vs
瑞思迈(RMD)与RXO, Inc.(RXO)财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是瑞思迈的1.0倍($1.5B vs $1.4B),瑞思迈净利率更高(27.6% vs -3.1%,领先30.7%),瑞思迈同比增速更快(11.0% vs -11.9%),过去两年RXO, Inc.的营收复合增速更高(26.8% vs 7.9%)
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。
RXO是总部位于美国的头部运输及物流解决方案供应商,核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持,主要服务北美制造业、零售业及电商领域的客户。
RMD vs RXO — 直观对比
营收规模更大
RXO
是对方的1.0倍
$1.4B
营收增速更快
RMD
高出22.9%
-11.9%
净利率更高
RMD
高出30.7%
-3.1%
两年增速更快
RXO
近两年复合增速
7.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $392.6M | $-46.0M |
| 毛利率 | 61.8% | — |
| 营业利润率 | 34.6% | -2.9% |
| 净利率 | 27.6% | -3.1% |
| 营收同比 | 11.0% | -11.9% |
| 净利润同比 | 13.9% | -84.0% |
| 每股收益(稀释后) | $2.68 | $-0.28 |
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
RXO
| Q2 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $930.0M |
净利润
RMD
RXO
| Q2 26 | $392.6M | — | ||
| Q4 25 | $392.6M | $-46.0M | ||
| Q3 25 | $348.5M | $-14.0M | ||
| Q2 25 | $379.7M | $-9.0M | ||
| Q1 25 | $365.0M | $-31.0M | ||
| Q4 24 | $344.6M | $-25.0M | ||
| Q3 24 | $311.4M | $-243.0M | ||
| Q2 24 | $292.2M | $-7.0M |
毛利率
RMD
RXO
| Q2 26 | 61.8% | — | ||
| Q4 25 | 61.8% | — | ||
| Q3 25 | 61.5% | — | ||
| Q2 25 | 60.8% | — | ||
| Q1 25 | 59.3% | — | ||
| Q4 24 | 58.6% | — | ||
| Q3 24 | 58.6% | — | ||
| Q2 24 | 58.5% | — |
营业利润率
RMD
RXO
| Q2 26 | 34.6% | — | ||
| Q4 25 | 34.6% | -2.9% | ||
| Q3 25 | 33.4% | -0.5% | ||
| Q2 25 | 33.7% | — | ||
| Q1 25 | 33.0% | -2.1% | ||
| Q4 24 | 32.5% | -1.4% | ||
| Q3 24 | 31.6% | -1.9% | ||
| Q2 24 | 31.2% | — |
净利率
RMD
RXO
| Q2 26 | 27.6% | — | ||
| Q4 25 | 27.6% | -3.1% | ||
| Q3 25 | 26.1% | -1.0% | ||
| Q2 25 | 28.2% | -0.6% | ||
| Q1 25 | 28.3% | -2.2% | ||
| Q4 24 | 26.9% | -1.5% | ||
| Q3 24 | 25.4% | -23.4% | ||
| Q2 24 | 23.9% | -0.8% |
每股收益(稀释后)
RMD
RXO
| Q2 26 | $2.68 | — | ||
| Q4 25 | $2.68 | $-0.28 | ||
| Q3 25 | $2.37 | $-0.08 | ||
| Q2 25 | $2.58 | $-0.05 | ||
| Q1 25 | $2.48 | $-0.18 | ||
| Q4 24 | $2.34 | $-0.17 | ||
| Q3 24 | $2.11 | $-1.81 | ||
| Q2 24 | $1.97 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | $663.8M | $387.0M |
| 股东权益账面价值 | $6.3B | $1.5B |
| 总资产 | $8.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.11× | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
RMD
RXO
| Q2 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $17.0M | ||
