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Arena Group Holdings, Inc.（AREN）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
Arena Group Holdings, Inc.的季度营收约是REDWOOD TRUST INC的1.1倍（$28.2M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs 18.9%，领先58.3%），REDWOOD TRUST INC同比增速更快（-6.1% vs -22.0%），过去两年Arena Group Holdings, Inc.的营收复合增速更高（-1.2% vs -41.0%）
Arena Group Holdings旗下的Arena Racing Company是英国的赛马休闲企业，2012年由Arena Leisure与Northern Racing合并成立。该公司在英国拥有并运营16家赛马场，占英国赛马赛事总量的39%，同时还在多家赛马场配套经营酒店，在三处场地运营高尔夫球场。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
AREN vs RWT — 直观对比
营收规模更大
AREN
是对方的1.1倍
$25.9M
营收增速更快
RWT
高出16.0%
-22.0%
净利率更高
RWT
高出58.3%
18.9%
两年增速更快
AREN
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $28.2M | $25.9M |
| 净利润 | $5.3M | $20.0M |
| 毛利率 | 43.6% | — |
| 营业利润率 | 26.6% | — |
| 净利率 | 18.9% | 77.2% |
| 营收同比 | -22.0% | -6.1% |
| 净利润同比 | -22.5% | 402.6% |
| 每股收益（稀释后） | $0.12 | $0.11 |
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ARENRWT
| Q4 25 | $28.2M | $25.9M | ||
| Q3 25 | $29.8M | $15.0M | ||
| Q2 25 | $45.0M | $13.8M | ||
| Q1 25 | $31.8M | $27.9M | ||
| Q4 24 | $36.2M | $27.6M | ||
| Q3 24 | $33.6M | $25.5M | ||
| Q2 24 | $27.2M | $67.4M | ||
| Q1 24 | $28.9M | $74.5M |
净利润ARENRWT
| Q4 25 | $5.3M | $20.0M | ||
| Q3 25 | $6.9M | $-7.7M | ||
| Q2 25 | $108.6M | $-98.5M | ||
| Q1 25 | $4.0M | $16.1M | ||
| Q4 24 | $6.9M | $-6.6M | ||
| Q3 24 | $4.0M | $14.8M | ||
| Q2 24 | $-8.2M | $15.5M | ||
| Q1 24 | $-103.4M | $30.3M |
毛利率ARENRWT
| Q4 25 | 43.6% | — | ||
| Q3 25 | 50.2% | — | ||
| Q2 25 | 56.5% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 52.6% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 39.4% | — | ||
| Q1 24 | 30.9% | — |
营业利润率ARENRWT
| Q4 25 | 26.6% | — | ||
| Q3 25 | 31.9% | -9.0% | ||
| Q2 25 | 36.5% | -679.0% | ||
| Q1 25 | 23.1% | 80.2% | ||
| Q4 24 | 28.6% | -1.3% | ||
| Q3 24 | 24.0% | 86.1% | ||
| Q2 24 | -9.5% | 30.3% | ||
| Q1 24 | -27.5% | 41.3% |
净利率ARENRWT
| Q4 25 | 18.9% | 77.2% | ||
| Q3 25 | 23.1% | -51.4% | ||
| Q2 25 | 241.4% | -712.0% | ||
| Q1 25 | 12.6% | 57.8% | ||
| Q4 24 | 19.0% | -24.0% | ||
| Q3 24 | 11.8% | 58.1% | ||
| Q2 24 | -30.1% | 23.0% | ||
| Q1 24 | -357.1% | 40.6% |
每股收益（稀释后）ARENRWT
| Q4 25 | $0.12 | $0.11 | ||
| Q3 25 | $0.14 | $-0.08 | ||
| Q2 25 | $2.28 | $-0.76 | ||
| Q1 25 | $0.08 | $0.10 | ||
| Q4 24 | $1.23 | $-0.08 | ||
| Q3 24 | $0.11 | $0.09 | ||
| Q2 24 | $-0.28 | $0.10 | ||
| Q1 24 | $-3.91 | $0.21 |
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 | $10.3M | $255.7M |
| 总债务越低越好 | $97.6M | — |
| 股东权益账面价值 | $-4.8M | $982.6M |
| 总资产 | $112.6M | $23.7B |
| 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ARENRWT
| Q4 25 | $10.3M | $255.7M | ||
| Q3 25 | $12.5M | $226.3M | ||
| Q2 25 | $6.8M | $302.0M | ||
| Q1 25 | $2.9M | $259.9M | ||
| Q4 24 | $4.4M | $245.2M | ||
| Q3 24 | $5.8M | $253.7M | ||
| Q2 24 | $6.1M | $275.6M | ||
| Q1 24 | $4.0M | $275.4M |
总债务ARENRWT
| Q4 25 | $97.6M | — | ||
| Q3 25 | $110.5M | — | ||
| Q2 25 | $110.5M | — | ||
| Q1 25 | $110.5M | — | ||
| Q4 24 | $110.4M | — | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $102.4M | — | ||
| Q1 24 | $102.3M | $1.7B |
股东权益ARENRWT
| Q4 25 | $-4.8M | $982.6M | ||
| Q3 25 | $-10.4M | $999.0M | ||
| Q2 25 | $-17.3M | $1.1B | ||
| Q1 25 | $-126.1M | $1.2B | ||
| Q4 24 | $-130.3M | $1.2B | ||
| Q3 24 | $-137.5M | $1.2B | ||
| Q2 24 | $-157.2M | $1.2B | ||
| Q1 24 | $-149.6M | $1.2B |
总资产ARENRWT
| Q4 25 | $112.6M | $23.7B | ||
| Q3 25 | $121.4M | $22.6B | ||
| Q2 25 | $127.8M | $21.3B | ||
| Q1 25 | $114.6M | $19.9B | ||
| Q4 24 | $116.4M | $18.3B | ||
| Q3 24 | $114.2M | $18.4B | ||
| Q2 24 | $113.4M | $16.5B | ||
| Q1 24 | $120.3M | $15.1B |
负债/权益比ARENRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $13.1M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.46× | -504.15× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ARENRWT
| Q4 25 | $13.1M | $-10.1B | ||
| Q3 25 | $12.2M | $-2.7B | ||
| Q2 25 | $10.3M | $-2.1B | ||
| Q1 25 | $3.7M | $-2.0B | ||
| Q4 24 | $-8.6M | $-5.9B | ||
| Q3 24 | $-2.3M | $-2.1B | ||
| Q2 24 | $-3.2M | $-2.0B | ||
| Q1 24 | $-2.0M | $-954.2M |
自由现金流ARENRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-2.4M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ARENRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -7.1% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ARENRWT
| Q4 25 | — | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ARENRWT
| Q4 25 | 2.46× | -504.15× | ||
| Q3 25 | 1.77× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.91× | -120.92× | ||
| Q4 24 | -1.25× | — | ||
| Q3 24 | -0.59× | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
