vs
凌云逻辑（CRUS）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.的季度营收约是凌云逻辑的1.4倍（$828.2M vs $580.6M），凌云逻辑净利率更高（24.2% vs 13.2%，领先10.9%），Rithm Capital Corp.同比增速更快（508.5% vs 4.5%），过去两年凌云逻辑的营收复合增速更高（25.0% vs -17.9%）
凌云逻辑（Cirrus Logic）是美国无晶圆厂半导体供应商，专注于模拟、混合信号及音频数字信号处理集成电路的研发与供应，1998年起总部设立于得克萨斯州奥斯汀市，产品广泛应用于消费电子、智能音频等多个领域。
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。
CRUS vs RITM — 直观对比
营收规模更大
RITM
是对方的1.4倍
$580.6M
营收增速更快
RITM
高出504.0%
4.5%
净利率更高
CRUS
高出10.9%
13.2%
两年增速更快
CRUS
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $580.6M | $828.2M |
| 净利润 | $140.3M | $109.5M |
| 毛利率 | 53.1% | — |
| 营业利润率 | 26.3% | 29.9% |
| 净利率 | 24.2% | 13.2% |
| 营收同比 | 4.5% | 508.5% |
| 净利润同比 | 21.0% | 27.7% |
| 每股收益（稀释后） | $2.66 | $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CRUSRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $580.6M | $1.5B | ||
| Q3 25 | $561.0M | $1.1B | ||
| Q2 25 | $407.3M | $1.2B | ||
| Q1 25 | $424.5M | $768.4M | ||
| Q4 24 | $555.7M | $2.1B | ||
| Q3 24 | $541.9M | $619.5M | ||
| Q2 24 | $374.0M | $1.2B |
净利润CRUSRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $140.3M | $85.0M | ||
| Q3 25 | $131.6M | $221.5M | ||
| Q2 25 | $60.7M | $311.7M | ||
| Q1 25 | $71.3M | $78.8M | ||
| Q4 24 | $116.0M | $290.2M | ||
| Q3 24 | $102.1M | $121.7M | ||
| Q2 24 | $42.1M | $235.6M |
毛利率CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 53.1% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.4% | — | ||
| Q4 24 | 53.6% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 50.5% | — |
营业利润率CRUSRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 26.3% | 13.8% | ||
| Q3 25 | 25.8% | 21.4% | ||
| Q2 25 | 17.8% | 25.2% | ||
| Q1 25 | 20.2% | 7.4% | ||
| Q4 24 | 26.2% | 23.8% | ||
| Q3 24 | 24.3% | 7.3% | ||
| Q2 24 | 12.5% | 23.6% |
净利率CRUSRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 24.2% | 5.7% | ||
| Q3 25 | 23.5% | 20.0% | ||
| Q2 25 | 14.9% | 25.6% | ||
| Q1 25 | 16.8% | 10.3% | ||
| Q4 24 | 20.9% | 14.0% | ||
| Q3 24 | 18.8% | 19.7% | ||
| Q2 24 | 11.3% | 19.2% |
每股收益（稀释后）CRUSRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.66 | $0.09 | ||
| Q3 25 | $2.48 | $0.35 | ||
| Q2 25 | $1.14 | $0.53 | ||
| Q1 25 | $1.30 | $0.07 | ||
| Q4 24 | $2.11 | $0.50 | ||
| Q3 24 | $1.83 | $0.20 | ||
| Q2 24 | $0.76 | $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 | $778.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $9.1B |
| 总资产 | $2.5B | $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CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $778.1M | $1.8B | ||
| Q3 25 | $593.5M | $1.6B | ||
| Q2 25 | $548.9M | $1.6B | ||
| Q1 25 | $539.6M | $1.5B | ||
| Q4 24 | $526.4M | $1.5B | ||
| Q3 24 | $445.8M | $1.6B | ||
| Q2 24 | $491.4M | $1.2B |
总债务CRUSRITM
| 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CRUSRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $8.4B | ||
| Q3 25 | $2.0B | $8.5B | ||
| Q2 25 | $1.9B | $7.9B | ||
| Q1 25 | $1.9B | $7.8B | ||
| Q4 24 | $2.0B | $7.8B | ||
| Q3 24 | $1.9B | $7.7B | ||
| Q2 24 | $1.8B | $7.3B |
总资产CRUSRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.5B | $53.1B | ||
| Q3 25 | $2.4B | $47.2B | ||
| Q2 25 | $2.3B | $44.3B | ||
| Q1 25 | $2.3B | $45.3B | ||
| Q4 24 | $2.4B | $46.0B | ||
| Q3 24 | $2.4B | $42.3B | ||
| Q2 24 | $2.3B | $42.0B |
负债/权益比CRUSRITM
| 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 | $290.8M | — |
| 自由现金流经营现金流 - 资本支出 | $285.7M | — |
| 自由现金流率自由现金流/营收 | 49.2% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $614.5M | — |
8季度趋势，按日历期对齐
经营现金流CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $290.8M | $-114.6M | ||
| Q3 25 | $92.2M | $-2.0B | ||
| Q2 25 | $116.1M | $-557.1M | ||
| Q1 25 | $130.4M | $1.4B | ||
| Q4 24 | $218.6M | $-1.8B | ||
| Q3 24 | $8.2M | $768.1M | ||
| Q2 24 | $87.2M | $-55.7M |
自由现金流CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | $285.7M | — | ||
| Q3 25 | $88.3M | — | ||
| Q2 25 | $113.5M | — | ||
| Q1 25 | $127.0M | — | ||
| Q4 24 | $211.9M | — | ||
| Q3 24 | $5.6M | — | ||
| Q2 24 | $77.2M | — |
自由现金流率CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 49.2% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 27.9% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 38.1% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 20.6% | — |
资本支出强度CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 2.7% | — |
现金转化率CRUSRITM
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | -1.35× | ||
| Q3 25 | 0.70× | -9.22× | ||
| Q2 25 | 1.91× | -1.79× | ||
| Q1 25 | 1.83× | 18.03× | ||
| Q4 24 | 1.88× | -6.04× | ||
| Q3 24 | 0.08× | 6.31× | ||
| Q2 24 | 2.07× | -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
CRUS
| Audio Products Segment | $344.5M | 59% |
| High Performance Mixed Signal Products | $236.2M | 41% |
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% |
