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BrightView Holdings, Inc.(BV)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BrightView Holdings, Inc.的1.3倍($828.2M vs $614.7M),Rithm Capital Corp.净利率更高(13.2% vs -2.5%,领先15.7%),Rithm Capital Corp.同比增速更快(508.5% vs 2.6%),过去两年BrightView Holdings, Inc.的营收复合增速更高(-4.4% vs -17.9%)
BrightView Holdings是美国领先的商业景观服务提供商,业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等,服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs RITM — 直观对比
营收规模更大
RITM
是对方的1.3倍
$614.7M
营收增速更快
RITM
高出505.9%
2.6%
净利率更高
RITM
高出15.7%
-2.5%
两年增速更快
BV
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $614.7M | $828.2M |
| 净利润 | $-15.2M | $109.5M |
| 毛利率 | 18.6% | — |
| 营业利润率 | -1.2% | 29.9% |
| 净利率 | -2.5% | 13.2% |
| 营收同比 | 2.6% | 508.5% |
| 净利润同比 | -46.2% | 27.7% |
| 每股收益(稀释后) | $-0.26 | $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
BV
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $614.7M | $1.5B | ||
| Q3 25 | $702.7M | $1.1B | ||
| Q2 25 | $708.3M | $1.2B | ||
| Q1 25 | $662.6M | $768.4M | ||
| Q4 24 | $599.2M | $2.1B | ||
| Q3 24 | $728.7M | $619.5M | ||
| Q2 24 | $738.8M | $1.2B |
净利润
BV
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-15.2M | $85.0M | ||
| Q3 25 | $27.7M | $221.5M | ||
| Q2 25 | $32.3M | $311.7M | ||
| Q1 25 | $6.4M | $78.8M | ||
| Q4 24 | $-10.4M | $290.2M | ||
| Q3 24 | $25.6M | $121.7M | ||
| Q2 24 | $23.5M | $235.6M |
毛利率
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 22.3% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 24.0% | — |
营业利润率
BV
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -1.2% | 13.8% | ||
| Q3 25 | 7.9% | 21.4% | ||
| Q2 25 | 8.1% | 25.2% | ||
| Q1 25 | 3.4% | 7.4% | ||
| Q4 24 | -0.1% | 23.8% | ||
| Q3 24 | 7.1% | 7.3% | ||
| Q2 24 | 6.6% | 23.6% |
净利率
BV
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -2.5% | 5.7% | ||
| Q3 25 | 3.9% | 20.0% | ||
| Q2 25 | 4.6% | 25.6% | ||
| Q1 25 | 1.0% | 10.3% | ||
| Q4 24 | -1.7% | 14.0% | ||
| Q3 24 | 3.5% | 19.7% | ||
| Q2 24 | 3.2% | 19.2% |
每股收益(稀释后)
BV
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.26 | $0.09 | ||
| Q3 25 | $0.21 | $0.35 | ||
| Q2 25 | $0.15 | $0.53 | ||
| Q1 25 | $-0.03 | $0.07 | ||
| Q4 24 | $-0.20 | $0.50 | ||
| Q3 24 | $0.20 | $0.20 | ||
| Q2 24 | $0.10 | $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 | $37.0M | — |
| 总债务越低越好 | $801.1M | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $3.3B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势,按日历期对齐
现金及短期投资
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | $37.0M | $1.8B | ||
| Q3 25 | $74.5M | $1.6B | ||
| Q2 25 | $79.1M | $1.6B | ||
| Q1 25 | $141.3M | $1.5B | ||
| Q4 24 | $98.3M | $1.5B | ||
| Q3 24 | $140.4M | $1.6B | ||
| Q2 24 | $115.9M | $1.2B |
总债务
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | $801.1M | $35.4B | ||
| Q3 25 | $790.2M | $32.2B | ||
| Q2 25 | $790.7M | $31.2B | ||
| Q1 25 | $798.9M | $32.2B | ||
| Q4 24 | $796.5M | $32.6B | ||
| Q3 24 | $802.5M | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益
BV
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.3B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.3B | $7.8B | ||
| Q3 24 | $1.3B | $7.7B | ||
| Q2 24 | $1.3B | $7.3B |
总资产
BV
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.3B | $53.1B | ||
| Q3 25 | $3.4B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.3B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.4B | $42.0B |
负债/权益比
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 4.20× | ||
| Q3 25 | 0.61× | 3.79× | ||
| Q2 25 | 0.62× | 3.92× | ||
| Q1 25 | 0.63× | 4.14× | ||
| Q4 24 | 0.63× | 4.18× | ||
| Q3 24 | 0.63× | 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 | $36.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | — |
| 自由现金流率自由现金流/营收 | -3.0% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 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 | $17.2M | — |
8季度趋势,按日历期对齐
经营现金流
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | $36.1M | $-114.6M | ||
| Q3 25 | $84.4M | $-2.0B | ||
| Q2 25 | $55.7M | $-557.1M | ||
| Q1 25 | $91.2M | $1.4B | ||
| Q4 24 | $60.5M | $-1.8B | ||
| Q3 24 | $53.5M | $768.1M | ||
| Q2 24 | $42.6M | $-55.7M |
自由现金流
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | $-18.6M | — | ||
| Q3 25 | $26.0M | — | ||
| Q2 25 | $-47.8M | — | ||
| Q1 25 | $57.6M | — | ||
| Q4 24 | $1.8M | — | ||
| Q3 24 | $21.1M | — | ||
| Q2 24 | $19.3M | — |
自由现金流率
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | -3.0% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | -6.7% | — | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.6% | — |
资本支出强度
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | — | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 3.2% | — |
现金转化率
BV
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 3.05× | -9.22× | ||
| Q2 25 | 1.72× | -1.79× | ||
| Q1 25 | 14.25× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 2.09× | 6.31× | ||
| Q2 24 | 1.81× | -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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
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% |