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ABERCROMBIE & FITCH CO（ANF）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
ABERCROMBIE & FITCH CO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 8.8%，领先4.5%），ABERCROMBIE & FITCH CO同比增速更快（6.8% vs -40.0%），过去两年ABERCROMBIE & FITCH CO的营收复合增速更高（-5.8% vs -17.9%）
A&F（阿伯克龙比与菲奇）是1892年成立的美国生活方式零售品牌，主打面向20岁出头至45岁左右客群的潮流服饰，总部位于俄亥俄州新奥尔巴尼。旗下运营Abercrombie Kids、Your Personal Best、霍利斯特（Hollister Co.）、Gilly Hicks四个子品牌，全品牌直营门店超780家。
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。
ANF vs RITM — 直观对比
营收规模更大
ANF
是对方的1.6倍
$828.2M
营收增速更快
ANF
高出46.7%
-40.0%
净利率更高
RITM
高出4.5%
8.8%
两年增速更快
ANF
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 | $113.0M | $109.5M |
| 毛利率 | 62.5% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 8.8% | 13.2% |
| 营收同比 | 6.8% | -40.0% |
| 净利润同比 | -14.4% | 20.9% |
| 每股收益（稀释后） | $2.36 | $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ANFRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.6B | $768.4M | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.0B | $1.2B |
净利润ANFRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $113.0M | $85.0M | ||
| Q3 25 | $141.4M | $221.5M | ||
| Q2 25 | $80.4M | $311.7M | ||
| Q1 25 | $187.2M | $78.8M | ||
| Q4 24 | $132.0M | $290.2M | ||
| Q3 24 | $133.2M | $121.7M | ||
| Q2 24 | $113.8M | $235.6M |
毛利率ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | 62.5% | — | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 62.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.1% | — | ||
| Q3 24 | 64.9% | — | ||
| Q2 24 | 66.4% | — |
营业利润率ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 13.8% | ||
| Q3 25 | 17.1% | 21.4% | ||
| Q2 25 | 9.3% | 25.2% | ||
| Q1 25 | 16.2% | 7.4% | ||
| Q4 24 | 14.8% | 23.8% | ||
| Q3 24 | 15.5% | 7.3% | ||
| Q2 24 | 12.7% | 23.6% |
净利率ANFRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 8.8% | 5.7% | ||
| Q3 25 | 11.7% | 20.0% | ||
| Q2 25 | 7.3% | 25.6% | ||
| Q1 25 | 11.8% | 10.3% | ||
| Q4 24 | 10.9% | 14.0% | ||
| Q3 24 | 11.7% | 19.7% | ||
| Q2 24 | 11.2% | 19.2% |
每股收益（稀释后）ANFRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.36 | $0.09 | ||
| Q3 25 | $2.91 | $0.35 | ||
| Q2 25 | $1.59 | $0.53 | ||
| Q1 25 | $3.55 | $0.07 | ||
| Q4 24 | $2.50 | $0.50 | ||
| Q3 24 | $2.50 | $0.20 | ||
| Q2 24 | $2.14 | $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 | $631.0M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $3.5B | $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ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | $631.0M | $1.8B | ||
| Q3 25 | $603.5M | $1.6B | ||
| Q2 25 | $607.6M | $1.6B | ||
| Q1 25 | $888.9M | $1.5B | ||
| Q4 24 | $738.9M | $1.5B | ||
| Q3 24 | $738.4M | $1.6B | ||
| Q2 24 | $864.2M | $1.2B |
总债务ANFRITM
| Q1 26 | — | — | ||
| 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ANFRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.3B | $8.5B | ||
| Q2 25 | $1.2B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.1B | $7.3B |
总资产ANFRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.5B | $53.1B | ||
| Q3 25 | $3.3B | $47.2B | ||
| Q2 25 | $3.1B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.3B | $46.0B | ||
| Q3 24 | $3.0B | $42.3B | ||
| Q2 24 | $3.0B | $42.0B |
负债/权益比ANFRITM
| 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 | $200.1M | — |
| 自由现金流经营现金流 - 资本支出 | $131.8M | — |
| 自由现金流率自由现金流/营收 | 10.2% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $384.5M | — |
8季度趋势，按日历期对齐
经营现金流ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | $200.1M | $-114.6M | ||
| Q3 25 | $116.9M | $-2.0B | ||
| Q2 25 | $-4.0M | $-557.1M | ||
| Q1 25 | $307.6M | $1.4B | ||
| Q4 24 | $142.6M | $-1.8B | ||
| Q3 24 | $165.1M | $768.1M | ||
| Q2 24 | $95.0M | $-55.7M |
自由现金流ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | $131.8M | — | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $-54.8M | — | ||
| Q1 25 | $256.8M | — | ||
| Q4 24 | $92.2M | — | ||
| Q3 24 | $122.3M | — | ||
| Q2 24 | $56.1M | — |
自由现金流率ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | -5.0% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 5.5% | — |
资本支出强度ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.8% | — |
现金转化率ANFRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.77× | -1.35× | ||
| Q3 25 | 0.83× | -9.22× | ||
| Q2 25 | -0.05× | -1.79× | ||
| Q1 25 | 1.64× | 18.03× | ||
| Q4 24 | 1.08× | -6.04× | ||
| Q3 24 | 1.24× | 6.31× | ||
| Q2 24 | 0.83× | -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
ANF
| Hollister | $673.3M | 52% |
| Abercrombie | $617.3M | 48% |
| Gift Card | $25.7M | 2% |
| Royalty | $19.5M | 2% |
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% |
