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Alight, Inc.（ALIT）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Alight, Inc.的1.3倍（$828.2M vs $653.0M），Rithm Capital Corp.净利率更高（13.2% vs -142.7%，领先155.9%），Rithm Capital Corp.同比增速更快（508.5% vs -4.0%），过去两年Alight, Inc.的营收复合增速更高（8.1% vs -17.9%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
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。
ALIT vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$653.0M
营收增速更快
RITM
高出512.4%
-4.0%
净利率更高
RITM
高出155.9%
-142.7%
两年增速更快
ALIT
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $828.2M |
| 净利润 | $-932.0M | $109.5M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -114.9% | 29.9% |
| 净利率 | -142.7% | 13.2% |
| 营收同比 | -4.0% | 508.5% |
| 净利润同比 | -11750.0% | 27.7% |
| 每股收益（稀释后） | $-1.77 | $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ALITRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $653.0M | $1.5B | ||
| Q3 25 | $533.0M | $1.1B | ||
| Q2 25 | $528.0M | $1.2B | ||
| Q1 25 | $548.0M | $768.4M | ||
| Q4 24 | $680.0M | $2.1B | ||
| Q3 24 | $555.0M | $619.5M | ||
| Q2 24 | $538.0M | $1.2B |
净利润ALITRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-932.0M | $85.0M | ||
| Q3 25 | $-1.1B | $221.5M | ||
| Q2 25 | $-1.1B | $311.7M | ||
| Q1 25 | $-25.0M | $78.8M | ||
| Q4 24 | $8.0M | $290.2M | ||
| Q3 24 | $-74.0M | $121.7M | ||
| Q2 24 | $23.0M | $235.6M |
毛利率ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | 36.8% | — | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 39.9% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.0% | — |
营业利润率ALITRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -114.9% | 13.8% | ||
| Q3 25 | -248.0% | 21.4% | ||
| Q2 25 | -191.3% | 25.2% | ||
| Q1 25 | -1.5% | 7.4% | ||
| Q4 24 | 6.5% | 23.8% | ||
| Q3 24 | -7.6% | 7.3% | ||
| Q2 24 | -9.7% | 23.6% |
净利率ALITRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -142.7% | 5.7% | ||
| Q3 25 | -200.2% | 20.0% | ||
| Q2 25 | -203.2% | 25.6% | ||
| Q1 25 | -4.6% | 10.3% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | -13.3% | 19.7% | ||
| Q2 24 | 4.3% | 19.2% |
每股收益（稀释后）ALITRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-1.77 | $0.09 | ||
| Q3 25 | $-2.02 | $0.35 | ||
| Q2 25 | $-2.03 | $0.53 | ||
| Q1 25 | $-0.05 | $0.07 | ||
| Q4 24 | $0.02 | $0.50 | ||
| Q3 24 | $-0.14 | $0.20 | ||
| Q2 24 | $0.04 | $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 | $273.0M | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $9.1B |
| 总资产 | $4.6B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | $273.0M | $1.8B | ||
| Q3 25 | $205.0M | $1.6B | ||
| Q2 25 | $227.0M | $1.6B | ||
| Q1 25 | $223.0M | $1.5B | ||
| Q4 24 | $343.0M | $1.5B | ||
| Q3 24 | $300.0M | $1.6B | ||
| Q2 24 | $183.0M | $1.2B |
总债务ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $35.4B | ||
| Q3 25 | $2.0B | $32.2B | ||
| Q2 25 | $2.0B | $31.2B | ||
| Q1 25 | $2.0B | $32.2B | ||
| Q4 24 | $2.0B | $32.6B | ||
| Q3 24 | $2.0B | $29.6B | ||
| Q2 24 | $2.8B | $30.1B |
股东权益ALITRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.0B | $8.4B | ||
| Q3 25 | $2.0B | $8.5B | ||
| Q2 25 | $3.1B | $7.9B | ||
| Q1 25 | $4.2B | $7.8B | ||
| Q4 24 | $4.3B | $7.8B | ||
| Q3 24 | $4.3B | $7.7B | ||
| Q2 24 | $4.5B | $7.3B |
总资产ALITRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.6B | $53.1B | ||
| Q3 25 | $5.5B | $47.2B | ||
| Q2 25 | $6.8B | $44.3B | ||
| Q1 25 | $7.9B | $45.3B | ||
| Q4 24 | $8.2B | $46.0B | ||
| Q3 24 | $8.3B | $42.3B | ||
| Q2 24 | $10.5B | $42.0B |
负债/权益比ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 4.20× | ||
| Q3 25 | 1.00× | 3.79× | ||
| Q2 25 | 0.65× | 3.92× | ||
| Q1 25 | 0.48× | 4.14× | ||
| Q4 24 | 0.47× | 4.18× | ||
| Q3 24 | 0.47× | 3.87× | ||
| Q2 24 | 0.62× | 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 | $124.0M | — |
| 自由现金流经营现金流 - 资本支出 | $99.0M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $250.0M | — |
8季度趋势，按日历期对齐
经营现金流ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | $124.0M | $-114.6M | ||
| Q3 25 | $77.0M | $-2.0B | ||
| Q2 25 | $86.0M | $-557.1M | ||
| Q1 25 | $73.0M | $1.4B | ||
| Q4 24 | $118.0M | $-1.8B | ||
| Q3 24 | $-24.0M | $768.1M | ||
| Q2 24 | $58.0M | $-55.7M |
自由现金流ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | $99.0M | — | ||
| Q3 25 | $49.0M | — | ||
| Q2 25 | $58.0M | — | ||
| Q1 25 | $44.0M | — | ||
| Q4 24 | $92.0M | — | ||
| Q3 24 | $-52.0M | — | ||
| Q2 24 | $22.0M | — |
自由现金流率ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 8.0% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | 4.1% | — |
资本支出强度ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 6.7% | — |
现金转化率ALITRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 14.75× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 2.52× | -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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
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% |
