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DARLING INGREDIENTS INC.（DAR）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
DARLING INGREDIENTS INC.的季度营收约是Rithm Capital Corp.的1.9倍（$1.6B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 1.2%，领先12.0%），DARLING INGREDIENTS INC.同比增速更快（10.0% vs -40.0%），过去两年DARLING INGREDIENTS INC.的营收复合增速更高（-1.6% vs -17.9%）
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
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。
DAR vs RITM — 直观对比
营收规模更大
DAR
是对方的1.9倍
$828.2M
营收增速更快
DAR
高出50.0%
-40.0%
净利率更高
RITM
高出12.0%
1.2%
两年增速更快
DAR
近两年复合增速
-17.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $828.2M |
| 净利润 | $19.4M | $109.5M |
| 毛利率 | 24.7% | — |
| 营业利润率 | 4.6% | — |
| 净利率 | 1.2% | 13.2% |
| 营收同比 | 10.0% | -40.0% |
| 净利润同比 | 14.2% | 20.9% |
| 每股收益（稀释后） | $0.12 | $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DARRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $619.5M | ||
| Q2 24 | $1.5B | $1.2B |
净利润DARRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $19.4M | $221.5M | ||
| Q2 25 | $12.7M | $311.7M | ||
| Q1 25 | $-26.2M | $78.8M | ||
| Q4 24 | $101.9M | $290.2M | ||
| Q3 24 | $16.9M | $121.7M | ||
| Q2 24 | $78.9M | $235.6M |
毛利率DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.7% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.6% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 22.5% | — |
营业利润率DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 4.6% | 21.4% | ||
| Q2 25 | 5.1% | 25.2% | ||
| Q1 25 | 2.1% | 7.4% | ||
| Q4 24 | 8.6% | 23.8% | ||
| Q3 24 | 4.2% | 7.3% | ||
| Q2 24 | 10.2% | 23.6% |
净利率DARRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 1.2% | 20.0% | ||
| Q2 25 | 0.9% | 25.6% | ||
| Q1 25 | -1.9% | 10.3% | ||
| Q4 24 | 7.2% | 14.0% | ||
| Q3 24 | 1.2% | 19.7% | ||
| Q2 24 | 5.4% | 19.2% |
每股收益（稀释后）DARRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $0.12 | $0.35 | ||
| Q2 25 | $0.08 | $0.53 | ||
| Q1 25 | $-0.16 | $0.07 | ||
| Q4 24 | $0.63 | $0.50 | ||
| Q3 24 | $0.11 | $0.20 | ||
| Q2 24 | $0.49 | $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 | $91.5M | — |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $4.7B | $9.1B |
| 总资产 | $10.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.86× | — |
8季度趋势，按日历期对齐
现金及短期投资DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $91.5M | $1.6B | ||
| Q2 25 | $94.6M | $1.6B | ||
| Q1 25 | $81.5M | $1.5B | ||
| Q4 24 | $76.0M | $1.5B | ||
| Q3 24 | $114.8M | $1.6B | ||
| Q2 24 | $121.6M | $1.2B |
总债务DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $4.0B | $32.2B | ||
| Q2 25 | $3.9B | $31.2B | ||
| Q1 25 | $3.8B | $32.2B | ||
| Q4 24 | $3.9B | $32.6B | ||
| Q3 24 | $4.1B | $29.6B | ||
| Q2 24 | $4.3B | $30.1B |
股东权益DARRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $4.7B | $8.5B | ||
| Q2 25 | $4.6B | $7.9B | ||
| Q1 25 | $4.4B | $7.8B | ||
| Q4 24 | $4.4B | $7.8B | ||
| Q3 24 | $4.6B | $7.7B | ||
| Q2 24 | $4.5B | $7.3B |
总资产DARRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $10.5B | $47.2B | ||
| Q2 25 | $10.3B | $44.3B | ||
| Q1 25 | $10.0B | $45.3B | ||
| Q4 24 | $10.1B | $46.0B | ||
| Q3 24 | $10.6B | $42.3B | ||
| Q2 24 | $10.6B | $42.0B |
负债/权益比DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 0.86× | 3.79× | ||
| Q2 25 | 0.85× | 3.92× | ||
| Q1 25 | 0.86× | 4.14× | ||
| Q4 24 | 0.89× | 4.18× | ||
| Q3 24 | 0.91× | 3.87× | ||
| Q2 24 | 0.97× | 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 | $224.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 11.59× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $224.3M | $-2.0B | ||
| Q2 25 | $145.8M | $-557.1M | ||
| Q1 25 | $249.0M | $1.4B | ||
| Q4 24 | $154.4M | $-1.8B | ||
| Q3 24 | $274.5M | $768.1M | ||
| Q2 24 | $146.5M | $-55.7M |
现金转化率DARRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 11.59× | -9.22× | ||
| Q2 25 | 11.52× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | 1.52× | -6.04× | ||
| Q3 24 | 16.19× | 6.31× | ||
| Q2 24 | 1.86× | -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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
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% |
