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卡彭特科技（CRS）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.的季度营收约是卡彭特科技的1.0倍（$828.2M vs $811.5M），卡彭特科技净利率更高（17.2% vs 13.2%，领先4.0%），Rithm Capital Corp.同比增速更快（508.5% vs 11.6%），过去两年卡彭特科技的营收复合增速更高（0.8% vs -17.9%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$811.5M
营收增速更快
RITM
高出496.9%
11.6%
净利率更高
CRS
高出4.0%
13.2%
两年增速更快
CRS
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $828.2M |
| 净利润 | $139.6M | $109.5M |
| 毛利率 | 31.0% | — |
| 营业利润率 | 23.0% | 29.9% |
| 净利率 | 17.2% | 13.2% |
| 营收同比 | 11.6% | 508.5% |
| 净利润同比 | 46.3% | 27.7% |
| 每股收益（稀释后） | $2.77 | $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CRSRITM
| Q1 26 | $811.5M | $828.2M | ||
| Q4 25 | $728.0M | $1.5B | ||
| Q3 25 | $733.7M | $1.1B | ||
| Q2 25 | $755.6M | $1.2B | ||
| Q1 25 | $727.0M | $768.4M | ||
| Q4 24 | $676.9M | $2.1B | ||
| Q3 24 | $717.6M | $619.5M | ||
| Q2 24 | $798.7M | $1.2B |
净利润CRSRITM
| Q1 26 | $139.6M | $109.5M | ||
| Q4 25 | $105.3M | $85.0M | ||
| Q3 25 | $122.5M | $221.5M | ||
| Q2 25 | $111.7M | $311.7M | ||
| Q1 25 | $95.4M | $78.8M | ||
| Q4 24 | $84.1M | $290.2M | ||
| Q3 24 | $84.8M | $121.7M | ||
| Q2 24 | $93.6M | $235.6M |
毛利率CRSRITM
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.3% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 26.2% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 23.9% | — |
营业利润率CRSRITM
| Q1 26 | 23.0% | 29.9% | ||
| Q4 25 | 21.3% | 13.8% | ||
| Q3 25 | 20.9% | 21.4% | ||
| Q2 25 | 20.1% | 25.2% | ||
| Q1 25 | 19.0% | 7.4% | ||
| Q4 24 | 17.6% | 23.8% | ||
| Q3 24 | 15.8% | 7.3% | ||
| Q2 24 | 13.6% | 23.6% |
净利率CRSRITM
| Q1 26 | 17.2% | 13.2% | ||
| Q4 25 | 14.5% | 5.7% | ||
| Q3 25 | 16.7% | 20.0% | ||
| Q2 25 | 14.8% | 25.6% | ||
| Q1 25 | 13.1% | 10.3% | ||
| Q4 24 | 12.4% | 14.0% | ||
| Q3 24 | 11.8% | 19.7% | ||
| Q2 24 | 11.7% | 19.2% |
每股收益（稀释后）CRSRITM
| Q1 26 | $2.77 | $0.12 | ||
| Q4 25 | $2.09 | $0.09 | ||
| Q3 25 | $2.43 | $0.35 | ||
| Q2 25 | $2.21 | $0.53 | ||
| Q1 25 | $1.88 | $0.07 | ||
| Q4 24 | $1.66 | $0.50 | ||
| Q3 24 | $1.67 | $0.20 | ||
| Q2 24 | $1.85 | $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 | $294.8M | — |
| 总债务越低越好 | $690.4M | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $3.7B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资CRSRITM
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $1.8B | ||
| Q3 25 | $208.0M | $1.6B | ||
| Q2 25 | $315.5M | $1.6B | ||
| Q1 25 | $151.5M | $1.5B | ||
| Q4 24 | $162.1M | $1.5B | ||
| Q3 24 | $150.2M | $1.6B | ||
| Q2 24 | $199.1M | $1.2B |
总债务CRSRITM
| Q1 26 | $690.4M | — | ||
| 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CRSRITM
| Q1 26 | $2.1B | $9.1B | ||
| Q4 25 | $2.0B | $8.4B | ||
| Q3 25 | $1.9B | $8.5B | ||
| Q2 25 | $1.9B | $7.9B | ||
| Q1 25 | $1.8B | $7.8B | ||
| Q4 24 | $1.7B | $7.8B | ||
| Q3 24 | $1.7B | $7.7B | ||
| Q2 24 | $1.6B | $7.3B |
总资产CRSRITM
| Q1 26 | $3.7B | $53.4B | ||
| Q4 25 | $3.5B | $53.1B | ||
| Q3 25 | $3.4B | $47.2B | ||
| Q2 25 | $3.5B | $44.3B | ||
| Q1 25 | $3.4B | $45.3B | ||
| Q4 24 | $3.3B | $46.0B | ||
| Q3 24 | $3.3B | $42.3B | ||
| Q2 24 | $3.3B | $42.0B |
负债/权益比CRSRITM
| Q1 26 | 0.33× | — | ||
| 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 | $124.8M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 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 | $407.5M | — |
8季度趋势，按日历期对齐
经营现金流CRSRITM
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $-114.6M | ||
| Q3 25 | $39.2M | $-2.0B | ||
| Q2 25 | $258.1M | $-557.1M | ||
| Q1 25 | $74.2M | $1.4B | ||
| Q4 24 | $67.9M | $-1.8B | ||
| Q3 24 | $40.2M | $768.1M | ||
| Q2 24 | $169.5M | $-55.7M |
自由现金流CRSRITM
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | — | ||
| Q3 25 | $-3.4M | — | ||
| Q2 25 | $200.2M | — | ||
| Q1 25 | $34.0M | — | ||
| Q4 24 | $38.6M | — | ||
| Q3 24 | $13.3M | — | ||
| Q2 24 | $141.8M | — |
自由现金流率CRSRITM
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | — | ||
| Q3 25 | -0.5% | — | ||
| Q2 25 | 26.5% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 17.8% | — |
资本支出强度CRSRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.5% | — |
现金转化率CRSRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | -1.35× | ||
| Q3 25 | 0.32× | -9.22× | ||
| Q2 25 | 2.31× | -1.79× | ||
| Q1 25 | 0.78× | 18.03× | ||
| Q4 24 | 0.81× | -6.04× | ||
| Q3 24 | 0.47× | 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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
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% |
