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博士伦（BLCO）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
博士伦的季度营收约是Rithm Capital Corp.的1.7倍（$1.4B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs -4.1%，领先17.3%），Rithm Capital Corp.同比增速更快（508.5% vs 9.8%），过去两年博士伦的营收复合增速更高（13.1% vs -17.9%）
博士伦是知名眼健康产品企业，总部位于加拿大安大略省沃恩市，是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立，曾是美国历史最悠久的持续运营企业之一，2013年被整体收购。
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。
BLCO vs RITM — 直观对比
营收规模更大
BLCO
是对方的1.7倍
$828.2M
营收增速更快
RITM
高出498.7%
9.8%
净利率更高
RITM
高出17.3%
-4.1%
两年增速更快
BLCO
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $-58.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | 29.9% |
| 净利率 | -4.1% | 13.2% |
| 营收同比 | 9.8% | 508.5% |
| 净利润同比 | -1833.3% | 27.7% |
| 每股收益（稀释后） | $-0.16 | $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BLCORITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.2B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
净利润BLCORITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-58.0M | $85.0M | ||
| Q3 25 | $-28.0M | $221.5M | ||
| Q2 25 | $-62.0M | $311.7M | ||
| Q1 25 | $-212.0M | $78.8M | ||
| Q4 24 | $-3.0M | $290.2M | ||
| Q3 24 | $4.0M | $121.7M | ||
| Q2 24 | $-151.0M | $235.6M |
营业利润率BLCORITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 8.0% | 13.8% | ||
| Q3 25 | 7.4% | 21.4% | ||
| Q2 25 | -0.9% | 25.2% | ||
| Q1 25 | -7.3% | 7.4% | ||
| Q4 24 | 6.8% | 23.8% | ||
| Q3 24 | 3.6% | 7.3% | ||
| Q2 24 | 2.1% | 23.6% |
净利率BLCORITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -4.1% | 5.7% | ||
| Q3 25 | -2.2% | 20.0% | ||
| Q2 25 | -4.9% | 25.6% | ||
| Q1 25 | -18.6% | 10.3% | ||
| Q4 24 | -0.2% | 14.0% | ||
| Q3 24 | 0.3% | 19.7% | ||
| Q2 24 | -12.4% | 19.2% |
每股收益（稀释后）BLCORITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.16 | $0.09 | ||
| Q3 25 | $-0.08 | $0.35 | ||
| Q2 25 | $-0.18 | $0.53 | ||
| Q1 25 | $-0.60 | $0.07 | ||
| Q4 24 | $-0.00 | $0.50 | ||
| Q3 24 | $0.01 | $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 | $383.0M | — |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $6.4B | $9.1B |
| 总资产 | $14.0B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | $383.0M | $1.8B | ||
| Q3 25 | $310.0M | $1.6B | ||
| Q2 25 | $266.0M | $1.6B | ||
| Q1 25 | $202.0M | $1.5B | ||
| Q4 24 | $305.0M | $1.5B | ||
| Q3 24 | $329.0M | $1.6B | ||
| Q2 24 | $285.0M | $1.2B |
总债务BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $35.4B | ||
| Q3 25 | $5.0B | $32.2B | ||
| Q2 25 | $5.0B | $31.2B | ||
| Q1 25 | $4.8B | $32.2B | ||
| Q4 24 | $4.8B | $32.6B | ||
| Q3 24 | $4.6B | $29.6B | ||
| Q2 24 | $4.6B | $30.1B |
股东权益BLCORITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $6.4B | $8.4B | ||
| Q3 25 | $6.4B | $8.5B | ||
| Q2 25 | $6.4B | $7.9B | ||
| Q1 25 | $6.4B | $7.8B | ||
| Q4 24 | $6.5B | $7.8B | ||
| Q3 24 | $6.6B | $7.7B | ||
| Q2 24 | $6.5B | $7.3B |
总资产BLCORITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $14.0B | $53.1B | ||
| Q3 25 | $13.8B | $47.2B | ||
| Q2 25 | $13.8B | $44.3B | ||
| Q1 25 | $13.4B | $45.3B | ||
| Q4 24 | $13.5B | $46.0B | ||
| Q3 24 | $13.5B | $42.3B | ||
| Q2 24 | $13.3B | $42.0B |
负债/权益比BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 4.20× | ||
| Q3 25 | 0.77× | 3.79× | ||
| Q2 25 | 0.77× | 3.92× | ||
| Q1 25 | 0.76× | 4.14× | ||
| Q4 24 | 0.74× | 4.18× | ||
| Q3 24 | 0.70× | 3.87× | ||
| Q2 24 | 0.71× | 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 | $136.0M | — |
| 自由现金流经营现金流 - 资本支出 | $60.0M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 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 | $-66.0M | — |
8季度趋势，按日历期对齐
经营现金流BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $-114.6M | ||
| Q3 25 | $137.0M | $-2.0B | ||
| Q2 25 | $35.0M | $-557.1M | ||
| Q1 25 | $-25.0M | $1.4B | ||
| Q4 24 | $22.0M | $-1.8B | ||
| Q3 24 | $154.0M | $768.1M | ||
| Q2 24 | $15.0M | $-55.7M |
自由现金流BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | $60.0M | — | ||
| Q3 25 | $63.0M | — | ||
| Q2 25 | $-54.0M | — | ||
| Q1 25 | $-135.0M | — | ||
| Q4 24 | $-70.0M | — | ||
| Q3 24 | $94.0M | — | ||
| Q2 24 | $-57.0M | — |
自由现金流率BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -4.2% | — | ||
| Q1 25 | -11.9% | — | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | -4.7% | — |
资本支出强度BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 5.9% | — |
现金转化率BLCORITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 38.50× | 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
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
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% |
