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达美乐（DPZ）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
达美乐的季度营收约是Rithm Capital Corp.的1.4倍（$1.2B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 12.2%，领先1.1%），Rithm Capital Corp.同比增速更快（508.5% vs 3.5%），过去两年达美乐的营收复合增速更高（2.4% vs -17.9%）
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
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。
DPZ vs RITM — 直观对比
营收规模更大
DPZ
是对方的1.4倍
$828.2M
营收增速更快
RITM
高出505.0%
3.5%
净利率更高
RITM
高出1.1%
12.2%
两年增速更快
DPZ
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $828.2M |
| 净利润 | $139.8M | $109.5M |
| 毛利率 | 40.4% | — |
| 营业利润率 | 20.0% | 29.9% |
| 净利率 | 12.2% | 13.2% |
| 营收同比 | 3.5% | 508.5% |
| 净利润同比 | -6.6% | 27.7% |
| 每股收益（稀释后） | $4.13 | $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DPZRITM
| Q1 26 | $1.2B | $828.2M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.1B | $768.4M | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润DPZRITM
| Q1 26 | $139.8M | $109.5M | ||
| Q4 25 | — | $85.0M | ||
| Q3 25 | $139.3M | $221.5M | ||
| Q2 25 | $131.1M | $311.7M | ||
| Q1 25 | $149.7M | $78.8M | ||
| Q4 24 | $169.4M | $290.2M | ||
| Q3 24 | $146.9M | $121.7M | ||
| Q2 24 | $142.0M | $235.6M |
毛利率DPZRITM
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 40.1% | — | ||
| Q2 25 | 40.3% | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 39.2% | — | ||
| Q2 24 | 39.8% | — |
营业利润率DPZRITM
| Q1 26 | 20.0% | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 19.5% | 21.4% | ||
| Q2 25 | 19.7% | 25.2% | ||
| Q1 25 | 18.9% | 7.4% | ||
| Q4 24 | 19.0% | 23.8% | ||
| Q3 24 | 18.4% | 7.3% | ||
| Q2 24 | 17.9% | 23.6% |
净利率DPZRITM
| Q1 26 | 12.2% | 13.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | 12.1% | 20.0% | ||
| Q2 25 | 11.4% | 25.6% | ||
| Q1 25 | 13.5% | 10.3% | ||
| Q4 24 | 11.7% | 14.0% | ||
| Q3 24 | 13.6% | 19.7% | ||
| Q2 24 | 12.9% | 19.2% |
每股收益（稀释后）DPZRITM
| Q1 26 | $4.13 | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $4.08 | $0.35 | ||
| Q2 25 | $3.81 | $0.53 | ||
| Q1 25 | $4.33 | $0.07 | ||
| Q4 24 | $4.89 | $0.50 | ||
| Q3 24 | $4.19 | $0.20 | ||
| Q2 24 | $4.03 | $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 | $232.9M | — |
| 总债务越低越好 | $4.9B | — |
| 股东权益账面价值 | — | $9.1B |
| 总资产 | $1.8B | $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DPZRITM
| Q1 26 | $232.9M | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $139.7M | $1.6B | ||
| Q2 25 | $272.9M | $1.6B | ||
| Q1 25 | $304.3M | $1.5B | ||
| Q4 24 | $186.1M | $1.5B | ||
| Q3 24 | $189.1M | $1.6B | ||
| Q2 24 | $283.7M | $1.2B |
总债务DPZRITM
| Q1 26 | $4.9B | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $4.8B | $32.2B | ||
| Q2 25 | $3.8B | $31.2B | ||
| Q1 25 | $3.8B | $32.2B | ||
| Q4 24 | $3.8B | $32.6B | ||
| Q3 24 | $5.0B | $29.6B | ||
| Q2 24 | $5.0B | $30.1B |
股东权益DPZRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | $-4.0B | $8.5B | ||
| Q2 25 | $-4.0B | $7.9B | ||
| Q1 25 | $-3.9B | $7.8B | ||
| Q4 24 | $-4.0B | $7.8B | ||
| Q3 24 | $-4.0B | $7.7B | ||
| Q2 24 | $-3.9B | $7.3B |
总资产DPZRITM
| Q1 26 | $1.8B | $53.4B | ||
| Q4 25 | — | $53.1B | ||
| Q3 25 | $1.7B | $47.2B | ||
| Q2 25 | $1.8B | $44.3B | ||
| Q1 25 | $1.9B | $45.3B | ||
| Q4 24 | $1.7B | $46.0B | ||
| Q3 24 | $1.8B | $42.3B | ||
| Q2 24 | $1.9B | $42.0B |
负债/权益比DPZRITM
| 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 | $162.0M | — |
| 自由现金流经营现金流 - 资本支出 | $147.0M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 1.16× | — |
| 过去12个月自由现金流最近4个季度 | $625.3M | — |
8季度趋势，按日历期对齐
经营现金流DPZRITM
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $-114.6M | ||
| Q3 25 | $185.4M | $-2.0B | ||
| Q2 25 | $187.8M | $-557.1M | ||
| Q1 25 | $179.1M | $1.4B | ||
| Q4 24 | $178.0M | $-1.8B | ||
| Q3 24 | $172.7M | $768.1M | ||
| Q2 24 | $150.7M | $-55.7M |
自由现金流DPZRITM
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $164.0M | — | ||
| Q2 25 | $167.3M | — | ||
| Q1 25 | $164.3M | — | ||
| Q4 24 | $135.9M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $127.2M | — |
自由现金流率DPZRITM
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 11.6% | — |
资本支出强度DPZRITM
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 2.1% | — |
现金转化率DPZRITM
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 1.33× | -9.22× | ||
| Q2 25 | 1.43× | -1.79× | ||
| Q1 25 | 1.20× | 18.03× | ||
| Q4 24 | 1.05× | -6.04× | ||
| Q3 24 | 1.18× | 6.31× | ||
| Q2 24 | 1.06× | -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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
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% |
