vs
Arcosa, Inc.（ACA）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Arcosa, Inc.的1.2倍（$828.2M vs $716.7M），Rithm Capital Corp.净利率更高（13.2% vs 7.3%，领先5.9%），Rithm Capital Corp.同比增速更快（508.5% vs 7.6%），过去两年Arcosa, Inc.的营收复合增速更高（9.4% vs -17.9%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
ACA vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$716.7M
营收增速更快
RITM
高出500.9%
7.6%
净利率更高
RITM
高出5.9%
7.3%
两年增速更快
ACA
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $828.2M |
| 净利润 | $52.1M | $109.5M |
| 毛利率 | 22.9% | — |
| 营业利润率 | 11.0% | 29.9% |
| 净利率 | 7.3% | 13.2% |
| 营收同比 | 7.6% | 508.5% |
| 净利润同比 | 776.6% | 27.7% |
| 每股收益（稀释后） | $1.06 | $0.12 |
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ACARITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $716.7M | $1.5B | ||
| Q3 25 | $797.8M | $1.1B | ||
| Q2 25 | $736.9M | $1.2B | ||
| Q1 25 | $632.0M | $768.4M | ||
| Q4 24 | $666.2M | $2.1B | ||
| Q3 24 | $640.4M | $619.5M | ||
| Q2 24 | $664.7M | $1.2B |
净利润ACARITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $52.1M | $85.0M | ||
| Q3 25 | $73.0M | $221.5M | ||
| Q2 25 | $59.7M | $311.7M | ||
| Q1 25 | $23.6M | $78.8M | ||
| Q4 24 | $-7.7M | $290.2M | ||
| Q3 24 | $16.6M | $121.7M | ||
| Q2 24 | $45.6M | $235.6M |
毛利率ACARITM
| Q1 26 | — | — | ||
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — |
营业利润率ACARITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 11.0% | 13.8% | ||
| Q3 25 | 14.1% | 21.4% | ||
| Q2 25 | 12.9% | 25.2% | ||
| Q1 25 | 8.8% | 7.4% | ||
| Q4 24 | 6.5% | 23.8% | ||
| Q3 24 | 5.3% | 7.3% | ||
| Q2 24 | 10.1% | 23.6% |
净利率ACARITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 7.3% | 5.7% | ||
| Q3 25 | 9.2% | 20.0% | ||
| Q2 25 | 8.1% | 25.6% | ||
| Q1 25 | 3.7% | 10.3% | ||
| Q4 24 | -1.2% | 14.0% | ||
| Q3 24 | 2.6% | 19.7% | ||
| Q2 24 | 6.9% | 19.2% |
每股收益（稀释后）ACARITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.06 | $0.09 | ||
| Q3 25 | $1.48 | $0.35 | ||
| Q2 25 | $1.22 | $0.53 | ||
| Q1 25 | $0.48 | $0.07 | ||
| Q4 24 | $-0.16 | $0.50 | ||
| Q3 24 | $0.34 | $0.20 | ||
| Q2 24 | $0.93 | $0.43 |
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 | $214.6M | — |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $2.6B | $9.1B |
| 总资产 | $5.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资ACARITM
| Q1 26 | — | — | ||
| Q4 25 | $214.6M | $1.8B | ||
| Q3 25 | $220.0M | $1.6B | ||
| Q2 25 | $189.7M | $1.6B | ||
| Q1 25 | $167.9M | $1.5B | ||
| Q4 24 | $187.3M | $1.5B | ||
| Q3 24 | $756.8M | $1.6B | ||
| Q2 24 | $103.7M | $1.2B |
总债务ACARITM
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $35.4B | ||
| Q3 25 | $1.6B | $32.2B | ||
| Q2 25 | $1.7B | $31.2B | ||
| Q1 25 | $1.7B | $32.2B | ||
| Q4 24 | $1.7B | $32.6B | ||
| Q3 24 | $1.2B | $29.6B | ||
| Q2 24 | $699.9M | $30.1B |
股东权益ACARITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.6B | $8.4B | ||
| Q3 25 | $2.6B | $8.5B | ||
| Q2 25 | $2.5B | $7.9B | ||
| Q1 25 | $2.5B | $7.8B | ||
| Q4 24 | $2.4B | $7.8B | ||
| Q3 24 | $2.4B | $7.7B | ||
| Q2 24 | $2.4B | $7.3B |
总资产ACARITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.0B | $53.1B | ||
| Q3 25 | $5.1B | $47.2B | ||
| Q2 25 | $5.0B | $44.3B | ||
| Q1 25 | $4.9B | $45.3B | ||
| Q4 24 | $4.9B | $46.0B | ||
| Q3 24 | $4.4B | $42.3B | ||
| Q2 24 | $3.8B | $42.0B |
负债/权益比ACARITM
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 4.20× | ||
| Q3 25 | 0.61× | 3.79× | ||
| Q2 25 | 0.67× | 3.92× | ||
| Q1 25 | 0.68× | 4.14× | ||
| Q4 24 | 0.69× | 4.18× | ||
| Q3 24 | 0.51× | 3.87× | ||
| Q2 24 | 0.29× | 4.10× |
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 | $120.0M | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 7.8% | — |
| 资本支出强度资本支出/营收 | 9.0% | — |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | — |
8季度趋势，按日历期对齐
经营现金流ACARITM
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $-114.6M | ||
| Q3 25 | $160.6M | $-2.0B | ||
| Q2 25 | $61.2M | $-557.1M | ||
| Q1 25 | $-700.0K | $1.4B | ||
| Q4 24 | $248.2M | $-1.8B | ||
| Q3 24 | $135.0M | $768.1M | ||
| Q2 24 | $38.3M | $-55.7M |
自由现金流ACARITM
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $100.6M | — | ||
| Q2 24 | $-9.3M | — |
自由现金流率ACARITM
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -1.4% | — |
资本支出强度ACARITM
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.2% | — |
现金转化率ACARITM
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | -1.35× | ||
| Q3 25 | 2.20× | -9.22× | ||
| Q2 25 | 1.03× | -1.79× | ||
| Q1 25 | -0.03× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 8.13× | 6.31× | ||
| Q2 24 | 0.84× | -0.24× |
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
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
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% |
