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Side-by-side financial comparison of Rithm Capital Corp. (RITM) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $828.2M, roughly 1.2× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 10.5%, a 2.7% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs -40.0%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (-0.5% 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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
RITM vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $828.2M | $1.0B |
| Net Profit | $109.5M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | — | 15.1% |
| Net Margin | 13.2% | 10.5% |
| Revenue YoY | -40.0% | 6.2% |
| Net Profit YoY | 20.9% | 23.8% |
| EPS (diluted) | $0.12 | $5.51 |
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 | $1.0B | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $768.4M | $969.3M | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $619.5M | $1.0B | ||
| Q2 24 | $1.2B | $1.0B |
| Q1 26 | $109.5M | $108.0M | ||
| Q4 25 | $85.0M | $168.0M | ||
| Q3 25 | $221.5M | $99.0M | ||
| Q2 25 | $311.7M | $-4.0M | ||
| Q1 25 | $78.8M | $87.3M | ||
| Q4 24 | $290.2M | $77.7M | ||
| Q3 24 | $121.7M | $83.1M | ||
| Q2 24 | $235.6M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 13.8% | 11.2% | ||
| Q3 25 | 21.4% | 13.5% | ||
| Q2 25 | 25.2% | 2.8% | ||
| Q1 25 | 7.4% | 13.2% | ||
| Q4 24 | 23.8% | 11.6% | ||
| Q3 24 | 7.3% | 12.3% | ||
| Q2 24 | 23.6% | 14.2% |
| Q1 26 | 13.2% | 10.5% | ||
| Q4 25 | 5.7% | 16.2% | ||
| Q3 25 | 20.0% | 9.5% | ||
| Q2 25 | 25.6% | -0.4% | ||
| Q1 25 | 10.3% | 9.0% | ||
| Q4 24 | 14.0% | 7.5% | ||
| Q3 24 | 19.7% | 8.1% | ||
| Q2 24 | 19.2% | 9.6% |
| Q1 26 | $0.12 | $5.51 | ||
| Q4 25 | $0.09 | $9.02 | ||
| Q3 25 | $0.35 | $4.98 | ||
| Q2 25 | $0.53 | $-1.53 | ||
| Q1 25 | $0.07 | $4.32 | ||
| Q4 24 | $0.50 | $3.85 | ||
| Q3 24 | $0.20 | $4.11 | ||
| Q2 24 | $0.43 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $9.1B | $1.7B |
| Total Assets | $53.4B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $1.8B | $187.1M | ||
| Q3 25 | $1.6B | $226.1M | ||
| Q2 25 | $1.6B | $208.5M | ||
| Q1 25 | $1.5B | $184.4M | ||
| Q4 24 | $1.5B | $164.3M | ||
| Q3 24 | $1.6B | $200.5M | ||
| Q2 24 | $1.2B | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $35.4B | $795.7M | ||
| Q3 25 | $32.2B | — | ||
| Q2 25 | $31.2B | — | ||
| Q1 25 | $32.2B | — | ||
| Q4 24 | $32.6B | $730.6M | ||
| Q3 24 | $29.6B | — | ||
| Q2 24 | $30.1B | — |
| Q1 26 | $9.1B | $1.7B | ||
| Q4 25 | $8.4B | $1.6B | ||
| Q3 25 | $8.5B | $1.6B | ||
| Q2 25 | $7.9B | $1.5B | ||
| Q1 25 | $7.8B | $1.6B | ||
| Q4 24 | $7.8B | $1.5B | ||
| Q3 24 | $7.7B | $1.5B | ||
| Q2 24 | $7.3B | $1.5B |
| Q1 26 | $53.4B | $3.4B | ||
| Q4 25 | $53.1B | $3.4B | ||
| Q3 25 | $47.2B | $3.4B | ||
| Q2 25 | $44.3B | $3.3B | ||
| Q1 25 | $45.3B | $3.4B | ||
| Q4 24 | $46.0B | $3.3B | ||
| Q3 24 | $42.3B | $3.5B | ||
| Q2 24 | $42.0B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 4.20× | 0.49× | ||
| Q3 25 | 3.79× | — | ||
| Q2 25 | 3.92× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 4.18× | 0.47× | ||
| 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
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
