| Q3 24 | 31.6% | 14.8% | ||
| Q2 24 | 31.2% | 11.9% | ||
| Q1 24 | 31.3% | 5.5% |
净利率RMDRPM
| Q4 25 | 27.6% | 8.4% | ||
| Q3 25 | 26.1% | 10.8% | ||
| Q2 25 | 28.2% | 10.8% | ||
| Q1 25 | 28.3% | 3.5% | ||
| Q4 24 | 26.9% | 9.9% | ||
| Q3 24 | 25.4% | 11.6% | ||
| Q2 24 | 23.9% | 9.0% | ||
| Q1 24 | 25.1% | 4.0% |
每股收益（稀释后）RMDRPM
| Q4 25 | $2.68 | $1.26 | ||
| Q3 25 | $2.37 | $1.77 | ||
| Q2 25 | $2.58 | $1.76 | ||
| Q1 25 | $2.48 | $0.40 | ||
| Q4 24 | $2.34 | $1.42 | ||
| Q3 24 | $2.11 | $1.77 | ||
| Q2 24 | $1.97 | $1.40 | ||
| Q1 24 | $2.04 | $0.47 |
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 | $1.4B | $316.6M |
| 总债务越低越好 | $403.9M | $2.5B |
| 股东权益账面价值 | $6.3B | $3.1B |
| 总资产 | $8.5B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资RMDRPM
| Q4 25 | $1.4B | $316.6M | ||
| Q3 25 | $1.4B | $297.1M | ||
| Q2 25 | $1.2B | $302.1M | ||
| Q1 25 | $932.7M | $241.9M | ||
| Q4 24 | $521.9M | $268.7M | ||
| Q3 24 | $426.4M | $231.6M | ||
| Q2 24 | $238.4M | $237.4M | ||
| Q1 24 | $237.9M | $248.9M |
总债务RMDRPM
| Q4 25 | $403.9M | $2.5B | ||
| Q3 25 | $408.7M | $2.7B | ||
| Q2 25 | $658.4M | $2.6B | ||
| Q1 25 | $663.1M | $2.1B | ||
| Q4 24 | $662.9M | $2.0B | ||
| Q3 24 | $667.6M | $2.0B | ||
| Q2 24 | $697.3M | $2.0B | ||
| Q1 24 | $997.0M | $2.2B |
股东权益RMDRPM
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.1B | $3.1B | ||
| Q2 25 | $6.0B | $2.9B | ||
| Q1 25 | $5.5B | $2.7B | ||
| Q4 24 | $5.3B | $2.7B | ||
| Q3 24 | $5.2B | $2.6B | ||
| Q2 24 | $4.9B | $2.5B | ||
| Q1 24 | $4.6B | $2.3B |
总资产RMDRPM
| Q4 25 | $8.5B | $7.9B | ||
| Q3 25 | $8.3B | $7.9B | ||
| Q2 25 | $8.2B | $7.8B | ||
| Q1 25 | $7.6B | $6.6B | ||
| Q4 24 | $7.1B | $6.7B | ||
| Q3 24 | $7.2B | $6.6B | ||
| Q2 24 | $6.9B | $6.6B | ||
| Q1 24 | $6.8B | $6.4B |
负债/权益比RMDRPM
| Q4 25 | 0.06× | 0.80× | ||
| Q3 25 | 0.07× | 0.87× | ||
| Q2 25 | 0.11× | 0.91× | ||
| Q1 25 | 0.12× | 0.78× | ||
| Q4 24 | 0.13× | 0.74× | ||
| Q3 24 | 0.13× | 0.77× | ||
| Q2 24 | 0.14× | 0.79× | ||
| Q1 24 | 0.22× | 0.93× |
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 | $339.7M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $311.2M | $296.4M |
| 自由现金流率自由现金流/营收 | 21.9% | 15.5% |
| 资本支出强度资本支出/营收 | 2.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.87× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $582.9M |
8季度趋势，按日历期对齐
经营现金流RMDRPM
| Q4 25 | $339.7M | $345.7M | ||
| Q3 25 | $457.3M | $237.5M | ||
| Q2 25 | $538.8M | $149.2M | ||
| Q1 25 | $578.7M | $91.5M | ||
| Q4 24 | $308.6M | $279.4M | ||
| Q3 24 | $325.5M | $248.1M | ||
| Q2 24 | $440.1M | $181.2M | ||
| Q1 24 | $402.0M | $173.4M |
自由现金流RMDRPM
| Q4 25 | $311.2M | $296.4M | ||
| Q3 25 | $414.4M | $175.0M | ||
| Q2 25 | $508.2M | $78.2M | ||
| Q1 25 | $557.9M | $33.3M | ||
| Q4 24 | $288.0M | $229.5M | ||
| Q3 24 | $307.7M | $197.3M | ||
| Q2 24 | $415.2M | $105.3M | ||
| Q1 24 | $380.8M | $124.6M |
自由现金流率RMDRPM
| Q4 25 | 21.9% | 15.5% | ||
| Q3 25 | 31.0% | 8.3% | ||
| Q2 25 | 37.7% | 3.8% | ||
| Q1 25 | 43.2% | 2.3% | ||
| Q4 24 | 22.5% | 12.4% | ||
| Q3 24 | 25.1% | 10.0% | ||
| Q2 24 | 33.9% | 5.2% | ||
| Q1 24 | 31.8% | 8.2% |
资本支出强度RMDRPM
| Q4 25 | 2.0% | 2.6% | ||
| Q3 25 | 3.2% | 3.0% | ||
| Q2 25 | 2.3% | 3.4% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 1.6% | 2.7% | ||
| Q3 24 | 1.5% | 2.6% | ||
| Q2 24 | 2.0% | 3.8% | ||
| Q1 24 | 1.8% | 3.2% |
现金转化率RMDRPM
| Q4 25 | 0.87× | 2.14× | ||
| Q3 25 | 1.31× | 1.04× | ||
| Q2 25 | 1.42× | 0.66× | ||
| Q1 25 | 1.59× | 1.76× | ||
| Q4 24 | 0.90× | 1.53× | ||
| Q3 24 | 1.05× | 1.09× | ||
| Q2 24 | 1.51× | 1.00× | ||
| Q1 24 | 1.34× | 2.83× |
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
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
