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BWX Technologies, Inc.（BWXT）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
BWX Technologies, Inc.的季度营收约是Rithm Capital Corp.的1.1倍（$885.8M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 10.5%，领先2.7%），Rithm Capital Corp.同比增速更快（508.5% vs 18.7%），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs -17.9%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
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。
BWXT vs RITM — 直观对比
营收规模更大
BWXT
是对方的1.1倍
$828.2M
营收增速更快
RITM
高出489.8%
18.7%
净利率更高
RITM
高出2.7%
10.5%
两年增速更快
BWXT
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $828.2M |
| 净利润 | $93.0M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 10.4% | 29.9% |
| 净利率 | 10.5% | 13.2% |
| 营收同比 | 18.7% | 508.5% |
| 净利润同比 | 30.9% | 27.7% |
| 每股收益（稀释后） | $1.02 | $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BWXTRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $885.8M | $1.5B | ||
| Q3 25 | $866.3M | $1.1B | ||
| Q2 25 | $764.0M | $1.2B | ||
| Q1 25 | $682.3M | $768.4M | ||
| Q4 24 | $746.3M | $2.1B | ||
| Q3 24 | $672.0M | $619.5M | ||
| Q2 24 | $681.5M | $1.2B |
净利润BWXTRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $93.0M | $85.0M | ||
| Q3 25 | $82.1M | $221.5M | ||
| Q2 25 | $78.4M | $311.7M | ||
| Q1 25 | $75.5M | $78.8M | ||
| Q4 24 | $71.0M | $290.2M | ||
| Q3 24 | $69.5M | $121.7M | ||
| Q2 24 | $73.0M | $235.6M |
毛利率BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 24.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.4% | — | ||
| Q2 24 | 24.7% | — |
营业利润率BWXTRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 10.4% | 13.8% | ||
| Q3 25 | 13.1% | 21.4% | ||
| Q2 25 | 13.4% | 25.2% | ||
| Q1 25 | 14.2% | 7.4% | ||
| Q4 24 | 12.4% | 23.8% | ||
| Q3 24 | 14.4% | 7.3% | ||
| Q2 24 | 14.5% | 23.6% |
净利率BWXTRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.5% | 5.7% | ||
| Q3 25 | 9.5% | 20.0% | ||
| Q2 25 | 10.3% | 25.6% | ||
| Q1 25 | 11.1% | 10.3% | ||
| Q4 24 | 9.5% | 14.0% | ||
| Q3 24 | 10.3% | 19.7% | ||
| Q2 24 | 10.7% | 19.2% |
每股收益（稀释后）BWXTRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.02 | $0.09 | ||
| Q3 25 | $0.89 | $0.35 | ||
| Q2 25 | $0.85 | $0.53 | ||
| Q1 25 | $0.82 | $0.07 | ||
| Q4 24 | $0.77 | $0.50 | ||
| Q3 24 | $0.76 | $0.20 | ||
| Q2 24 | $0.79 | $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 | $499.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $9.1B |
| 总资产 | $4.3B | $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BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | $499.8M | $1.8B | ||
| Q3 25 | $79.6M | $1.6B | ||
| Q2 25 | $37.0M | $1.6B | ||
| Q1 25 | $55.4M | $1.5B | ||
| Q4 24 | $74.1M | $1.5B | ||
| Q3 24 | $35.5M | $1.6B | ||
| Q2 24 | $48.3M | $1.2B |
总债务BWXTRITM
| 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BWXTRITM
| Q1 26 | — | $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 | $1.1B | $7.8B | ||
| Q3 24 | $1.1B | $7.7B | ||
| Q2 24 | $998.5M | $7.3B |
总资产BWXTRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.3B | $53.1B | ||
| Q3 25 | $3.8B | $47.2B | ||
| Q2 25 | $3.7B | $44.3B | ||
| Q1 25 | $3.1B | $45.3B | ||
| Q4 24 | $2.9B | $46.0B | ||
| Q3 24 | $2.9B | $42.3B | ||
| Q2 24 | $2.8B | $42.0B |
负债/权益比BWXTRITM
| 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 | $127.0M | — |
| 自由现金流经营现金流 - 资本支出 | $56.8M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 现金转化率经营现金流/净利润 | 1.37× | — |
| 过去12个月自由现金流最近4个季度 | $295.3M | — |
8季度趋势，按日历期对齐
经营现金流BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $-114.6M | ||
| Q3 25 | $143.2M | $-2.0B | ||
| Q2 25 | $159.0M | $-557.1M | ||
| Q1 25 | $50.6M | $1.4B | ||
| Q4 24 | $276.9M | $-1.8B | ||
| Q3 24 | $32.6M | $768.1M | ||
| Q2 24 | $65.9M | $-55.7M |
自由现金流BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | $56.8M | — | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $224.4M | — | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $35.5M | — |
自由现金流率BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 5.2% | — |
资本支出强度BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.5% | — |
现金转化率BWXTRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | -1.35× | ||
| Q3 25 | 1.74× | -9.22× | ||
| Q2 25 | 2.03× | -1.79× | ||
| Q1 25 | 0.67× | 18.03× | ||
| Q4 24 | 3.90× | -6.04× | ||
| Q3 24 | 0.47× | 6.31× | ||
| Q2 24 | 0.90× | -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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 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% |
