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Academy Sports & Outdoors, Inc.（ASO）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
Academy Sports & Outdoors, Inc.的季度营收约是Rithm Capital Corp.的1.7倍（$1.4B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 5.2%，领先8.0%），Rithm Capital Corp.同比增速更快（508.5% vs 3.0%），过去两年Academy Sports & Outdoors, Inc.的营收复合增速更高（-12.2% vs -17.9%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
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。
ASO vs RITM — 直观对比
营收规模更大
ASO
是对方的1.7倍
$828.2M
营收增速更快
RITM
高出505.5%
3.0%
净利率更高
RITM
高出8.0%
5.2%
两年增速更快
ASO
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $71.6M | $109.5M |
| 毛利率 | 35.7% | — |
| 营业利润率 | 7.3% | 29.9% |
| 净利率 | 5.2% | 13.2% |
| 营收同比 | 3.0% | 508.5% |
| 净利润同比 | 8.8% | 27.7% |
| 每股收益（稀释后） | $1.05 | $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ASORITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.7B | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.5B | $619.5M | ||
| Q2 24 | $1.4B | $1.2B |
净利润ASORITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $71.6M | $85.0M | ||
| Q3 25 | $125.4M | $221.5M | ||
| Q2 25 | $46.1M | $311.7M | ||
| Q1 25 | $133.6M | $78.8M | ||
| Q4 24 | $65.8M | $290.2M | ||
| Q3 24 | $142.6M | $121.7M | ||
| Q2 24 | $76.5M | $235.6M |
毛利率ASORITM
| Q1 26 | — | — | ||
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 33.4% | — |
营业利润率ASORITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 7.3% | 13.8% | ||
| Q3 25 | 10.8% | 21.4% | ||
| Q2 25 | 5.1% | 25.2% | ||
| Q1 25 | 9.2% | 7.4% | ||
| Q4 24 | 6.8% | 23.8% | ||
| Q3 24 | 12.3% | 7.3% | ||
| Q2 24 | 7.5% | 23.6% |
净利率ASORITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 5.2% | 5.7% | ||
| Q3 25 | 7.8% | 20.0% | ||
| Q2 25 | 3.4% | 25.6% | ||
| Q1 25 | 8.0% | 10.3% | ||
| Q4 24 | 4.9% | 14.0% | ||
| Q3 24 | 9.2% | 19.7% | ||
| Q2 24 | 5.6% | 19.2% |
每股收益（稀释后）ASORITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.05 | $0.09 | ||
| Q3 25 | $1.85 | $0.35 | ||
| Q2 25 | $0.68 | $0.53 | ||
| Q1 25 | $1.85 | $0.07 | ||
| Q4 24 | $0.92 | $0.50 | ||
| Q3 24 | $1.95 | $0.20 | ||
| Q2 24 | $1.01 | $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 | $289.5M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $5.4B | $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ASORITM
| Q1 26 | — | — | ||
| Q4 25 | $289.5M | $1.8B | ||
| Q3 25 | $300.9M | $1.6B | ||
| Q2 25 | $285.1M | $1.6B | ||
| Q1 25 | $288.9M | $1.5B | ||
| Q4 24 | $296.0M | $1.5B | ||
| Q3 24 | $324.6M | $1.6B | ||
| Q2 24 | $378.1M | $1.2B |
总债务ASORITM
| 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ASORITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $8.4B | ||
| Q3 25 | $2.1B | $8.5B | ||
| Q2 25 | $1.9B | $7.9B | ||
| Q1 25 | $2.0B | $7.8B | ||
| Q4 24 | $2.0B | $7.8B | ||
| Q3 24 | $2.0B | $7.7B | ||
| Q2 24 | $1.9B | $7.3B |
总资产ASORITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.4B | $53.1B | ||
| Q3 25 | $5.3B | $47.2B | ||
| Q2 25 | $5.2B | $44.3B | ||
| Q1 25 | $4.9B | $45.3B | ||
| Q4 24 | $5.1B | $46.0B | ||
| Q3 24 | $4.9B | $42.3B | ||
| Q2 24 | $4.9B | $42.0B |
负债/权益比ASORITM
| 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 | $49.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | — |
| 自由现金流率自由现金流/营收 | -1.0% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 现金转化率经营现金流/净利润 | 0.68× | — |
| 过去12个月自由现金流最近4个季度 | $191.4M | — |
8季度趋势，按日历期对齐
经营现金流ASORITM
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $-114.6M | ||
| Q3 25 | $78.6M | $-2.0B | ||
| Q2 25 | $157.5M | $-557.1M | ||
| Q1 25 | $140.2M | $1.4B | ||
| Q4 24 | $96.9M | $-1.8B | ||
| Q3 24 | $91.3M | $768.1M | ||
| Q2 24 | $199.7M | $-55.7M |
自由现金流ASORITM
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | — | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $106.6M | — | ||
| Q1 25 | $76.4M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $167.4M | — |
自由现金流率ASORITM
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 12.3% | — |
资本支出强度ASORITM
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.4% | — |
现金转化率ASORITM
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | -1.35× | ||
| Q3 25 | 0.63× | -9.22× | ||
| Q2 25 | 3.42× | -1.79× | ||
| Q1 25 | 1.05× | 18.03× | ||
| Q4 24 | 1.47× | -6.04× | ||
| Q3 24 | 0.64× | 6.31× | ||
| Q2 24 | 2.61× | -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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
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% |
