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卡骆驰（CROX）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
卡骆驰的季度营收约是Rithm Capital Corp.的1.1倍（$921.5M vs $828.2M），卡骆驰净利率更高（14.9% vs 13.2%，领先1.7%），Rithm Capital Corp.同比增速更快（508.5% vs -1.7%），过去两年卡骆驰的营收复合增速更高（-8.9% vs -17.9%）
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
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。
CROX vs RITM — 直观对比
营收规模更大
CROX
是对方的1.1倍
$828.2M
营收增速更快
RITM
高出510.2%
-1.7%
净利率更高
CROX
高出1.7%
13.2%
两年增速更快
CROX
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $921.5M | $828.2M |
| 净利润 | $137.6M | $109.5M |
| 毛利率 | 56.8% | — |
| 营业利润率 | 21.8% | 29.9% |
| 净利率 | 14.9% | 13.2% |
| 营收同比 | -1.7% | 508.5% |
| 净利润同比 | -14.1% | 27.7% |
| 每股收益（稀释后） | $2.71 | $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CROXRITM
| Q1 26 | $921.5M | $828.2M | ||
| Q4 25 | $957.6M | $1.5B | ||
| Q3 25 | $996.3M | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $937.3M | $768.4M | ||
| Q4 24 | $989.8M | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润CROXRITM
| Q1 26 | $137.6M | $109.5M | ||
| Q4 25 | $105.2M | $85.0M | ||
| Q3 25 | $145.8M | $221.5M | ||
| Q2 25 | $-492.3M | $311.7M | ||
| Q1 25 | $160.1M | $78.8M | ||
| Q4 24 | $368.9M | $290.2M | ||
| Q3 24 | $199.8M | $121.7M | ||
| Q2 24 | $228.9M | $235.6M |
毛利率CROXRITM
| Q1 26 | 56.8% | — | ||
| Q4 25 | 54.7% | — | ||
| Q3 25 | 58.5% | — | ||
| Q2 25 | 61.7% | — | ||
| Q1 25 | 57.8% | — | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | 59.6% | — | ||
| Q2 24 | 61.4% | — |
营业利润率CROXRITM
| Q1 26 | 21.8% | 29.9% | ||
| Q4 25 | 15.3% | 13.8% | ||
| Q3 25 | 20.8% | 21.4% | ||
| Q2 25 | -37.2% | 25.2% | ||
| Q1 25 | 23.8% | 7.4% | ||
| Q4 24 | 20.2% | 23.8% | ||
| Q3 24 | 25.4% | 7.3% | ||
| Q2 24 | 29.3% | 23.6% |
净利率CROXRITM
| Q1 26 | 14.9% | 13.2% | ||
| Q4 25 | 11.0% | 5.7% | ||
| Q3 25 | 14.6% | 20.0% | ||
| Q2 25 | -42.8% | 25.6% | ||
| Q1 25 | 17.1% | 10.3% | ||
| Q4 24 | 37.3% | 14.0% | ||
| Q3 24 | 18.8% | 19.7% | ||
| Q2 24 | 20.6% | 19.2% |
每股收益（稀释后）CROXRITM
| Q1 26 | $2.71 | $0.12 | ||
| Q4 25 | $1.79 | $0.09 | ||
| Q3 25 | $2.70 | $0.35 | ||
| Q2 25 | $-8.82 | $0.53 | ||
| Q1 25 | $2.83 | $0.07 | ||
| Q4 24 | $6.25 | $0.50 | ||
| Q3 24 | $3.36 | $0.20 | ||
| Q2 24 | $3.77 | $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 | $130.9M | — |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.4B | $9.1B |
| 总资产 | $4.3B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.93× | — |
8季度趋势，按日历期对齐
现金及短期投资CROXRITM
| Q1 26 | $130.9M | — | ||
| Q4 25 | $130.4M | $1.8B | ||
| Q3 25 | $154.0M | $1.6B | ||
| Q2 25 | $200.6M | $1.6B | ||
| Q1 25 | $166.5M | $1.5B | ||
| Q4 24 | $180.5M | $1.5B | ||
| Q3 24 | $186.1M | $1.6B | ||
| Q2 24 | $167.7M | $1.2B |
总债务CROXRITM
| Q1 26 | $1.3B | — | ||
| 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CROXRITM
| Q1 26 | $1.4B | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.4B | $7.9B | ||
| Q1 25 | $2.0B | $7.8B | ||
| Q4 24 | $1.8B | $7.8B | ||
| Q3 24 | $1.7B | $7.7B | ||
| Q2 24 | $1.7B | $7.3B |
总资产CROXRITM
| Q1 26 | $4.3B | $53.4B | ||
| Q4 25 | $4.2B | $53.1B | ||
| Q3 25 | $4.3B | $47.2B | ||
| Q2 25 | $4.5B | $44.3B | ||
| Q1 25 | $5.1B | $45.3B | ||
| Q4 24 | $4.8B | $46.0B | ||
| Q3 24 | $4.7B | $42.3B | ||
| Q2 24 | $4.7B | $42.0B |
负债/权益比CROXRITM
| Q1 26 | 0.93× | — | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-98.9M | — |
| 自由现金流率自由现金流/营收 | -10.7% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $642.9M | — |
8季度趋势，按日历期对齐
经营现金流CROXRITM
| Q1 26 | — | — | ||
| Q4 25 | $252.5M | $-114.6M | ||
| Q3 25 | $239.3M | $-2.0B | ||
| Q2 25 | $285.8M | $-557.1M | ||
| Q1 25 | $-67.2M | $1.4B | ||
| Q4 24 | $321.9M | $-1.8B | ||
| Q3 24 | $296.9M | $768.1M | ||
| Q2 24 | $401.2M | $-55.7M |
自由现金流CROXRITM
| Q1 26 | $-98.9M | — | ||
| Q4 25 | $246.4M | — | ||
| Q3 25 | $226.2M | — | ||
| Q2 25 | $269.2M | — | ||
| Q1 25 | $-82.6M | — | ||
| Q4 24 | $303.4M | — | ||
| Q3 24 | $278.8M | — | ||
| Q2 24 | $384.2M | — |
自由现金流率CROXRITM
| Q1 26 | -10.7% | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -8.8% | — | ||
| Q4 24 | 30.7% | — | ||
| Q3 24 | 26.3% | — | ||
| Q2 24 | 34.6% | — |
资本支出强度CROXRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.5% | — |
现金转化率CROXRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | -1.35× | ||
| Q3 25 | 1.64× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | -0.42× | 18.03× | ||
| Q4 24 | 0.87× | -6.04× | ||
| Q3 24 | 1.49× | 6.31× | ||
| Q2 24 | 1.75× | -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
CROX
暂无分部数据
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% |
