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BENCHMARK ELECTRONICS INC（BHE）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BENCHMARK ELECTRONICS INC的1.2倍（$828.2M vs $677.3M），Rithm Capital Corp.净利率更高（13.2% vs 1.9%，领先11.3%），Rithm Capital Corp.同比增速更快（508.5% vs 11.4%），过去两年BENCHMARK ELECTRONICS INC的营收复合增速更高（-0.7% vs -17.9%）
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务（EMS）、原始设计制造（ODM）及原始设备制造（OEM）企业，为客户提供专业的合同制造服务，业务覆盖全球多个区域的电子产业链需求。
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。
BHE vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$677.3M
营收增速更快
RITM
高出497.1%
11.4%
净利率更高
RITM
高出11.3%
1.9%
两年增速更快
BHE
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $677.3M | $828.2M |
| 净利润 | $13.0M | $109.5M |
| 毛利率 | 10.2% | — |
| 营业利润率 | 3.2% | 29.9% |
| 净利率 | 1.9% | 13.2% |
| 营收同比 | 11.4% | 508.5% |
| 净利润同比 | 257.4% | 27.7% |
| 每股收益（稀释后） | $0.17 | $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BHERITM
| Q1 26 | $677.3M | $828.2M | ||
| Q4 25 | $725.8M | $1.5B | ||
| Q3 25 | $702.6M | $1.1B | ||
| Q2 25 | $665.7M | $1.2B | ||
| Q1 25 | $654.6M | $768.4M | ||
| Q4 24 | $683.6M | $2.1B | ||
| Q3 24 | $680.0M | $619.5M | ||
| Q2 24 | $686.7M | $1.2B |
净利润BHERITM
| Q1 26 | $13.0M | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $14.3M | $221.5M | ||
| Q2 25 | $972.0K | $311.7M | ||
| Q1 25 | $3.6M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $15.4M | $121.7M | ||
| Q2 24 | $15.5M | $235.6M |
毛利率BHERITM
| Q1 26 | 10.2% | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 9.9% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 9.9% | — |
营业利润率BHERITM
| Q1 26 | 3.2% | 29.9% | ||
| Q4 25 | 2.8% | 13.8% | ||
| Q3 25 | 3.4% | 21.4% | ||
| Q2 25 | 3.1% | 25.2% | ||
| Q1 25 | 1.8% | 7.4% | ||
| Q4 24 | 4.2% | 23.8% | ||
| Q3 24 | 4.1% | 7.3% | ||
| Q2 24 | 4.0% | 23.6% |
净利率BHERITM
| Q1 26 | 1.9% | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 2.0% | 20.0% | ||
| Q2 25 | 0.1% | 25.6% | ||
| Q1 25 | 0.6% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 2.3% | 19.7% | ||
| Q2 24 | 2.3% | 19.2% |
每股收益（稀释后）BHERITM
| Q1 26 | $0.17 | $0.12 | ||
| Q4 25 | $0.16 | $0.09 | ||
| Q3 25 | $0.39 | $0.35 | ||
| Q2 25 | $0.03 | $0.53 | ||
| Q1 25 | $0.10 | $0.07 | ||
| Q4 24 | $0.43 | $0.50 | ||
| Q3 24 | $0.42 | $0.20 | ||
| Q2 24 | $0.43 | $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 | $324.9M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $2.1B | $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BHERITM
| Q1 26 | $324.9M | — | ||
| Q4 25 | $322.1M | $1.8B | ||
| Q3 25 | $285.4M | $1.6B | ||
| Q2 25 | $264.6M | $1.6B | ||
| Q1 25 | $355.3M | $1.5B | ||
| Q4 24 | $315.2M | $1.5B | ||
| Q3 24 | $324.4M | $1.6B | ||
| Q2 24 | $309.3M | $1.2B |
总债务BHERITM
| Q1 26 | — | — | ||
| Q4 25 | $206.8M | $35.4B | ||
| Q3 25 | $212.6M | $32.2B | ||
| Q2 25 | $203.4M | $31.2B | ||
| Q1 25 | $268.9M | $32.2B | ||
| Q4 24 | $250.5M | $32.6B | ||
| Q3 24 | $272.0M | $29.6B | ||
| Q2 24 | $283.6M | $30.1B |
股东权益BHERITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.1B | $8.4B | ||
| Q3 25 | $1.1B | $8.5B | ||
| Q2 25 | $1.1B | $7.9B | ||
| Q1 25 | $1.1B | $7.8B | ||
| Q4 24 | $1.1B | $7.8B | ||
| Q3 24 | $1.1B | $7.7B | ||
| Q2 24 | $1.1B | $7.3B |
总资产BHERITM
| Q1 26 | $2.1B | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.1B | $47.2B | ||
| Q2 25 | $2.0B | $44.3B | ||
| Q1 25 | $2.1B | $45.3B | ||
| Q4 24 | $2.1B | $46.0B | ||
| Q3 24 | $2.1B | $42.3B | ||
| Q2 24 | $2.2B | $42.0B |
负债/权益比BHERITM
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 4.20× | ||
| Q3 25 | 0.19× | 3.79× | ||
| Q2 25 | 0.18× | 3.92× | ||
| Q1 25 | 0.24× | 4.14× | ||
| Q4 24 | 0.23× | 4.18× | ||
| Q3 24 | 0.25× | 3.87× | ||
| Q2 24 | 0.26× | 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 | $47.0M | — |
| 自由现金流经营现金流 - 资本支出 | $48.1M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.61× | — |
| 过去12个月自由现金流最近4个季度 | $108.3M | — |
8季度趋势，按日历期对齐
经营现金流BHERITM
| Q1 26 | $47.0M | — | ||
| Q4 25 | $58.7M | $-114.6M | ||
| Q3 25 | $36.6M | $-2.0B | ||
| Q2 25 | $-2.8M | $-557.1M | ||
| Q1 25 | $31.5M | $1.4B | ||
| Q4 24 | $45.9M | $-1.8B | ||
| Q3 24 | $39.0M | $768.1M | ||
| Q2 24 | $55.8M | $-55.7M |
自由现金流BHERITM
| Q1 26 | $48.1M | — | ||
| Q4 25 | $48.2M | — | ||
| Q3 25 | $25.8M | — | ||
| Q2 25 | $-13.8M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $37.2M | — | ||
| Q3 24 | $29.2M | — | ||
| Q2 24 | $48.2M | — |
自由现金流率BHERITM
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | -2.1% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 7.0% | — |
资本支出强度BHERITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.1% | — |
现金转化率BHERITM
| Q1 26 | 3.61× | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 2.57× | -9.22× | ||
| Q2 25 | -2.90× | -1.79× | ||
| Q1 25 | 8.65× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 2.54× | 6.31× | ||
| Q2 24 | 3.59× | -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
BHE
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% |
