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AMC Networks Inc.（AMCX）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AMC Networks Inc.的1.4倍（$828.2M vs $594.8M），Rithm Capital Corp.净利率更高（13.2% vs -9.3%，领先22.5%），Rithm Capital Corp.同比增速更快（508.5% vs -0.8%），过去两年AMC Networks Inc.的营收复合增速更高（-0.1% vs -17.9%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs RITM — 直观对比
营收规模更大
RITM
是对方的1.4倍
$594.8M
营收增速更快
RITM
高出509.2%
-0.8%
净利率更高
RITM
高出22.5%
-9.3%
两年增速更快
AMCX
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $828.2M |
| 净利润 | $-55.5M | $109.5M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 29.9% |
| 净利率 | -9.3% | 13.2% |
| 营收同比 | -0.8% | 508.5% |
| 净利润同比 | 80.5% | 27.7% |
| 每股收益（稀释后） | $-0.97 | $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AMCXRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $594.8M | $1.5B | ||
| Q3 25 | $561.7M | $1.1B | ||
| Q2 25 | $600.0M | $1.2B | ||
| Q1 25 | $555.2M | $768.4M | ||
| Q4 24 | $599.3M | $2.1B | ||
| Q3 24 | $599.6M | $619.5M | ||
| Q2 24 | $625.9M | $1.2B |
净利润AMCXRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-55.5M | $85.0M | ||
| Q3 25 | $76.5M | $221.5M | ||
| Q2 25 | $50.3M | $311.7M | ||
| Q1 25 | $18.0M | $78.8M | ||
| Q4 24 | $-284.5M | $290.2M | ||
| Q3 24 | $41.4M | $121.7M | ||
| Q2 24 | $-29.2M | $235.6M |
毛利率AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — |
营业利润率AMCXRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -8.6% | 13.8% | ||
| Q3 25 | 9.9% | 21.4% | ||
| Q2 25 | 10.7% | 25.2% | ||
| Q1 25 | 11.6% | 7.4% | ||
| Q4 24 | -42.4% | 23.8% | ||
| Q3 24 | 15.6% | 7.3% | ||
| Q2 24 | 1.7% | 23.6% |
净利率AMCXRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -9.3% | 5.7% | ||
| Q3 25 | 13.6% | 20.0% | ||
| Q2 25 | 8.4% | 25.6% | ||
| Q1 25 | 3.3% | 10.3% | ||
| Q4 24 | -47.5% | 14.0% | ||
| Q3 24 | 6.9% | 19.7% | ||
| Q2 24 | -4.7% | 19.2% |
每股收益（稀释后）AMCXRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.97 | $0.09 | ||
| Q3 25 | $1.38 | $0.35 | ||
| Q2 25 | $0.91 | $0.53 | ||
| Q1 25 | $0.34 | $0.07 | ||
| Q4 24 | $-6.23 | $0.50 | ||
| Q3 24 | $0.76 | $0.20 | ||
| Q2 24 | $-0.66 | $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 | $502.4M | — |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $9.1B |
| 总资产 | $3.9B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | $502.4M | $1.8B | ||
| Q3 25 | $716.8M | $1.6B | ||
| Q2 25 | $866.4M | $1.6B | ||
| Q1 25 | $870.2M | $1.5B | ||
| Q4 24 | $784.6M | $1.5B | ||
| Q3 24 | $816.4M | $1.6B | ||
| Q2 24 | $802.6M | $1.2B |
总债务AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $35.4B | ||
| Q3 25 | $1.9B | $32.2B | ||
| Q2 25 | $2.2B | $31.2B | ||
| Q1 25 | $2.3B | $32.2B | ||
| Q4 24 | $2.3B | $32.6B | ||
| Q3 24 | $2.3B | $29.6B | ||
| Q2 24 | $2.4B | $30.1B |
股东权益AMCXRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $981.9M | $8.4B | ||
| Q3 25 | $1.1B | $8.5B | ||
| Q2 25 | $971.7M | $7.9B | ||
| Q1 25 | $888.8M | $7.8B | ||
| Q4 24 | $855.6M | $7.8B | ||
| Q3 24 | $1.1B | $7.7B | ||
| Q2 24 | $1.1B | $7.3B |
总资产AMCXRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.9B | $53.1B | ||
| Q3 25 | $4.2B | $47.2B | ||
| Q2 25 | $4.4B | $44.3B | ||
| Q1 25 | $4.3B | $45.3B | ||
| Q4 24 | $4.4B | $46.0B | ||
| Q3 24 | $4.8B | $42.3B | ||
| Q2 24 | $4.9B | $42.0B |
负债/权益比AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 4.20× | ||
| Q3 25 | 1.82× | 3.79× | ||
| Q2 25 | 2.27× | 3.92× | ||
| Q1 25 | 2.62× | 4.14× | ||
| Q4 24 | 2.73× | 4.18× | ||
| Q3 24 | 2.10× | 3.87× | ||
| Q2 24 | 2.26× | 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 | $49.2M | — |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | $49.2M | $-114.6M | ||
| Q3 25 | $44.8M | $-2.0B | ||
| Q2 25 | $102.8M | $-557.1M | ||
| Q1 25 | $108.8M | $1.4B | ||
| Q4 24 | $58.1M | $-1.8B | ||
| Q3 24 | $62.2M | $768.1M | ||
| Q2 24 | $104.4M | $-55.7M |
自由现金流AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | $40.4M | — | ||
| Q3 25 | $42.0M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $94.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $53.9M | — | ||
| Q2 24 | $95.2M | — |
自由现金流率AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 16.0% | — | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 15.2% | — |
资本支出强度AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.5% | — |
现金转化率AMCXRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 0.59× | -9.22× | ||
| Q2 25 | 2.04× | -1.79× | ||
| Q1 25 | 6.03× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 1.50× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
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% |
