vs
CrossAmerica Partners LP（CAPL）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
CrossAmerica Partners LP的季度营收约是Rithm Capital Corp.的1.0倍（$866.3M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 1.2%，领先12.0%），Rithm Capital Corp.同比增速更快（508.5% vs -8.3%），过去两年CrossAmerica Partners LP的营收复合增速更高（-4.1% vs -17.9%）
塔峰资本合伙人（TowerBrook Capital Partners）是一家总部位于伦敦和纽约的投资管理公司，2005年从索罗斯基金管理分拆独立。该机构主打私募股权及结构性机会投资，曾收购奢侈品品牌Jimmy Choo控股权，截至2025年其管理规模超250亿美元，官网公示在管投资项目共110个。
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。
CAPL vs RITM — 直观对比
营收规模更大
CAPL
是对方的1.0倍
$828.2M
营收增速更快
RITM
高出516.7%
-8.3%
净利率更高
RITM
高出12.0%
1.2%
两年增速更快
CAPL
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.3M | $828.2M |
| 净利润 | $10.2M | $109.5M |
| 毛利率 | 12.4% | — |
| 营业利润率 | 3.0% | 29.9% |
| 净利率 | 1.2% | 13.2% |
| 营收同比 | -8.3% | 508.5% |
| 净利润同比 | -39.6% | 27.7% |
| 每股收益（稀释后） | $0.24 | $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CAPLRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $866.3M | $1.5B | ||
| Q3 25 | $971.8M | $1.1B | ||
| Q2 25 | $961.9M | $1.2B | ||
| Q1 25 | $862.5M | $768.4M | ||
| Q4 24 | $944.2M | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润CAPLRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $10.2M | $85.0M | ||
| Q3 25 | $13.6M | $221.5M | ||
| Q2 25 | $25.2M | $311.7M | ||
| Q1 25 | $-7.1M | $78.8M | ||
| Q4 24 | $16.9M | $290.2M | ||
| Q3 24 | $10.7M | $121.7M | ||
| Q2 24 | $12.4M | $235.6M |
毛利率CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 9.2% | — |
营业利润率CAPLRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 3.0% | 13.8% | ||
| Q3 25 | 2.9% | 21.4% | ||
| Q2 25 | 4.3% | 25.2% | ||
| Q1 25 | 0.2% | 7.4% | ||
| Q4 24 | 3.0% | 23.8% | ||
| Q3 24 | 2.5% | 7.3% | ||
| Q2 24 | 2.5% | 23.6% |
净利率CAPLRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 1.2% | 5.7% | ||
| Q3 25 | 1.4% | 20.0% | ||
| Q2 25 | 2.6% | 25.6% | ||
| Q1 25 | -0.8% | 10.3% | ||
| Q4 24 | 1.8% | 14.0% | ||
| Q3 24 | 1.0% | 19.7% | ||
| Q2 24 | 1.1% | 19.2% |
每股收益（稀释后）CAPLRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.24 | $0.09 | ||
| Q3 25 | $0.34 | $0.35 | ||
| Q2 25 | $0.64 | $0.53 | ||
| Q1 25 | $-0.20 | $0.07 | ||
| Q4 24 | $0.42 | $0.50 | ||
| Q3 24 | $0.27 | $0.20 | ||
| Q2 24 | $0.31 | $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 | $3.1M | — |
| 总债务越低越好 | $687.2M | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $964.7M | $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CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | $3.1M | $1.8B | ||
| Q3 25 | $5.8M | $1.6B | ||
| Q2 25 | $9.7M | $1.6B | ||
| Q1 25 | $6.7M | $1.5B | ||
| Q4 24 | $3.4M | $1.5B | ||
| Q3 24 | $7.8M | $1.6B | ||
| Q2 24 | $5.5M | $1.2B |
总债务CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | $687.2M | $35.4B | ||
| Q3 25 | $700.8M | $32.2B | ||
| Q2 25 | $722.7M | $31.2B | ||
| Q1 25 | $774.1M | $32.2B | ||
| Q4 24 | $763.9M | $32.6B | ||
| Q3 24 | $769.2M | $29.6B | ||
| Q2 24 | $786.7M | $30.1B |
股东权益CAPLRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.5B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $7.3B |
总资产CAPLRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $964.7M | $53.1B | ||
| Q3 25 | $998.9M | $47.2B | ||
| Q2 25 | $1.0B | $44.3B | ||
| Q1 25 | $1.1B | $45.3B | ||
| Q4 24 | $1.1B | $46.0B | ||
| Q3 24 | $1.1B | $42.3B | ||
| Q2 24 | $1.2B | $42.0B |
负债/权益比CAPLRITM
| 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 | $29.4M | — |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 2.6% | — |
| 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 | 2.89× | — |
| 过去12个月自由现金流最近4个季度 | $55.8M | — |
8季度趋势，按日历期对齐
经营现金流CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | $29.4M | $-114.6M | ||
| Q3 25 | $24.4M | $-2.0B | ||
| Q2 25 | $22.6M | $-557.1M | ||
| Q1 25 | $15.0M | $1.4B | ||
| Q4 24 | $11.1M | $-1.8B | ||
| Q3 24 | $41.9M | $768.1M | ||
| Q2 24 | $28.9M | $-55.7M |
自由现金流CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | $22.4M | — | ||
| Q3 25 | $17.7M | — | ||
| Q2 25 | $10.8M | — | ||
| Q1 25 | $4.9M | — | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $34.2M | — | ||
| Q2 24 | $23.6M | — |
自由现金流率CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.1% | — |
资本支出强度CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.5% | — |
现金转化率CAPLRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.89× | -1.35× | ||
| Q3 25 | 1.79× | -9.22× | ||
| Q2 25 | 0.90× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 0.66× | -6.04× | ||
| Q3 24 | 3.92× | 6.31× | ||
| Q2 24 | 2.33× | -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
CAPL
| Retail Segment | $505.3M | 58% |
| Wholesale | $360.9M | 42% |
| Other | $1.2M | 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% |
