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Atkore Inc.(ATKR)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Atkore Inc.的1.3倍($828.2M vs $655.5M),Rithm Capital Corp.净利率更高(13.2% vs 2.3%,领先10.9%),Rithm Capital Corp.同比增速更快(508.5% vs -0.9%),过去两年Atkore Inc.的营收复合增速更高(-9.1% vs -17.9%)
Atkore Inc.是领先的电气、安全及基础设施产品制造商,主营钢与PVC导管、线缆管理系统、结构框架解决方案及消防安全设备,主要服务建筑、工业、公用事业、通信领域,核心市场覆盖北美,同时在全球多地开展业务。
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。
ATKR vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$655.5M
营收增速更快
RITM
高出509.4%
-0.9%
净利率更高
RITM
高出10.9%
2.3%
两年增速更快
ATKR
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $655.5M | $828.2M |
| 净利润 | $15.0M | $109.5M |
| 毛利率 | 19.2% | — |
| 营业利润率 | 3.1% | 29.9% |
| 净利率 | 2.3% | 13.2% |
| 营收同比 | -0.9% | 508.5% |
| 净利润同比 | -67.6% | 27.7% |
| 每股收益(稀释后) | $0.44 | $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
ATKR
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $655.5M | $1.5B | ||
| Q3 25 | $752.0M | $1.1B | ||
| Q2 25 | $735.0M | $1.2B | ||
| Q1 25 | $701.7M | $768.4M | ||
| Q4 24 | $661.6M | $2.1B | ||
| Q3 24 | $788.3M | $619.5M | ||
| Q2 24 | $822.4M | $1.2B |
净利润
ATKR
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $15.0M | $85.0M | ||
| Q3 25 | $-54.4M | $221.5M | ||
| Q2 25 | $43.0M | $311.7M | ||
| Q1 25 | $-50.1M | $78.8M | ||
| Q4 24 | $46.3M | $290.2M | ||
| Q3 24 | $73.1M | $121.7M | ||
| Q2 24 | $123.4M | $235.6M |
毛利率
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | 19.2% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | 26.4% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 27.4% | — | ||
| Q2 24 | 34.0% | — |
营业利润率
ATKR
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 3.1% | 13.8% | ||
| Q3 25 | -7.5% | 21.4% | ||
| Q2 25 | 8.7% | 25.2% | ||
| Q1 25 | -7.4% | 7.4% | ||
| Q4 24 | 10.3% | 23.8% | ||
| Q3 24 | 12.9% | 7.3% | ||
| Q2 24 | 20.5% | 23.6% |
净利率
ATKR
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 2.3% | 5.7% | ||
| Q3 25 | -7.2% | 20.0% | ||
| Q2 25 | 5.8% | 25.6% | ||
| Q1 25 | -7.1% | 10.3% | ||
| Q4 24 | 7.0% | 14.0% | ||
| Q3 24 | 9.3% | 19.7% | ||
| Q2 24 | 15.0% | 19.2% |
每股收益(稀释后)
ATKR
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.44 | $0.09 | ||
| Q3 25 | $-1.55 | $0.35 | ||
| Q2 25 | $1.25 | $0.53 | ||
| Q1 25 | $-1.46 | $0.07 | ||
| Q4 24 | $1.31 | $0.50 | ||
| Q3 24 | $2.08 | $0.20 | ||
| Q2 24 | $3.33 | $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 | $443.8M | — |
| 总债务越低越好 | $761.1M | — |
| 股东权益账面价值 | $1.4B | $9.1B |
| 总资产 | $2.8B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | $443.8M | $1.8B | ||
| Q3 25 | $506.7M | $1.6B | ||
| Q2 25 | $331.0M | $1.6B | ||
| Q1 25 | $330.4M | $1.5B | ||
| Q4 24 | $310.4M | $1.5B | ||
| Q3 24 | $351.4M | $1.6B | ||
| Q2 24 | $303.7M | $1.2B |
总债务
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | $761.1M | $35.4B | ||
| Q3 25 | $760.5M | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | $764.8M | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益
ATKR
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.4B | $7.8B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.5B | $7.7B | ||
| Q2 24 | $1.6B | $7.3B |
总资产
ATKR
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.8B | $53.1B | ||
| Q3 25 | $2.9B | $47.2B | ||
| Q2 25 | $2.9B | $44.3B | ||
| Q1 25 | $2.9B | $45.3B | ||
| Q4 24 | $3.0B | $46.0B | ||
| Q3 24 | $3.0B | $42.3B | ||
| Q2 24 | $3.0B | $42.0B |
负债/权益比
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | 4.20× | ||
| Q3 25 | 0.54× | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | 0.50× | 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 | $-55.5M | — |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | — |
| 自由现金流率自由现金流/营收 | -10.3% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | -3.69× | — |
| 过去12个月自由现金流最近4个季度 | $195.3M | — |
8季度趋势,按日历期对齐
经营现金流
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | $-55.5M | $-114.6M | ||
| Q3 25 | $210.4M | $-2.0B | ||
| Q2 25 | $31.4M | $-557.1M | ||
| Q1 25 | $86.6M | $1.4B | ||
| Q4 24 | $74.4M | $-1.8B | ||
| Q3 24 | $199.1M | $768.1M | ||
| Q2 24 | $104.6M | $-55.7M |
自由现金流
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | $-67.3M | — | ||
| Q3 25 | $188.2M | — | ||
| Q2 25 | $10.1M | — | ||
| Q1 25 | $64.2M | — | ||
| Q4 24 | $33.1M | — | ||
| Q3 24 | $154.3M | — | ||
| Q2 24 | $73.1M | — |
自由现金流率
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | -10.3% | — | ||
| Q3 25 | 25.0% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 19.6% | — | ||
| Q2 24 | 8.9% | — |
资本支出强度
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 3.8% | — |
现金转化率
ATKR
RITM
| Q1 26 | — | — | ||
| Q4 25 | -3.69× | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | 0.73× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 1.61× | -6.04× | ||
| Q3 24 | 2.72× | 6.31× | ||
| Q2 24 | 0.85× | -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
ATKR
| Plastic Pipe And Conduit | $138.1M | 21% |
| Other Safety Infrastructure Products | $120.6M | 18% |
| Metal Electrical Conduit And Fittings | $118.4M | 18% |
| Electrical Cable And Flexible Conduit | $110.9M | 17% |
| Other Electrical Products | $102.2M | 16% |
| Mechanical Pipe | $65.4M | 10% |
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% |