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瑞思迈（RMD）与维蒙特工业（VMI）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维蒙特工业的1.4倍（$1.4B vs $1.0B），瑞思迈净利率更高（27.6% vs 10.5%，领先17.1%），瑞思迈同比增速更快（11.0% vs 6.2%），过去两年瑞思迈的营收复合增速更高（9.0% vs -0.5%）
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。
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
RMD vs VMI — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.0B
营收增速更快
RMD
高出4.8%
6.2%
净利率更高
RMD
高出17.1%
10.5%
两年增速更快
RMD
近两年复合增速
-0.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $392.6M | $108.0M |
| 毛利率 | 61.8% | 30.8% |
| 营业利润率 | 34.6% | 15.1% |
| 净利率 | 27.6% | 10.5% |
| 营收同比 | 11.0% | 6.2% |
| 净利润同比 | 13.9% | 23.8% |
| 每股收益（稀释后） | $2.68 | $5.51 |
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RMDVMI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $969.3M | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $1.0B |
净利润RMDVMI
| Q1 26 | — | $108.0M | ||
| Q4 25 | $392.6M | $168.0M | ||
| Q3 25 | $348.5M | $99.0M | ||
| Q2 25 | $379.7M | $-4.0M | ||
| Q1 25 | $365.0M | $87.3M | ||
| Q4 24 | $344.6M | $77.7M | ||
| Q3 24 | $311.4M | $83.1M | ||
| Q2 24 | $292.2M | $99.7M |
毛利率RMDVMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | 61.8% | 29.8% | ||
| Q3 25 | 61.5% | 30.4% | ||
| Q2 25 | 60.8% | 30.6% | ||
| Q1 25 | 59.3% | 30.0% | ||
| Q4 24 | 58.6% | 30.2% | ||
| Q3 24 | 58.6% | 29.6% | ||
| Q2 24 | 58.5% | 30.8% |
营业利润率RMDVMI
| Q1 26 | — | 15.1% | ||
| Q4 25 | 34.6% | 11.2% | ||
| Q3 25 | 33.4% | 13.5% | ||
| Q2 25 | 33.7% | 2.8% | ||
| Q1 25 | 33.0% | 13.2% | ||
| Q4 24 | 32.5% | 11.6% | ||
| Q3 24 | 31.6% | 12.3% | ||
| Q2 24 | 31.2% | 14.2% |
净利率RMDVMI
| Q1 26 | — | 10.5% | ||
| Q4 25 | 27.6% | 16.2% | ||
| Q3 25 | 26.1% | 9.5% | ||
| Q2 25 | 28.2% | -0.4% | ||
| Q1 25 | 28.3% | 9.0% | ||
| Q4 24 | 26.9% | 7.5% | ||
| Q3 24 | 25.4% | 8.1% | ||
| Q2 24 | 23.9% | 9.6% |
每股收益（稀释后）RMDVMI
| Q1 26 | — | $5.51 | ||
| Q4 25 | $2.68 | $9.02 | ||
| Q3 25 | $2.37 | $4.98 | ||
| Q2 25 | $2.58 | $-1.53 | ||
| Q1 25 | $2.48 | $4.32 | ||
| Q4 24 | $2.34 | $3.85 | ||
| Q3 24 | $2.11 | $4.11 | ||
| Q2 24 | $1.97 | $4.91 |
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 | $160.2M |
| 总债务越低越好 | $403.9M | — |
| 股东权益账面价值 | $6.3B | $1.7B |
| 总资产 | $8.5B | $3.4B |
| 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RMDVMI
| Q1 26 | — | $160.2M | ||
| Q4 25 | $1.4B | $187.1M | ||
| Q3 25 | $1.4B | $226.1M | ||
| Q2 25 | $1.2B | $208.5M | ||
| Q1 25 | $932.7M | $184.4M | ||
| Q4 24 | $521.9M | $164.3M | ||
| Q3 24 | $426.4M | $200.5M | ||
| Q2 24 | $238.4M | $163.1M |
总债务RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | $403.9M | $795.7M | ||
| Q3 25 | $408.7M | — | ||
| Q2 25 | $658.4M | — | ||
| Q1 25 | $663.1M | — | ||
| Q4 24 | $662.9M | $730.6M | ||
| Q3 24 | $667.6M | — | ||
| Q2 24 | $697.3M | — |
股东权益RMDVMI
| Q1 26 | — | $1.7B | ||
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $6.1B | $1.6B | ||
| Q2 25 | $6.0B | $1.5B | ||
| Q1 25 | $5.5B | $1.6B | ||
| Q4 24 | $5.3B | $1.5B | ||
| Q3 24 | $5.2B | $1.5B | ||
| Q2 24 | $4.9B | $1.5B |
总资产RMDVMI
| Q1 26 | — | $3.4B | ||
| Q4 25 | $8.5B | $3.4B | ||
| Q3 25 | $8.3B | $3.4B | ||
| Q2 25 | $8.2B | $3.3B | ||
| Q1 25 | $7.6B | $3.4B | ||
| Q4 24 | $7.1B | $3.3B | ||
| Q3 24 | $7.2B | $3.5B | ||
| Q2 24 | $6.9B | $3.5B |
负债/权益比RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | 0.06× | 0.49× | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.47× | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 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 | $339.7M | — |
| 自由现金流经营现金流 - 资本支出 | $311.2M | — |
| 自由现金流率自由现金流/营收 | 21.9% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | 0.87× | — |
| 过去12个月自由现金流最近4个季度 | $1.8B | — |
8季度趋势，按日历期对齐
经营现金流RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | $339.7M | $111.2M | ||
| Q3 25 | $457.3M | $112.5M | ||
| Q2 25 | $538.8M | $167.6M | ||
| Q1 25 | $578.7M | $65.1M | ||
| Q4 24 | $308.6M | $193.4M | ||
| Q3 24 | $325.5M | $225.1M | ||
| Q2 24 | $440.1M | $130.8M |
自由现金流RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | $311.2M | $70.4M | ||
| Q3 25 | $414.4M | $70.6M | ||
| Q2 25 | $508.2M | $135.6M | ||
| Q1 25 | $557.9M | $34.8M | ||
| Q4 24 | $288.0M | $167.8M | ||
| Q3 24 | $307.7M | $204.6M | ||
| Q2 24 | $415.2M | $112.5M |
自由现金流率RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | 21.9% | 6.8% | ||
| Q3 25 | 31.0% | 6.7% | ||
| Q2 25 | 37.7% | 12.9% | ||
| Q1 25 | 43.2% | 3.6% | ||
| Q4 24 | 22.5% | 16.2% | ||
| Q3 24 | 25.1% | 20.1% | ||
| Q2 24 | 33.9% | 10.8% |
资本支出强度RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 3.9% | ||
| Q3 25 | 3.2% | 4.0% | ||
| Q2 25 | 2.3% | 3.0% | ||
| Q1 25 | 1.6% | 3.1% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 2.0% | 1.8% |
现金转化率RMDVMI
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.66× | ||
| Q3 25 | 1.31× | 1.14× | ||
| Q2 25 | 1.42× | — | ||
| Q1 25 | 1.59× | 0.75× | ||
| Q4 24 | 0.90× | 2.49× | ||
| Q3 24 | 1.05× | 2.71× | ||
| Q2 24 | 1.51× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
