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AMC ENTERTAINMENT HOLDINGS, INC.（AMC）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
AMC ENTERTAINMENT HOLDINGS, INC.的季度营收约是Rithm Capital Corp.的1.6倍（$1.3B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -9.9%，领先23.1%），Rithm Capital Corp.同比增速更快（508.5% vs -1.4%），过去两年AMC ENTERTAINMENT HOLDINGS, INC.的营收复合增速更高（16.4% vs -17.9%）
AMC娱乐控股是总部位于美国堪萨斯州利伍德的连锁影院集团，1920年创立于密苏里州堪萨斯城，是全球规模最大的影院运营商，目前在全球共运营约860家影院、总计超过9600块银幕，业务覆盖美国与欧洲多地。
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。
AMC vs RITM — 直观对比
营收规模更大
AMC
是对方的1.6倍
$828.2M
营收增速更快
RITM
高出509.9%
-1.4%
净利率更高
RITM
高出23.1%
-9.9%
两年增速更快
AMC
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $-127.4M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 0.0% | 29.9% |
| 净利率 | -9.9% | 13.2% |
| 营收同比 | -1.4% | 508.5% |
| 净利润同比 | 6.0% | 27.7% |
| 每股收益（稀释后） | $-0.28 | $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AMCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $862.5M | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $619.5M | ||
| Q2 24 | $1.0B | $1.2B |
净利润AMCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-127.4M | $85.0M | ||
| Q3 25 | $-298.2M | $221.5M | ||
| Q2 25 | $-4.7M | $311.7M | ||
| Q1 25 | $-202.1M | $78.8M | ||
| Q4 24 | $-135.6M | $290.2M | ||
| Q3 24 | $-20.7M | $121.7M | ||
| Q2 24 | $-32.8M | $235.6M |
营业利润率AMCRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 0.0% | 13.8% | ||
| Q3 25 | 2.8% | 21.4% | ||
| Q2 25 | 6.6% | 25.2% | ||
| Q1 25 | -16.9% | 7.4% | ||
| Q4 24 | 0.4% | 23.8% | ||
| Q3 24 | 5.3% | 7.3% | ||
| Q2 24 | -4.6% | 23.6% |
净利率AMCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -9.9% | 5.7% | ||
| Q3 25 | -22.9% | 20.0% | ||
| Q2 25 | -0.3% | 25.6% | ||
| Q1 25 | -23.4% | 10.3% | ||
| Q4 24 | -10.4% | 14.0% | ||
| Q3 24 | -1.5% | 19.7% | ||
| Q2 24 | -3.2% | 19.2% |
每股收益（稀释后）AMCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.28 | $0.09 | ||
| Q3 25 | $-0.58 | $0.35 | ||
| Q2 25 | $-0.01 | $0.53 | ||
| Q1 25 | $-0.47 | $0.07 | ||
| Q4 24 | $-0.28 | $0.50 | ||
| Q3 24 | $-0.06 | $0.20 | ||
| Q2 24 | $-0.10 | $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 | $428.5M | — |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $-1.9B | $9.1B |
| 总资产 | $8.0B | $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AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | $428.5M | $1.8B | ||
| Q3 25 | $365.8M | $1.6B | ||
| Q2 25 | $423.7M | $1.6B | ||
| Q1 25 | $378.7M | $1.5B | ||
| Q4 24 | $632.3M | $1.5B | ||
| Q3 24 | $527.4M | $1.6B | ||
| Q2 24 | $770.3M | $1.2B |
总债务AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | $4.1B | $32.2B | ||
| Q4 24 | $4.1B | $32.6B | ||
| Q3 24 | $4.2B | $29.6B | ||
| Q2 24 | $4.3B | $30.1B |
股东权益AMCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-1.9B | $8.4B | ||
| Q3 25 | $-1.8B | $8.5B | ||
| Q2 25 | $-1.7B | $7.9B | ||
| Q1 25 | $-1.7B | $7.8B | ||
| Q4 24 | $-1.8B | $7.8B | ||
| Q3 24 | $-1.7B | $7.7B | ||
| Q2 24 | $-1.7B | $7.3B |
总资产AMCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.0B | $53.1B | ||
| Q3 25 | $8.0B | $47.2B | ||
| Q2 25 | $8.2B | $44.3B | ||
| Q1 25 | $8.1B | $45.3B | ||
| Q4 24 | $8.2B | $46.0B | ||
| Q3 24 | $8.3B | $42.3B | ||
| Q2 24 | $8.6B | $42.0B |
负债/权益比AMCRITM
| Q1 26 | — | — | ||
| 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 | $126.7M | — |
| 自由现金流经营现金流 - 资本支出 | $43.3M | — |
| 自由现金流率自由现金流/营收 | 3.4% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 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 | $-365.9M | — |
8季度趋势，按日历期对齐
经营现金流AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $-114.6M | ||
| Q3 25 | $-14.9M | $-2.0B | ||
| Q2 25 | $138.4M | $-557.1M | ||
| Q1 25 | $-370.0M | $1.4B | ||
| Q4 24 | $203.6M | $-1.8B | ||
| Q3 24 | $-31.5M | $768.1M | ||
| Q2 24 | $-34.6M | $-55.7M |
自由现金流AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | $43.3M | — | ||
| Q3 25 | $-81.1M | — | ||
| Q2 25 | $88.9M | — | ||
| Q1 25 | $-417.0M | — | ||
| Q4 24 | $113.9M | — | ||
| Q3 24 | $-92.2M | — | ||
| Q2 24 | $-79.2M | — |
自由现金流率AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | -6.2% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | -48.3% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | -6.8% | — | ||
| Q2 24 | -7.7% | — |
资本支出强度AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 4.3% | — |
现金转化率AMCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -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
AMC
| Admission | $701.6M | 54% |
| Food And Beverage | $436.5M | 34% |
| Other | $106.2M | 8% |
| Advertising | $44.0M | 3% |
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% |