| Q3 25 | $1.4B | $25.0M | ||
| Q2 25 | $1.2B | $18.0M | ||
| Q1 25 | $932.7M | $16.0M | ||
| Q4 24 | $521.9M | $35.0M | ||
| Q3 24 | $426.4M | $55.0M | ||
| Q2 24 | $238.4M | $7.0M |
总债务
RMD
RXO
| Q2 26 | $663.8M | — | ||
| Q4 25 | $403.9M | $387.0M | ||
| Q3 25 | $408.7M | $387.0M | ||
| Q2 25 | $658.4M | $387.0M | ||
| Q1 25 | $663.1M | $387.0M | ||
| Q4 24 | $662.9M | $351.0M | ||
| Q3 24 | $667.6M | $352.0M | ||
| Q2 24 | $697.3M | $370.0M |
股东权益
RMD
RXO
| Q2 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $1.5B | ||
| Q3 25 | $6.1B | $1.6B | ||
| Q2 25 | $6.0B | $1.6B | ||
| Q1 25 | $5.5B | $1.6B | ||
| Q4 24 | $5.3B | $1.6B | ||
| Q3 24 | $5.2B | $1.7B | ||
| Q2 24 | $4.9B | $579.0M |
总资产
RMD
RXO
| Q2 26 | $8.5B | — | ||
| Q4 25 | $8.5B | $3.3B | ||
| Q3 25 | $8.3B | $3.2B | ||
| Q2 25 | $8.2B | $3.2B | ||
| Q1 25 | $7.6B | $3.3B | ||
| Q4 24 | $7.1B | $3.4B | ||
| Q3 24 | $7.2B | $3.4B | ||
| Q2 24 | $6.9B | $1.8B |
负债/权益比
RMD
RXO
| Q2 26 | 0.11× | — | ||
| Q4 25 | 0.06× | 0.25× | ||
| Q3 25 | 0.07× | 0.24× | ||
| Q2 25 | 0.11× | 0.24× | ||
| Q1 25 | 0.12× | 0.24× | ||
| Q4 24 | 0.13× | 0.22× | ||
| Q3 24 | 0.13× | 0.21× | ||
| Q2 24 | 0.14× | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势,按日历期对齐
经营现金流
RMD
RXO
| Q2 26 | — | — | ||
| Q4 25 | $339.7M | $7.0M | ||
| Q3 25 | $457.3M | $23.0M | ||
| Q2 25 | $538.8M | $23.0M | ||
| Q1 25 | $578.7M | $-2.0M | ||
| Q4 24 | $308.6M | $-7.0M | ||
| Q3 24 | $325.5M | $-7.0M | ||
| Q2 24 | $440.1M | $-5.0M |
自由现金流
RMD
RXO
| Q2 26 | — | — | ||
| Q4 25 | $311.2M | $-9.0M | ||
| Q3 25 | $414.4M | $9.0M | ||
| Q2 25 | $508.2M | $9.0M | ||
| Q1 25 | $557.9M | $-17.0M | ||
| Q4 24 | $288.0M | $-19.0M | ||
| Q3 24 | $307.7M | $-18.0M | ||
| Q2 24 | $415.2M | $-16.0M |
自由现金流率
RMD
RXO
| Q2 26 | — | — | ||
| Q4 25 | 21.9% | -0.6% | ||
| Q3 25 | 31.0% | 0.6% | ||
| Q2 25 | 37.7% | 0.6% | ||
| Q1 25 | 43.2% | -1.2% | ||
| Q4 24 | 22.5% | -1.1% | ||
| Q3 24 | 25.1% | -1.7% | ||
| Q2 24 | 33.9% | -1.7% |
资本支出强度
RMD
RXO
| Q2 26 | — | — | ||
| Q4 25 | 2.0% | 1.1% | ||
| Q3 25 | 3.2% | 1.0% | ||
| Q2 25 | 2.3% | 1.0% | ||
| Q1 25 | 1.6% | 1.0% | ||
| Q4 24 | 1.6% | 0.7% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 2.0% | 1.2% |
现金转化率
RMD
RXO
| 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
RMD
暂无分部数据
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |