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瑞思迈(RMD)与Revvity(RVTY)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Revvity的1.8倍($1.4B vs $772.1M),瑞思迈净利率更高(27.6% vs 12.7%,领先14.9%),瑞思迈同比增速更快(11.0% vs 5.9%),瑞思迈自由现金流更多($311.2M vs $161.8M),过去两年瑞思迈的营收复合增速更高(9.0% 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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
RMD vs RVTY — 直观对比
营收规模更大
RMD
是对方的1.8倍
$772.1M
营收增速更快
RMD
高出5.1%
5.9%
净利率更高
RMD
高出14.9%
12.7%
自由现金流更多
RMD
多$149.4M
$161.8M
两年增速更快
RMD
近两年复合增速
9.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $772.1M |
| 净利润 | $392.6M | $98.4M |
| 毛利率 | 61.8% | — |
| 营业利润率 | 34.6% | 14.5% |
| 净利率 | 27.6% | 12.7% |
| 营收同比 | 11.0% | 5.9% |
| 净利润同比 | 13.9% | 3.9% |
| 每股收益(稀释后) | $2.68 | $0.86 |
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
RMD
RVTY
| Q4 25 | $1.4B | $772.1M | ||
| Q3 25 | $1.3B | $698.9M | ||
| Q2 25 | $1.3B | $720.3M | ||
| Q1 25 | $1.3B | $664.8M | ||
| Q4 24 | $1.3B | $729.4M | ||
| Q3 24 | $1.2B | $684.0M | ||
| Q2 24 | $1.2B | $691.7M | ||
| Q1 24 | $1.2B | $649.9M |
净利润
RMD
RVTY
| Q4 25 | $392.6M | $98.4M | ||
| Q3 25 | $348.5M | $46.7M | ||
| Q2 25 | $379.7M | $53.9M | ||
| Q1 25 | $365.0M | $42.2M | ||
| Q4 24 | $344.6M | $94.6M | ||
| Q3 24 | $311.4M | $94.4M | ||
| Q2 24 | $292.2M | $55.4M | ||
| Q1 24 | $300.5M | $26.0M |
毛利率
RMD
RVTY
| Q4 25 | 61.8% | — | ||
| Q3 25 | 61.5% | 53.6% | ||
| Q2 25 | 60.8% | 54.5% | ||
| Q1 25 | 59.3% | 56.5% | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | 58.6% | 56.3% | ||
| Q2 24 | 58.5% | 55.7% | ||
| Q1 24 | 57.9% | 54.6% |
营业利润率
RMD
RVTY
| Q4 25 | 34.6% | 14.5% | ||
| Q3 25 | 33.4% | 11.7% | ||
| Q2 25 | 33.7% | 12.6% | ||
| Q1 25 | 33.0% | 10.9% | ||
| Q4 24 | 32.5% | 16.3% | ||
| Q3 24 | 31.6% | 14.3% | ||
| Q2 24 | 31.2% | 12.4% | ||
| Q1 24 | 31.3% | 6.8% |
净利率
RMD
RVTY
| Q4 25 | 27.6% | 12.7% | ||
| Q3 25 | 26.1% | 6.7% | ||
| Q2 25 | 28.2% | 7.5% | ||
| Q1 25 | 28.3% | 6.4% | ||
| Q4 24 | 26.9% | 13.0% | ||
| Q3 24 | 25.4% | 13.8% | ||
| Q2 24 | 23.9% | 8.0% | ||
| Q1 24 | 25.1% | 4.0% |
每股收益(稀释后)
RMD
RVTY
| Q4 25 | $2.68 | $0.86 | ||
| Q3 25 | $2.37 | $0.40 | ||
| Q2 25 | $2.58 | $0.46 | ||
| Q1 25 | $2.48 | $0.35 | ||
| Q4 24 | $2.34 | $0.77 | ||
| Q3 24 | $2.11 | $0.77 | ||
| Q2 24 | $1.97 | $0.45 | ||
| Q1 24 | $2.04 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $403.9M | — |
| 股东权益账面价值 | $6.3B | $7.3B |
| 总资产 | $8.5B | $12.2B |
| 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
RMD
