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AMN HEALTHCARE SERVICES INC（AMN）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AMN HEALTHCARE SERVICES INC的1.1倍（$828.2M vs $748.2M），Rithm Capital Corp.净利率更高（13.2% vs -1.0%，领先14.2%），Rithm Capital Corp.同比增速更快（508.5% vs 1.8%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（-4.5% vs -17.9%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
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。
AMN vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$748.2M
营收增速更快
RITM
高出506.6%
1.8%
净利率更高
RITM
高出14.2%
-1.0%
两年增速更快
AMN
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $828.2M |
| 净利润 | $-7.7M | $109.5M |
| 毛利率 | 26.1% | — |
| 营业利润率 | 1.1% | 29.9% |
| 净利率 | -1.0% | 13.2% |
| 营收同比 | 1.8% | 508.5% |
| 净利润同比 | 95.9% | 27.7% |
| 每股收益（稀释后） | $-0.19 | $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AMNRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $748.2M | $1.5B | ||
| Q3 25 | $634.5M | $1.1B | ||
| Q2 25 | $658.2M | $1.2B | ||
| Q1 25 | $689.5M | $768.4M | ||
| Q4 24 | $734.7M | $2.1B | ||
| Q3 24 | $687.5M | $619.5M | ||
| Q2 24 | $740.7M | $1.2B |
净利润AMNRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-7.7M | $85.0M | ||
| Q3 25 | $29.3M | $221.5M | ||
| Q2 25 | $-116.2M | $311.7M | ||
| Q1 25 | $-1.1M | $78.8M | ||
| Q4 24 | $-187.5M | $290.2M | ||
| Q3 24 | $7.0M | $121.7M | ||
| Q2 24 | $16.2M | $235.6M |
毛利率AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 29.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 31.0% | — |
营业利润率AMNRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 1.1% | 13.8% | ||
| Q3 25 | 7.5% | 21.4% | ||
| Q2 25 | -18.8% | 25.2% | ||
| Q1 25 | 1.8% | 7.4% | ||
| Q4 24 | -27.6% | 23.8% | ||
| Q3 24 | 3.2% | 7.3% | ||
| Q2 24 | 5.1% | 23.6% |
净利率AMNRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -1.0% | 5.7% | ||
| Q3 25 | 4.6% | 20.0% | ||
| Q2 25 | -17.7% | 25.6% | ||
| Q1 25 | -0.2% | 10.3% | ||
| Q4 24 | -25.5% | 14.0% | ||
| Q3 24 | 1.0% | 19.7% | ||
| Q2 24 | 2.2% | 19.2% |
每股收益（稀释后）AMNRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.19 | $0.09 | ||
| Q3 25 | $0.76 | $0.35 | ||
| Q2 25 | $-3.02 | $0.53 | ||
| Q1 25 | $-0.03 | $0.07 | ||
| Q4 24 | $-4.90 | $0.50 | ||
| Q3 24 | $0.18 | $0.20 | ||
| Q2 24 | $0.42 | $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 | $34.0M | — |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $9.1B |
| 总资产 | $2.1B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $34.0M | $1.8B | ||
| Q3 25 | $52.6M | $1.6B | ||
| Q2 25 | $41.5M | $1.6B | ||
| Q1 25 | $55.8M | $1.5B | ||
| Q4 24 | $10.6M | $1.5B | ||
| Q3 24 | $30.6M | $1.6B | ||
| Q2 24 | $48.0M | $1.2B |
总债务AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $1.1B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益AMNRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $642.1M | $8.4B | ||
| Q3 25 | $644.4M | $8.5B | ||
| Q2 25 | $607.6M | $7.9B | ||
| Q1 25 | $715.1M | $7.8B | ||
| Q4 24 | $706.6M | $7.8B | ||
| Q3 24 | $890.7M | $7.7B | ||
| Q2 24 | $876.9M | $7.3B |
总资产AMNRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.1B | $47.2B | ||
| Q2 25 | $2.2B | $44.3B | ||
| Q1 25 | $2.4B | $45.3B | ||
| Q4 24 | $2.4B | $46.0B | ||
| Q3 24 | $2.7B | $42.3B | ||
| Q2 24 | $2.8B | $42.0B |
负债/权益比AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 1.49× | 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 | $75.6M | — |
| 自由现金流经营现金流 - 资本支出 | $67.6M | — |
| 自由现金流率自由现金流/营收 | 9.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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 | $233.8M | — |
8季度趋势，按日历期对齐
经营现金流AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | $-114.6M | ||
| Q3 25 | $22.7M | $-2.0B | ||
| Q2 25 | $78.5M | $-557.1M | ||
| Q1 25 | $92.7M | $1.4B | ||
| Q4 24 | $72.8M | $-1.8B | ||
| Q3 24 | $66.7M | $768.1M | ||
| Q2 24 | $99.5M | $-55.7M |
自由现金流AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | — | ||
| Q3 25 | $14.8M | — | ||
| Q2 25 | $68.7M | — | ||
| Q1 25 | $82.7M | — | ||
| Q4 24 | $56.6M | — | ||
| Q3 24 | $47.4M | — | ||
| Q2 24 | $72.2M | — |
自由现金流率AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 10.4% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 9.8% | — |
资本支出强度AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.7% | — |
现金转化率AMNRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 0.77× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 9.54× | 6.31× | ||
| Q2 24 | 6.13× | -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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 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% |
