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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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BRIGHT HORIZONS FAMILY SOLUTIONS INC.的1.1倍（$828.2M vs $733.7M），Rithm Capital Corp.同比增速更快（508.5% vs 8.8%），过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% vs -17.9%）
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
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。
BFAM vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$733.7M
营收增速更快
RITM
高出499.6%
8.8%
两年增速更快
BFAM
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $733.7M | $828.2M |
| 净利润 | — | $109.5M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 6.2% | 29.9% |
| 净利率 | — | 13.2% |
| 营收同比 | 8.8% | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | $0.38 | $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BFAMRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $733.7M | $1.5B | ||
| Q3 25 | $802.8M | $1.1B | ||
| Q2 25 | $731.6M | $1.2B | ||
| Q1 25 | $665.5M | $768.4M | ||
| Q4 24 | $674.1M | $2.1B | ||
| Q3 24 | $719.1M | $619.5M | ||
| Q2 24 | $670.1M | $1.2B |
净利润BFAMRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $78.6M | $221.5M | ||
| Q2 25 | $54.8M | $311.7M | ||
| Q1 25 | $38.0M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $54.9M | $121.7M | ||
| Q2 24 | $39.2M | $235.6M |
毛利率BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.0% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 24.2% | — |
营业利润率BFAMRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 6.2% | 13.8% | ||
| Q3 25 | 15.1% | 21.4% | ||
| Q2 25 | 11.8% | 25.2% | ||
| Q1 25 | 9.4% | 7.4% | ||
| Q4 24 | 7.2% | 23.8% | ||
| Q3 24 | 12.4% | 7.3% | ||
| Q2 24 | 10.3% | 23.6% |
净利率BFAMRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 9.8% | 20.0% | ||
| Q2 25 | 7.5% | 25.6% | ||
| Q1 25 | 5.7% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 7.6% | 19.7% | ||
| Q2 24 | 5.8% | 19.2% |
每股收益（稀释后）BFAMRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.38 | $0.09 | ||
| Q3 25 | $1.37 | $0.35 | ||
| Q2 25 | $0.95 | $0.53 | ||
| Q1 25 | $0.66 | $0.07 | ||
| Q4 24 | $0.50 | $0.50 | ||
| Q3 24 | $0.94 | $0.20 | ||
| Q2 24 | $0.67 | $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 | $140.1M | — |
| 总债务越低越好 | $747.6M | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $3.9B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
现金及短期投资BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $140.1M | $1.8B | ||
| Q3 25 | $116.6M | $1.6B | ||
| Q2 25 | $179.2M | $1.6B | ||
| Q1 25 | $112.0M | $1.5B | ||
| Q4 24 | $110.3M | $1.5B | ||
| Q3 24 | $109.9M | $1.6B | ||
| Q2 24 | $140.2M | $1.2B |
总债务BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | $35.4B | ||
| Q3 25 | $747.5M | $32.2B | ||
| Q2 25 | $797.0M | $31.2B | ||
| Q1 25 | $872.7M | $32.2B | ||
| Q4 24 | $918.4M | $32.6B | ||
| Q3 24 | $925.7M | $29.6B | ||
| Q2 24 | $931.9M | $30.1B |
股东权益BFAMRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.4B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.3B | $7.8B | ||
| Q3 24 | $1.4B | $7.7B | ||
| Q2 24 | $1.3B | $7.3B |
总资产BFAMRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.9B | $53.1B | ||
| Q3 25 | $3.9B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.8B | $45.3B | ||
| Q4 24 | $3.9B | $46.0B | ||
| Q3 24 | $3.9B | $42.3B | ||
| Q2 24 | $3.8B | $42.0B |
负债/权益比BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 4.20× | ||
| Q3 25 | 0.52× | 3.79× | ||
| Q2 25 | 0.57× | 3.92× | ||
| Q1 25 | 0.66× | 4.14× | ||
| Q4 24 | 0.72× | 4.18× | ||
| Q3 24 | 0.66× | 3.87× | ||
| Q2 24 | 0.73× | 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 | $350.7M | — |
| 自由现金流经营现金流 - 资本支出 | $258.5M | — |
| 自由现金流率自由现金流/营收 | 35.2% | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 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 | $402.4M | — |
8季度趋势，按日历期对齐
经营现金流BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $350.7M | $-114.6M | ||
| Q3 25 | $-17.6M | $-2.0B | ||
| Q2 25 | $134.2M | $-557.1M | ||
| Q1 25 | $86.2M | $1.4B | ||
| Q4 24 | $337.5M | $-1.8B | ||
| Q3 24 | $-8.9M | $768.1M | ||
| Q2 24 | $109.4M | $-55.7M |
自由现金流BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | — | ||
| Q3 25 | $-42.4M | — | ||
| Q2 25 | $115.4M | — | ||
| Q1 25 | $70.9M | — | ||
| Q4 24 | $240.2M | — | ||
| Q3 24 | $-32.2M | — | ||
| Q2 24 | $86.8M | — |
自由现金流率BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | — | ||
| Q3 25 | -5.3% | — | ||
| Q2 25 | 15.8% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 35.6% | — | ||
| Q3 24 | -4.5% | — | ||
| Q2 24 | 13.0% | — |
资本支出强度BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 3.4% | — |
现金转化率BFAMRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | -0.22× | -9.22× | ||
| Q2 25 | 2.45× | -1.79× | ||
| Q1 25 | 2.26× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | -0.16× | 6.31× | ||
| Q2 24 | 2.79× | -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
BFAM
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% |
