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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是Rithm Capital Corp.的1.5倍（$1.3B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 8.0%，领先5.2%），Rithm Capital Corp.同比增速更快（508.5% vs 7.3%），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（3.8% vs -17.9%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs RITM — 直观对比
营收规模更大
AIT
是对方的1.5倍
$828.2M
营收增速更快
RITM
高出501.2%
7.3%
净利率更高
RITM
高出5.2%
8.0%
两年增速更快
AIT
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $99.8M | $109.5M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 11.0% | 29.9% |
| 净利率 | 8.0% | 13.2% |
| 营收同比 | 7.3% | 508.5% |
| 净利润同比 | -0.0% | 27.7% |
| 每股收益（稀释后） | $2.65 | $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AITRITM
| Q1 26 | $1.3B | $828.2M | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
净利润AITRITM
| Q1 26 | $99.8M | $109.5M | ||
| Q4 25 | $95.3M | $85.0M | ||
| Q3 25 | $100.8M | $221.5M | ||
| Q2 25 | $107.8M | $311.7M | ||
| Q1 25 | $99.8M | $78.8M | ||
| Q4 24 | $93.3M | $290.2M | ||
| Q3 24 | $92.1M | $121.7M | ||
| Q2 24 | $103.5M | $235.6M |
毛利率AITRITM
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — |
营业利润率AITRITM
| Q1 26 | 11.0% | 29.9% | ||
| Q4 25 | 10.6% | 13.8% | ||
| Q3 25 | 10.8% | 21.4% | ||
| Q2 25 | 11.0% | 25.2% | ||
| Q1 25 | 11.1% | 7.4% | ||
| Q4 24 | 11.3% | 23.8% | ||
| Q3 24 | 10.3% | 7.3% | ||
| Q2 24 | 12.0% | 23.6% |
净利率AITRITM
| Q1 26 | 8.0% | 13.2% | ||
| Q4 25 | 8.2% | 5.7% | ||
| Q3 25 | 8.4% | 20.0% | ||
| Q2 25 | 8.8% | 25.6% | ||
| Q1 25 | 8.6% | 10.3% | ||
| Q4 24 | 8.7% | 14.0% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 8.9% | 19.2% |
每股收益（稀释后）AITRITM
| Q1 26 | $2.65 | $0.12 | ||
| Q4 25 | $2.51 | $0.09 | ||
| Q3 25 | $2.63 | $0.35 | ||
| Q2 25 | $2.80 | $0.53 | ||
| Q1 25 | $2.57 | $0.07 | ||
| Q4 24 | $2.39 | $0.50 | ||
| Q3 24 | $2.36 | $0.20 | ||
| Q2 24 | $2.64 | $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 | $171.6M | — |
| 总债务越低越好 | $365.3M | — |
| 股东权益账面价值 | $1.9B | $9.1B |
| 总资产 | $3.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资AITRITM
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $1.8B | ||
| Q3 25 | $418.7M | $1.6B | ||
| Q2 25 | $388.4M | $1.6B | ||
| Q1 25 | $352.8M | $1.5B | ||
| Q4 24 | $303.4M | $1.5B | ||
| Q3 24 | $538.5M | $1.6B | ||
| Q2 24 | $460.6M | $1.2B |
总债务AITRITM
| Q1 26 | $365.3M | — | ||
| 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 |
股东权益AITRITM
| Q1 26 | $1.9B | $9.1B | ||
| Q4 25 | $1.9B | $8.4B | ||
| Q3 25 | $1.9B | $8.5B | ||
| Q2 25 | $1.8B | $7.9B | ||
| Q1 25 | $1.8B | $7.8B | ||
| Q4 24 | $1.8B | $7.8B | ||
| Q3 24 | $1.8B | $7.7B | ||
| Q2 24 | $1.7B | $7.3B |
总资产AITRITM
| Q1 26 | $3.0B | $53.4B | ||
| Q4 25 | $3.2B | $53.1B | ||
| Q3 25 | $3.2B | $47.2B | ||
| Q2 25 | $3.2B | $44.3B | ||
| Q1 25 | $3.1B | $45.3B | ||
| Q4 24 | $3.0B | $46.0B | ||
| Q3 24 | $3.0B | $42.3B | ||
| Q2 24 | $3.0B | $42.0B |
负债/权益比AITRITM
| Q1 26 | 0.20× | — | ||
| 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× |
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 | $319.1M | — |
| 自由现金流经营现金流 - 资本支出 | $95.4M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 3.20× | — |
| 过去12个月自由现金流最近4个季度 | $438.9M | — |
8季度趋势，按日历期对齐
经营现金流AITRITM
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $-114.6M | ||
| Q3 25 | $119.3M | $-2.0B | ||
| Q2 25 | $147.0M | $-557.1M | ||
| Q1 25 | $122.5M | $1.4B | ||
| Q4 24 | $95.1M | $-1.8B | ||
| Q3 24 | $127.7M | $768.1M | ||
| Q2 24 | $119.2M | $-55.7M |
自由现金流AITRITM
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $138.2M | — | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — |
自由现金流率AITRITM
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度AITRITM
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率AITRITM
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | -1.35× | ||
| Q3 25 | 1.18× | -9.22× | ||
| Q2 25 | 1.36× | -1.79× | ||
| Q1 25 | 1.23× | 18.03× | ||
| Q4 24 | 1.02× | -6.04× | ||
| Q3 24 | 1.39× | 6.31× | ||
| Q2 24 | 1.15× | -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
AIT
暂无分部数据
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% |
