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Side-by-side financial comparison of PC CONNECTION INC (CNXN) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $721.9M, roughly 1.1× PC CONNECTION INC). Rithm Capital Corp. runs the higher net margin — 13.2% vs 2.4%, a 10.8% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 3.0%). Over the past eight quarters, PC CONNECTION INC's revenue compounded faster (-1.0% CAGR vs -17.9%).
PC Connection, Inc., doing business as Connection, is headquartered in Merrimack, New Hampshire. It has more than 2,600 employees and sells more than 460,000 products.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
CNXN vs RITM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $721.9M | $828.2M |
| Net Profit | $17.2M | $109.5M |
| Gross Margin | 18.4% | — |
| Operating Margin | 2.8% | 29.9% |
| Net Margin | 2.4% | 13.2% |
| Revenue YoY | 3.0% | 508.5% |
| Net Profit YoY | 27.8% | 27.7% |
| EPS (diluted) | $0.68 | $0.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $721.9M | $828.2M | ||
| Q4 25 | $702.9M | $1.5B | ||
| Q3 25 | $709.1M | $1.1B | ||
| Q2 25 | $759.7M | $1.2B | ||
| Q1 25 | $701.0M | $768.4M | ||
| Q4 24 | $708.9M | $2.1B | ||
| Q3 24 | $724.7M | $619.5M | ||
| Q2 24 | $736.5M | $1.2B |
| Q1 26 | $17.2M | $109.5M | ||
| Q4 25 | $20.7M | $85.0M | ||
| Q3 25 | $24.7M | $221.5M | ||
| Q2 25 | $24.8M | $311.7M | ||
| Q1 25 | $13.5M | $78.8M | ||
| Q4 24 | $20.7M | $290.2M | ||
| Q3 24 | $27.1M | $121.7M | ||
| Q2 24 | $26.2M | $235.6M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 18.2% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 18.7% | — | ||
| Q2 24 | 18.5% | — |
| Q1 26 | 2.8% | 29.9% | ||
| Q4 25 | 3.4% | 13.8% | ||
| Q3 25 | 4.3% | 21.4% | ||
| Q2 25 | 4.1% | 25.2% | ||
| Q1 25 | 2.1% | 7.4% | ||
| Q4 24 | 3.2% | 23.8% | ||
| Q3 24 | 4.1% | 7.3% | ||
| Q2 24 | 4.2% | 23.6% |
| Q1 26 | 2.4% | 13.2% | ||
| Q4 25 | 2.9% | 5.7% | ||
| Q3 25 | 3.5% | 20.0% | ||
| Q2 25 | 3.3% | 25.6% | ||
| Q1 25 | 1.9% | 10.3% | ||
| Q4 24 | 2.9% | 14.0% | ||
| Q3 24 | 3.7% | 19.7% | ||
| Q2 24 | 3.6% | 19.2% |
| Q1 26 | $0.68 | $0.12 | ||
| Q4 25 | $0.82 | $0.09 | ||
| Q3 25 | $0.97 | $0.35 | ||
| Q2 25 | $0.97 | $0.53 | ||
| Q1 25 | $0.51 | $0.07 | ||
| Q4 24 | $0.78 | $0.50 | ||
| Q3 24 | $1.02 | $0.20 | ||
| Q2 24 | $0.99 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $411.4M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $921.7M | $9.1B |
| Total Assets | $1.4B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $411.4M | — | ||
| Q4 25 | $406.7M | $1.8B | ||
| Q3 25 | $399.2M | $1.6B | ||
| Q2 25 | $346.1M | $1.6B | ||
| Q1 25 | $340.3M | $1.5B | ||
| Q4 24 | $442.6M | $1.5B | ||
| Q3 24 | $429.1M | $1.6B | ||
| Q2 24 | $385.8M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
| Q1 26 | $921.7M | $9.1B | ||
| Q4 25 | $910.1M | $8.4B | ||
| Q3 25 | $902.7M | $8.5B | ||
| Q2 25 | $884.8M | $7.9B | ||
| Q1 25 | $877.0M | $7.8B | ||
| Q4 24 | $911.0M | $7.8B | ||
| Q3 24 | $897.4M | $7.7B | ||
| Q2 24 | $874.9M | $7.3B |
| Q1 26 | $1.4B | $53.4B | ||
| Q4 25 | $1.4B | $53.1B | ||
| Q3 25 | $1.3B | $47.2B | ||
| Q2 25 | $1.3B | $44.3B | ||
| Q1 25 | $1.2B | $45.3B | ||
| Q4 24 | $1.3B | $46.0B | ||
| Q3 24 | $1.3B | $42.3B | ||
| Q2 24 | $1.3B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CNXN
Segment breakdown not available.
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
