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Digital Realty（DLR）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
Digital Realty的季度营收约是Rithm Capital Corp.的2.0倍（$1.6B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 6.0%，领先7.2%），Digital Realty同比增速更快（16.1% vs -40.0%），过去两年Digital Realty的营收复合增速更高（9.8% vs -17.9%）
Digital Realty是一家全球知名的不动产投资信托企业，核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资，可为客户提供数据中心部署、主机托管、网络互联等多元专业服务，能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
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。
DLR vs RITM — 直观对比
营收规模更大
DLR
是对方的2.0倍
$828.2M
营收增速更快
DLR
高出56.1%
-40.0%
净利率更高
RITM
高出7.2%
6.0%
两年增速更快
DLR
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $828.2M |
| 净利润 | $98.6M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 6.9% | — |
| 净利率 | 6.0% | 13.2% |
| 营收同比 | 16.1% | -40.0% |
| 净利润同比 | -10.3% | 20.9% |
| 每股收益（稀释后） | $0.22 | $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DLRRITM
| Q1 26 | $1.6B | $828.2M | ||
| Q4 25 | $1.6B | $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 | $1.4B | $1.2B |
净利润DLRRITM
| Q1 26 | $98.6M | $109.5M | ||
| Q4 25 | $98.6M | $85.0M | ||
| Q3 25 | $67.8M | $221.5M | ||
| Q2 25 | $1.0B | $311.7M | ||
| Q1 25 | $110.0M | $78.8M | ||
| Q4 24 | $189.6M | $290.2M | ||
| Q3 24 | $51.2M | $121.7M | ||
| Q2 24 | $80.2M | $235.6M |
营业利润率DLRRITM
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 13.8% | ||
| Q3 25 | 8.8% | 21.4% | ||
| Q2 25 | 14.2% | 25.2% | ||
| Q1 25 | 13.9% | 7.4% | ||
| Q4 24 | 10.1% | 23.8% | ||
| Q3 24 | 11.8% | 7.3% | ||
| Q2 24 | 0.7% | 23.6% |
净利率DLRRITM
| Q1 26 | 6.0% | 13.2% | ||
| Q4 25 | 6.0% | 5.7% | ||
| Q3 25 | 4.3% | 20.0% | ||
| Q2 25 | 69.1% | 25.6% | ||
| Q1 25 | 7.8% | 10.3% | ||
| Q4 24 | 13.2% | 14.0% | ||
| Q3 24 | 3.6% | 19.7% | ||
| Q2 24 | 5.9% | 19.2% |
每股收益（稀释后）DLRRITM
| Q1 26 | $0.22 | $0.12 | ||
| Q4 25 | $0.22 | $0.09 | ||
| Q3 25 | $0.15 | $0.35 | ||
| Q2 25 | $2.94 | $0.53 | ||
| Q1 25 | $0.27 | $0.07 | ||
| Q4 24 | $0.50 | $0.50 | ||
| Q3 24 | $0.09 | $0.20 | ||
| Q2 24 | $0.20 | $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 | $3.5B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $9.1B |
| 总资产 | $49.4B | $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DLRRITM
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.8B | ||
| Q3 25 | $3.3B | $1.6B | ||
| Q2 25 | $3.6B | $1.6B | ||
| Q1 25 | $2.3B | $1.5B | ||
| Q4 24 | $3.9B | $1.5B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.3B | $1.2B |
总债务DLRRITM
| 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DLRRITM
| Q1 26 | $22.9B | $9.1B | ||
| Q4 25 | $22.9B | $8.4B | ||
| Q3 25 | $23.0B | $8.5B | ||
| Q2 25 | $22.9B | $7.9B | ||
| Q1 25 | $21.3B | $7.8B | ||
| Q4 24 | $21.3B | $7.8B | ||
| Q3 24 | $21.2B | $7.7B | ||
| Q2 24 | $20.5B | $7.3B |
总资产DLRRITM
| Q1 26 | $49.4B | $53.4B | ||
| Q4 25 | $49.4B | $53.1B | ||
| Q3 25 | $48.7B | $47.2B | ||
| Q2 25 | $48.7B | $44.3B | ||
| Q1 25 | $45.1B | $45.3B | ||
| Q4 24 | $45.3B | $46.0B | ||
| Q3 24 | $45.3B | $42.3B | ||
| Q2 24 | $43.6B | $42.0B |
负债/权益比DLRRITM
| 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× |
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
DLR
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% |
