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美国鹰（AEO）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
美国鹰的季度营收约是Rithm Capital Corp.的1.6倍（$1.4B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 6.7%，领先6.5%），Rithm Capital Corp.同比增速更快（508.5% vs 5.7%），过去两年美国鹰的营收复合增速更高（2.3% vs -17.9%）
American Eagle Outfitters是美国知名服饰及配饰零售商，总部位于宾夕法尼亚州匹兹堡市南区工业园。品牌1977年由杰里·西尔弗曼与马克·西尔弗曼兄弟创立，最初为零售风险投资公司的子公司，旗下还运营西尔弗曼男装。1980年创始人向肖滕斯坦家族出售一半股权，1991年售罄剩余股份，目前旗下拥有Aerie、Unsubscribed等多个品牌。
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。
AEO vs RITM — 直观对比
营收规模更大
AEO
是对方的1.6倍
$828.2M
营收增速更快
RITM
高出502.8%
5.7%
净利率更高
RITM
高出6.5%
6.7%
两年增速更快
AEO
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $91.3M | $109.5M |
| 毛利率 | 40.5% | — |
| 营业利润率 | 8.3% | 29.9% |
| 净利率 | 6.7% | 13.2% |
| 营收同比 | 5.7% | 508.5% |
| 净利润同比 | 14.2% | 27.7% |
| 每股收益（稀释后） | $0.53 | $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AEORITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | — | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润AEORITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $91.3M | $85.0M | ||
| Q3 25 | $77.6M | $221.5M | ||
| Q2 25 | $-64.9M | $311.7M | ||
| Q1 25 | — | $78.8M | ||
| Q4 24 | $80.0M | $290.2M | ||
| Q3 24 | $77.3M | $121.7M | ||
| Q2 24 | $67.8M | $235.6M |
毛利率AEORITM
| Q1 26 | — | — | ||
| Q4 25 | 40.5% | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 40.9% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 40.6% | — |
营业利润率AEORITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 8.3% | 13.8% | ||
| Q3 25 | 8.0% | 21.4% | ||
| Q2 25 | -7.8% | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 8.2% | 23.8% | ||
| Q3 24 | 7.8% | 7.3% | ||
| Q2 24 | 6.8% | 23.6% |
净利率AEORITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 6.7% | 5.7% | ||
| Q3 25 | 6.0% | 20.0% | ||
| Q2 25 | -6.0% | 25.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | 6.2% | 14.0% | ||
| Q3 24 | 6.0% | 19.7% | ||
| Q2 24 | 5.9% | 19.2% |
每股收益（稀释后）AEORITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.53 | $0.09 | ||
| Q3 25 | $0.45 | $0.35 | ||
| Q2 25 | $-0.36 | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | $0.41 | $0.50 | ||
| Q3 24 | $0.39 | $0.20 | ||
| Q2 24 | $0.34 | $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 | $112.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $9.1B |
| 总资产 | $4.2B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AEORITM
| Q1 26 | — | — | ||
| Q4 25 | $112.8M | $1.8B | ||
| Q3 25 | $126.8M | $1.6B | ||
| Q2 25 | $87.9M | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $160.2M | $1.5B | ||
| Q3 24 | $191.8M | $1.6B | ||
| Q2 24 | $300.5M | $1.2B |
总债务AEORITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $0 | $32.6B | ||
| Q3 24 | $0 | $29.6B | ||
| Q2 24 | $0 | $30.1B |
股东权益AEORITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.6B | $8.4B | ||
| Q3 25 | $1.5B | $8.5B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | $1.7B | $7.8B | ||
| Q3 24 | $1.7B | $7.7B | ||
| Q2 24 | $1.8B | $7.3B |
总资产AEORITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.2B | $53.1B | ||
| Q3 25 | $4.1B | $47.2B | ||
| Q2 25 | $3.8B | $44.3B | ||
| Q1 25 | — | $45.3B | ||
| Q4 24 | $3.7B | $46.0B | ||
| Q3 24 | $3.5B | $42.3B | ||
| Q2 24 | $3.6B | $42.0B |
负债/权益比AEORITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.00× | 4.18× | ||
| Q3 24 | 0.00× | 3.87× | ||
| Q2 24 | 0.00× | 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 | $67.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.2% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $-169.8M | — |
8季度趋势，按日历期对齐
经营现金流AEORITM
| Q1 26 | — | — | ||
| Q4 25 | $67.1M | $-114.6M | ||
| Q3 25 | $27.8M | $-2.0B | ||
| Q2 25 | $-54.7M | $-557.1M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $52.9M | $-1.8B | ||
| Q3 24 | $78.3M | $768.1M | ||
| Q2 24 | $-38.1M | $-55.7M |
自由现金流AEORITM
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | — | ||
| Q3 25 | $-43.1M | — | ||
| Q2 25 | $-116.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-7.8M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $-74.3M | — |
自由现金流率AEORITM
| Q1 26 | — | — | ||
| Q4 25 | -0.2% | — | ||
| Q3 25 | -3.4% | — | ||
| Q2 25 | -10.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | -6.5% | — |
资本支出强度AEORITM
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 3.2% | — |
现金转化率AEORITM
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | -1.35× | ||
| Q3 25 | 0.36× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 0.66× | -6.04× | ||
| Q3 24 | 1.01× | 6.31× | ||
| Q2 24 | -0.56× | -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
AEO
| American Eagle Brand | $800.4M | 59% |
| Aerie Brand | $429.1M | 31% |
| Other | $133.2M | 10% |
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% |
