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Side-by-side financial comparison of Rithm Capital Corp. (RITM) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $809.5M, roughly 1.0× Construction Partners, Inc.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 2.1%, a 11.1% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 44.1%). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% CAGR vs -17.9%).
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
RITM vs ROAD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $828.2M | $809.5M |
| Net Profit | $109.5M | $17.2M |
| Gross Margin | — | 15.0% |
| Operating Margin | 29.9% | 6.2% |
| Net Margin | 13.2% | 2.1% |
| Revenue YoY | 508.5% | 44.1% |
| Net Profit YoY | 27.7% | 663.9% |
| EPS (diluted) | $0.12 | $0.31 |
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 | $828.2M | — | ||
| Q4 25 | $1.5B | $809.5M | ||
| Q3 25 | $1.1B | $899.8M | ||
| Q2 25 | $1.2B | $779.3M | ||
| Q1 25 | $768.4M | $571.6M | ||
| Q4 24 | $2.1B | $561.6M | ||
| Q3 24 | $619.5M | $538.2M | ||
| Q2 24 | $1.2B | $517.8M |
| Q1 26 | $109.5M | — | ||
| Q4 25 | $85.0M | $17.2M | ||
| Q3 25 | $221.5M | $56.6M | ||
| Q2 25 | $311.7M | $44.0M | ||
| Q1 25 | $78.8M | $4.2M | ||
| Q4 24 | $290.2M | $-3.1M | ||
| Q3 24 | $121.7M | $29.3M | ||
| Q2 24 | $235.6M | $30.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 16.1% |
| Q1 26 | 29.9% | — | ||
| Q4 25 | 13.8% | 6.2% | ||
| Q3 25 | 21.4% | 11.2% | ||
| Q2 25 | 25.2% | 10.6% | ||
| Q1 25 | 7.4% | 4.8% | ||
| Q4 24 | 23.8% | 2.5% | ||
| Q3 24 | 7.3% | 8.5% | ||
| Q2 24 | 23.6% | 8.8% |
| Q1 26 | 13.2% | — | ||
| Q4 25 | 5.7% | 2.1% | ||
| Q3 25 | 20.0% | 6.3% | ||
| Q2 25 | 25.6% | 5.7% | ||
| Q1 25 | 10.3% | 0.7% | ||
| Q4 24 | 14.0% | -0.5% | ||
| Q3 24 | 19.7% | 5.4% | ||
| Q2 24 | 19.2% | 6.0% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.09 | $0.31 | ||
| Q3 25 | $0.35 | $1.03 | ||
| Q2 25 | $0.53 | $0.79 | ||
| Q1 25 | $0.07 | $0.08 | ||
| Q4 24 | $0.50 | $-0.06 | ||
| Q3 24 | $0.20 | $0.55 | ||
| Q2 24 | $0.43 | $0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $104.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $9.1B | $969.1M |
| Total Assets | $53.4B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $104.1M | ||
| Q3 25 | $1.6B | $156.1M | ||
| Q2 25 | $1.6B | $114.3M | ||
| Q1 25 | $1.5B | $101.9M | ||
| Q4 24 | $1.5B | $132.5M | ||
| Q3 24 | $1.6B | $74.7M | ||
| Q2 24 | $1.2B | $56.3M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | — | ||
| Q3 25 | $32.2B | $1.6B | ||
| Q2 25 | $31.2B | — | ||
| Q1 25 | $32.2B | — | ||
| Q4 24 | $32.6B | — | ||
| Q3 24 | $29.6B | $515.0M | ||
| Q2 24 | $30.1B | — |
| Q1 26 | $9.1B | — | ||
| Q4 25 | $8.4B | $969.1M | ||
| Q3 25 | $8.5B | $912.0M | ||
| Q2 25 | $7.9B | $853.3M | ||
| Q1 25 | $7.8B | $807.9M | ||
| Q4 24 | $7.8B | $811.1M | ||
| Q3 24 | $7.7B | $573.7M | ||
| Q2 24 | $7.3B | $552.9M |
| Q1 26 | $53.4B | — | ||
| Q4 25 | $53.1B | $3.4B | ||
| Q3 25 | $47.2B | $3.2B | ||
| Q2 25 | $44.3B | $2.9B | ||
| Q1 25 | $45.3B | $2.8B | ||
| Q4 24 | $46.0B | $2.6B | ||
| Q3 24 | $42.3B | $1.5B | ||
| Q2 24 | $42.0B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | — | ||
| Q3 25 | 3.79× | 1.78× | ||
| Q2 25 | 3.92× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 4.18× | — | ||
| Q3 24 | 3.87× | 0.90× | ||
| Q2 24 | 4.10× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $82.6M |
| Free Cash FlowOCF − Capex | — | $47.1M |
| FCF MarginFCF / Revenue | — | 5.8% |
| Capex IntensityCapex / Revenue | — | 4.4% |
| Cash ConversionOCF / Net Profit | — | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-114.6M | $82.6M | ||
| Q3 25 | $-2.0B | $112.0M | ||
| Q2 25 | $-557.1M | $83.0M | ||
| Q1 25 | $1.4B | $55.6M | ||
| Q4 24 | $-1.8B | $40.7M | ||
| Q3 24 | $768.1M | $95.9M | ||
| Q2 24 | $-55.7M | $34.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $47.1M | ||
| Q3 25 | — | $78.9M | ||
| Q2 25 | — | $46.4M | ||
| Q1 25 | — | $14.2M | ||
| Q4 24 | — | $13.8M | ||
| Q3 24 | — | $78.4M | ||
| Q2 24 | — | $19.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 5.9% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 14.6% | ||
| Q2 24 | — | 3.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.4% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | -1.35× | 4.80× | ||
| Q3 25 | -9.22× | 1.98× | ||
| Q2 25 | -1.79× | 1.88× | ||
| Q1 25 | 18.03× | 13.20× | ||
| Q4 24 | -6.04× | — | ||
| Q3 24 | 6.31× | 3.27× | ||
| Q2 24 | -0.24× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
ROAD
Segment breakdown not available.
