vs
勃肯（BIRK）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.的季度营收约是勃肯的1.6倍（$828.2M vs $526.3M），勃肯净利率更高（19.3% vs 13.2%，领先6.0%），过去两年勃肯的营收复合增速更高（26.8% vs -17.9%）
勃肯是源自德国的知名鞋履制造商，1774年成立，总部位于莱茵兰-普法尔茨州维德河畔诺伊施塔特。品牌标志性产品采用麂皮、黄麻层叠打造的弧形软木鞋垫，可贴合穿着者脚型，尤以舒适凉鞋品类闻名，创立初衷是为替代当时普遍的平底鞋，推出兼具支撑性与贴合度的鞋款。
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。
BIRK vs RITM — 直观对比
营收规模更大
RITM
是对方的1.6倍
$526.3M
净利率更高
BIRK
高出6.0%
13.2%
两年增速更快
BIRK
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $526.3M | $828.2M |
| 净利润 | $101.4M | $109.5M |
| 毛利率 | 62.8% | — |
| 营业利润率 | 23.0% | 29.9% |
| 净利率 | 19.3% | 13.2% |
| 营收同比 | — | 508.5% |
| 净利润同比 | — | 27.7% |
| 每股收益（稀释后） | — | $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BIRKRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $526.3M | $1.1B | ||
| Q2 25 | $685.8M | $1.2B | ||
| Q1 25 | $620.3M | $768.4M | ||
| Q4 24 | $390.7M | $2.1B | ||
| Q3 24 | $455.8M | $619.5M | ||
| Q2 24 | $609.9M | $1.2B |
净利润BIRKRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $101.4M | $221.5M | ||
| Q2 25 | $139.6M | $311.7M | ||
| Q1 25 | $113.5M | $78.8M | ||
| Q4 24 | $21.7M | $290.2M | ||
| Q3 24 | — | $121.7M | ||
| Q2 24 | $80.6M | $235.6M |
毛利率BIRKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 62.8% | — | ||
| Q2 25 | 60.5% | — | ||
| Q1 25 | 57.7% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 59.5% | — |
营业利润率BIRKRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 23.0% | 21.4% | ||
| Q2 25 | 31.2% | 25.2% | ||
| Q1 25 | 30.5% | 7.4% | ||
| Q4 24 | 17.7% | 23.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | 27.5% | 23.6% |
净利率BIRKRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 19.3% | 20.0% | ||
| Q2 25 | 20.3% | 25.6% | ||
| Q1 25 | 18.3% | 10.3% | ||
| Q4 24 | 5.6% | 14.0% | ||
| Q3 24 | — | 19.7% | ||
| Q2 24 | 13.2% | 19.2% |
每股收益（稀释后）BIRKRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $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 | $355.4M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $9.1B |
| 总资产 | $5.3B | $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BIRKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $355.4M | $1.6B | ||
| Q2 25 | $282.8M | $1.6B | ||
| Q1 25 | $254.2M | $1.5B | ||
| Q4 24 | $322.5M | $1.5B | ||
| Q3 24 | $384.3M | $1.6B | ||
| Q2 24 | $436.7M | $1.2B |
总债务BIRKRITM
| Q1 26 | — | — | ||
| 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BIRKRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $2.9B | $8.5B | ||
| Q2 25 | $2.8B | $7.9B | ||
| Q1 25 | $3.0B | $7.8B | ||
| Q4 24 | $3.0B | $7.8B | ||
| Q3 24 | $2.8B | $7.7B | ||
| Q2 24 | $2.8B | $7.3B |
总资产BIRKRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $5.3B | $47.2B | ||
| Q2 25 | $5.3B | $44.3B | ||
| Q1 25 | $5.4B | $45.3B | ||
| Q4 24 | $5.4B | $46.0B | ||
| Q3 24 | $5.3B | $42.3B | ||
| Q2 24 | $5.4B | $42.0B |
负债/权益比BIRKRITM
| Q1 26 | — | — | ||
| 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 | $415.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 4.09× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BIRKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $415.0M | $-2.0B | ||
| Q2 25 | — | $-557.1M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $-12.6M | $-1.8B | ||
| Q3 24 | $463.0M | $768.1M | ||
| Q2 24 | — | $-55.7M |
现金转化率BIRKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 4.09× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | -0.58× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -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
BIRK
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% |
