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BlueLinx Holdings Inc.（BXC）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BlueLinx Holdings Inc.的1.1倍（$828.2M vs $748.9M），Rithm Capital Corp.净利率更高（13.2% vs 0.2%，领先13.0%），Rithm Capital Corp.同比增速更快（508.5% vs 0.2%），过去两年BlueLinx Holdings Inc.的营收复合增速更高（2.5% vs -17.9%）
BlueLinx Holdings Inc.是美国经营建材与工业产品的批发分销商，总部位于佐治亚州亚特兰大，目前由Shyam Reddy担任公司总裁兼首席执行官，在美国本土相关分销领域开展业务
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。
BXC vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$748.9M
营收增速更快
RITM
高出508.3%
0.2%
净利率更高
RITM
高出13.0%
0.2%
两年增速更快
BXC
近两年复合增速
-17.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $748.9M | $828.2M |
| 净利润 | $1.7M | $109.5M |
| 毛利率 | 14.4% | — |
| 营业利润率 | 1.3% | 29.9% |
| 净利率 | 0.2% | 13.2% |
| 营收同比 | 0.2% | 508.5% |
| 净利润同比 | -89.7% | 27.7% |
| 每股收益（稀释后） | $0.20 | $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BXCRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $748.9M | $1.1B | ||
| Q2 25 | $780.1M | $1.2B | ||
| Q1 25 | $709.2M | $768.4M | ||
| Q4 24 | $710.6M | $2.1B | ||
| Q3 24 | $747.3M | $619.5M | ||
| Q2 24 | $768.4M | $1.2B |
净利润BXCRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $1.7M | $221.5M | ||
| Q2 25 | $4.3M | $311.7M | ||
| Q1 25 | $2.8M | $78.8M | ||
| Q4 24 | — | $290.2M | ||
| Q3 24 | $16.0M | $121.7M | ||
| Q2 24 | $14.3M | $235.6M |
毛利率BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 15.3% | — | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 16.8% | — | ||
| Q2 24 | 15.9% | — |
营业利润率BXCRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 1.3% | 21.4% | ||
| Q2 25 | 1.9% | 25.2% | ||
| Q1 25 | 1.5% | 7.4% | ||
| Q4 24 | 1.7% | 23.8% | ||
| Q3 24 | 3.2% | 7.3% | ||
| Q2 24 | 3.1% | 23.6% |
净利率BXCRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 0.2% | 20.0% | ||
| Q2 25 | 0.6% | 25.6% | ||
| Q1 25 | 0.4% | 10.3% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 2.1% | 19.7% | ||
| Q2 24 | 1.9% | 19.2% |
每股收益（稀释后）BXCRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.20 | $0.35 | ||
| Q2 25 | $0.54 | $0.53 | ||
| Q1 25 | $0.33 | $0.07 | ||
| Q4 24 | $0.67 | $0.50 | ||
| Q3 24 | $1.87 | $0.20 | ||
| Q2 24 | $1.65 | $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 | $429.4M | — |
| 总债务越低越好 | $598.5M | — |
| 股东权益账面价值 | $623.0M | $9.1B |
| 总资产 | $1.6B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势，按日历期对齐
现金及短期投资BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $429.4M | $1.6B | ||
| Q2 25 | $386.8M | $1.6B | ||
| Q1 25 | $449.0M | $1.5B | ||
| Q4 24 | $505.6M | $1.5B | ||
| Q3 24 | $526.3M | $1.6B | ||
| Q2 24 | $491.4M | $1.2B |
总债务BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $598.5M | $32.2B | ||
| Q2 25 | $596.4M | $31.2B | ||
| Q1 25 | $596.6M | $32.2B | ||
| Q4 24 | $575.1M | $32.6B | ||
| Q3 24 | $576.0M | $29.6B | ||
| Q2 24 | $574.6M | $30.1B |
股东权益BXCRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $623.0M | $8.5B | ||
| Q2 25 | $621.3M | $7.9B | ||
| Q1 25 | $636.1M | $7.8B | ||
| Q4 24 | $646.4M | $7.8B | ||
| Q3 24 | $655.6M | $7.7B | ||
| Q2 24 | $652.3M | $7.3B |
总资产BXCRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $1.6B | $47.2B | ||
| Q2 25 | $1.6B | $44.3B | ||
| Q1 25 | $1.6B | $45.3B | ||
| Q4 24 | $1.6B | $46.0B | ||
| Q3 24 | $1.6B | $42.3B | ||
| Q2 24 | $1.6B | $42.0B |
负债/权益比BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 0.96× | 3.79× | ||
| Q2 25 | 0.96× | 3.92× | ||
| Q1 25 | 0.94× | 4.14× | ||
| Q4 24 | 0.89× | 4.18× | ||
| Q3 24 | 0.88× | 3.87× | ||
| Q2 24 | 0.88× | 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 | $58.6M | — |
| 自由现金流经营现金流 - 资本支出 | $52.7M | — |
| 自由现金流率自由现金流/营收 | 7.0% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 35.42× | — |
| 过去12个月自由现金流最近4个季度 | $-25.1M | — |
8季度趋势，按日历期对齐
经营现金流BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $58.6M | $-2.0B | ||
| Q2 25 | $-26.8M | $-557.1M | ||
| Q1 25 | $-33.9M | $1.4B | ||
| Q4 24 | $18.7M | $-1.8B | ||
| Q3 24 | $61.8M | $768.1M | ||
| Q2 24 | $35.8M | $-55.7M |
自由现金流BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $52.7M | — | ||
| Q2 25 | $-36.4M | — | ||
| Q1 25 | $-39.8M | — | ||
| Q4 24 | $-1.5M | — | ||
| Q3 24 | $53.8M | — | ||
| Q2 24 | $29.3M | — |
自由现金流率BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | -4.7% | — | ||
| Q1 25 | -5.6% | — | ||
| Q4 24 | -0.2% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 3.8% | — |
资本支出强度BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 0.8% | — |
现金转化率BXCRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 35.42× | -9.22× | ||
| Q2 25 | -6.21× | -1.79× | ||
| Q1 25 | -12.09× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 3.86× | 6.31× | ||
| Q2 24 | 2.50× | -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
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
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% |
