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百通（BDC）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.的季度营收约是百通的1.2倍（$828.2M vs $720.1M），Rithm Capital Corp.净利率更高（13.2% vs 9.4%，领先3.8%），Rithm Capital Corp.同比增速更快（508.5% vs 8.1%），过去两年百通的营收复合增速更高（9.2% vs -17.9%）
百通公司是美国上市跨国企业，专注于端到端网络、安全及连接产品的设计、生产与销售，业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域，为各行业客户提供可靠的通信连接相关产品与服务。
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。
BDC vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$720.1M
营收增速更快
RITM
高出500.4%
8.1%
净利率更高
RITM
高出3.8%
9.4%
两年增速更快
BDC
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $720.1M | $828.2M |
| 净利润 | $67.9M | $109.5M |
| 毛利率 | 36.6% | — |
| 营业利润率 | 12.2% | 29.9% |
| 净利率 | 9.4% | 13.2% |
| 营收同比 | 8.1% | 508.5% |
| 净利润同比 | 16.3% | 27.7% |
| 每股收益（稀释后） | $1.70 | $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BDCRITM
| Q1 26 | $720.1M | $828.2M | ||
| Q4 25 | $720.1M | $1.5B | ||
| Q3 25 | $698.2M | $1.1B | ||
| Q2 25 | $672.0M | $1.2B | ||
| Q1 25 | $624.9M | $768.4M | ||
| Q4 24 | $666.0M | $2.1B | ||
| Q3 24 | $654.9M | $619.5M | ||
| Q2 24 | $604.3M | $1.2B |
净利润BDCRITM
| Q1 26 | $67.9M | $109.5M | ||
| Q4 25 | $67.9M | $85.0M | ||
| Q3 25 | $56.7M | $221.5M | ||
| Q2 25 | $61.0M | $311.7M | ||
| Q1 25 | $51.9M | $78.8M | ||
| Q4 24 | $58.4M | $290.2M | ||
| Q3 24 | $53.7M | $121.7M | ||
| Q2 24 | $49.0M | $235.6M |
毛利率BDCRITM
| Q1 26 | 36.6% | — | ||
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | — |
营业利润率BDCRITM
| Q1 26 | 12.2% | 29.9% | ||
| Q4 25 | 12.2% | 13.8% | ||
| Q3 25 | 10.9% | 21.4% | ||
| Q2 25 | 11.8% | 25.2% | ||
| Q1 25 | 11.6% | 7.4% | ||
| Q4 24 | 10.4% | 23.8% | ||
| Q3 24 | 11.5% | 7.3% | ||
| Q2 24 | 11.4% | 23.6% |
净利率BDCRITM
| Q1 26 | 9.4% | 13.2% | ||
| Q4 25 | 9.4% | 5.7% | ||
| Q3 25 | 8.1% | 20.0% | ||
| Q2 25 | 9.1% | 25.6% | ||
| Q1 25 | 8.3% | 10.3% | ||
| Q4 24 | 8.8% | 14.0% | ||
| Q3 24 | 8.2% | 19.7% | ||
| Q2 24 | 8.1% | 19.2% |
每股收益（稀释后）BDCRITM
| Q1 26 | $1.70 | $0.12 | ||
| Q4 25 | $1.70 | $0.09 | ||
| Q3 25 | $1.41 | $0.35 | ||
| Q2 25 | $1.53 | $0.53 | ||
| Q1 25 | $1.27 | $0.07 | ||
| Q4 24 | $1.41 | $0.50 | ||
| Q3 24 | $1.30 | $0.20 | ||
| Q2 24 | $1.19 | $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 | $389.9M | — |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | — | $53.4B |
| 负债/权益比越低杠杆越低 | 1.02× | — |
8季度趋势，按日历期对齐
现金及短期投资BDCRITM
| Q1 26 | $389.9M | — | ||
| Q4 25 | $389.9M | $1.8B | ||
| Q3 25 | $314.3M | $1.6B | ||
| Q2 25 | $301.5M | $1.6B | ||
| Q1 25 | $259.0M | $1.5B | ||
| Q4 24 | $370.3M | $1.5B | ||
| Q3 24 | $323.0M | $1.6B | ||
| Q2 24 | $564.8M | $1.2B |
总债务BDCRITM
| Q1 26 | $1.3B | — | ||
| 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BDCRITM
| Q1 26 | $1.3B | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.2B | $8.5B | ||
| Q2 25 | $1.2B | $7.9B | ||
| Q1 25 | $1.2B | $7.8B | ||
| Q4 24 | $1.3B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
总资产BDCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.5B | $53.1B | ||
| Q3 25 | $3.4B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.3B | $46.0B | ||
| Q3 24 | $3.3B | $42.3B | ||
| Q2 24 | $3.5B | $42.0B |
负债/权益比BDCRITM
| Q1 26 | 1.02× | — | ||
| 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 | $354.9M | — |
| 自由现金流经营现金流 - 资本支出 | $121.3M | — |
| 自由现金流率自由现金流/营收 | 16.8% | — |
| 资本支出强度资本支出/营收 | 18.9% | — |
| 现金转化率经营现金流/净利润 | 5.23× | — |
| 过去12个月自由现金流最近4个季度 | $364.7M | — |
8季度趋势，按日历期对齐
经营现金流BDCRITM
| Q1 26 | $354.9M | — | ||
| Q4 25 | $160.4M | $-114.6M | ||
| Q3 25 | $105.0M | $-2.0B | ||
| Q2 25 | $82.0M | $-557.1M | ||
| Q1 25 | $7.4M | $1.4B | ||
| Q4 24 | $174.7M | $-1.8B | ||
| Q3 24 | $91.7M | $768.1M | ||
| Q2 24 | $83.0M | $-55.7M |
自由现金流BDCRITM
| Q1 26 | $121.3M | — | ||
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $-24.8M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $67.2M | — | ||
| Q2 24 | $61.0M | — |
自由现金流率BDCRITM
| Q1 26 | 16.8% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.5% | — | ||
| Q1 25 | -4.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 10.1% | — |
资本支出强度BDCRITM
| Q1 26 | 18.9% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.6% | — |
现金转化率BDCRITM
| Q1 26 | 5.23× | — | ||
| Q4 25 | 2.36× | -1.35× | ||
| Q3 25 | 1.85× | -9.22× | ||
| Q2 25 | 1.34× | -1.79× | ||
| Q1 25 | 0.14× | 18.03× | ||
| Q4 24 | 2.99× | -6.04× | ||
| Q3 24 | 1.71× | 6.31× | ||
| Q2 24 | 1.69× | -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
BDC
暂无分部数据
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% |