RVTY
| Q4 25 | $1.4B | $919.9M | ||
| Q3 25 | $1.4B | $931.4M | ||
| Q2 25 | $1.2B | $991.8M | ||
| Q1 25 | $932.7M | $1.1B | ||
| Q4 24 | $521.9M | $1.2B | ||
| Q3 24 | $426.4M | $1.2B | ||
| Q2 24 | $238.4M | $2.0B | ||
| Q1 24 | $237.9M | $1.7B |
总债务
RMD
RVTY
| 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
RMD
RVTY
| Q4 25 | $6.3B | $7.3B | ||
| Q3 25 | $6.1B | $7.4B | ||
| Q2 25 | $6.0B | $7.6B | ||
| Q1 25 | $5.5B | $7.6B | ||
| Q4 24 | $5.3B | $7.7B | ||
| Q3 24 | $5.2B | $7.9B | ||
| Q2 24 | $4.9B | $7.9B | ||
| Q1 24 | $4.6B | $7.8B |
总资产
RMD
RVTY
| Q4 25 | $8.5B | $12.2B | ||
| Q3 25 | $8.3B | $12.1B | ||
| Q2 25 | $8.2B | $12.4B | ||
| Q1 25 | $7.6B | $12.4B | ||
| Q4 24 | $7.1B | $12.4B | ||
| Q3 24 | $7.2B | $12.8B | ||
| Q2 24 | $6.9B | $13.4B | ||
| Q1 24 | $6.8B | $13.4B |
负债/权益比
RMD
RVTY
| 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 | $339.7M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $311.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 21.9% | 21.0% |
| 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× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $509.4M |
8季度趋势,按日历期对齐
经营现金流
RMD
RVTY
| Q4 25 | $339.7M | $182.0M | ||
| Q3 25 | $457.3M | $138.5M | ||
| Q2 25 | $538.8M | $134.3M | ||
| Q1 25 | $578.7M | $128.2M | ||
| Q4 24 | $308.6M | $174.2M | ||
| Q3 24 | $325.5M | $147.9M | ||
| Q2 24 | $440.1M | $158.6M | ||
| Q1 24 | $402.0M | $147.6M |
自由现金流
RMD
RVTY
| Q4 25 | $311.2M | $161.8M | ||
| Q3 25 | $414.4M | $120.0M | ||
| Q2 25 | $508.2M | $115.5M | ||
| Q1 25 | $557.9M | $112.2M | ||
| Q4 24 | $288.0M | $149.8M | ||
| Q3 24 | $307.7M | $125.6M | ||
| Q2 24 | $415.2M | $136.6M | ||
| Q1 24 | $380.8M | $129.7M |
自由现金流率
RMD
RVTY
| Q4 25 | 21.9% | 21.0% | ||
| Q3 25 | 31.0% | 17.2% | ||
| Q2 25 | 37.7% | 16.0% | ||
| Q1 25 | 43.2% | 16.9% | ||
| Q4 24 | 22.5% | 20.5% | ||
| Q3 24 | 25.1% | 18.4% | ||
| Q2 24 | 33.9% | 19.7% | ||
| Q1 24 | 31.8% | 20.0% |
资本支出强度
RMD
RVTY
| Q4 25 | 2.0% | 2.6% | ||
| Q3 25 | 3.2% | 2.6% | ||
| Q2 25 | 2.3% | 2.6% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 1.6% | 3.4% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 2.0% | 3.2% | ||
| Q1 24 | 1.8% | 2.7% |
现金转化率
RMD
RVTY
| Q4 25 | 0.87× | 1.85× | ||
| Q3 25 | 1.31× | 2.97× | ||
| Q2 25 | 1.42× | 2.49× | ||
| Q1 25 | 1.59× | 3.03× | ||
| Q4 24 | 0.90× | 1.84× | ||
| Q3 24 | 1.05× | 1.57× | ||
| Q2 24 | 1.51× | 2.87× | ||
| Q1 24 | 1.34× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |