vs
奔特力系统(BSY)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.的季度营收约是奔特力系统的2.0倍($828.2M vs $424.2M),奔特力系统净利率更高(22.5% vs 13.2%,领先9.3%),Rithm Capital Corp.同比增速更快(508.5% vs 14.5%),过去两年奔特力系统的营收复合增速更高(13.3% vs -17.9%)
奔特力系统是总部位于美国的软件开发企业,面向全球基础设施的设计、建造及运营全周期,提供软件产品授权、销售及相关技术支持服务。旗下产品覆盖建筑、工厂、土木、地理空间等领域,广泛应用于建筑工程施工及运营场景,支撑各类大型建成资产的全生命周期管理。
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。
BSY vs RITM — 直观对比
营收规模更大
RITM
是对方的2.0倍
$424.2M
营收增速更快
RITM
高出494.0%
14.5%
净利率更高
BSY
高出9.3%
13.2%
两年增速更快
BSY
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $424.2M | $828.2M |
| 净利润 | $95.3M | $109.5M |
| 毛利率 | 82.6% | — |
| 营业利润率 | 29.8% | 29.9% |
| 净利率 | 22.5% | 13.2% |
| 营收同比 | 14.5% | 508.5% |
| 净利润同比 | 4.4% | 27.7% |
| 每股收益(稀释后) | $0.30 | $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
BSY
RITM
| Q1 26 | $424.2M | $828.2M | ||
| Q4 25 | $391.6M | $1.5B | ||
| Q3 25 | $375.5M | $1.1B | ||
| Q2 25 | $364.1M | $1.2B | ||
| Q1 25 | $370.5M | $768.4M | ||
| Q4 24 | $349.8M | $2.1B | ||
| Q3 24 | $335.2M | $619.5M | ||
| Q2 24 | $330.3M | $1.2B |
净利润
BSY
RITM
| Q1 26 | $95.3M | $109.5M | ||
| Q4 25 | $58.6M | $85.0M | ||
| Q3 25 | $57.4M | $221.5M | ||
| Q2 25 | $70.5M | $311.7M | ||
| Q1 25 | $91.4M | $78.8M | ||
| Q4 24 | $50.1M | $290.2M | ||
| Q3 24 | $42.3M | $121.7M | ||
| Q2 24 | $72.0M | $235.6M |
毛利率
BSY
RITM
| Q1 26 | 82.6% | — | ||
| Q4 25 | 81.9% | — | ||
| Q3 25 | 80.8% | — | ||
| Q2 25 | 81.1% | — | ||
| Q1 25 | 82.3% | — | ||
| Q4 24 | 80.6% | — | ||
| Q3 24 | 80.7% | — | ||
| Q2 24 | 80.9% | — |
营业利润率
BSY
RITM
| Q1 26 | 29.8% | 29.9% | ||
| Q4 25 | 20.0% | 13.8% | ||
| Q3 25 | 22.5% | 21.4% | ||
| Q2 25 | 23.2% | 25.2% | ||
| Q1 25 | 31.1% | 7.4% | ||
| Q4 24 | 17.6% | 23.8% | ||
| Q3 24 | 20.5% | 7.3% | ||
| Q2 24 | 24.3% | 23.6% |
净利率
BSY
RITM
| Q1 26 | 22.5% | 13.2% | ||
| Q4 25 | 15.0% | 5.7% | ||
| Q3 25 | 15.3% | 20.0% | ||
| Q2 25 | 19.4% | 25.6% | ||
| Q1 25 | 24.7% | 10.3% | ||
| Q4 24 | 14.3% | 14.0% | ||
| Q3 24 | 12.6% | 19.7% | ||
| Q2 24 | 21.8% | 19.2% |
每股收益(稀释后)
BSY
RITM
| Q1 26 | $0.30 | $0.12 | ||
| Q4 25 | $0.17 | $0.09 | ||
| Q3 25 | $0.18 | $0.35 | ||
| Q2 25 | $0.22 | $0.53 | ||
| Q1 25 | $0.28 | $0.07 | ||
| Q4 24 | $0.15 | $0.50 | ||
| Q3 24 | $0.13 | $0.20 | ||
| Q2 24 | $0.22 | $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 | $105.2M | — |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $1.2B | $9.1B |
| 总资产 | $3.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.91× | — |
8季度趋势,按日历期对齐
现金及短期投资
BSY
RITM
| Q1 26 | $105.2M | — | ||
| Q4 25 | $123.3M | $1.8B | ||
| Q3 25 | $165.4M | $1.6B | ||
| Q2 25 | $89.6M | $1.6B | ||
| Q1 25 | $83.6M | $1.5B | ||
| Q4 24 | $64.0M | $1.5B | ||
| Q3 24 | $72.2M | $1.6B | ||
| Q2 24 | $51.3M | $1.2B |
总债务
BSY
RITM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $35.4B | ||
| Q3 25 | $1.2B | $32.2B | ||
| Q2 25 | $1.2B | $31.2B | ||
| Q1 25 | $1.2B | $32.2B | ||
| Q4 24 | $1.4B | $32.6B | ||
| Q3 24 | $1.4B | $29.6B | ||
| Q2 24 | $1.3B | $30.1B |
股东权益
BSY
RITM
| Q1 26 | $1.2B | $9.1B | ||
| Q4 25 | $1.2B | $8.4B | ||
| Q3 25 | $1.2B | $8.5B | ||
| Q2 25 | $1.2B | $7.9B | ||
| Q1 25 | $1.1B | $7.8B | ||
| Q4 24 | $1.0B | $7.8B | ||
| Q3 24 | $1.0B | $7.7B | ||
| Q2 24 | $984.5M | $7.3B |
总资产
BSY
RITM
| Q1 26 | $3.5B | $53.4B | ||
| Q4 25 | $3.6B | $53.1B | ||
| Q3 25 | $3.5B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.4B | $45.3B | ||
| Q4 24 | $3.4B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.3B | $42.0B |
负债/权益比
BSY
RITM
| Q1 26 | 0.91× | — | ||
| Q4 25 | 1.05× | 4.20× | ||
| Q3 25 | 1.04× | 3.79× | ||
| Q2 25 | 1.07× | 3.92× | ||
| Q1 25 | 1.13× | 4.14× | ||
| Q4 24 | 1.33× | 4.18× | ||
| Q3 24 | 1.37× | 3.87× | ||
| Q2 24 | 1.36× | 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 | $193.4M | — |
| 自由现金流经营现金流 - 资本支出 | $187.9M | — |
| 自由现金流率自由现金流/营收 | 44.3% | — |
| 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 | 2.03× | — |
| 过去12个月自由现金流最近4个季度 | $491.7M | — |
8季度趋势,按日历期对齐
经营现金流
BSY
RITM
| Q1 26 | $193.4M | — | ||
| Q4 25 | $141.6M | $-114.6M | ||
| Q3 25 | $116.4M | $-2.0B | ||
| Q2 25 | $61.1M | $-557.1M | ||
| Q1 25 | $219.4M | $1.4B | ||
| Q4 24 | $81.6M | $-1.8B | ||
| Q3 24 | $86.1M | $768.1M | ||
| Q2 24 | $62.6M | $-55.7M |
自由现金流
BSY
RITM
| Q1 26 | $187.9M | — | ||
| Q4 25 | $136.2M | — | ||
| Q3 25 | $110.7M | — | ||
| Q2 25 | $57.0M | — | ||
| Q1 25 | $216.4M | — | ||
| Q4 24 | $76.1M | — | ||
| Q3 24 | $84.3M | — | ||
| Q2 24 | $59.5M | — |
自由现金流率
BSY
RITM
| Q1 26 | 44.3% | — | ||
| Q4 25 | 34.8% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 15.7% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 25.1% | — | ||
| Q2 24 | 18.0% | — |
资本支出强度
BSY
RITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.9% | — |
现金转化率
BSY
RITM
| Q1 26 | 2.03× | — | ||
| Q4 25 | 2.41× | -1.35× | ||
| Q3 25 | 2.03× | -9.22× | ||
| Q2 25 | 0.87× | -1.79× | ||
| Q1 25 | 2.40× | 18.03× | ||
| Q4 24 | 1.63× | -6.04× | ||
| Q3 24 | 2.03× | 6.31× | ||
| Q2 24 | 0.87× | -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
BSY
| Subscriptions | $392.5M | 93% |
| Services | $22.6M | 5% |
| Perpetual licenses | $9.1M | 2% |
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% |