vs
Boot Barn Holdings, Inc.（BOOT）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Boot Barn Holdings, Inc.的1.2倍（$828.2M vs $705.6M），Rithm Capital Corp.净利率更高（13.2% vs 12.2%，领先1.1%），Boot Barn Holdings, Inc.同比增速更快（16.0% vs -40.0%），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs -17.9%）
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业，1919年于伦敦证券交易所上市，是英国首家上市的住宅建造商。两次世界大战期间，该公司住宅建造量位居全英首位，目前仍是英国颇具规模的建筑与物业管理服务商。
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。
BOOT vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$705.6M
营收增速更快
BOOT
高出56.0%
-40.0%
净利率更高
RITM
高出1.1%
12.2%
两年增速更快
BOOT
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $828.2M |
| 净利润 | $85.8M | $109.5M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | — |
| 净利率 | 12.2% | 13.2% |
| 营收同比 | 16.0% | -40.0% |
| 净利润同比 | 14.3% | 20.9% |
| 每股收益（稀释后） | $2.79 | $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BOOTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $705.6M | $1.5B | ||
| Q3 25 | $505.4M | $1.1B | ||
| Q2 25 | $504.1M | $1.2B | ||
| Q1 25 | $453.7M | $768.4M | ||
| Q4 24 | $608.2M | $2.1B | ||
| Q3 24 | $425.8M | $619.5M | ||
| Q2 24 | $423.4M | $1.2B |
净利润BOOTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $85.8M | $85.0M | ||
| Q3 25 | $42.2M | $221.5M | ||
| Q2 25 | $53.4M | $311.7M | ||
| Q1 25 | $37.5M | $78.8M | ||
| Q4 24 | $75.1M | $290.2M | ||
| Q3 24 | $29.4M | $121.7M | ||
| Q2 24 | $38.9M | $235.6M |
毛利率BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 39.9% | — | ||
| Q3 25 | 36.4% | — | ||
| Q2 25 | 39.1% | — | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 37.0% | — |
营业利润率BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | 13.8% | ||
| Q3 25 | 11.2% | 21.4% | ||
| Q2 25 | 14.0% | 25.2% | ||
| Q1 25 | 11.0% | 7.4% | ||
| Q4 24 | 16.4% | 23.8% | ||
| Q3 24 | 9.4% | 7.3% | ||
| Q2 24 | 11.9% | 23.6% |
净利率BOOTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 12.2% | 5.7% | ||
| Q3 25 | 8.4% | 20.0% | ||
| Q2 25 | 10.6% | 25.6% | ||
| Q1 25 | 8.3% | 10.3% | ||
| Q4 24 | 12.3% | 14.0% | ||
| Q3 24 | 6.9% | 19.7% | ||
| Q2 24 | 9.2% | 19.2% |
每股收益（稀释后）BOOTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.79 | $0.09 | ||
| Q3 25 | $1.37 | $0.35 | ||
| Q2 25 | $1.74 | $0.53 | ||
| Q1 25 | $1.24 | $0.07 | ||
| Q4 24 | $2.43 | $0.50 | ||
| Q3 24 | $0.95 | $0.20 | ||
| Q2 24 | $1.26 | $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 | $200.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $2.4B | $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BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | $200.1M | $1.8B | ||
| Q3 25 | $64.7M | $1.6B | ||
| Q2 25 | $95.3M | $1.6B | ||
| Q1 25 | $69.8M | $1.5B | ||
| Q4 24 | $152.9M | $1.5B | ||
| Q3 24 | $37.4M | $1.6B | ||
| Q2 24 | $83.4M | $1.2B |
总债务BOOTRITM
| 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BOOTRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.2B | $8.5B | ||
| Q2 25 | $1.2B | $7.9B | ||
| Q1 25 | $1.1B | $7.8B | ||
| Q4 24 | $1.1B | $7.8B | ||
| Q3 24 | $1.0B | $7.7B | ||
| Q2 24 | $981.8M | $7.3B |
总资产BOOTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.4B | $53.1B | ||
| Q3 25 | $2.3B | $47.2B | ||
| Q2 25 | $2.1B | $44.3B | ||
| Q1 25 | $2.0B | $45.3B | ||
| Q4 24 | $2.0B | $46.0B | ||
| Q3 24 | $1.9B | $42.3B | ||
| Q2 24 | $1.8B | $42.0B |
负债/权益比BOOTRITM
| 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 | $209.7M | — |
| 自由现金流经营现金流 - 资本支出 | $148.0M | — |
| 自由现金流率自由现金流/营收 | 21.0% | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 过去12个月自由现金流最近4个季度 | $89.8M | — |
8季度趋势，按日历期对齐
经营现金流BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | $209.7M | $-114.6M | ||
| Q3 25 | $25.7M | $-2.0B | ||
| Q2 25 | $73.8M | $-557.1M | ||
| Q1 25 | $-43.1M | $1.4B | ||
| Q4 24 | $157.1M | $-1.8B | ||
| Q3 24 | $-7.8M | $768.1M | ||
| Q2 24 | $41.3M | $-55.7M |
自由现金流BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | $148.0M | — | ||
| Q3 25 | $-17.5M | — | ||
| Q2 25 | $42.4M | — | ||
| Q1 25 | $-83.1M | — | ||
| Q4 24 | $114.2M | — | ||
| Q3 24 | $-46.1M | — | ||
| Q2 24 | $14.2M | — |
自由现金流率BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 21.0% | — | ||
| Q3 25 | -3.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | -18.3% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | -10.8% | — | ||
| Q2 24 | 3.4% | — |
资本支出强度BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | — | ||
| Q3 25 | 8.6% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 6.4% | — |
现金转化率BOOTRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | -1.35× | ||
| Q3 25 | 0.61× | -9.22× | ||
| Q2 25 | 1.38× | -1.79× | ||
| Q1 25 | -1.15× | 18.03× | ||
| Q4 24 | 2.09× | -6.04× | ||
| Q3 24 | -0.26× | 6.31× | ||
| Q2 24 | 1.06× | -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
BOOT
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% |
