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AeroVironment Inc（AVAV）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AeroVironment Inc的1.8倍（$828.2M vs $472.5M），Rithm Capital Corp.净利率更高（13.2% vs -3.6%，领先16.8%），Rithm Capital Corp.同比增速更快（508.5% vs 181.9%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -17.9%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs RITM — 直观对比
营收规模更大
RITM
是对方的1.8倍
$472.5M
营收增速更快
RITM
高出326.6%
181.9%
净利率更高
RITM
高出16.8%
-3.6%
两年增速更快
AVAV
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $828.2M |
| 净利润 | $-17.1M | $109.5M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 29.9% |
| 净利率 | -3.6% | 13.2% |
| 营收同比 | 181.9% | 508.5% |
| 净利润同比 | -875.1% | 27.7% |
| 每股收益（稀释后） | $-0.34 | $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AVAVRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $472.5M | $1.5B | ||
| Q3 25 | $454.7M | $1.1B | ||
| Q2 25 | $275.1M | $1.2B | ||
| Q1 25 | $167.6M | $768.4M | ||
| Q4 24 | $188.5M | $2.1B | ||
| Q3 24 | $189.5M | $619.5M | ||
| Q2 24 | $197.0M | $1.2B |
净利润AVAVRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-17.1M | $85.0M | ||
| Q3 25 | $-67.4M | $221.5M | ||
| Q2 25 | $16.7M | $311.7M | ||
| Q1 25 | $-1.8M | $78.8M | ||
| Q4 24 | $7.5M | $290.2M | ||
| Q3 24 | $21.2M | $121.7M | ||
| Q2 24 | $6.0M | $235.6M |
毛利率AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — |
营业利润率AVAVRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -6.4% | 13.8% | ||
| Q3 25 | -15.2% | 21.4% | ||
| Q2 25 | 5.0% | 25.2% | ||
| Q1 25 | -1.8% | 7.4% | ||
| Q4 24 | 3.7% | 23.8% | ||
| Q3 24 | 12.2% | 7.3% | ||
| Q2 24 | 3.0% | 23.6% |
净利率AVAVRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -3.6% | 5.7% | ||
| Q3 25 | -14.8% | 20.0% | ||
| Q2 25 | 6.1% | 25.6% | ||
| Q1 25 | -1.0% | 10.3% | ||
| Q4 24 | 4.0% | 14.0% | ||
| Q3 24 | 11.2% | 19.7% | ||
| Q2 24 | 3.1% | 19.2% |
每股收益（稀释后）AVAVRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.34 | $0.09 | ||
| Q3 25 | $-1.44 | $0.35 | ||
| Q2 25 | $0.59 | $0.53 | ||
| Q1 25 | $-0.06 | $0.07 | ||
| Q4 24 | $0.27 | $0.50 | ||
| Q3 24 | $0.75 | $0.20 | ||
| Q2 24 | $0.18 | $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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $9.1B |
| 总资产 | $5.6B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $1.8B | ||
| Q3 25 | $685.8M | $1.6B | ||
| Q2 25 | $40.9M | $1.6B | ||
| Q1 25 | $47.0M | $1.5B | ||
| Q4 24 | $69.0M | $1.5B | ||
| Q3 24 | $81.2M | $1.6B | ||
| Q2 24 | $73.3M | $1.2B |
总债务AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | $35.4B | ||
| Q3 25 | $747.5M | $32.2B | ||
| Q2 25 | $30.0M | $31.2B | ||
| Q1 25 | $25.0M | $32.2B | ||
| Q4 24 | $15.0M | $32.6B | ||
| Q3 24 | $17.5M | $29.6B | ||
| Q2 24 | $28.0M | $30.1B |
股东权益AVAVRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.4B | $8.4B | ||
| Q3 25 | $4.4B | $8.5B | ||
| Q2 25 | $886.5M | $7.9B | ||
| Q1 25 | $861.1M | $7.8B | ||
| Q4 24 | $858.4M | $7.8B | ||
| Q3 24 | $845.5M | $7.7B | ||
| Q2 24 | $822.7M | $7.3B |
总资产AVAVRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.6B | $53.1B | ||
| Q3 25 | $5.6B | $47.2B | ||
| Q2 25 | $1.1B | $44.3B | ||
| Q1 25 | $1.0B | $45.3B | ||
| Q4 24 | $1.0B | $46.0B | ||
| Q3 24 | $999.2M | $42.3B | ||
| Q2 24 | $1.0B | $42.0B |
负债/权益比AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 4.20× | ||
| Q3 25 | 0.17× | 3.79× | ||
| Q2 25 | 0.03× | 3.92× | ||
| Q1 25 | 0.03× | 4.14× | ||
| Q4 24 | 0.02× | 4.18× | ||
| Q3 24 | 0.02× | 3.87× | ||
| Q2 24 | 0.03× | 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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 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 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $-114.6M | ||
| Q3 25 | $-123.7M | $-2.0B | ||
| Q2 25 | $-264.0K | $-557.1M | ||
| Q1 25 | $-25.8M | $1.4B | ||
| Q4 24 | $-3.6M | $-1.8B | ||
| Q3 24 | $28.4M | $768.1M | ||
| Q2 24 | $-11.7M | $-55.7M |
自由现金流AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | — | ||
| Q1 25 | $-29.6M | — | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $22.9M | — | ||
| Q2 24 | $-20.8M | — |
自由现金流率AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | -17.7% | — | ||
| Q4 24 | -4.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | -10.5% | — |
资本支出强度AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 4.6% | — |
现金转化率AVAVRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | -0.02× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | -0.48× | -6.04× | ||
| Q3 24 | 1.34× | 6.31× | ||
| Q2 24 | -1.93× | -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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
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% |
